View Financial HealthPole To Win Holdings 配当と自社株買い配当金 基準チェック /46Pole To Win Holdingsは配当を支払う会社で、現在の利回りは5.61%です。次の支払い日は 13th October, 2026で、権利落ち日は30th July, 2026 。主要情報5.6%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り5.6%配当成長7.9%次回配当支払日13 Oct 26配当落ち日30 Jul 26一株当たり配当金n/a配当性向-16%最近の配当と自社株買いの更新Declared Dividend • May 25Final dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 5.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.分析記事 • Jan 23Pole To Win Holdings (TSE:3657) Is Paying Out A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).分析記事 • Dec 16Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...分析記事 • Nov 11Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...分析記事 • Oct 28Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend of ¥8.00 per share on the 27th of...すべての更新を表示Recent updatesDeclared Dividend • May 25Final dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 5.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.お知らせ • Apr 23Pole To Win Holdings, Inc. to Report Q1, 2027 Results on Jun 12, 2026Pole To Win Holdings, Inc. announced that they will report Q1, 2027 results on Jun 12, 2026お知らせ • Mar 17Pole To Win Holdings, Inc., Annual General Meeting, Apr 23, 2026Pole To Win Holdings, Inc., Annual General Meeting, Apr 23, 2026.分析記事 • Jan 23Pole To Win Holdings (TSE:3657) Is Paying Out A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...お知らせ • Jan 23Pole To Win Holdings, Inc. to Report Fiscal Year 2026 Results on Mar 17, 2026Pole To Win Holdings, Inc. announced that they will report fiscal year 2026 results on Mar 17, 2026Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).分析記事 • Dec 16Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...Reported Earnings • Dec 11Third quarter 2026 earnings released: EPS: JP¥4.39 (vs JP¥1.21 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.39 (up from JP¥1.21 loss in 3Q 2025). Revenue: JP¥12.3b (down 5.0% from 3Q 2025). Net income: JP¥155.2m (up JP¥197.8m from 3Q 2025). Profit margin: 1.3% (up from net loss in 3Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.分析記事 • Nov 11Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...分析記事 • Oct 28Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend of ¥8.00 per share on the 27th of...お知らせ • Oct 22Pole To Win Holdings, Inc. to Report Q3, 2026 Results on Dec 09, 2025Pole To Win Holdings, Inc. announced that they will report Q3, 2026 results on Dec 09, 2025分析記事 • Oct 12Pole To Win Holdings (TSE:3657) Is Paying Out A Dividend Of ¥8.00Pole To Win Holdings, Inc.'s ( TSE:3657 ) investors are due to receive a payment of ¥8.00 per share on 27th of April...Declared Dividend • Oct 11First half dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th January 2026 Payment date: 27th April 2026 Dividend yield will be 4.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥6.14 (vs JP¥6.22 in 2Q 2025)Second quarter 2026 results: EPS: JP¥6.14 (down from JP¥6.22 in 2Q 2025). Revenue: JP¥11.9b (down 3.3% from 2Q 2025). Net income: JP¥217.1m (down 1.3% from 2Q 2025). Profit margin: 1.8% (in line with 2Q 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Sep 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥377. The fair value is estimated to be JP¥304, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to JP¥379. The fair value is estimated to be JP¥315, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Jul 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.4%).お知らせ • Jul 22Pole To Win Holdings, Inc. to Report Q2, 2026 Results on Sep 12, 2025Pole To Win Holdings, Inc. announced that they will report Q2, 2026 results on Sep 12, 2025分析記事 • Jul 17Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00Pole To Win Holdings, Inc. ( TSE:3657 ) will pay a dividend of ¥8.00 on the 8th of October. The dividend yield will be...Buy Or Sell Opportunity • Jun 30Now 21% overvaluedOver the last 90 days, the stock has fallen 6.0% to JP¥363. The fair value is estimated to be JP¥301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 24Masataka Mikami and Kazuki Kogishi enter into a share transfer agreement to acquire an additional 90% stake in HIKE Inc. from Pole To Win Holdings, Inc. (TSE:3657) in a management buyout transaction for ¥500 million.Masataka Mikami and Kazuki Kogishi enter into a share transfer agreement to acquire an additional 90% stake in HIKE Inc. from Pole To Win Holdings, Inc. (TSE:3657) in a management buyout transaction for ¥500 million on June 24, 2025. For the period ending January 31, 2025, HIKE Inc. reported total revenue of ¥4.99 billion, operating loss of ¥577 million and net loss of ¥629 million. As of January 31, 2025, HIKE Inc. reported total assets of ¥3.79 billion and net liabilities of ¥2.37 billion. The expected completion of the transaction is June 24, 2025.分析記事 • Jun 23Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend of ¥8.00 per share on...Reported Earnings • Jun 11First quarter 2026 earnings released: JP¥17.23 loss per share (vs JP¥11.43 loss in 1Q 2025)First quarter 2026 results: JP¥17.23 loss per share (further deteriorated from JP¥11.43 loss in 1Q 2025). Revenue: JP¥12.8b (up 6.7% from 1Q 2025). Net loss: JP¥609.1m (loss widened 51% from 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Jun 09Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥370. The fair value is estimated to be JP¥308, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.Declared Dividend • May 08Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.お知らせ • Apr 23Pole To Win Holdings, Inc. to Report Q1, 2026 Results on Jun 10, 2025Pole To Win Holdings, Inc. announced that they will report Q1, 2026 results on Jun 10, 2025分析記事 • Apr 07Take Care Before Jumping Onto Pole To Win Holdings, Inc. (TSE:3657) Even Though It's 32% CheaperPole To Win Holdings, Inc. ( TSE:3657 ) shareholders that were waiting for something to happen have been dealt a blow...Buy Or Sell Opportunity • Apr 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to JP¥340. The fair value is estimated to be JP¥441, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.New Risk • Mar 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (JP¥14.5b market cap, or US$97.9m).Reported Earnings • Mar 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: JP¥19.57 loss per share (improved from JP¥54.55 loss in FY 2024). Revenue: JP¥52.2b (up 11% from FY 2024). Net loss: JP¥692.0m (loss narrowed 65% from FY 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Mar 14Pole To Win Holdings, Inc., Annual General Meeting, Apr 24, 2025Pole To Win Holdings, Inc., Annual General Meeting, Apr 24, 2025.お知らせ • Jan 24Pole To Win Holdings, Inc. to Report Fiscal Year 2025 Results on Mar 14, 2025Pole To Win Holdings, Inc. announced that they will report fiscal year 2025 results on Mar 14, 2025Upcoming Dividend • Jan 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Buy Or Sell Opportunity • Jan 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to JP¥429. The fair value is estimated to be JP¥538, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Dec 12Third quarter 2025 earnings released: JP¥1.19 loss per share (vs JP¥1.78 profit in 3Q 2024)Third quarter 2025 results: JP¥1.19 loss per share (down from JP¥1.78 profit in 3Q 2024). Revenue: JP¥13.0b (up 8.8% from 3Q 2024). Net loss: JP¥42.0m (down 167% from profit in 3Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.9m).Buy Or Sell Opportunity • Dec 11Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥430. The fair value is estimated to be JP¥587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Oct 23Pole To Win Holdings, Inc. to Report Q3, 2025 Results on Dec 10, 2024Pole To Win Holdings, Inc. announced that they will report Q3, 2025 results on Dec 10, 2024Price Target Changed • Oct 09Price target increased by 12% to JP¥480Up from JP¥430, the current price target is provided by 1 analyst. New target price is 5.0% above last closing price of JP¥457. Stock is down 5.2% over the past year. The company is forecast to post earnings per share of JP¥11.30 next year compared to a net loss per share of JP¥54.55 last year.Declared Dividend • Oct 09First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% 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.お知らせ • Oct 08+ 1 more updatePole to Win Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2025Pole To Win Holdings, Inc. revised consolidated earnings guidance for the Fiscal Year Ending January 31, 2025. For the period, the company now expects net sales of JPY 51,007 million, operating profit of JPY 1,803 million, Profit attributable to owners of parent of JPY 322 million and profit per share of JPY 9.11 compared to previous guidance of net sales of JPY 52,028 million, operating profit of JPY 2,212 million, Profit attributable to owners of parent of JPY 246 million and profit per share of JPY 6.96. Reason for the revision: As a result of the revision to the full-year consolidated earnings forecast, the rate of increase in profit attributable to owners of parent compared to the previous forecast exceeds the timely disclosure criteria. The updated earnings forecast is disclosed accordingly. In Domestic Solutions, some large-scale EC projects have concluded, and there have been moves to cancel or postpone the development of new titles by some game developers. As such, a decrease in net sales, operating profit, and tax expenses is expected. In Overseas Solutions and Media Contents, the restructuring efforts are progressing well, leading to anticipated increases in both net sales and operating profit. At the same time, due to factors like carried-over losses that have kept tax expenses low, profit attributable to owners of parent is expected to exceed the previous forecast.Buy Or Sell Opportunity • Sep 30Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to JP¥432. The fair value is estimated to be JP¥559, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.Declared Dividend • Sep 12First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% 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.Reported Earnings • Sep 11Second quarter 2025 earnings released: EPS: JP¥6.22 (vs JP¥12.35 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.22 (up from JP¥12.35 loss in 2Q 2024). Revenue: JP¥12.3b (up 8.2% from 2Q 2024). Net income: JP¥220.0m (up JP¥669.0m from 2Q 2024). Profit margin: 1.8% (up from net loss in 2Q 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.分析記事 • Aug 06Market Cool On Pole To Win Holdings, Inc.'s (TSE:3657) Revenues Pushing Shares 29% LowerPole To Win Holdings, Inc. ( TSE:3657 ) shareholders that were waiting for something to happen have been dealt a blow...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 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. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥12.1b market cap, or US$84.9m).分析記事 • Aug 04Is Pole To Win Holdings (TSE:3657) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Jul 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.3b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (JP¥15.3b market cap, or US$98.7m).お知らせ • Jul 25Pole To Win Holdings, Inc. to Report Q2, 2025 Results on Sep 10, 2024Pole To Win Holdings, Inc. announced that they will report Q2, 2025 results on Sep 10, 2024お知らせ • Jul 10Pole To Win Holdings, Inc. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending January 31, 2025Pole To Win Holdings, Inc. provided dividend guidance for the second quarter and full year of fiscal year ending January 31, 2025. For the second quarter, the company expects dividend of JPY 8.00 per share.For the full year, the company expects dividend of JPY 8.00 per share compared to JPY 16.00 per share a year ago.Reported Earnings • Jun 09First quarter 2025 earnings released: JP¥11.43 loss per share (vs JP¥2.56 profit in 1Q 2024)First quarter 2025 results: JP¥11.43 loss per share (down from JP¥2.56 profit in 1Q 2024). Revenue: JP¥12.0b (up 9.3% from 1Q 2024). Net loss: JP¥404.0m (down JP¥499.0m from profit in 1Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Apr 26Pole To Win Holdings, Inc. to Report Q1, 2025 Results on Jun 07, 2024Pole To Win Holdings, Inc. announced that they will report Q1, 2025 results on Jun 07, 2024お知らせ • Mar 14Pole To Win Holdings, Inc., Annual General Meeting, Apr 25, 2024Pole To Win Holdings, Inc., Annual General Meeting, Apr 25, 2024.Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥50.25 loss per share (down from JP¥21.18 profit in FY 2023). Revenue: JP¥47.0b (up 18% from FY 2023). Net loss: JP¥1.81b (down 328% from profit in FY 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.New Risk • Feb 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).お知らせ • Jan 24Pole To Win Holdings, Inc. to Report Fiscal Year 2024 Results on Mar 12, 2024Pole To Win Holdings, Inc. announced that they will report fiscal year 2024 results on Mar 12, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥16.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥1.78 (vs JP¥10.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.78 (down from JP¥10.11 in 3Q 2023). Revenue: JP¥11.9b (up 14% from 3Q 2023). Net income: JP¥63.0m (down 83% from 3Q 2023). Profit margin: 0.5% (down from 3.6% in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.Buying Opportunity • Dec 13Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be JP¥577, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 400% in the next 2 years.お知らせ • Oct 27Pole To Win Holdings, Inc. to Report Q3, 2024 Results on Dec 12, 2023Pole To Win Holdings, Inc. announced that they will report Q3, 2024 results on Dec 12, 2023Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be JP¥610, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 400% in the next 2 years.Major Estimate Revision • Oct 06Consensus EPS estimates fall by 72%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥47.5b to JP¥47.0b. EPS estimate also fell from JP¥44.60 per share to JP¥12.70 per share. Net income forecast to grow 212% next year vs 17% growth forecast for IT industry in Japan. Consensus price target down from JP¥910 to JP¥600. Share price fell 9.3% to JP¥478 over the past week.お知らせ • Sep 29+ 1 more updatePole to Win Holdings, Inc. Provides Year End Dividend Guidance for the Year Ending January 31, 2024Pole To Win Holdings, Inc. provided year end dividend guidance for the year ending January 31, 2024. The company expects to pay year end dividend of JPY 16.00 per share for the year ending January 31, 2024 compared to JPY 15.00 per share paid a year ago.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥550, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 39% over the past three years.Reported Earnings • Sep 17Second quarter 2024 earnings released: JP¥12.35 loss per share (vs JP¥5.84 loss in 2Q 2023)Second quarter 2024 results: JP¥12.35 loss per share (further deteriorated from JP¥5.84 loss in 2Q 2023). Revenue: JP¥11.4b (up 13% from 2Q 2023). Net loss: JP¥449.0m (loss widened 105% from 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Jul 24Pole To Win Holdings, Inc. to Report Q2, 2024 Results on Sep 08, 2023Pole To Win Holdings, Inc. announced that they will report Q2, 2024 results on Sep 08, 2023Major Estimate Revision • Jul 12Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥53.60 to JP¥44.60. Revenue forecast unchanged from JP¥47.5b at last update. Net income forecast to grow 240% next year vs 13% growth forecast for IT industry in Japan. Consensus price target down from JP¥950 to JP¥910. Share price was steady at JP¥753 over the past week.Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥937, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 341% in the next 2 years.お知らせ • Jun 22+ 1 more updatePole To Win Holdings, Inc. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2023 and Fiscal Year Ending January 31, 2024Pole To Win Holdings, Inc. provided consolidated earnings guidance for the six months ending July 31, 2023 and fiscal year ending January 31, 2024. For the six months, the company expects net sales of JPY 24,067 million, operating profit of JPY 1,338 million, profit attributable to owners of parent of JPY 882 million and net profit per share of JPY 23.84.For the full year, the company expects net sales of JPY 50,136 million, operating profit of JPY 3,174 million, profit attributable to owners of parent of JPY 1,952 million and net profit per share of JPY 52.72.Reported Earnings • Jun 12First quarter 2024 earnings released: EPS: JP¥2.56 (vs JP¥10.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.56 (down from JP¥10.08 in 1Q 2023). Revenue: JP¥10.9b (up 14% from 1Q 2023). Net income: JP¥95.0m (down 75% from 1Q 2023). Profit margin: 0.9% (down from 4.0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • May 03Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥21.18 (down from JP¥59.16 in FY 2022). Revenue: JP¥39.9b (up 17% from FY 2022). Net income: JP¥795.0m (down 65% from FY 2022). Profit margin: 2.0% (down from 6.5% in FY 2022). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Major Estimate Revision • Mar 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥42.5b to JP¥47.5b. EPS estimate unchanged at JP¥53.60. Net income forecast to grow 152% next year vs 9.5% growth forecast for IT industry in Japan. Consensus price target of JP¥950 unchanged from last update. Share price rose 3.2% to JP¥901 over the past week.Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥21.18 (down from JP¥59.16 in FY 2022). Revenue: JP¥39.9b (up 17% from FY 2022). Net income: JP¥795.0m (down 65% from FY 2022). Profit margin: 2.0% (down from 6.5% in FY 2022). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Jan 25Pole To Win Holdings, Inc. to Report Fiscal Year 2023 Results on Mar 14, 2023Pole To Win Holdings, Inc. announced that they will report fiscal year 2023 results on Mar 14, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).Price Target Changed • Dec 28Price target decreased to JP¥950Down from JP¥1,270, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥796. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥29.30 for next year compared to JP¥59.16 last year.お知らせ • Dec 21+ 1 more updatePole To Win Holdings, Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023Pole To Win Holdings, Inc. provided dividend guidance for the fiscal year ending January 31, 2023. For the year, the company expects to pay dividend of JPY 15.00 per share.Reported Earnings • Dec 12Third quarter 2023 earnings released: EPS: JP¥10.11 (vs JP¥18.90 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.11 (down from JP¥18.90 in 3Q 2022). Revenue: JP¥10.5b (up 18% from 3Q 2022). Net income: JP¥379.0m (down 47% from 3Q 2022). Profit margin: 3.6% (down from 8.1% in 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Dec 09Pole To Win Holdings, Inc. (TSE:3657) announces an Equity Buyback for 800,000 shares, representing 2.13% for ¥700 million.Pole To Win Holdings, Inc. (TSE:3657) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 2.13% for ¥700 million. The purpose of the program is to enhance capital efficiency, shareholders return measures and to implement a flexible capital policy in response to changes in the business environment. The repurchase program will expire on June 30, 2023. As of November 30, 2022, the company had 37,492,070 shares outstanding and 663,930 shares in treasury.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Outside Director Masaharu Tsutsumi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 23Pole To Win Holdings, Inc. to Report Q3, 2023 Results on Dec 09, 2022Pole To Win Holdings, Inc. announced that they will report Q3, 2023 results on Dec 09, 2022Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥68.90 to JP¥45.30. Revenue forecast unchanged from JP¥40.0b at last update. Net income forecast to grow 47% next year vs 13% growth forecast for IT industry in Japan. Consensus price target of JP¥1,350 unchanged from last update. Share price rose 3.9% to JP¥962 over the past week.お知らせ • Sep 29Pole to Win Holdings, Inc. Updates Consolidated Earnings Guidance for Fiscal Year Ending January 31, 2023Pole To Win Holdings, Inc. provided Updates consolidated earnings guidance for Fiscal year ending January 31, 2023. For the period, the company expected net sales of JPY 40,088 million, operating income of JPY 4,002 million, net income attributable to owners of parent of JPY 1800 million or JPY 47.18 per basic share.Reported Earnings • Sep 12Second quarter 2023 earnings released: JP¥5.84 loss per share (vs JP¥9.98 profit in 2Q 2022)Second quarter 2023 results: JP¥5.84 loss per share (down from JP¥9.98 profit in 2Q 2022). Revenue: JP¥10.1b (up 35% from 2Q 2022). Net loss: JP¥219.0m (down 158% from profit in 2Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Jul 28Pole To Win Holdings, Inc. to Report Q2, 2023 Results on Sep 09, 2022Pole To Win Holdings, Inc. announced that they will report Q2, 2023 results on Sep 09, 2022お知らせ • Jun 22+ 1 more updatePole to Win Holdings, Inc. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2022 and Fiscal Year Ending January 31, 2023Pole To Win Holdings, Inc. provided consolidated earnings guidance for the Six months ending July 31, 2022 and Fiscal year ending January 31, 2023. For the period, the company expected net sales of JPY 18,739 million, operating income of JPY 1,409 million, net income attributable to owners of parent of JPY 712 million or JPY 18.69 per basic share.For the year, the company expected net sales of JPY 40,088 million, operating income of JPY 4,002 million, net income attributable to owners of parent of JPY 2,428 million or JPY 63.64 per basic share.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥880, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.Reported Earnings • Jun 14First quarter 2023 earnings released: EPS: JP¥10.08 (vs JP¥13.99 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.08 (down from JP¥13.99 in 1Q 2022). Revenue: JP¥9.61b (up 20% from 1Q 2022). Net income: JP¥380.0m (down 28% from 1Q 2022). Profit margin: 4.0% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the 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 fallen by 9% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Masaharu Tsutsumi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 24Poletowin Pitcrew Holdings, Inc. to Report Q1, 2023 Results on Jun 10, 2022Poletowin Pitcrew Holdings, Inc. announced that they will report Q1, 2023 results on Jun 10, 2022Reported Earnings • Mar 15Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: JP¥59.16 (up from JP¥55.96 in FY 2021). Revenue: JP¥34.3b (up 28% from FY 2021). Net income: JP¥2.24b (up 5.8% from FY 2021). Profit margin: 6.5% (down from 7.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.お知らせ • Jan 28Poletowin Pitcrew Holdings, Inc. to Report Fiscal Year 2022 Results on Mar 14, 2022Poletowin Pitcrew Holdings, Inc. announced that they will report fiscal year 2022 results on Mar 14, 2022Upcoming Dividend • Jan 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 23 April 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.4%).お知らせ • Dec 09Poletowin Pitcrew Holdings, Inc. Provides Earnings Forecast for the Fiscal Year Ending January 31, 2022Poletowin Pitcrew Holdings, Inc. provides earnings forecast for the fiscal year ending January 31, 2022. The company forecast Net sales of ¥33,224 million, Operating profit of ¥3,535 million, Ordinary profit of ¥3,539 million, Profit attributable to owners of parent of ¥2,157 million and Net income per share of ¥56.53.配当金の支払いについて今日Jun 12 2026配当落ち日Jul 30 2026配当支払日Oct 13 202675 days 配当落ちから次の48 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: 3657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: 3657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Pole To Win Holdings 配当利回り対市場3657 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 (3657)5.6%市場下位25% (JP)1.8%市場トップ25% (JP)3.9%業界平均 (IT)1.9%アナリスト予想 (3657) (最長3年)5.6%注目すべき配当: 3657の配当金 ( 5.61% ) はJP市場の配当金支払者の下位 25% ( 1.82% ) よりも高くなっています。高配当: 3657の配当金 ( 5.61% ) はJP市場 ( 3.91% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 3657は配当金を支払っていますが、会社は利益を上げていません。株主配当金キャッシュフローカバレッジ: 3657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2026/06/12 16:11終値2026/06/12 00:00収益2026/01/31年間収益2026/01/31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Pole To Win Holdings, Inc. 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。3 アナリスト機関Makoto UenoDaiwa Securities Co. Ltd.Yasuyoshi MimuraIchiyoshi Research Institute Inc.Shingo SatoMarusan Securities Co. Ltd.
Declared Dividend • May 25Final dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 5.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.
分析記事 • Jan 23Pole To Win Holdings (TSE:3657) Is Paying Out A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...
Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
分析記事 • Dec 16Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...
分析記事 • Nov 11Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...
分析記事 • Oct 28Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend of ¥8.00 per share on the 27th of...
Declared Dividend • May 25Final dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 5.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.
お知らせ • Apr 23Pole To Win Holdings, Inc. to Report Q1, 2027 Results on Jun 12, 2026Pole To Win Holdings, Inc. announced that they will report Q1, 2027 results on Jun 12, 2026
お知らせ • Mar 17Pole To Win Holdings, Inc., Annual General Meeting, Apr 23, 2026Pole To Win Holdings, Inc., Annual General Meeting, Apr 23, 2026.
分析記事 • Jan 23Pole To Win Holdings (TSE:3657) Is Paying Out A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...
お知らせ • Jan 23Pole To Win Holdings, Inc. to Report Fiscal Year 2026 Results on Mar 17, 2026Pole To Win Holdings, Inc. announced that they will report fiscal year 2026 results on Mar 17, 2026
Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
分析記事 • Dec 16Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...
Reported Earnings • Dec 11Third quarter 2026 earnings released: EPS: JP¥4.39 (vs JP¥1.21 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥4.39 (up from JP¥1.21 loss in 3Q 2025). Revenue: JP¥12.3b (down 5.0% from 3Q 2025). Net income: JP¥155.2m (up JP¥197.8m from 3Q 2025). Profit margin: 1.3% (up from net loss in 3Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 11Pole To Win Holdings (TSE:3657) Is Due To Pay A Dividend Of ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend on the 27th of April...
分析記事 • Oct 28Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend of ¥8.00 per share on the 27th of...
お知らせ • Oct 22Pole To Win Holdings, Inc. to Report Q3, 2026 Results on Dec 09, 2025Pole To Win Holdings, Inc. announced that they will report Q3, 2026 results on Dec 09, 2025
分析記事 • Oct 12Pole To Win Holdings (TSE:3657) Is Paying Out A Dividend Of ¥8.00Pole To Win Holdings, Inc.'s ( TSE:3657 ) investors are due to receive a payment of ¥8.00 per share on 27th of April...
Declared Dividend • Oct 11First half dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 29th January 2026 Payment date: 27th April 2026 Dividend yield will be 4.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.
Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥6.14 (vs JP¥6.22 in 2Q 2025)Second quarter 2026 results: EPS: JP¥6.14 (down from JP¥6.22 in 2Q 2025). Revenue: JP¥11.9b (down 3.3% from 2Q 2025). Net income: JP¥217.1m (down 1.3% from 2Q 2025). Profit margin: 1.8% (in line with 2Q 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Sep 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥377. The fair value is estimated to be JP¥304, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to JP¥379. The fair value is estimated to be JP¥315, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.4%).
お知らせ • Jul 22Pole To Win Holdings, Inc. to Report Q2, 2026 Results on Sep 12, 2025Pole To Win Holdings, Inc. announced that they will report Q2, 2026 results on Sep 12, 2025
分析記事 • Jul 17Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00Pole To Win Holdings, Inc. ( TSE:3657 ) will pay a dividend of ¥8.00 on the 8th of October. The dividend yield will be...
Buy Or Sell Opportunity • Jun 30Now 21% overvaluedOver the last 90 days, the stock has fallen 6.0% to JP¥363. The fair value is estimated to be JP¥301, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 24Masataka Mikami and Kazuki Kogishi enter into a share transfer agreement to acquire an additional 90% stake in HIKE Inc. from Pole To Win Holdings, Inc. (TSE:3657) in a management buyout transaction for ¥500 million.Masataka Mikami and Kazuki Kogishi enter into a share transfer agreement to acquire an additional 90% stake in HIKE Inc. from Pole To Win Holdings, Inc. (TSE:3657) in a management buyout transaction for ¥500 million on June 24, 2025. For the period ending January 31, 2025, HIKE Inc. reported total revenue of ¥4.99 billion, operating loss of ¥577 million and net loss of ¥629 million. As of January 31, 2025, HIKE Inc. reported total assets of ¥3.79 billion and net liabilities of ¥2.37 billion. The expected completion of the transaction is June 24, 2025.
分析記事 • Jun 23Pole To Win Holdings' (TSE:3657) Dividend Will Be ¥8.00The board of Pole To Win Holdings, Inc. ( TSE:3657 ) has announced that it will pay a dividend of ¥8.00 per share on...
Reported Earnings • Jun 11First quarter 2026 earnings released: JP¥17.23 loss per share (vs JP¥11.43 loss in 1Q 2025)First quarter 2026 results: JP¥17.23 loss per share (further deteriorated from JP¥11.43 loss in 1Q 2025). Revenue: JP¥12.8b (up 6.7% from 1Q 2025). Net loss: JP¥609.1m (loss widened 51% from 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Jun 09Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥370. The fair value is estimated to be JP¥308, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
Declared Dividend • May 08Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% 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.
お知らせ • Apr 23Pole To Win Holdings, Inc. to Report Q1, 2026 Results on Jun 10, 2025Pole To Win Holdings, Inc. announced that they will report Q1, 2026 results on Jun 10, 2025
分析記事 • Apr 07Take Care Before Jumping Onto Pole To Win Holdings, Inc. (TSE:3657) Even Though It's 32% CheaperPole To Win Holdings, Inc. ( TSE:3657 ) shareholders that were waiting for something to happen have been dealt a blow...
Buy Or Sell Opportunity • Apr 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to JP¥340. The fair value is estimated to be JP¥441, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Mar 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (JP¥14.5b market cap, or US$97.9m).
Reported Earnings • Mar 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: JP¥19.57 loss per share (improved from JP¥54.55 loss in FY 2024). Revenue: JP¥52.2b (up 11% from FY 2024). Net loss: JP¥692.0m (loss narrowed 65% from FY 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 14Pole To Win Holdings, Inc., Annual General Meeting, Apr 24, 2025Pole To Win Holdings, Inc., Annual General Meeting, Apr 24, 2025.
お知らせ • Jan 24Pole To Win Holdings, Inc. to Report Fiscal Year 2025 Results on Mar 14, 2025Pole To Win Holdings, Inc. announced that they will report fiscal year 2025 results on Mar 14, 2025
Upcoming Dividend • Jan 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Buy Or Sell Opportunity • Jan 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to JP¥429. The fair value is estimated to be JP¥538, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Dec 12Third quarter 2025 earnings released: JP¥1.19 loss per share (vs JP¥1.78 profit in 3Q 2024)Third quarter 2025 results: JP¥1.19 loss per share (down from JP¥1.78 profit in 3Q 2024). Revenue: JP¥13.0b (up 8.8% from 3Q 2024). Net loss: JP¥42.0m (down 167% from profit in 3Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥15.2b market cap, or US$99.9m).
Buy Or Sell Opportunity • Dec 11Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥430. The fair value is estimated to be JP¥587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Oct 23Pole To Win Holdings, Inc. to Report Q3, 2025 Results on Dec 10, 2024Pole To Win Holdings, Inc. announced that they will report Q3, 2025 results on Dec 10, 2024
Price Target Changed • Oct 09Price target increased by 12% to JP¥480Up from JP¥430, the current price target is provided by 1 analyst. New target price is 5.0% above last closing price of JP¥457. Stock is down 5.2% over the past year. The company is forecast to post earnings per share of JP¥11.30 next year compared to a net loss per share of JP¥54.55 last year.
Declared Dividend • Oct 09First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% 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.
お知らせ • Oct 08+ 1 more updatePole to Win Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2025Pole To Win Holdings, Inc. revised consolidated earnings guidance for the Fiscal Year Ending January 31, 2025. For the period, the company now expects net sales of JPY 51,007 million, operating profit of JPY 1,803 million, Profit attributable to owners of parent of JPY 322 million and profit per share of JPY 9.11 compared to previous guidance of net sales of JPY 52,028 million, operating profit of JPY 2,212 million, Profit attributable to owners of parent of JPY 246 million and profit per share of JPY 6.96. Reason for the revision: As a result of the revision to the full-year consolidated earnings forecast, the rate of increase in profit attributable to owners of parent compared to the previous forecast exceeds the timely disclosure criteria. The updated earnings forecast is disclosed accordingly. In Domestic Solutions, some large-scale EC projects have concluded, and there have been moves to cancel or postpone the development of new titles by some game developers. As such, a decrease in net sales, operating profit, and tax expenses is expected. In Overseas Solutions and Media Contents, the restructuring efforts are progressing well, leading to anticipated increases in both net sales and operating profit. At the same time, due to factors like carried-over losses that have kept tax expenses low, profit attributable to owners of parent is expected to exceed the previous forecast.
Buy Or Sell Opportunity • Sep 30Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to JP¥432. The fair value is estimated to be JP¥559, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.
Declared Dividend • Sep 12First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% 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.
Reported Earnings • Sep 11Second quarter 2025 earnings released: EPS: JP¥6.22 (vs JP¥12.35 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.22 (up from JP¥12.35 loss in 2Q 2024). Revenue: JP¥12.3b (up 8.2% from 2Q 2024). Net income: JP¥220.0m (up JP¥669.0m from 2Q 2024). Profit margin: 1.8% (up from net loss in 2Q 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 06Market Cool On Pole To Win Holdings, Inc.'s (TSE:3657) Revenues Pushing Shares 29% LowerPole To Win Holdings, Inc. ( TSE:3657 ) shareholders that were waiting for something to happen have been dealt a blow...
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 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. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥12.1b market cap, or US$84.9m).
分析記事 • Aug 04Is Pole To Win Holdings (TSE:3657) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Jul 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.3b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (JP¥15.3b market cap, or US$98.7m).
お知らせ • Jul 25Pole To Win Holdings, Inc. to Report Q2, 2025 Results on Sep 10, 2024Pole To Win Holdings, Inc. announced that they will report Q2, 2025 results on Sep 10, 2024
お知らせ • Jul 10Pole To Win Holdings, Inc. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending January 31, 2025Pole To Win Holdings, Inc. provided dividend guidance for the second quarter and full year of fiscal year ending January 31, 2025. For the second quarter, the company expects dividend of JPY 8.00 per share.For the full year, the company expects dividend of JPY 8.00 per share compared to JPY 16.00 per share a year ago.
Reported Earnings • Jun 09First quarter 2025 earnings released: JP¥11.43 loss per share (vs JP¥2.56 profit in 1Q 2024)First quarter 2025 results: JP¥11.43 loss per share (down from JP¥2.56 profit in 1Q 2024). Revenue: JP¥12.0b (up 9.3% from 1Q 2024). Net loss: JP¥404.0m (down JP¥499.0m from profit in 1Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 26Pole To Win Holdings, Inc. to Report Q1, 2025 Results on Jun 07, 2024Pole To Win Holdings, Inc. announced that they will report Q1, 2025 results on Jun 07, 2024
お知らせ • Mar 14Pole To Win Holdings, Inc., Annual General Meeting, Apr 25, 2024Pole To Win Holdings, Inc., Annual General Meeting, Apr 25, 2024.
Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥50.25 loss per share (down from JP¥21.18 profit in FY 2023). Revenue: JP¥47.0b (up 18% from FY 2023). Net loss: JP¥1.81b (down 328% from profit in FY 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
New Risk • Feb 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
お知らせ • Jan 24Pole To Win Holdings, Inc. to Report Fiscal Year 2024 Results on Mar 12, 2024Pole To Win Holdings, Inc. announced that they will report fiscal year 2024 results on Mar 12, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥16.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥1.78 (vs JP¥10.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.78 (down from JP¥10.11 in 3Q 2023). Revenue: JP¥11.9b (up 14% from 3Q 2023). Net income: JP¥63.0m (down 83% from 3Q 2023). Profit margin: 0.5% (down from 3.6% in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Dec 13Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be JP¥577, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 400% in the next 2 years.
お知らせ • Oct 27Pole To Win Holdings, Inc. to Report Q3, 2024 Results on Dec 12, 2023Pole To Win Holdings, Inc. announced that they will report Q3, 2024 results on Dec 12, 2023
Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be JP¥610, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 400% in the next 2 years.
Major Estimate Revision • Oct 06Consensus EPS estimates fall by 72%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥47.5b to JP¥47.0b. EPS estimate also fell from JP¥44.60 per share to JP¥12.70 per share. Net income forecast to grow 212% next year vs 17% growth forecast for IT industry in Japan. Consensus price target down from JP¥910 to JP¥600. Share price fell 9.3% to JP¥478 over the past week.
お知らせ • Sep 29+ 1 more updatePole to Win Holdings, Inc. Provides Year End Dividend Guidance for the Year Ending January 31, 2024Pole To Win Holdings, Inc. provided year end dividend guidance for the year ending January 31, 2024. The company expects to pay year end dividend of JPY 16.00 per share for the year ending January 31, 2024 compared to JPY 15.00 per share paid a year ago.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥550, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 39% over the past three years.
Reported Earnings • Sep 17Second quarter 2024 earnings released: JP¥12.35 loss per share (vs JP¥5.84 loss in 2Q 2023)Second quarter 2024 results: JP¥12.35 loss per share (further deteriorated from JP¥5.84 loss in 2Q 2023). Revenue: JP¥11.4b (up 13% from 2Q 2023). Net loss: JP¥449.0m (loss widened 105% from 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 24Pole To Win Holdings, Inc. to Report Q2, 2024 Results on Sep 08, 2023Pole To Win Holdings, Inc. announced that they will report Q2, 2024 results on Sep 08, 2023
Major Estimate Revision • Jul 12Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥53.60 to JP¥44.60. Revenue forecast unchanged from JP¥47.5b at last update. Net income forecast to grow 240% next year vs 13% growth forecast for IT industry in Japan. Consensus price target down from JP¥950 to JP¥910. Share price was steady at JP¥753 over the past week.
Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥937, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 341% in the next 2 years.
お知らせ • Jun 22+ 1 more updatePole To Win Holdings, Inc. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2023 and Fiscal Year Ending January 31, 2024Pole To Win Holdings, Inc. provided consolidated earnings guidance for the six months ending July 31, 2023 and fiscal year ending January 31, 2024. For the six months, the company expects net sales of JPY 24,067 million, operating profit of JPY 1,338 million, profit attributable to owners of parent of JPY 882 million and net profit per share of JPY 23.84.For the full year, the company expects net sales of JPY 50,136 million, operating profit of JPY 3,174 million, profit attributable to owners of parent of JPY 1,952 million and net profit per share of JPY 52.72.
Reported Earnings • Jun 12First quarter 2024 earnings released: EPS: JP¥2.56 (vs JP¥10.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.56 (down from JP¥10.08 in 1Q 2023). Revenue: JP¥10.9b (up 14% from 1Q 2023). Net income: JP¥95.0m (down 75% from 1Q 2023). Profit margin: 0.9% (down from 4.0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • May 03Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥21.18 (down from JP¥59.16 in FY 2022). Revenue: JP¥39.9b (up 17% from FY 2022). Net income: JP¥795.0m (down 65% from FY 2022). Profit margin: 2.0% (down from 6.5% in FY 2022). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Major Estimate Revision • Mar 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥42.5b to JP¥47.5b. EPS estimate unchanged at JP¥53.60. Net income forecast to grow 152% next year vs 9.5% growth forecast for IT industry in Japan. Consensus price target of JP¥950 unchanged from last update. Share price rose 3.2% to JP¥901 over the past week.
Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥21.18 (down from JP¥59.16 in FY 2022). Revenue: JP¥39.9b (up 17% from FY 2022). Net income: JP¥795.0m (down 65% from FY 2022). Profit margin: 2.0% (down from 6.5% in FY 2022). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Jan 25Pole To Win Holdings, Inc. to Report Fiscal Year 2023 Results on Mar 14, 2023Pole To Win Holdings, Inc. announced that they will report fiscal year 2023 results on Mar 14, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
Price Target Changed • Dec 28Price target decreased to JP¥950Down from JP¥1,270, the current price target is provided by 1 analyst. New target price is 19% above last closing price of JP¥796. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥29.30 for next year compared to JP¥59.16 last year.
お知らせ • Dec 21+ 1 more updatePole To Win Holdings, Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023Pole To Win Holdings, Inc. provided dividend guidance for the fiscal year ending January 31, 2023. For the year, the company expects to pay dividend of JPY 15.00 per share.
Reported Earnings • Dec 12Third quarter 2023 earnings released: EPS: JP¥10.11 (vs JP¥18.90 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.11 (down from JP¥18.90 in 3Q 2022). Revenue: JP¥10.5b (up 18% from 3Q 2022). Net income: JP¥379.0m (down 47% from 3Q 2022). Profit margin: 3.6% (down from 8.1% in 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Dec 09Pole To Win Holdings, Inc. (TSE:3657) announces an Equity Buyback for 800,000 shares, representing 2.13% for ¥700 million.Pole To Win Holdings, Inc. (TSE:3657) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 2.13% for ¥700 million. The purpose of the program is to enhance capital efficiency, shareholders return measures and to implement a flexible capital policy in response to changes in the business environment. The repurchase program will expire on June 30, 2023. As of November 30, 2022, the company had 37,492,070 shares outstanding and 663,930 shares in treasury.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Outside Director Masaharu Tsutsumi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 23Pole To Win Holdings, Inc. to Report Q3, 2023 Results on Dec 09, 2022Pole To Win Holdings, Inc. announced that they will report Q3, 2023 results on Dec 09, 2022
Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥68.90 to JP¥45.30. Revenue forecast unchanged from JP¥40.0b at last update. Net income forecast to grow 47% next year vs 13% growth forecast for IT industry in Japan. Consensus price target of JP¥1,350 unchanged from last update. Share price rose 3.9% to JP¥962 over the past week.
お知らせ • Sep 29Pole to Win Holdings, Inc. Updates Consolidated Earnings Guidance for Fiscal Year Ending January 31, 2023Pole To Win Holdings, Inc. provided Updates consolidated earnings guidance for Fiscal year ending January 31, 2023. For the period, the company expected net sales of JPY 40,088 million, operating income of JPY 4,002 million, net income attributable to owners of parent of JPY 1800 million or JPY 47.18 per basic share.
Reported Earnings • Sep 12Second quarter 2023 earnings released: JP¥5.84 loss per share (vs JP¥9.98 profit in 2Q 2022)Second quarter 2023 results: JP¥5.84 loss per share (down from JP¥9.98 profit in 2Q 2022). Revenue: JP¥10.1b (up 35% from 2Q 2022). Net loss: JP¥219.0m (down 158% from profit in 2Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Jul 28Pole To Win Holdings, Inc. to Report Q2, 2023 Results on Sep 09, 2022Pole To Win Holdings, Inc. announced that they will report Q2, 2023 results on Sep 09, 2022
お知らせ • Jun 22+ 1 more updatePole to Win Holdings, Inc. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2022 and Fiscal Year Ending January 31, 2023Pole To Win Holdings, Inc. provided consolidated earnings guidance for the Six months ending July 31, 2022 and Fiscal year ending January 31, 2023. For the period, the company expected net sales of JPY 18,739 million, operating income of JPY 1,409 million, net income attributable to owners of parent of JPY 712 million or JPY 18.69 per basic share.For the year, the company expected net sales of JPY 40,088 million, operating income of JPY 4,002 million, net income attributable to owners of parent of JPY 2,428 million or JPY 63.64 per basic share.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥880, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years.
Reported Earnings • Jun 14First quarter 2023 earnings released: EPS: JP¥10.08 (vs JP¥13.99 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.08 (down from JP¥13.99 in 1Q 2022). Revenue: JP¥9.61b (up 20% from 1Q 2022). Net income: JP¥380.0m (down 28% from 1Q 2022). Profit margin: 4.0% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the 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 fallen by 9% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Masaharu Tsutsumi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 24Poletowin Pitcrew Holdings, Inc. to Report Q1, 2023 Results on Jun 10, 2022Poletowin Pitcrew Holdings, Inc. announced that they will report Q1, 2023 results on Jun 10, 2022
Reported Earnings • Mar 15Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: JP¥59.16 (up from JP¥55.96 in FY 2021). Revenue: JP¥34.3b (up 28% from FY 2021). Net income: JP¥2.24b (up 5.8% from FY 2021). Profit margin: 6.5% (down from 7.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Jan 28Poletowin Pitcrew Holdings, Inc. to Report Fiscal Year 2022 Results on Mar 14, 2022Poletowin Pitcrew Holdings, Inc. announced that they will report fiscal year 2022 results on Mar 14, 2022
Upcoming Dividend • Jan 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 23 April 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.4%).
お知らせ • Dec 09Poletowin Pitcrew Holdings, Inc. Provides Earnings Forecast for the Fiscal Year Ending January 31, 2022Poletowin Pitcrew Holdings, Inc. provides earnings forecast for the fiscal year ending January 31, 2022. The company forecast Net sales of ¥33,224 million, Operating profit of ¥3,535 million, Ordinary profit of ¥3,539 million, Profit attributable to owners of parent of ¥2,157 million and Net income per share of ¥56.53.