View ValuationTamagawa Holdings 将来の成長Future 基準チェック /06現在、 Tamagawa Holdingsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Communications 収益成長46.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,720, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 15x in the Communications industry in Japan. Total returns to shareholders of 107% over the past three years.分析記事 • Jun 23Tamagawa Holdings' (TSE:6838) Solid Profits Have Weak FundamentalsUnsurprisingly, Tamagawa Holdings Co., Ltd.'s ( TSE:6838 ) stock price was strong on the back of its healthy earnings...Declared Dividend • Jun 17Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th October 2026 Payment date: 1st February 2027 Dividend yield will be 0.5%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 4%.Reported Earnings • Jun 16Second quarter 2026 earnings releasedSecond quarter 2026 results: EPS: JP¥140. Net income: JP¥1.09b (up JP¥1.09b from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.New Risk • Jun 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.5b (US$96.5m) 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 Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (36% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥15.5b market cap, or US$96.5m).Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,836, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Communications industry in Japan. Total returns to shareholders of 134% over the past three years.New Risk • Jun 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 36% This is considered a major 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 Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (36% increase in shares outstanding).Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,224, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 17x in the Communications industry in Japan. Total returns to shareholders of 254% over the past three years.New Risk • May 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% 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 (17% average weekly change). Minor Risk Shareholders have been diluted in the past year (28% increase in shares outstanding).Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,930, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 13x in the Communications industry in Japan. Total returns to shareholders of 198% over the past three years.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,497, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 12x in the Communications industry in Japan. Total returns to shareholders of 120% over the past three years.Reported Earnings • Mar 17First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥111. Net income: JP¥741.0m (up JP¥741.0m from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,076, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 15x in the Communications industry in Japan. Total returns to shareholders of 63% over the past three years.New Risk • Feb 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 32% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥6.71b market cap, or US$43.1m).Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 16x in the Communications industry in Japan. Total returns to shareholders of 42% over the past three years.Reported Earnings • Dec 16Full year 2025 earnings released: EPS: JP¥41.14 (vs JP¥26.13 loss in FY 2024)Full year 2025 results: EPS: JP¥41.14 (up from JP¥26.13 loss in FY 2024). Revenue: JP¥5.59b (up 18% from FY 2024). Net income: JP¥268.0m (up JP¥436.0m from FY 2024). Profit margin: 4.8% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Dec 15Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 29, 2026Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 29, 2026.お知らせ • Dec 05Tamagawa Holdings Co., Ltd. announced that it expects to receive ¥6.081287 million in funding from Cantor Fitzgerald EuropeTamagawa Holdings Co., Ltd. announced a private placement of 8,144 15th Stock Acquisition Rights for gross proceeds of ¥3,102,864; 6,515 16th Stock Acquisition Rights for gross proceeds of ¥2,430,095; and 1,608 17th Stock Acquisition Rights for gross proceeds of ¥548,328 on December 4, 2025. The transaction included participation from new investor Cantor Fitzgerald Europe.New Risk • Nov 04New 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: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported October 2024 fiscal period end). Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥5.17b market cap, or US$33.6m).お知らせ • Oct 28Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Dec 15, 2025Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2025 results at 9:00 AM, Tokyo Standard Time on Dec 15, 2025New Risk • Sep 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 66% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported October 2024 fiscal period end). Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥4.96b market cap, or US$33.9m).New Risk • Aug 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended October 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 66% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported October 2024 fiscal period end). Market cap is less than US$100m (JP¥5.03b market cap, or US$34.1m).お知らせ • Jul 25Tamagawa Holdings Co., Ltd. to Report Q3, 2025 Results on Sep 16, 2025Tamagawa Holdings Co., Ltd. announced that they will report Q3, 2025 results on Sep 16, 2025Declared Dividend • Jun 15Dividend of JP¥3.00 announcedDividend of JP¥3.00 is the same as last year. Ex-date: 30th October 2025 Payment date: 1st January 1970 Dividend yield will be 0.4%, which is lower than the industry average of 2.9%.分析記事 • Apr 05Tamagawa Holdings Co., Ltd.'s (TSE:6838) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Tamagawa Holdings Co., Ltd.'s ( TSE:6838 ) price-to-sales (or "P/S") ratio of 0.9x right...お知らせ • Apr 01Tamagawa Holdings Co., Ltd. to Report Q2, 2025 Results on Jun 13, 2025Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2025 results on Jun 13, 2025お知らせ • Feb 26Tamagawa Holdings Co., Ltd. to Report Q1, 2025 Results on Mar 14, 2025Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2025 results on Mar 14, 2025分析記事 • Dec 26Does Tamagawa Holdings (TSE:6838) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Dec 13Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 30, 2025Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 30, 2025.お知らせ • Oct 24Tamagawa Holdings Co., Ltd. to Report First Half, 2025 Results on Dec 13, 2024Tamagawa Holdings Co., Ltd. announced that they will report first half, 2025 results on Dec 13, 2024分析記事 • Oct 08Tamagawa Holdings Co., Ltd.'s (TSE:6838) 32% Share Price Surge Not Quite Adding UpTamagawa Holdings Co., Ltd. ( TSE:6838 ) shares have had a really impressive month, gaining 32% after a shaky period...Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥2.93 loss per share (vs JP¥36.81 loss in 1Q 2024)First quarter 2025 results: JP¥2.93 loss per share (improved from JP¥36.81 loss in 1Q 2024). Revenue: JP¥972.0m (up 59% from 1Q 2024). Net loss: JP¥19.0m (loss narrowed 91% from 1Q 2024). 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.分析記事 • Aug 06Tamagawa Holdings Co., Ltd.'s (TSE:6838) Popularity With Investors Under Threat As Stock Sinks 31%The Tamagawa Holdings Co., Ltd. ( TSE:6838 ) share price has fared very poorly over the last month, falling by a...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 63% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (5.5% increase in shares outstanding). Market cap is less than US$100m (JP¥3.80b market cap, or US$26.7m).お知らせ • Jun 27Tamagawa Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 14, 2024Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2025 results at 9:00 AM, Tokyo Standard Time on Aug 14, 2024Reported Earnings • May 21Full year 2024 earnings released: JP¥70.96 loss per share (vs JP¥80.69 loss in FY 2023)Full year 2024 results: JP¥70.96 loss per share (improved from JP¥80.69 loss in FY 2023). Revenue: JP¥4.15b (up 26% from FY 2023). Net loss: JP¥443.0m (loss narrowed 8.1% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.お知らせ • May 18Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 58% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (JP¥5.34b market cap, or US$34.6m).お知らせ • Apr 10Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥1.43 loss per share (vs JP¥20.79 loss in 3Q 2023)Third quarter 2024 results: JP¥1.43 loss per share (improved from JP¥20.79 loss in 3Q 2023). Revenue: JP¥962.0m (up 16% from 3Q 2023). Net loss: JP¥9.00m (loss narrowed 93% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Dec 28Tamagawa Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Tamagawa Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 12New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 50% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (4.7% increase in shares outstanding). Market cap is less than US$100m (JP¥4.46b market cap, or US$29.4m).Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥25.98 loss per share (vs JP¥28.48 loss in 2Q 2023)Second quarter 2024 results: JP¥25.98 loss per share (improved from JP¥28.48 loss in 2Q 2023). Revenue: JP¥839.0m (up 36% from 2Q 2023). Net loss: JP¥163.0m (loss narrowed 4.7% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Sep 28Tamagawa Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥36.81 loss per share (vs JP¥27.96 loss in 1Q 2023)First quarter 2024 results: JP¥36.81 loss per share (further deteriorated from JP¥27.96 loss in 1Q 2023). Revenue: JP¥612.0m (up 33% from 1Q 2023). Net loss: JP¥222.0m (loss widened 35% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.お知らせ • Jul 12Tamagawa Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% 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 Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 22% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.5% increase in shares outstanding). Market cap is less than US$100m (JP¥5.57b market cap, or US$38.7m).Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).Reported Earnings • Feb 16Third quarter 2023 earnings released: JP¥20.79 loss per share (vs JP¥3.26 profit in 3Q 2022)Third quarter 2023 results: JP¥20.79 loss per share (down from JP¥3.26 profit in 3Q 2022). Revenue: JP¥833.0m (down 33% from 3Q 2022). Net loss: JP¥125.0m (down JP¥144.0m from profit in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent External Director Naruhito Kusaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥28.48 loss per share (vs JP¥2.09 loss in 2Q 2022)Second quarter 2023 results: JP¥28.48 loss per share (further deteriorated from JP¥2.09 loss in 2Q 2022). Revenue: JP¥615.0m (down 36% from 2Q 2022). Net loss: JP¥171.0m (loss widened JP¥159.0m from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.お知らせ • Oct 07Tamagawa Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 15First quarter 2023 earnings released: JP¥27.96 loss per share (vs JP¥23.04 profit in 1Q 2022)First quarter 2023 results: JP¥27.96 loss per share (down from JP¥23.04 profit in 1Q 2022). Revenue: JP¥460.0m (down 76% from 1Q 2022). Net loss: JP¥164.0m (down 224% from profit in 1Q 2022). 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 21% per year, which means it has not declined as severely as earnings.お知らせ • Jul 10Tamagawa Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022お知らせ • May 18Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent External Director Naruhito Kusaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥982, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 15x in the Communications industry in Japan. Total loss to shareholders of 9.6% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.9%).Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥3.26 (down from JP¥6.71 in 3Q 2021). Revenue: JP¥1.24b (up 18% from 3Q 2021). Net income: JP¥19.0m (down 49% from 3Q 2021). Profit margin: 1.5% (down from 3.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: JP¥2.09 loss per share (vs JP¥5.20 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥967.0m (down 11% from 2Q 2021). Net loss: JP¥12.0m (loss narrowed 57% from 2Q 2021). 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 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,475, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 14x in the Communications industry in Japan. Total returns to shareholders of 74% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).分析記事 • Mar 15Will Tamagawa Holdings' (TYO:6838) Growth In ROCE Persist?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • Mar 04Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2021 Results on May 20, 2021Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2021 results on May 20, 2021分析記事 • Feb 22Do Institutions Own Tamagawa Holdings Co., Ltd. (TYO:6838) Shares?A look at the shareholders of Tamagawa Holdings Co., Ltd. ( TYO:6838 ) can tell us which group is most powerful. Large...Is New 90 Day High Low • Feb 15New 90-day low: JP¥1,950The company is down 7.0% from its price of JP¥2,099 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 1.0% over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥6.71 (vs JP¥23.83 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.06b (down 9.1% from 3Q 2020). Net income: JP¥37.0m (down 58% from 3Q 2020). Profit margin: 3.5% (down from 7.6% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 04Is Tamagawa Holdings (TYO:6838) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jan 20Is Tamagawa Holdings' (TYO:6838) Share Price Gain Of 145% Well Earned?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,359, the stock is trading at a trailing P/E ratio of 34x, up from the previous P/E ratio of 29.4x. This compares to an average P/E of 29x in the Communications industry in Japan. Total returns to shareholders over the past three years are 108%.分析記事 • Jan 05Are Tamagawa Holdings's (TYO:6838) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...Is New 90 Day High Low • Dec 22New 90-day low: JP¥1,994The company is down 10.0% from its price of JP¥2,227 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 3.0% over the same period.分析記事 • Dec 21Is Tamagawa Holdings Co., Ltd.'s (TYO:6838) Stock's Recent Performance A Reflection Of Its Financial Health?Tamagawa Holdings' (TYO:6838) stock up by 1.9% over the past week. Given that the market rewards strong financials in...分析記事 • Dec 04Is Tamagawa Holdings (TYO:6838) A Future Multi-bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Nov 19What Kind Of Shareholders Hold The Majority In Tamagawa Holdings Co., Ltd.'s (TYO:6838) Shares?A look at the shareholders of Tamagawa Holdings Co., Ltd. (TYO:6838) can tell us which group is most powerful. Large...Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥5.20 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥1.09b (down 38% from 2Q 2020). Net loss: JP¥28.0m (down 112% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 13New 90-day high: JP¥2,466The company is up 9.0% from its price of JP¥2,259 on 15 July 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 5.0% over the same period.お知らせ • Sep 17+ 1 more updateTamagawa Holdings Co., Ltd. announced that it has received ¥13.093822 million in fundingOn September 16, 2020, Tamagawa Holdings Co., Ltd. (JASDAQ:6838) closed the transaction.お知らせ • Aug 30Tamagawa Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020お知らせ • Jul 05Tamagawa Holdings Co., Ltd. to Report Q1, 2021 Results on Aug 14, 2020Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2021 results on Aug 14, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Tamagawa Holdings は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:6838 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数4/30/20266,8101,9121,1571,504N/A1/31/20266,519950N/AN/AN/A10/31/20255,587268-635-25N/A10/31/20244,737-168297441N/A6/30/20244,513-240N/AN/AN/A3/31/20244,153-443-1,204-1,132N/A12/31/20233,799-416N/AN/AN/A9/30/20233,670-532-1,877-1,708N/A6/30/20233,446-540N/AN/AN/A3/31/20233,294-482-2,107-1,883N/A12/31/20223,993-451N/AN/AN/A9/30/20224,404-307-1,448-1,330N/A6/30/20224,756-148N/AN/AN/A3/31/20226,236148-122-16N/A12/31/20217,579160N/AN/AN/A9/30/20217,3931781,4981,616N/A6/30/20217,517162N/AN/AN/A3/31/20216,742901,1511,234N/A12/31/20206,013292N/AN/AN/A9/30/20206,1193441,0051,093N/A6/30/20206,782614N/AN/AN/A3/31/20206,332439N/A1,499N/A12/31/20194,999381N/AN/AN/A9/30/20194,655349N/A52N/A6/30/20193,80590N/AN/AN/A3/31/20193,841128N/A499N/A12/31/20183,733-1N/AN/AN/A9/30/20183,607-122N/A213N/A6/30/20183,332-151N/AN/AN/A3/31/20183,255-146N/A-534N/A12/31/20173,903-50N/AN/AN/A9/30/20173,933-71N/A-44N/A6/30/20174,64162N/AN/AN/A3/31/20174,44344N/A102N/A12/31/20166,456257N/AN/AN/A9/30/20167,964411N/A1,661N/A6/30/20167,053112N/AN/AN/A3/31/20167,259165N/A1,613N/A12/31/20155,333-13N/AN/AN/A9/30/20154,27958N/A472N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6838の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 6838の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 6838の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 6838の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 6838の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6838の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/22 17:59終値2026/07/22 00:00収益2026/04/30年間収益2025/10/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tamagawa Holdings Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,720, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 15x in the Communications industry in Japan. Total returns to shareholders of 107% over the past three years.
分析記事 • Jun 23Tamagawa Holdings' (TSE:6838) Solid Profits Have Weak FundamentalsUnsurprisingly, Tamagawa Holdings Co., Ltd.'s ( TSE:6838 ) stock price was strong on the back of its healthy earnings...
Declared Dividend • Jun 17Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th October 2026 Payment date: 1st February 2027 Dividend yield will be 0.5%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 2%. Cash payout ratio: 4%.
Reported Earnings • Jun 16Second quarter 2026 earnings releasedSecond quarter 2026 results: EPS: JP¥140. Net income: JP¥1.09b (up JP¥1.09b from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.5b (US$96.5m) 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 Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (36% increase in shares outstanding). Minor Risk Market cap is less than US$100m (JP¥15.5b market cap, or US$96.5m).
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,836, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Communications industry in Japan. Total returns to shareholders of 134% over the past three years.
New Risk • Jun 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 36% This is considered a major 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 Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (36% increase in shares outstanding).
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,224, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 17x in the Communications industry in Japan. Total returns to shareholders of 254% over the past three years.
New Risk • May 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% 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 (17% average weekly change). Minor Risk Shareholders have been diluted in the past year (28% increase in shares outstanding).
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,930, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 13x in the Communications industry in Japan. Total returns to shareholders of 198% over the past three years.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,497, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 12x in the Communications industry in Japan. Total returns to shareholders of 120% over the past three years.
Reported Earnings • Mar 17First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥111. Net income: JP¥741.0m (up JP¥741.0m from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,076, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 15x in the Communications industry in Japan. Total returns to shareholders of 63% over the past three years.
New Risk • Feb 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 32% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥6.71b market cap, or US$43.1m).
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 16x in the Communications industry in Japan. Total returns to shareholders of 42% over the past three years.
Reported Earnings • Dec 16Full year 2025 earnings released: EPS: JP¥41.14 (vs JP¥26.13 loss in FY 2024)Full year 2025 results: EPS: JP¥41.14 (up from JP¥26.13 loss in FY 2024). Revenue: JP¥5.59b (up 18% from FY 2024). Net income: JP¥268.0m (up JP¥436.0m from FY 2024). Profit margin: 4.8% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Dec 15Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 29, 2026Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 29, 2026.
お知らせ • Dec 05Tamagawa Holdings Co., Ltd. announced that it expects to receive ¥6.081287 million in funding from Cantor Fitzgerald EuropeTamagawa Holdings Co., Ltd. announced a private placement of 8,144 15th Stock Acquisition Rights for gross proceeds of ¥3,102,864; 6,515 16th Stock Acquisition Rights for gross proceeds of ¥2,430,095; and 1,608 17th Stock Acquisition Rights for gross proceeds of ¥548,328 on December 4, 2025. The transaction included participation from new investor Cantor Fitzgerald Europe.
New Risk • Nov 04New 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: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported October 2024 fiscal period end). Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥5.17b market cap, or US$33.6m).
お知らせ • Oct 28Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Dec 15, 2025Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2025 results at 9:00 AM, Tokyo Standard Time on Dec 15, 2025
New Risk • Sep 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 66% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported October 2024 fiscal period end). Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥4.96b market cap, or US$33.9m).
New Risk • Aug 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended October 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 66% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported October 2024 fiscal period end). Market cap is less than US$100m (JP¥5.03b market cap, or US$34.1m).
お知らせ • Jul 25Tamagawa Holdings Co., Ltd. to Report Q3, 2025 Results on Sep 16, 2025Tamagawa Holdings Co., Ltd. announced that they will report Q3, 2025 results on Sep 16, 2025
Declared Dividend • Jun 15Dividend of JP¥3.00 announcedDividend of JP¥3.00 is the same as last year. Ex-date: 30th October 2025 Payment date: 1st January 1970 Dividend yield will be 0.4%, which is lower than the industry average of 2.9%.
分析記事 • Apr 05Tamagawa Holdings Co., Ltd.'s (TSE:6838) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Tamagawa Holdings Co., Ltd.'s ( TSE:6838 ) price-to-sales (or "P/S") ratio of 0.9x right...
お知らせ • Apr 01Tamagawa Holdings Co., Ltd. to Report Q2, 2025 Results on Jun 13, 2025Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2025 results on Jun 13, 2025
お知らせ • Feb 26Tamagawa Holdings Co., Ltd. to Report Q1, 2025 Results on Mar 14, 2025Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2025 results on Mar 14, 2025
分析記事 • Dec 26Does Tamagawa Holdings (TSE:6838) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Dec 13Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 30, 2025Tamagawa Holdings Co., Ltd., Annual General Meeting, Jan 30, 2025.
お知らせ • Oct 24Tamagawa Holdings Co., Ltd. to Report First Half, 2025 Results on Dec 13, 2024Tamagawa Holdings Co., Ltd. announced that they will report first half, 2025 results on Dec 13, 2024
分析記事 • Oct 08Tamagawa Holdings Co., Ltd.'s (TSE:6838) 32% Share Price Surge Not Quite Adding UpTamagawa Holdings Co., Ltd. ( TSE:6838 ) shares have had a really impressive month, gaining 32% after a shaky period...
Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥2.93 loss per share (vs JP¥36.81 loss in 1Q 2024)First quarter 2025 results: JP¥2.93 loss per share (improved from JP¥36.81 loss in 1Q 2024). Revenue: JP¥972.0m (up 59% from 1Q 2024). Net loss: JP¥19.0m (loss narrowed 91% from 1Q 2024). 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.
分析記事 • Aug 06Tamagawa Holdings Co., Ltd.'s (TSE:6838) Popularity With Investors Under Threat As Stock Sinks 31%The Tamagawa Holdings Co., Ltd. ( TSE:6838 ) share price has fared very poorly over the last month, falling by a...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 63% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (5.5% increase in shares outstanding). Market cap is less than US$100m (JP¥3.80b market cap, or US$26.7m).
お知らせ • Jun 27Tamagawa Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 14, 2024Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2025 results at 9:00 AM, Tokyo Standard Time on Aug 14, 2024
Reported Earnings • May 21Full year 2024 earnings released: JP¥70.96 loss per share (vs JP¥80.69 loss in FY 2023)Full year 2024 results: JP¥70.96 loss per share (improved from JP¥80.69 loss in FY 2023). Revenue: JP¥4.15b (up 26% from FY 2023). Net loss: JP¥443.0m (loss narrowed 8.1% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
お知らせ • May 18Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.
New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 58% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (JP¥5.34b market cap, or US$34.6m).
お知らせ • Apr 10Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: JP¥1.43 loss per share (vs JP¥20.79 loss in 3Q 2023)Third quarter 2024 results: JP¥1.43 loss per share (improved from JP¥20.79 loss in 3Q 2023). Revenue: JP¥962.0m (up 16% from 3Q 2023). Net loss: JP¥9.00m (loss narrowed 93% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 28Tamagawa Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Tamagawa Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 12New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 50% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (4.7% increase in shares outstanding). Market cap is less than US$100m (JP¥4.46b market cap, or US$29.4m).
Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥25.98 loss per share (vs JP¥28.48 loss in 2Q 2023)Second quarter 2024 results: JP¥25.98 loss per share (improved from JP¥28.48 loss in 2Q 2023). Revenue: JP¥839.0m (up 36% from 2Q 2023). Net loss: JP¥163.0m (loss narrowed 4.7% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 28Tamagawa Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥36.81 loss per share (vs JP¥27.96 loss in 1Q 2023)First quarter 2024 results: JP¥36.81 loss per share (further deteriorated from JP¥27.96 loss in 1Q 2023). Revenue: JP¥612.0m (up 33% from 1Q 2023). Net loss: JP¥222.0m (loss widened 35% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 12Tamagawa Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% 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 Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 22% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.5% increase in shares outstanding). Market cap is less than US$100m (JP¥5.57b market cap, or US$38.7m).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: JP¥20.79 loss per share (vs JP¥3.26 profit in 3Q 2022)Third quarter 2023 results: JP¥20.79 loss per share (down from JP¥3.26 profit in 3Q 2022). Revenue: JP¥833.0m (down 33% from 3Q 2022). Net loss: JP¥125.0m (down JP¥144.0m from profit in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent External Director Naruhito Kusaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥28.48 loss per share (vs JP¥2.09 loss in 2Q 2022)Second quarter 2023 results: JP¥28.48 loss per share (further deteriorated from JP¥2.09 loss in 2Q 2022). Revenue: JP¥615.0m (down 36% from 2Q 2022). Net loss: JP¥171.0m (loss widened JP¥159.0m from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 07Tamagawa Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 15First quarter 2023 earnings released: JP¥27.96 loss per share (vs JP¥23.04 profit in 1Q 2022)First quarter 2023 results: JP¥27.96 loss per share (down from JP¥23.04 profit in 1Q 2022). Revenue: JP¥460.0m (down 76% from 1Q 2022). Net loss: JP¥164.0m (down 224% from profit in 1Q 2022). 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 21% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 10Tamagawa Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
お知らせ • May 18Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022Tamagawa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent External Director Naruhito Kusaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥982, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 15x in the Communications industry in Japan. Total loss to shareholders of 9.6% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.9%).
Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥3.26 (down from JP¥6.71 in 3Q 2021). Revenue: JP¥1.24b (up 18% from 3Q 2021). Net income: JP¥19.0m (down 49% from 3Q 2021). Profit margin: 1.5% (down from 3.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: JP¥2.09 loss per share (vs JP¥5.20 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥967.0m (down 11% from 2Q 2021). Net loss: JP¥12.0m (loss narrowed 57% from 2Q 2021). 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 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,475, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 14x in the Communications industry in Japan. Total returns to shareholders of 74% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).
分析記事 • Mar 15Will Tamagawa Holdings' (TYO:6838) Growth In ROCE Persist?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • Mar 04Tamagawa Holdings Co., Ltd. to Report Fiscal Year 2021 Results on May 20, 2021Tamagawa Holdings Co., Ltd. announced that they will report fiscal year 2021 results on May 20, 2021
分析記事 • Feb 22Do Institutions Own Tamagawa Holdings Co., Ltd. (TYO:6838) Shares?A look at the shareholders of Tamagawa Holdings Co., Ltd. ( TYO:6838 ) can tell us which group is most powerful. Large...
Is New 90 Day High Low • Feb 15New 90-day low: JP¥1,950The company is down 7.0% from its price of JP¥2,099 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 1.0% over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥6.71 (vs JP¥23.83 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.06b (down 9.1% from 3Q 2020). Net income: JP¥37.0m (down 58% from 3Q 2020). Profit margin: 3.5% (down from 7.6% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 04Is Tamagawa Holdings (TYO:6838) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jan 20Is Tamagawa Holdings' (TYO:6838) Share Price Gain Of 145% Well Earned?When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,359, the stock is trading at a trailing P/E ratio of 34x, up from the previous P/E ratio of 29.4x. This compares to an average P/E of 29x in the Communications industry in Japan. Total returns to shareholders over the past three years are 108%.
分析記事 • Jan 05Are Tamagawa Holdings's (TYO:6838) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. That said, the current statutory profit...
Is New 90 Day High Low • Dec 22New 90-day low: JP¥1,994The company is down 10.0% from its price of JP¥2,227 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 3.0% over the same period.
分析記事 • Dec 21Is Tamagawa Holdings Co., Ltd.'s (TYO:6838) Stock's Recent Performance A Reflection Of Its Financial Health?Tamagawa Holdings' (TYO:6838) stock up by 1.9% over the past week. Given that the market rewards strong financials in...
分析記事 • Dec 04Is Tamagawa Holdings (TYO:6838) A Future Multi-bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Nov 19What Kind Of Shareholders Hold The Majority In Tamagawa Holdings Co., Ltd.'s (TYO:6838) Shares?A look at the shareholders of Tamagawa Holdings Co., Ltd. (TYO:6838) can tell us which group is most powerful. Large...
Reported Earnings • Nov 16Second quarter 2021 earnings released: JP¥5.20 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥1.09b (down 38% from 2Q 2020). Net loss: JP¥28.0m (down 112% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 13New 90-day high: JP¥2,466The company is up 9.0% from its price of JP¥2,259 on 15 July 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 5.0% over the same period.
お知らせ • Sep 17+ 1 more updateTamagawa Holdings Co., Ltd. announced that it has received ¥13.093822 million in fundingOn September 16, 2020, Tamagawa Holdings Co., Ltd. (JASDAQ:6838) closed the transaction.
お知らせ • Aug 30Tamagawa Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Tamagawa Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
お知らせ • Jul 05Tamagawa Holdings Co., Ltd. to Report Q1, 2021 Results on Aug 14, 2020Tamagawa Holdings Co., Ltd. announced that they will report Q1, 2021 results on Aug 14, 2020