View Financial HealthPacific NetLtd 配当と自社株買い配当金 基準チェック /46Pacific NetLtdは配当を支払う会社で、現在の利回りは2.68%ですが、利益によって十分にカバーされています。次の支払い日は 31st August, 2026で、権利落ち日は28th May, 2026 。主要情報2.7%配当利回り0%バイバック利回り総株主利回り2.7%将来の配当利回り3.2%配当成長11.2%次回配当支払日31 Aug 26配当落ち日28 May 26一株当たり配当金n/a配当性向26%最近の配当と自社株買いの更新Upcoming Dividend • 19hUpcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Upcoming Dividend • May 22Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.5%).Upcoming Dividend • May 23Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Upcoming Dividend • May 23Upcoming dividend of JP¥37.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).Upcoming Dividend • May 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).Upcoming Dividend • May 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 31 August 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.2%).すべての更新を表示Recent updatesUpcoming Dividend • 19hUpcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,011, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 37% over the past three years.Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥57.85 (vs JP¥23.79 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.85 (up from JP¥23.79 in 3Q 2025). Revenue: JP¥2.78b (up 38% from 3Q 2025). Net income: JP¥304.0m (up 143% from 3Q 2025). Profit margin: 11% (up from 6.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 03Pacific Net Co.,Ltd. to Report Q3, 2026 Results on Apr 14, 2026Pacific Net Co.,Ltd. announced that they will report Q3, 2026 results on Apr 14, 2026分析記事 • Jan 21Investors Shouldn't Be Too Comfortable With Pacific NetLtd's (TSE:3021) EarningsUnsurprisingly, Pacific Net Co.,Ltd.'s ( TSE:3021 ) stock price was strong on the back of its healthy earnings report...分析記事 • Jan 19Return Trends At Pacific NetLtd (TSE:3021) Aren't AppealingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥47.00 (vs JP¥20.55 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.00 (up from JP¥20.55 in 2Q 2025). Revenue: JP¥2.63b (up 33% from 2Q 2025). Net income: JP¥247.0m (up 129% from 2Q 2025). Profit margin: 9.4% (up from 5.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.New Risk • Jan 15New 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 High level of debt (229% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥9.79b market cap, or US$61.7m).Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,944, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 111% over the past three years.分析記事 • Dec 18Pacific Net Co.,Ltd.'s (TSE:3021) Shares Leap 30% Yet They're Still Not Telling The Full StoryDespite an already strong run, Pacific Net Co.,Ltd. ( TSE:3021 ) shares have been powering on, with a gain of 30% in...分析記事 • Dec 12Does Pacific NetLtd (TSE:3021) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Nov 05Pacific Net Co.,Ltd. to Report Q2, 2026 Results on Jan 14, 2026Pacific Net Co.,Ltd. announced that they will report Q2, 2026 results on Jan 14, 2026Reported Earnings • Oct 16First quarter 2026 earnings released: EPS: JP¥39.01 (vs JP¥16.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥39.01 (up from JP¥16.18 in 1Q 2025). Revenue: JP¥2.38b (up 32% from 1Q 2025). Net income: JP¥205.0m (up 141% from 1Q 2025). Profit margin: 8.6% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥101 (vs JP¥82.75 in FY 2024)Full year 2025 results: EPS: JP¥101 (up from JP¥82.75 in FY 2024). Revenue: JP¥8.10b (up 17% from FY 2024). Net income: JP¥529.0m (up 23% from FY 2024). Profit margin: 6.5% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27Pacific Net Co.,Ltd. to Report Q1, 2026 Results on Oct 15, 2025Pacific Net Co.,Ltd. announced that they will report Q1, 2026 results on Oct 15, 2025Reported Earnings • Jul 17Full year 2025 earnings releasedFull year 2025 results: Net income: (down JP¥432.0m from profit in FY 2024).お知らせ • Jul 15Pacific Net Co.,Ltd., Annual General Meeting, Aug 28, 2025Pacific Net Co.,Ltd., Annual General Meeting, Aug 28, 2025.Upcoming Dividend • May 22Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.5%).お知らせ • May 18Pacific Net Co.,Ltd. to Report Fiscal Year 2025 Results on Jul 15, 2025Pacific Net Co.,Ltd. announced that they will report fiscal year 2025 results on Jul 15, 2025分析記事 • May 07Further Upside For Pacific Net Co.,Ltd. (TSE:3021) Shares Could Introduce Price Risks After 25% BouncePacific Net Co.,Ltd. ( TSE:3021 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Apr 15Third quarter 2025 earnings released: EPS: JP¥23.79 (vs JP¥16.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.79 (up from JP¥16.96 in 3Q 2024). Revenue: JP¥2.02b (up 19% from 3Q 2024). Net income: JP¥125.0m (up 40% from 3Q 2024). Profit margin: 6.2% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,051, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 2.5% over the past three years.お知らせ • Feb 15Pacific Net Co.,Ltd. to Report Q3, 2025 Results on Apr 14, 2025Pacific Net Co.,Ltd. announced that they will report Q3, 2025 results on Apr 14, 2025Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥20.55 (vs JP¥20.24 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.55 (up from JP¥20.24 in 2Q 2024). Revenue: JP¥1.98b (up 17% from 2Q 2024). Net income: JP¥108.0m (up 1.9% from 2Q 2024). Profit margin: 5.5% (down from 6.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 16Pacific Net Co.,Ltd. to Report Q2, 2025 Results on Jan 14, 2025Pacific Net Co.,Ltd. announced that they will report Q2, 2025 results on Jan 14, 2025Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥16.18 (vs JP¥11.85 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.18 (up from JP¥11.85 in 1Q 2024). Revenue: JP¥1.81b (up 18% from 1Q 2024). Net income: JP¥85.0m (up 39% from 1Q 2024). Profit margin: 4.7% (up from 4.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% 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 • Aug 10Pacific Net Co.,Ltd. to Report Q1, 2025 Results on Oct 15, 2024Pacific Net Co.,Ltd. announced that they will report Q1, 2025 results on Oct 15, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,009, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 60% over the past three years.分析記事 • Jul 23Investors Shouldn't Be Too Comfortable With Pacific NetLtd's (TSE:3021) EarningsDespite announcing strong earnings, Pacific Net Co.,Ltd.'s ( TSE:3021 ) stock was sluggish. We did some digging and...Reported Earnings • Jul 18Full year 2024 earnings released: EPS: JP¥82.75 (vs JP¥65.52 in FY 2023)Full year 2024 results: EPS: JP¥82.75 (up from JP¥65.52 in FY 2023). Revenue: JP¥6.92b (up 8.1% from FY 2023). Net income: JP¥432.0m (up 29% from FY 2023). Profit margin: 6.2% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. 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 24% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 16Pacific Net Co.,Ltd., Annual General Meeting, Aug 29, 2024Pacific Net Co.,Ltd., Annual General Meeting, Aug 29, 2024.分析記事 • Jul 12Pacific Net Co.,Ltd.'s (TSE:3021) 29% Price Boost Is Out Of Tune With EarningsPacific Net Co.,Ltd. ( TSE:3021 ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...分析記事 • Jul 03Is Pacific NetLtd (TSE:3021) 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 • Jun 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risks High level of debt (145% net debt to equity). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (JP¥7.10b market cap, or US$44.5m).New Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% 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 (7.6% average weekly change). Minor Risks High level of debt (145% net debt to equity). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Market cap is less than US$100m (JP¥6.36b market cap, or US$40.6m).Upcoming Dividend • May 23Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).お知らせ • May 18Pacific Net Co.,Ltd. to Report Fiscal Year 2024 Results on Jul 16, 2024Pacific Net Co.,Ltd. announced that they will report fiscal year 2024 results on Jul 16, 2024Valuation Update With 7 Day Price Move • Apr 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,479, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 59% over the past three years.分析記事 • Apr 16Pacific Net Co.,Ltd.'s (TSE:3021) Price Is Out Of Tune With EarningsPacific Net Co.,Ltd.'s ( TSE:3021 ) price-to-earnings (or "P/E") ratio of 20.2x might make it look like a sell right...Reported Earnings • Apr 16Third quarter 2024 earnings released: EPS: JP¥16.96 (vs JP¥18.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.96 (down from JP¥18.68 in 3Q 2023). Revenue: JP¥1.70b (up 7.1% from 3Q 2023). Net income: JP¥89.0m (down 7.3% from 3Q 2023). Profit margin: 5.2% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% 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 17Pacific Net Co.,Ltd. to Report Q3, 2024 Results on Apr 15, 2024Pacific Net Co.,Ltd. announced that they will report Q3, 2024 results on Apr 15, 2024New Risk • Jan 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks High level of debt (134% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (JP¥9.48b market cap, or US$64.3m).Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,789, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 36% over the past three years.Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥20.24 (vs JP¥12.07 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.24 (up from JP¥12.07 in 2Q 2023). Revenue: JP¥1.70b (up 6.3% from 2Q 2023). Net income: JP¥106.0m (up 71% from 2Q 2023). Profit margin: 6.3% (up from 3.9% in 2Q 2023). 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 17% per year.お知らせ • Nov 24Pacific Net Co.,Ltd. to Report Q2, 2024 Results on Jan 15, 2024Pacific Net Co.,Ltd. announced that they will report Q2, 2024 results on Jan 15, 2024Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,387, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 38% over the past three years.Reported Earnings • Oct 18First quarter 2024 earnings released: EPS: JP¥11.85 (vs JP¥7.46 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.85 (up from JP¥7.46 in 1Q 2023). Revenue: JP¥1.54b (down 1.1% from 1Q 2023). Net income: JP¥61.0m (up 61% from 1Q 2023). Profit margin: 4.0% (up from 2.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year and the company’s share price has also fallen by 16% per year.Reported Earnings • Sep 05Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥65.52 (up from JP¥41.26 in FY 2022). Revenue: JP¥6.40b (up 16% from FY 2022). Net income: JP¥336.0m (up 61% from FY 2022). Profit margin: 5.2% (up from 3.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Aug 24Pacific Net Co.,Ltd. to Report Q1, 2024 Results on Oct 16, 2023Pacific Net Co.,Ltd. announced that they will report Q1, 2024 results on Oct 16, 2023New Risk • Aug 18New major 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: Minor Risks High level of debt (109% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥7.86b market cap, or US$54.0m).Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,608, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 7.1% over the past three years.Reported Earnings • Jul 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥65.52 (up from JP¥41.26 in FY 2022). Revenue: JP¥6.40b (up 16% from FY 2022). Net income: JP¥336.0m (up 61% from FY 2022). Profit margin: 5.2% (up from 3.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jul 16Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2023Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2023.Upcoming Dividend • May 23Upcoming dividend of JP¥37.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).お知らせ • May 17Pacific Net Co.,Ltd. to Report Fiscal Year 2023 Results on Jul 14, 2023Pacific Net Co.,Ltd. announced that they will report fiscal year 2023 results on Jul 14, 2023Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥18.68 (vs JP¥9.04 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.68 (up from JP¥9.04 in 3Q 2022). Revenue: JP¥1.59b (up 14% from 3Q 2022). Net income: JP¥96.0m (up 109% from 3Q 2022). Profit margin: 6.0% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,500, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 1.3% over the past three years.お知らせ • Feb 18Pacific Net Co.,Ltd. to Report Q3, 2023 Results on Apr 14, 2023Pacific Net Co.,Ltd. announced that they will report Q3, 2023 results on Apr 14, 2023Reported Earnings • Jan 17Second quarter 2023 earnings released: EPS: JP¥12.07 (vs JP¥10.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.07 (up from JP¥10.10 in 2Q 2022). Revenue: JP¥1.59b (up 17% from 2Q 2022). Net income: JP¥62.0m (up 22% from 2Q 2022). Profit margin: 3.9% (up from 3.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Dec 07Pacific Net Co.,Ltd. to Report Q2, 2023 Results on Jan 16, 2023Pacific Net Co.,Ltd. announced that they will report Q2, 2023 results on Jan 16, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Tsugio Matsumoto was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 17First quarter 2023 earnings released: EPS: JP¥7.46 (vs JP¥11.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥7.46 (down from JP¥11.51 in 1Q 2022). Revenue: JP¥1.55b (up 27% from 1Q 2022). Net income: JP¥38.0m (down 35% from 1Q 2022). Profit margin: 2.4% (down from 4.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.Reported Earnings • Sep 04Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.26 (down from JP¥98.45 in FY 2021). Revenue: JP¥5.51b (up 5.4% from FY 2021). Net income: JP¥209.0m (down 58% from FY 2021). Profit margin: 3.8% (down from 9.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 9.0% growth forecast for the Specialty Retail 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 only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 17Pacific Net Co.,Ltd. to Report Q1, 2023 Results on Oct 14, 2022Pacific Net Co.,Ltd. announced that they will report Q1, 2023 results on Oct 14, 2022お知らせ • Jul 17Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2022Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2022.Reported Earnings • Jul 17Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.26 (down from JP¥98.45 in FY 2021). Revenue: JP¥5.51b (up 5.4% from FY 2021). Net income: JP¥209.0m (down 58% from FY 2021). Profit margin: 3.8% (down from 9.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 16%, compared to a 7.7% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.Upcoming Dividend • May 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • May 19Pacific Net Co.,Ltd. to Report Fiscal Year 2022 Results on Jul 15, 2022Pacific Net Co.,Ltd. announced that they will report fiscal year 2022 results on Jul 15, 2022Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Tsugio Matsumoto was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 15Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥9.04 (down from JP¥26.80 in 3Q 2021). Revenue: JP¥1.40b (up 9.5% from 3Q 2021). Net income: JP¥46.0m (down 66% from 3Q 2021). Profit margin: 3.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Over the next year, revenue is forecast to grow 13%, compared to a 6.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17Pacific Net Co.,Ltd. to Report Q3, 2022 Results on Apr 14, 2022Pacific Net Co.,Ltd. announced that they will report Q3, 2022 results on Apr 14, 2022Reported Earnings • Jan 16Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: JP¥10.10 (down from JP¥27.19 in 2Q 2021). Revenue: JP¥1.37b (up 4.4% from 2Q 2021). Net income: JP¥51.0m (down 63% from 2Q 2021). Profit margin: 3.7% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 6.3%. Earnings per share (EPS) missed analyst estimates by 6.3%. Over the next year, revenue is forecast to grow 14%, compared to a 7.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorated over the past weekAfter last week's 30% share price decline to JP¥1,633, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 97% over the past three years.Reported Earnings • Oct 16First quarter 2022 earnings released: EPS JP¥11.51 (vs JP¥20.05 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥1.23b (up 5.4% from 1Q 2021). Net income: JP¥58.0m (down 43% from 1Q 2021). Profit margin: 4.7% (down from 8.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 16Full year 2021 earnings released: EPS JP¥98.45 (vs JP¥57.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.22b (up 14% from FY 2020). Net income: JP¥496.0m (up 72% from FY 2020). Profit margin: 9.5% (up from 6.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 31 August 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.2%).Reported Earnings • Apr 16Third quarter 2021 earnings released: EPS JP¥26.80 (vs JP¥18.66 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.28b (up 6.9% from 3Q 2020). Net income: JP¥135.0m (up 44% from 3Q 2020). Profit margin: 11% (up from 7.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,550, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 221% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,383 per share.お知らせ • Feb 17Pacific Net Co.,Ltd. to Report Q3, 2021 Results on Apr 13, 2021Pacific Net Co.,Ltd. announced that they will report Q3, 2021 results on Apr 13, 2021Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 45% share price gain to JP¥3,325, the stock is trading at a trailing P/E ratio of 42.2x, up from the previous P/E ratio of 29.1x. This compares to an average P/E of 13x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 456%.Is New 90 Day High Low • Jan 18New 90-day high: JP¥2,758The company is up 9.0% from its price of JP¥2,530 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Specialty Retail industry, which is also up 9.0% over the same period.Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥27.19The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.31b (up 24% from 2Q 2020). Net income: JP¥137.0m (up 185% from 2Q 2020). Profit margin: 11% (up from 4.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,449, the stock is trading at a trailing P/E ratio of 40.1x, up from the previous P/E ratio of 34.5x. This compares to an average P/E of 13x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 372%.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,304, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 32.7x. This compares to an average P/E of 13x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 353%.Is New 90 Day High Low • Dec 03New 90-day low: JP¥1,837The company is down 15% from its price of JP¥2,151 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.お知らせ • Nov 15Pacific Net Co.,Ltd. to Report Q2, 2021 Results on Jan 14, 2021Pacific Net Co.,Ltd. announced that they will report Q2, 2021 results on Jan 14, 2021お知らせ • Aug 31Pacific Net Co.,Ltd. to Report Q1, 2021 Results on Oct 12, 2020Pacific Net Co.,Ltd. announced that they will report Q1, 2021 results on Oct 12, 2020配当金の支払いについて今日May 22 2026配当落ち日May 28 2026配当支払日Aug 31 202695 days 配当落ちから次の6 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 3021の1株当たり配当金は過去10年間安定しています。増加する配当: 3021の配当金は過去10年間にわたって増加しています。配当利回り対市場Pacific NetLtd 配当利回り対市場3021 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3021)2.7%市場下位25% (JP)1.7%市場トップ25% (JP)3.8%業界平均 (Specialty Retail)1.4%アナリスト予想 (3021) (最長3年)3.2%注目すべき配当: 3021の配当金 ( 2.68% ) はJP市場の配当金支払者の下位 25% ( 1.74% ) よりも高くなっています。高配当: 3021の配当金 ( 2.68% ) はJP市場の配当金支払者の上位 25% ( 3.78% ) と比較すると低いです。株主への利益配当収益カバレッジ: 3021の 配当性向 ( 26.1% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 3021は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 03:09終値2026/05/21 00:00収益2026/02/28年間収益2025/05/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Pacific Net Co.,Ltd. 1 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Koichi HariyaIchiyoshi Research Institute Inc.
Upcoming Dividend • 19hUpcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Upcoming Dividend • May 22Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.5%).
Upcoming Dividend • May 23Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Upcoming Dividend • May 23Upcoming dividend of JP¥37.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).
Upcoming Dividend • May 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
Upcoming Dividend • May 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 31 August 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.2%).
Upcoming Dividend • 19hUpcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,011, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 37% over the past three years.
Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥57.85 (vs JP¥23.79 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.85 (up from JP¥23.79 in 3Q 2025). Revenue: JP¥2.78b (up 38% from 3Q 2025). Net income: JP¥304.0m (up 143% from 3Q 2025). Profit margin: 11% (up from 6.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 03Pacific Net Co.,Ltd. to Report Q3, 2026 Results on Apr 14, 2026Pacific Net Co.,Ltd. announced that they will report Q3, 2026 results on Apr 14, 2026
分析記事 • Jan 21Investors Shouldn't Be Too Comfortable With Pacific NetLtd's (TSE:3021) EarningsUnsurprisingly, Pacific Net Co.,Ltd.'s ( TSE:3021 ) stock price was strong on the back of its healthy earnings report...
分析記事 • Jan 19Return Trends At Pacific NetLtd (TSE:3021) Aren't AppealingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥47.00 (vs JP¥20.55 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.00 (up from JP¥20.55 in 2Q 2025). Revenue: JP¥2.63b (up 33% from 2Q 2025). Net income: JP¥247.0m (up 129% from 2Q 2025). Profit margin: 9.4% (up from 5.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 15New 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 High level of debt (229% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥9.79b market cap, or US$61.7m).
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,944, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 111% over the past three years.
分析記事 • Dec 18Pacific Net Co.,Ltd.'s (TSE:3021) Shares Leap 30% Yet They're Still Not Telling The Full StoryDespite an already strong run, Pacific Net Co.,Ltd. ( TSE:3021 ) shares have been powering on, with a gain of 30% in...
分析記事 • Dec 12Does Pacific NetLtd (TSE:3021) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Nov 05Pacific Net Co.,Ltd. to Report Q2, 2026 Results on Jan 14, 2026Pacific Net Co.,Ltd. announced that they will report Q2, 2026 results on Jan 14, 2026
Reported Earnings • Oct 16First quarter 2026 earnings released: EPS: JP¥39.01 (vs JP¥16.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥39.01 (up from JP¥16.18 in 1Q 2025). Revenue: JP¥2.38b (up 32% from 1Q 2025). Net income: JP¥205.0m (up 141% from 1Q 2025). Profit margin: 8.6% (up from 4.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥101 (vs JP¥82.75 in FY 2024)Full year 2025 results: EPS: JP¥101 (up from JP¥82.75 in FY 2024). Revenue: JP¥8.10b (up 17% from FY 2024). Net income: JP¥529.0m (up 23% from FY 2024). Profit margin: 6.5% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27Pacific Net Co.,Ltd. to Report Q1, 2026 Results on Oct 15, 2025Pacific Net Co.,Ltd. announced that they will report Q1, 2026 results on Oct 15, 2025
Reported Earnings • Jul 17Full year 2025 earnings releasedFull year 2025 results: Net income: (down JP¥432.0m from profit in FY 2024).
お知らせ • Jul 15Pacific Net Co.,Ltd., Annual General Meeting, Aug 28, 2025Pacific Net Co.,Ltd., Annual General Meeting, Aug 28, 2025.
Upcoming Dividend • May 22Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.5%).
お知らせ • May 18Pacific Net Co.,Ltd. to Report Fiscal Year 2025 Results on Jul 15, 2025Pacific Net Co.,Ltd. announced that they will report fiscal year 2025 results on Jul 15, 2025
分析記事 • May 07Further Upside For Pacific Net Co.,Ltd. (TSE:3021) Shares Could Introduce Price Risks After 25% BouncePacific Net Co.,Ltd. ( TSE:3021 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Apr 15Third quarter 2025 earnings released: EPS: JP¥23.79 (vs JP¥16.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥23.79 (up from JP¥16.96 in 3Q 2024). Revenue: JP¥2.02b (up 19% from 3Q 2024). Net income: JP¥125.0m (up 40% from 3Q 2024). Profit margin: 6.2% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,051, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 2.5% over the past three years.
お知らせ • Feb 15Pacific Net Co.,Ltd. to Report Q3, 2025 Results on Apr 14, 2025Pacific Net Co.,Ltd. announced that they will report Q3, 2025 results on Apr 14, 2025
Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥20.55 (vs JP¥20.24 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.55 (up from JP¥20.24 in 2Q 2024). Revenue: JP¥1.98b (up 17% from 2Q 2024). Net income: JP¥108.0m (up 1.9% from 2Q 2024). Profit margin: 5.5% (down from 6.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 16Pacific Net Co.,Ltd. to Report Q2, 2025 Results on Jan 14, 2025Pacific Net Co.,Ltd. announced that they will report Q2, 2025 results on Jan 14, 2025
Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥16.18 (vs JP¥11.85 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.18 (up from JP¥11.85 in 1Q 2024). Revenue: JP¥1.81b (up 18% from 1Q 2024). Net income: JP¥85.0m (up 39% from 1Q 2024). Profit margin: 4.7% (up from 4.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% 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 • Aug 10Pacific Net Co.,Ltd. to Report Q1, 2025 Results on Oct 15, 2024Pacific Net Co.,Ltd. announced that they will report Q1, 2025 results on Oct 15, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,009, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 60% over the past three years.
分析記事 • Jul 23Investors Shouldn't Be Too Comfortable With Pacific NetLtd's (TSE:3021) EarningsDespite announcing strong earnings, Pacific Net Co.,Ltd.'s ( TSE:3021 ) stock was sluggish. We did some digging and...
Reported Earnings • Jul 18Full year 2024 earnings released: EPS: JP¥82.75 (vs JP¥65.52 in FY 2023)Full year 2024 results: EPS: JP¥82.75 (up from JP¥65.52 in FY 2023). Revenue: JP¥6.92b (up 8.1% from FY 2023). Net income: JP¥432.0m (up 29% from FY 2023). Profit margin: 6.2% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. 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 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 16Pacific Net Co.,Ltd., Annual General Meeting, Aug 29, 2024Pacific Net Co.,Ltd., Annual General Meeting, Aug 29, 2024.
分析記事 • Jul 12Pacific Net Co.,Ltd.'s (TSE:3021) 29% Price Boost Is Out Of Tune With EarningsPacific Net Co.,Ltd. ( TSE:3021 ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...
分析記事 • Jul 03Is Pacific NetLtd (TSE:3021) 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 • Jun 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risks High level of debt (145% net debt to equity). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (JP¥7.10b market cap, or US$44.5m).
New Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% 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 (7.6% average weekly change). Minor Risks High level of debt (145% net debt to equity). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Market cap is less than US$100m (JP¥6.36b market cap, or US$40.6m).
Upcoming Dividend • May 23Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
お知らせ • May 18Pacific Net Co.,Ltd. to Report Fiscal Year 2024 Results on Jul 16, 2024Pacific Net Co.,Ltd. announced that they will report fiscal year 2024 results on Jul 16, 2024
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,479, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 59% over the past three years.
分析記事 • Apr 16Pacific Net Co.,Ltd.'s (TSE:3021) Price Is Out Of Tune With EarningsPacific Net Co.,Ltd.'s ( TSE:3021 ) price-to-earnings (or "P/E") ratio of 20.2x might make it look like a sell right...
Reported Earnings • Apr 16Third quarter 2024 earnings released: EPS: JP¥16.96 (vs JP¥18.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.96 (down from JP¥18.68 in 3Q 2023). Revenue: JP¥1.70b (up 7.1% from 3Q 2023). Net income: JP¥89.0m (down 7.3% from 3Q 2023). Profit margin: 5.2% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% 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 17Pacific Net Co.,Ltd. to Report Q3, 2024 Results on Apr 15, 2024Pacific Net Co.,Ltd. announced that they will report Q3, 2024 results on Apr 15, 2024
New Risk • Jan 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks High level of debt (134% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (JP¥9.48b market cap, or US$64.3m).
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,789, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 36% over the past three years.
Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥20.24 (vs JP¥12.07 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.24 (up from JP¥12.07 in 2Q 2023). Revenue: JP¥1.70b (up 6.3% from 2Q 2023). Net income: JP¥106.0m (up 71% from 2Q 2023). Profit margin: 6.3% (up from 3.9% in 2Q 2023). 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 17% per year.
お知らせ • Nov 24Pacific Net Co.,Ltd. to Report Q2, 2024 Results on Jan 15, 2024Pacific Net Co.,Ltd. announced that they will report Q2, 2024 results on Jan 15, 2024
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,387, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 38% over the past three years.
Reported Earnings • Oct 18First quarter 2024 earnings released: EPS: JP¥11.85 (vs JP¥7.46 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.85 (up from JP¥7.46 in 1Q 2023). Revenue: JP¥1.54b (down 1.1% from 1Q 2023). Net income: JP¥61.0m (up 61% from 1Q 2023). Profit margin: 4.0% (up from 2.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year and the company’s share price has also fallen by 16% per year.
Reported Earnings • Sep 05Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥65.52 (up from JP¥41.26 in FY 2022). Revenue: JP¥6.40b (up 16% from FY 2022). Net income: JP¥336.0m (up 61% from FY 2022). Profit margin: 5.2% (up from 3.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 24Pacific Net Co.,Ltd. to Report Q1, 2024 Results on Oct 16, 2023Pacific Net Co.,Ltd. announced that they will report Q1, 2024 results on Oct 16, 2023
New Risk • Aug 18New major 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: Minor Risks High level of debt (109% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥7.86b market cap, or US$54.0m).
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,608, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 7.1% over the past three years.
Reported Earnings • Jul 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥65.52 (up from JP¥41.26 in FY 2022). Revenue: JP¥6.40b (up 16% from FY 2022). Net income: JP¥336.0m (up 61% from FY 2022). Profit margin: 5.2% (up from 3.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jul 16Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2023Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2023.
Upcoming Dividend • May 23Upcoming dividend of JP¥37.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).
お知らせ • May 17Pacific Net Co.,Ltd. to Report Fiscal Year 2023 Results on Jul 14, 2023Pacific Net Co.,Ltd. announced that they will report fiscal year 2023 results on Jul 14, 2023
Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥18.68 (vs JP¥9.04 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.68 (up from JP¥9.04 in 3Q 2022). Revenue: JP¥1.59b (up 14% from 3Q 2022). Net income: JP¥96.0m (up 109% from 3Q 2022). Profit margin: 6.0% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,500, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 1.3% over the past three years.
お知らせ • Feb 18Pacific Net Co.,Ltd. to Report Q3, 2023 Results on Apr 14, 2023Pacific Net Co.,Ltd. announced that they will report Q3, 2023 results on Apr 14, 2023
Reported Earnings • Jan 17Second quarter 2023 earnings released: EPS: JP¥12.07 (vs JP¥10.10 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.07 (up from JP¥10.10 in 2Q 2022). Revenue: JP¥1.59b (up 17% from 2Q 2022). Net income: JP¥62.0m (up 22% from 2Q 2022). Profit margin: 3.9% (up from 3.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Dec 07Pacific Net Co.,Ltd. to Report Q2, 2023 Results on Jan 16, 2023Pacific Net Co.,Ltd. announced that they will report Q2, 2023 results on Jan 16, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Tsugio Matsumoto was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 17First quarter 2023 earnings released: EPS: JP¥7.46 (vs JP¥11.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥7.46 (down from JP¥11.51 in 1Q 2022). Revenue: JP¥1.55b (up 27% from 1Q 2022). Net income: JP¥38.0m (down 35% from 1Q 2022). Profit margin: 2.4% (down from 4.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.
Reported Earnings • Sep 04Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.26 (down from JP¥98.45 in FY 2021). Revenue: JP¥5.51b (up 5.4% from FY 2021). Net income: JP¥209.0m (down 58% from FY 2021). Profit margin: 3.8% (down from 9.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 9.0% growth forecast for the Specialty Retail 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 only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 17Pacific Net Co.,Ltd. to Report Q1, 2023 Results on Oct 14, 2022Pacific Net Co.,Ltd. announced that they will report Q1, 2023 results on Oct 14, 2022
お知らせ • Jul 17Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2022Pacific Net Co.,Ltd., Annual General Meeting, Aug 30, 2022.
Reported Earnings • Jul 17Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥41.26 (down from JP¥98.45 in FY 2021). Revenue: JP¥5.51b (up 5.4% from FY 2021). Net income: JP¥209.0m (down 58% from FY 2021). Profit margin: 3.8% (down from 9.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 16%, compared to a 7.7% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
Upcoming Dividend • May 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • May 19Pacific Net Co.,Ltd. to Report Fiscal Year 2022 Results on Jul 15, 2022Pacific Net Co.,Ltd. announced that they will report fiscal year 2022 results on Jul 15, 2022
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Tsugio Matsumoto was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 15Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥9.04 (down from JP¥26.80 in 3Q 2021). Revenue: JP¥1.40b (up 9.5% from 3Q 2021). Net income: JP¥46.0m (down 66% from 3Q 2021). Profit margin: 3.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Over the next year, revenue is forecast to grow 13%, compared to a 6.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17Pacific Net Co.,Ltd. to Report Q3, 2022 Results on Apr 14, 2022Pacific Net Co.,Ltd. announced that they will report Q3, 2022 results on Apr 14, 2022
Reported Earnings • Jan 16Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: JP¥10.10 (down from JP¥27.19 in 2Q 2021). Revenue: JP¥1.37b (up 4.4% from 2Q 2021). Net income: JP¥51.0m (down 63% from 2Q 2021). Profit margin: 3.7% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 6.3%. Earnings per share (EPS) missed analyst estimates by 6.3%. Over the next year, revenue is forecast to grow 14%, compared to a 7.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorated over the past weekAfter last week's 30% share price decline to JP¥1,633, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 97% over the past three years.
Reported Earnings • Oct 16First quarter 2022 earnings released: EPS JP¥11.51 (vs JP¥20.05 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥1.23b (up 5.4% from 1Q 2021). Net income: JP¥58.0m (down 43% from 1Q 2021). Profit margin: 4.7% (down from 8.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 16Full year 2021 earnings released: EPS JP¥98.45 (vs JP¥57.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.22b (up 14% from FY 2020). Net income: JP¥496.0m (up 72% from FY 2020). Profit margin: 9.5% (up from 6.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 31 August 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.2%).
Reported Earnings • Apr 16Third quarter 2021 earnings released: EPS JP¥26.80 (vs JP¥18.66 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.28b (up 6.9% from 3Q 2020). Net income: JP¥135.0m (up 44% from 3Q 2020). Profit margin: 11% (up from 7.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,550, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 221% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,383 per share.
お知らせ • Feb 17Pacific Net Co.,Ltd. to Report Q3, 2021 Results on Apr 13, 2021Pacific Net Co.,Ltd. announced that they will report Q3, 2021 results on Apr 13, 2021
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 45% share price gain to JP¥3,325, the stock is trading at a trailing P/E ratio of 42.2x, up from the previous P/E ratio of 29.1x. This compares to an average P/E of 13x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 456%.
Is New 90 Day High Low • Jan 18New 90-day high: JP¥2,758The company is up 9.0% from its price of JP¥2,530 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Specialty Retail industry, which is also up 9.0% over the same period.
Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥27.19The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.31b (up 24% from 2Q 2020). Net income: JP¥137.0m (up 185% from 2Q 2020). Profit margin: 11% (up from 4.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,449, the stock is trading at a trailing P/E ratio of 40.1x, up from the previous P/E ratio of 34.5x. This compares to an average P/E of 13x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 372%.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,304, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 32.7x. This compares to an average P/E of 13x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 353%.
Is New 90 Day High Low • Dec 03New 90-day low: JP¥1,837The company is down 15% from its price of JP¥2,151 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.
お知らせ • Nov 15Pacific Net Co.,Ltd. to Report Q2, 2021 Results on Jan 14, 2021Pacific Net Co.,Ltd. announced that they will report Q2, 2021 results on Jan 14, 2021
お知らせ • Aug 31Pacific Net Co.,Ltd. to Report Q1, 2021 Results on Oct 12, 2020Pacific Net Co.,Ltd. announced that they will report Q1, 2021 results on Oct 12, 2020