SKY Perfect JSAT（9412）株式概要スカパーJSATは、主にアジアで衛星を利用した多チャンネル有料テレビと衛星通信サービスを提供している。 詳細9412 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より35.4%で取引されている 収益は年間9.85%増加すると予測されています 過去5年間の収益は年間10.8%増加しました。 アナリストらは、株価が93.6%上昇するだろうとほぼ一致している。 リスク分析JP市場と比較して、過去 3 か月間の株価の変動が非常に大きい2.11%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る9412 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,117 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 NarrativeBLINROAG492,117 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.28k3.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0193b2016201920222025202620282031Revenue JP¥168.5bEarnings JP¥30.8bAdvancedSet Fair ValueView all narrativesSKY Perfect JSAT Corporation 競合他社Fuji Media HoldingsSymbol: TSE:4676Market cap: JP¥573.9bNippon Television HoldingsSymbol: TSE:9404Market cap: JP¥716.3bCyberAgentSymbol: TSE:4751Market cap: JP¥752.3bHakuhodo DY HoldingsSymbol: TSE:2433Market cap: JP¥455.4b価格と性能株価の高値、安値、推移の概要SKY Perfect JSAT過去の株価現在の株価JP¥2,277.0052週高値JP¥4,720.0052週安値JP¥1,298.00ベータ0.341ヶ月の変化-28.84%3ヶ月変化-33.13%1年変化61.03%3年間の変化299.47%5年間の変化439.57%IPOからの変化242.41%最新ニュースお知らせ • Jul 07SKY Perfect JSAT Corporation to Report Q1, 2027 Results on Aug 05, 2026SKY Perfect JSAT Corporation announced that they will report Q1, 2027 results at 2:00 PM, Tokyo Standard Time on Aug 05, 2026Buy Or Sell Opportunity • Jun 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,483. The fair value is estimated to be JP¥3,198, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 382% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Dividend is not well covered by cash flows (382% cash payout ratio).Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,794, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Media industry in Japan. Total returns to shareholders of 419% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,198 per share.お知らせ • Jun 20SKY Perfect JSAT Corporation Announces Management AppointmentsSKY Perfect JSAT Corporation decided on the appointment of board directors at the 19th General Meeting of Shareholders held on June 19, 2026 and the Board of Directors meeting held afterwards, approved New Appointment of Gaku Shibata and Makiko Yoshida as Board Director (Non-Standing).New Risk • Jun 12New 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 9.4% 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. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesお知らせ • Jul 07SKY Perfect JSAT Corporation to Report Q1, 2027 Results on Aug 05, 2026SKY Perfect JSAT Corporation announced that they will report Q1, 2027 results at 2:00 PM, Tokyo Standard Time on Aug 05, 2026Buy Or Sell Opportunity • Jun 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,483. The fair value is estimated to be JP¥3,198, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 382% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Dividend is not well covered by cash flows (382% cash payout ratio).Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,794, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Media industry in Japan. Total returns to shareholders of 419% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,198 per share.お知らせ • Jun 20SKY Perfect JSAT Corporation Announces Management AppointmentsSKY Perfect JSAT Corporation decided on the appointment of board directors at the 19th General Meeting of Shareholders held on June 19, 2026 and the Board of Directors meeting held afterwards, approved New Appointment of Gaku Shibata and Makiko Yoshida as Board Director (Non-Standing).New Risk • Jun 12New 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 9.4% 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. This is currently the only risk that has been identified for the company.Price Target Changed • Jun 10Price target increased by 7.3% to JP¥4,408Up from JP¥4,108, the current price target is an average from 6 analysts. New target price is 39% above last closing price of JP¥3,165. Stock is up 142% over the past year. The company is forecast to post earnings per share of JP¥97.11 for next year compared to JP¥82.25 last year.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,750, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 639% over the past three years.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,205, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 720% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,424 per share.Price Target Changed • May 01Price target increased by 8.1% to JP¥3,632Up from JP¥3,358, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥3,515. Stock is up 209% over the past year. The company is forecast to post earnings per share of JP¥93.72 for next year compared to JP¥82.25 last year.分析記事 • Apr 30SKY Perfect JSAT Corporation (TSE:9412) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for SKY Perfect JSAT Corporation ( TSE:9412 ) shareholders, because the company has just released...Reported Earnings • Apr 29Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥82.25 (up from JP¥67.43 in FY 2025). Revenue: JP¥127.6b (up 3.1% from FY 2025). Net income: JP¥23.3b (up 22% from FY 2025). Profit margin: 18% (up from 15% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29SKY Perfect JSAT Corporation, Annual General Meeting, Jun 19, 2026SKY Perfect JSAT Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • Apr 16SKY Perfect JSAT Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026SKY Perfect JSAT Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026Buy Or Sell Opportunity • Apr 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥3,075. The fair value is estimated to be JP¥2,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 31% to JP¥2,750. The fair value is estimated to be JP¥3,457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.分析記事 • Feb 06Earnings Update: Here's Why Analysts Just Lifted Their SKY Perfect JSAT Holdings Inc. (TSE:9412) Price Target To JP¥2,760It's been a pretty great week for SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shareholders, with its shares surging 15...Price Target Changed • Feb 06Price target increased by 7.9% to JP¥2,692Up from JP¥2,495, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,571. Stock is up 137% over the past year. The company is forecast to post earnings per share of JP¥81.43 for next year compared to JP¥67.43 last year.Reported Earnings • Feb 05Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: JP¥20.68 (up from JP¥16.55 in 3Q 2025). Revenue: JP¥32.5b (up 5.2% from 3Q 2025). Net income: JP¥5.86b (up 25% from 3Q 2025). Profit margin: 18% (up from 15% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 04SKY Perfect JSAT Holdings Inc.'s (TSE:9412) 28% Price Boost Is Out Of Tune With EarningsDespite an already strong run, SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,582, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,762 per share.Price Target Changed • Dec 31Price target increased by 13% to JP¥2,270Up from JP¥2,016, the current price target is an average from 4 analysts. New target price is 14% above last closing price of JP¥1,994. Stock is up 119% over the past year. The company is forecast to post earnings per share of JP¥78.64 for next year compared to JP¥67.43 last year.分析記事 • Dec 24SKY Perfect JSAT Holdings (TSE:9412) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • Dec 10Price target increased by 13% to JP¥1,930Up from JP¥1,713, the current price target is an average from 5 analysts. New target price is 8.2% below last closing price of JP¥2,102. Stock is up 135% over the past year. The company is forecast to post earnings per share of JP¥76.76 for next year compared to JP¥67.43 last year.分析記事 • Dec 07SKY Perfect JSAT Holdings (TSE:9412) Has Announced A Dividend Of ¥19.00SKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) investors are due to receive a payment of ¥19.00 per share on 5th of...Declared Dividend • Dec 06First half dividend of JP¥19.00 announcedShareholders will receive a dividend of JP¥19.00. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (89.7% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 02SKY Perfect JSAT Holdings Inc. to Report Q3, 2026 Results on Feb 04, 2026SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2026 results on Feb 04, 2026分析記事 • Nov 29These 4 Measures Indicate That SKY Perfect JSAT Holdings (TSE:9412) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 13SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Shares Climb 25% But Its Business Is Yet to Catch UpThe SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) share price has done very well over the last month, posting an...Buy Or Sell Opportunity • Nov 10Now 20% undervaluedOver the last 90 days, the stock has risen 20% to JP¥1,706. The fair value is estimated to be JP¥2,134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥22.12 (up from JP¥16.54 in 2Q 2025). Revenue: JP¥31.0b (up 1.7% from 2Q 2025). Net income: JP¥6.27b (up 34% from 2Q 2025). Profit margin: 20% (up from 15% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,812, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 288% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,430 per share.New Risk • Nov 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,524, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 228% over the past three years.お知らせ • Oct 03SKY Perfect JSAT Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025Price Target Changed • Oct 03Price target increased by 7.5% to JP¥1,539Up from JP¥1,431, the current price target is an average from 5 analysts. New target price is 9.6% above last closing price of JP¥1,404. Stock is up 52% over the past year. The company is forecast to post earnings per share of JP¥72.42 for next year compared to JP¥67.43 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).分析記事 • Aug 09SKY Perfect JSAT Holdings Inc. (TSE:9412) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesLast week, you might have seen that SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) released its quarterly result to the...Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥19.41 (vs JP¥17.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.41 (up from JP¥17.75 in 1Q 2025). Revenue: JP¥29.8b (down 2.2% from 1Q 2025). Net income: JP¥5.50b (up 9.4% from 1Q 2025). Profit margin: 18% (up from 17% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 24SKY Perfect JSAT Holdings' (TSE:9412) Upcoming Dividend Will Be Larger Than Last Year'sSKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) dividend will be increasing from last year's payment of the same period...分析記事 • Jul 10SKY Perfect JSAT Holdings (TSE:9412) Is Increasing Its Dividend To ¥19.00SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) will increase its dividend from last year's comparable payment on the 8th...Declared Dividend • Jul 09Final dividend of JP¥19.00 announcedShareholders will receive a dividend of JP¥19.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 08SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Price Is Out Of Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 20.1x SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) may be sending very...Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chief Risk Management Officer & Director Teruo Yamashita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥67.43 (up from JP¥61.69 in FY 2024). Revenue: JP¥123.7b (up 1.5% from FY 2024). Net income: JP¥19.1b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 03SKY Perfect JSAT Holdings Inc. to Report Q1, 2026 Results on Aug 06, 2025SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2026 results on Aug 06, 2025分析記事 • May 28SKY Perfect JSAT Holdings (TSE:9412) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • May 27Price target increased by 13% to JP¥1,467Up from JP¥1,300, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥1,239. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥74.10 for next year compared to JP¥67.43 last year.Price Target Changed • May 21Price target increased by 8.5% to JP¥1,367Up from JP¥1,260, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥1,176. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥74.13 for next year compared to JP¥67.43 last year.Reported Earnings • Apr 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥67.43 (up from JP¥61.69 in FY 2024). Revenue: JP¥123.7b (up 1.5% from FY 2024). Net income: JP¥19.1b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 25SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 20, 2025SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 20, 2025.分析記事 • Apr 23An Intrinsic Calculation For SKY Perfect JSAT Holdings Inc. (TSE:9412) Suggests It's 36% UndervaluedKey Insights The projected fair value for SKY Perfect JSAT Holdings is JP¥1,768 based on 2 Stage Free Cash Flow to...分析記事 • Apr 08Is SKY Perfect JSAT Holdings (TSE:9412) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Apr 02SKY Perfect JSAT Holdings Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025SKY Perfect JSAT Holdings Inc. announced that they will report fiscal year 2025 results on Apr 25, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).Price Target Changed • Mar 11Price target increased by 11% to JP¥1,260Up from JP¥1,137, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥1,084. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥66.53 for next year compared to JP¥61.69 last year.分析記事 • Mar 09SKY Perfect JSAT Holdings (TSE:9412) Is Increasing Its Dividend To ¥16.00SKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) dividend will be increasing from last year's payment of the same period...Buy Or Sell Opportunity • Feb 28Now 21% undervaluedOver the last 90 days, the stock has risen 20% to JP¥1,040. The fair value is estimated to be JP¥1,322, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.分析記事 • Feb 13Subdued Growth No Barrier To SKY Perfect JSAT Holdings Inc. (TSE:9412) With Shares Advancing 26%SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shares have continued their recent momentum with a 26% gain in the last...分析記事 • Feb 10SKY Perfect JSAT Holdings (TSE:9412) Will Pay A Larger Dividend Than Last Year At ¥16.00SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) will increase its dividend from last year's comparable payment on the 24th...分析記事 • Feb 07SKY Perfect JSAT Holdings Inc. (TSE:9412) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next YearIt's been a pretty great week for SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shareholders, with its shares surging 16...Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥16.55 (vs JP¥16.84 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.55 (down from JP¥16.84 in 3Q 2024). Revenue: JP¥30.8b (up 1.0% from 3Q 2024). Net income: JP¥4.69b (down 2.7% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 23SKY Perfect JSAT Holdings (TSE:9412) Has Announced A Dividend Of ¥11.00The board of SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) has announced that it will pay a dividend on the 24th of June...お知らせ • Dec 13SKY Perfect JSAT Holdings Inc. to Report Q3, 2025 Results on Feb 05, 2025SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2025 results on Feb 05, 2025分析記事 • Dec 08SKY Perfect JSAT Holdings (TSE:9412) Is Paying Out A Dividend Of ¥11.00The board of SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) has announced that it will pay a dividend on the 24th of June...分析記事 • Dec 07SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that SKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) price-to-earnings (or "P/E") ratio of...Declared Dividend • Dec 07First half dividend of JP¥11.00 announcedDividend of JP¥11.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 10SKY Perfect JSAT Holdings Inc. (TSE:9412) Just Released Its Half-Yearly Earnings: Here's What Analysts ThinkSKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shareholders are probably feeling a little disappointed, since its shares...Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥16.54 (vs JP¥12.31 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.54 (up from JP¥12.31 in 2Q 2024). Revenue: JP¥30.5b (flat on 2Q 2024). Net income: JP¥4.69b (up 31% from 2Q 2024). Profit margin: 15% (up from 12% in 2Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).お知らせ • Aug 31SKY Perfect JSAT Holdings Inc. to Report Q2, 2025 Results on Nov 06, 2024SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2025 results on Nov 06, 2024Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥17.75 (vs JP¥17.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.75 (up from JP¥17.15 in 1Q 2024). Revenue: JP¥30.5b (up 1.6% from 1Q 2024). Net income: JP¥5.03b (flat on 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥684, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 85% over the past three years.分析記事 • Jul 22SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Intrinsic Value Is Potentially 67% Above Its Share PriceKey Insights The projected fair value for SKY Perfect JSAT Holdings is JP¥1,457 based on 2 Stage Free Cash Flow to...Declared Dividend • Jul 11Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27SKY Perfect JSAT Holdings Inc. to Report Q1, 2025 Results on Aug 07, 2024SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2025 results on Aug 07, 2024Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥61.69 (up from JP¥54.44 in FY 2023). Revenue: JP¥121.9b (flat on FY 2023). Net income: JP¥17.7b (up 12% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 24SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥61.69 (up from JP¥54.44 in FY 2023). Revenue: JP¥121.9b (flat on FY 2023). Net income: JP¥17.7b (up 12% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 21, 2024SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 21, 2024.分析記事 • Apr 23These 4 Measures Indicate That SKY Perfect JSAT Holdings (TSE:9412) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • Apr 14New 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. This is currently the only risk that has been identified for the company.分析記事 • Apr 08We Like These Underlying Return On Capital Trends At SKY Perfect JSAT Holdings (TSE:9412)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...お知らせ • Mar 28SKY Perfect JSAT Holdings Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024SKY Perfect JSAT Holdings Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.2%).Price Target Changed • Feb 16Price target increased by 12% to JP¥1,030Up from JP¥920, the current price target is an average from 2 analysts. New target price is 14% above last closing price of JP¥901. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥58.15 for next year compared to JP¥54.44 last year.お知らせ • Feb 09+ 1 more updateSKY Perfect JSAT Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SKY Perfect JSAT Holdings Inc. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 10.00 per share.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥16.84 (vs JP¥12.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.84 (up from JP¥12.68 in 3Q 2023). Revenue: JP¥30.5b (flat on 3Q 2023). Net income: JP¥4.82b (up 31% from 3Q 2023). Profit margin: 16% (up from 12% in 3Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 09SKY Perfect JSAT Holdings Inc. to Report Q3, 2024 Results on Feb 07, 2024SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥12.31 (vs JP¥12.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.31 (down from JP¥12.64 in 2Q 2023). Revenue: JP¥30.5b (up 4.5% from 2Q 2023). Net income: JP¥3.57b (down 2.6% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 28SKY Perfect JSAT Holdings Inc. to Report Q2, 2024 Results on Nov 01, 2023SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2024 results on Nov 01, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).お知らせ • Sep 07SKY Perfect JSAT Holdings Inc. (TSE:9412) announces an Equity Buyback for 10,000,000 shares, representing 3.44% for ¥5,000 million.SKY Perfect JSAT Holdings Inc. (TSE:9412) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 3.44% for ¥5,000 million. The purpose of the program is to improve capital efficiency. The program is valid till April 30, 2024. As of August 31, 2023, the company had 290,645,299 shares (excluding treasury stock) and 6,933,124 shares.お知らせ • Aug 09SKY Perfect JSAT Corporation Announces Successful Launch of Quantum Cryptography Optical Communication DeviceSKY Perfect JSAT Corporation announced the successful launch of the Quantum Cryptography Optical Communication Device, which was built in the Study and Development of Satellite-based Quantum Key Distribution (QKD) and Cryptography Technology in Satellite Communication for the Minister of Internal Affairs and Communications (MIC). The optical communication device was launched aboard Northrop Grumman’s Antares Rocket from NASA Wallops Flight Facility in Wallops Island, Virginia, U.S.A., at 9:30 a.m. on August 2, 2023 Japan Standard Time (JST) and arrived at the International Space Station (ISS) at 9:28 p.m. on August 4, 2023 JST. Moving forward, demonstration experiments between space and ground will begin after the optical communication device is placed outside of the ISS. The experiments will be conducted as an extension of the Optical Demonstration between Tokyo Skytree to Ground conducted in December 2022.Price Target Changed • Aug 04Price target increased by 9.4% to JP¥875Up from JP¥800, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥650. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥55.50 for next year compared to JP¥54.44 last year.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥17.15 (vs JP¥13.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.15 (up from JP¥13.89 in 1Q 2023). Revenue: JP¥30.0b (up 4.2% from 1Q 2023). Net income: JP¥4.98b (up 24% from 1Q 2023). Profit margin: 17% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.株主還元9412JP MediaJP 市場7D-8.4%-1.1%-3.5%1Y61.0%1.4%37.4%株主還元を見る業界別リターン: 9412過去 1 年間で1.4 % の収益を上げたJP Media業界を上回りました。リターン対市場: 9412過去 1 年間で37.4 % の収益を上げたJP市場を上回りました。価格変動Is 9412's price volatile compared to industry and market?9412 volatility9412 Average Weekly Movement10.1%Media Industry Average Movement4.5%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 9412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: 9412の weekly volatility ( 10% ) 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1985769Eiichi Yonekurawww.skyperfectjsat.spaceスカパーJSATは衛星を利用した多チャンネル有料テレビ放送と衛星通信サービスを主にアジアで提供している。メディア事業と宇宙事業で構成されている。メディア事業」は、放送事業者向けに顧客管理などのプラットフォームサービスを提供するほか、通信衛星や光ファイバー網を通じて放送サービスを提供している。宇宙事業」は、放送事業者向けに衛星通信回線を提供するほか、官公庁や企業向けにデータ通信や移動体通信などの衛星通信サービスを提供している。また、コンテンツの企画・制作、衛星回線の販売、衛星通信・放送サービスの通信事業者・システムインテグレーターとしての事業展開、移動体衛星通信サービスの提供も行っている。また、地球観測衛星画像の提供や技術サポートサービスも行っている。旧社名はスカパーJSATホールディングス株式会社で、2026年4月にスカパーJSAT株式会社に商号変更した。スカパーJSAT株式会社は1985年に設立され、港区に本社を置いている。もっと見るSKY Perfect JSAT Corporation 基礎のまとめSKY Perfect JSAT の収益と売上を時価総額と比較するとどうか。9412 基礎統計学時価総額JP¥645.39b収益（TTM）JP¥23.31b売上高(TTM)JP¥127.58b27.7xPER（株価収益率5.1xP/Sレシオ9412 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9412 損益計算書（TTM）収益JP¥127.58b売上原価JP¥64.70b売上総利益JP¥62.88bその他の費用JP¥39.57b収益JP¥23.31b直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）82.24グロス・マージン49.29%純利益率18.27%有利子負債／自己資本比率10.5%9412 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2.1%現在の配当利回り51%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2026/07/20 00:56終値2026/07/17 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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SKY Perfect JSAT Corporation 7 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。18 アナリスト機関Kirk BoodryAstris Advisory Japan, K.K.Yoshiyuki KinoshitaBofA Global ResearchKenichiro YoshidaCitigroup Inc15 その他のアナリストを表示
お知らせ • Jul 07SKY Perfect JSAT Corporation to Report Q1, 2027 Results on Aug 05, 2026SKY Perfect JSAT Corporation announced that they will report Q1, 2027 results at 2:00 PM, Tokyo Standard Time on Aug 05, 2026
Buy Or Sell Opportunity • Jun 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,483. The fair value is estimated to be JP¥3,198, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 382% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Dividend is not well covered by cash flows (382% cash payout ratio).
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,794, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Media industry in Japan. Total returns to shareholders of 419% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,198 per share.
お知らせ • Jun 20SKY Perfect JSAT Corporation Announces Management AppointmentsSKY Perfect JSAT Corporation decided on the appointment of board directors at the 19th General Meeting of Shareholders held on June 19, 2026 and the Board of Directors meeting held afterwards, approved New Appointment of Gaku Shibata and Makiko Yoshida as Board Director (Non-Standing).
New Risk • Jun 12New 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 9.4% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jul 07SKY Perfect JSAT Corporation to Report Q1, 2027 Results on Aug 05, 2026SKY Perfect JSAT Corporation announced that they will report Q1, 2027 results at 2:00 PM, Tokyo Standard Time on Aug 05, 2026
Buy Or Sell Opportunity • Jun 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥2,483. The fair value is estimated to be JP¥3,198, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 382% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Dividend is not well covered by cash flows (382% cash payout ratio).
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,794, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Media industry in Japan. Total returns to shareholders of 419% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,198 per share.
お知らせ • Jun 20SKY Perfect JSAT Corporation Announces Management AppointmentsSKY Perfect JSAT Corporation decided on the appointment of board directors at the 19th General Meeting of Shareholders held on June 19, 2026 and the Board of Directors meeting held afterwards, approved New Appointment of Gaku Shibata and Makiko Yoshida as Board Director (Non-Standing).
New Risk • Jun 12New 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 9.4% 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. This is currently the only risk that has been identified for the company.
Price Target Changed • Jun 10Price target increased by 7.3% to JP¥4,408Up from JP¥4,108, the current price target is an average from 6 analysts. New target price is 39% above last closing price of JP¥3,165. Stock is up 142% over the past year. The company is forecast to post earnings per share of JP¥97.11 for next year compared to JP¥82.25 last year.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,750, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 639% over the past three years.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,205, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 720% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,424 per share.
Price Target Changed • May 01Price target increased by 8.1% to JP¥3,632Up from JP¥3,358, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥3,515. Stock is up 209% over the past year. The company is forecast to post earnings per share of JP¥93.72 for next year compared to JP¥82.25 last year.
分析記事 • Apr 30SKY Perfect JSAT Corporation (TSE:9412) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a good week for SKY Perfect JSAT Corporation ( TSE:9412 ) shareholders, because the company has just released...
Reported Earnings • Apr 29Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥82.25 (up from JP¥67.43 in FY 2025). Revenue: JP¥127.6b (up 3.1% from FY 2025). Net income: JP¥23.3b (up 22% from FY 2025). Profit margin: 18% (up from 15% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29SKY Perfect JSAT Corporation, Annual General Meeting, Jun 19, 2026SKY Perfect JSAT Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • Apr 16SKY Perfect JSAT Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026SKY Perfect JSAT Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026
Buy Or Sell Opportunity • Apr 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥3,075. The fair value is estimated to be JP¥2,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.0%).
Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 31% to JP¥2,750. The fair value is estimated to be JP¥3,457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
分析記事 • Feb 06Earnings Update: Here's Why Analysts Just Lifted Their SKY Perfect JSAT Holdings Inc. (TSE:9412) Price Target To JP¥2,760It's been a pretty great week for SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shareholders, with its shares surging 15...
Price Target Changed • Feb 06Price target increased by 7.9% to JP¥2,692Up from JP¥2,495, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,571. Stock is up 137% over the past year. The company is forecast to post earnings per share of JP¥81.43 for next year compared to JP¥67.43 last year.
Reported Earnings • Feb 05Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: JP¥20.68 (up from JP¥16.55 in 3Q 2025). Revenue: JP¥32.5b (up 5.2% from 3Q 2025). Net income: JP¥5.86b (up 25% from 3Q 2025). Profit margin: 18% (up from 15% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 04SKY Perfect JSAT Holdings Inc.'s (TSE:9412) 28% Price Boost Is Out Of Tune With EarningsDespite an already strong run, SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,582, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Media industry in Japan. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,762 per share.
Price Target Changed • Dec 31Price target increased by 13% to JP¥2,270Up from JP¥2,016, the current price target is an average from 4 analysts. New target price is 14% above last closing price of JP¥1,994. Stock is up 119% over the past year. The company is forecast to post earnings per share of JP¥78.64 for next year compared to JP¥67.43 last year.
分析記事 • Dec 24SKY Perfect JSAT Holdings (TSE:9412) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • Dec 10Price target increased by 13% to JP¥1,930Up from JP¥1,713, the current price target is an average from 5 analysts. New target price is 8.2% below last closing price of JP¥2,102. Stock is up 135% over the past year. The company is forecast to post earnings per share of JP¥76.76 for next year compared to JP¥67.43 last year.
分析記事 • Dec 07SKY Perfect JSAT Holdings (TSE:9412) Has Announced A Dividend Of ¥19.00SKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) investors are due to receive a payment of ¥19.00 per share on 5th of...
Declared Dividend • Dec 06First half dividend of JP¥19.00 announcedShareholders will receive a dividend of JP¥19.00. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (89.7% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 02SKY Perfect JSAT Holdings Inc. to Report Q3, 2026 Results on Feb 04, 2026SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2026 results on Feb 04, 2026
分析記事 • Nov 29These 4 Measures Indicate That SKY Perfect JSAT Holdings (TSE:9412) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 13SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Shares Climb 25% But Its Business Is Yet to Catch UpThe SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) share price has done very well over the last month, posting an...
Buy Or Sell Opportunity • Nov 10Now 20% undervaluedOver the last 90 days, the stock has risen 20% to JP¥1,706. The fair value is estimated to be JP¥2,134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥22.12 (up from JP¥16.54 in 2Q 2025). Revenue: JP¥31.0b (up 1.7% from 2Q 2025). Net income: JP¥6.27b (up 34% from 2Q 2025). Profit margin: 20% (up from 15% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,812, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 288% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,430 per share.
New Risk • Nov 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,524, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 228% over the past three years.
お知らせ • Oct 03SKY Perfect JSAT Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025
Price Target Changed • Oct 03Price target increased by 7.5% to JP¥1,539Up from JP¥1,431, the current price target is an average from 5 analysts. New target price is 9.6% above last closing price of JP¥1,404. Stock is up 52% over the past year. The company is forecast to post earnings per share of JP¥72.42 for next year compared to JP¥67.43 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
分析記事 • Aug 09SKY Perfect JSAT Holdings Inc. (TSE:9412) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesLast week, you might have seen that SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) released its quarterly result to the...
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥19.41 (vs JP¥17.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.41 (up from JP¥17.75 in 1Q 2025). Revenue: JP¥29.8b (down 2.2% from 1Q 2025). Net income: JP¥5.50b (up 9.4% from 1Q 2025). Profit margin: 18% (up from 17% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 24SKY Perfect JSAT Holdings' (TSE:9412) Upcoming Dividend Will Be Larger Than Last Year'sSKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) dividend will be increasing from last year's payment of the same period...
分析記事 • Jul 10SKY Perfect JSAT Holdings (TSE:9412) Is Increasing Its Dividend To ¥19.00SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) will increase its dividend from last year's comparable payment on the 8th...
Declared Dividend • Jul 09Final dividend of JP¥19.00 announcedShareholders will receive a dividend of JP¥19.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 08SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Price Is Out Of Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 20.1x SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) may be sending very...
Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chief Risk Management Officer & Director Teruo Yamashita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥67.43 (up from JP¥61.69 in FY 2024). Revenue: JP¥123.7b (up 1.5% from FY 2024). Net income: JP¥19.1b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 03SKY Perfect JSAT Holdings Inc. to Report Q1, 2026 Results on Aug 06, 2025SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2026 results on Aug 06, 2025
分析記事 • May 28SKY Perfect JSAT Holdings (TSE:9412) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • May 27Price target increased by 13% to JP¥1,467Up from JP¥1,300, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥1,239. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥74.10 for next year compared to JP¥67.43 last year.
Price Target Changed • May 21Price target increased by 8.5% to JP¥1,367Up from JP¥1,260, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥1,176. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥74.13 for next year compared to JP¥67.43 last year.
Reported Earnings • Apr 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥67.43 (up from JP¥61.69 in FY 2024). Revenue: JP¥123.7b (up 1.5% from FY 2024). Net income: JP¥19.1b (up 7.7% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 25SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 20, 2025SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 20, 2025.
分析記事 • Apr 23An Intrinsic Calculation For SKY Perfect JSAT Holdings Inc. (TSE:9412) Suggests It's 36% UndervaluedKey Insights The projected fair value for SKY Perfect JSAT Holdings is JP¥1,768 based on 2 Stage Free Cash Flow to...
分析記事 • Apr 08Is SKY Perfect JSAT Holdings (TSE:9412) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Apr 02SKY Perfect JSAT Holdings Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025SKY Perfect JSAT Holdings Inc. announced that they will report fiscal year 2025 results on Apr 25, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).
Price Target Changed • Mar 11Price target increased by 11% to JP¥1,260Up from JP¥1,137, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥1,084. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥66.53 for next year compared to JP¥61.69 last year.
分析記事 • Mar 09SKY Perfect JSAT Holdings (TSE:9412) Is Increasing Its Dividend To ¥16.00SKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) dividend will be increasing from last year's payment of the same period...
Buy Or Sell Opportunity • Feb 28Now 21% undervaluedOver the last 90 days, the stock has risen 20% to JP¥1,040. The fair value is estimated to be JP¥1,322, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.
分析記事 • Feb 13Subdued Growth No Barrier To SKY Perfect JSAT Holdings Inc. (TSE:9412) With Shares Advancing 26%SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shares have continued their recent momentum with a 26% gain in the last...
分析記事 • Feb 10SKY Perfect JSAT Holdings (TSE:9412) Will Pay A Larger Dividend Than Last Year At ¥16.00SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) will increase its dividend from last year's comparable payment on the 24th...
分析記事 • Feb 07SKY Perfect JSAT Holdings Inc. (TSE:9412) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next YearIt's been a pretty great week for SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shareholders, with its shares surging 16...
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥16.55 (vs JP¥16.84 in 3Q 2024)Third quarter 2025 results: EPS: JP¥16.55 (down from JP¥16.84 in 3Q 2024). Revenue: JP¥30.8b (up 1.0% from 3Q 2024). Net income: JP¥4.69b (down 2.7% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 23SKY Perfect JSAT Holdings (TSE:9412) Has Announced A Dividend Of ¥11.00The board of SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) has announced that it will pay a dividend on the 24th of June...
お知らせ • Dec 13SKY Perfect JSAT Holdings Inc. to Report Q3, 2025 Results on Feb 05, 2025SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2025 results on Feb 05, 2025
分析記事 • Dec 08SKY Perfect JSAT Holdings (TSE:9412) Is Paying Out A Dividend Of ¥11.00The board of SKY Perfect JSAT Holdings Inc. ( TSE:9412 ) has announced that it will pay a dividend on the 24th of June...
分析記事 • Dec 07SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that SKY Perfect JSAT Holdings Inc.'s ( TSE:9412 ) price-to-earnings (or "P/E") ratio of...
Declared Dividend • Dec 07First half dividend of JP¥11.00 announcedDividend of JP¥11.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 10SKY Perfect JSAT Holdings Inc. (TSE:9412) Just Released Its Half-Yearly Earnings: Here's What Analysts ThinkSKY Perfect JSAT Holdings Inc. ( TSE:9412 ) shareholders are probably feeling a little disappointed, since its shares...
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥16.54 (vs JP¥12.31 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.54 (up from JP¥12.31 in 2Q 2024). Revenue: JP¥30.5b (flat on 2Q 2024). Net income: JP¥4.69b (up 31% from 2Q 2024). Profit margin: 15% (up from 12% in 2Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).
お知らせ • Aug 31SKY Perfect JSAT Holdings Inc. to Report Q2, 2025 Results on Nov 06, 2024SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2025 results on Nov 06, 2024
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥17.75 (vs JP¥17.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.75 (up from JP¥17.15 in 1Q 2024). Revenue: JP¥30.5b (up 1.6% from 1Q 2024). Net income: JP¥5.03b (flat on 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥684, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 85% over the past three years.
分析記事 • Jul 22SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Intrinsic Value Is Potentially 67% Above Its Share PriceKey Insights The projected fair value for SKY Perfect JSAT Holdings is JP¥1,457 based on 2 Stage Free Cash Flow to...
Declared Dividend • Jul 11Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27SKY Perfect JSAT Holdings Inc. to Report Q1, 2025 Results on Aug 07, 2024SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2025 results on Aug 07, 2024
Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥61.69 (up from JP¥54.44 in FY 2023). Revenue: JP¥121.9b (flat on FY 2023). Net income: JP¥17.7b (up 12% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 24SKY Perfect JSAT Holdings Inc.'s (TSE:9412) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥61.69 (up from JP¥54.44 in FY 2023). Revenue: JP¥121.9b (flat on FY 2023). Net income: JP¥17.7b (up 12% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 21, 2024SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 21, 2024.
分析記事 • Apr 23These 4 Measures Indicate That SKY Perfect JSAT Holdings (TSE:9412) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • Apr 14New 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. This is currently the only risk that has been identified for the company.
分析記事 • Apr 08We Like These Underlying Return On Capital Trends At SKY Perfect JSAT Holdings (TSE:9412)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
お知らせ • Mar 28SKY Perfect JSAT Holdings Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024SKY Perfect JSAT Holdings Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.2%).
Price Target Changed • Feb 16Price target increased by 12% to JP¥1,030Up from JP¥920, the current price target is an average from 2 analysts. New target price is 14% above last closing price of JP¥901. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥58.15 for next year compared to JP¥54.44 last year.
お知らせ • Feb 09+ 1 more updateSKY Perfect JSAT Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SKY Perfect JSAT Holdings Inc. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 10.00 per share.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥16.84 (vs JP¥12.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.84 (up from JP¥12.68 in 3Q 2023). Revenue: JP¥30.5b (flat on 3Q 2023). Net income: JP¥4.82b (up 31% from 3Q 2023). Profit margin: 16% (up from 12% in 3Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 09SKY Perfect JSAT Holdings Inc. to Report Q3, 2024 Results on Feb 07, 2024SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥12.31 (vs JP¥12.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.31 (down from JP¥12.64 in 2Q 2023). Revenue: JP¥30.5b (up 4.5% from 2Q 2023). Net income: JP¥3.57b (down 2.6% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 28SKY Perfect JSAT Holdings Inc. to Report Q2, 2024 Results on Nov 01, 2023SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2024 results on Nov 01, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
お知らせ • Sep 07SKY Perfect JSAT Holdings Inc. (TSE:9412) announces an Equity Buyback for 10,000,000 shares, representing 3.44% for ¥5,000 million.SKY Perfect JSAT Holdings Inc. (TSE:9412) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 3.44% for ¥5,000 million. The purpose of the program is to improve capital efficiency. The program is valid till April 30, 2024. As of August 31, 2023, the company had 290,645,299 shares (excluding treasury stock) and 6,933,124 shares.
お知らせ • Aug 09SKY Perfect JSAT Corporation Announces Successful Launch of Quantum Cryptography Optical Communication DeviceSKY Perfect JSAT Corporation announced the successful launch of the Quantum Cryptography Optical Communication Device, which was built in the Study and Development of Satellite-based Quantum Key Distribution (QKD) and Cryptography Technology in Satellite Communication for the Minister of Internal Affairs and Communications (MIC). The optical communication device was launched aboard Northrop Grumman’s Antares Rocket from NASA Wallops Flight Facility in Wallops Island, Virginia, U.S.A., at 9:30 a.m. on August 2, 2023 Japan Standard Time (JST) and arrived at the International Space Station (ISS) at 9:28 p.m. on August 4, 2023 JST. Moving forward, demonstration experiments between space and ground will begin after the optical communication device is placed outside of the ISS. The experiments will be conducted as an extension of the Optical Demonstration between Tokyo Skytree to Ground conducted in December 2022.
Price Target Changed • Aug 04Price target increased by 9.4% to JP¥875Up from JP¥800, the current price target is an average from 2 analysts. New target price is 35% above last closing price of JP¥650. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥55.50 for next year compared to JP¥54.44 last year.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥17.15 (vs JP¥13.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.15 (up from JP¥13.89 in 1Q 2023). Revenue: JP¥30.0b (up 4.2% from 1Q 2023). Net income: JP¥4.98b (up 24% from 1Q 2023). Profit margin: 17% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
