Asahi Net(3834)株式概要アサヒネット株式会社は、日本でインターネット接続サービスプロバイダーとして事業を展開しています。 詳細3834 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より68.4%で取引されている 過去 1 年間で収益は2.7%増加しましたリスク分析3年未満の財務データが利用可能 4.07%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3834 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW467,983 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA467,983 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥615.0029.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue JP¥13.6bEarnings JP¥1.1bAdvancedSet Fair ValueView all narrativesAsahi Net, Inc. 競合他社MEEQSymbol: TSE:332AMarket cap: JP¥11.4bToumeiLtdSymbol: TSE:4439Market cap: JP¥22.9bForval TelecomIncSymbol: TSE:9445Market cap: JP¥9.0bIPSSymbol: TSE:4390Market cap: JP¥47.2b価格と性能株価の高値、安値、推移の概要Asahi Net過去の株価現在の株価JP¥615.0052週高値JP¥726.0052週安値JP¥586.00ベータ0.231ヶ月の変化-2.38%3ヶ月変化1.32%1年変化-11.76%3年間の変化1.32%5年間の変化-14.11%IPOからの変化65.32%最新ニュースNew Risk • Aug 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.7m) 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: Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.9b market cap, or US$99.7m).Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥7.84 (vs JP¥13.74 in 1Q 2026)First quarter 2027 results: EPS: JP¥7.84 (down from JP¥13.74 in 1Q 2026). Revenue: JP¥3.40b (up 1.2% from 1Q 2026). Net income: JP¥203.0m (down 44% from 1Q 2026). Profit margin: 6.0% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses.Declared Dividend • Jul 25Final dividend of JP¥12.50 announcedDividend of JP¥12.50 is the same as last year. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has 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 4.6% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 44% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.1% EPS decline seen over the last 5 years.New Risk • May 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.6m) 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 Latest financial reports are more than 1 year old (reported March 2015 fiscal period end). Minor Risk Market cap is less than US$100m (JP¥15.7b market cap, or US$99.6m).お知らせ • May 13Asahi Net, Inc., Annual General Meeting, Jun 23, 2026Asahi Net, Inc., Annual General Meeting, Jun 23, 2026.お知らせ • May 03+ 2 more updatesAsahi Net, Inc. to Report Fiscal Year 2027 Results on May 13, 2027Asahi Net, Inc. announced that they will report fiscal year 2027 results on May 13, 2027最新情報をもっと見るRecent updatesNew Risk • Aug 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.7m) 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: Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.9b market cap, or US$99.7m).Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥7.84 (vs JP¥13.74 in 1Q 2026)First quarter 2027 results: EPS: JP¥7.84 (down from JP¥13.74 in 1Q 2026). Revenue: JP¥3.40b (up 1.2% from 1Q 2026). Net income: JP¥203.0m (down 44% from 1Q 2026). Profit margin: 6.0% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses.Declared Dividend • Jul 25Final dividend of JP¥12.50 announcedDividend of JP¥12.50 is the same as last year. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has 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 4.6% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 44% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.1% EPS decline seen over the last 5 years.New Risk • May 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.6m) 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 Latest financial reports are more than 1 year old (reported March 2015 fiscal period end). Minor Risk Market cap is less than US$100m (JP¥15.7b market cap, or US$99.6m).お知らせ • May 13Asahi Net, Inc., Annual General Meeting, Jun 23, 2026Asahi Net, Inc., Annual General Meeting, Jun 23, 2026.お知らせ • May 03+ 2 more updatesAsahi Net, Inc. to Report Fiscal Year 2027 Results on May 13, 2027Asahi Net, Inc. announced that they will report fiscal year 2027 results on May 13, 2027Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).お知らせ • Feb 14Asahi Net, Inc. Revises Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Asahi Net, Inc. revised non-consolidated earnings guidance for the Fiscal year ending March 31, 2026. For the period, the company expects net sales of JPY 13,400 million, Operating profit of JPY 1,725 million, Profit of JPY 1,217 million, and Basic earnings per share of JPY 46.74 against previous guidance of net sales of JPY 13,500 million, Operating profit of JPY 2,350 million, Profit of JPY 1,659 million, and Basic earnings per share of JPY 61.79. Reason for the revision; As for the full-year forecasts for the fiscal year ending March 31, 2026, the Company has revised its net sales forecasts downward to JPY 13,400 million, a decrease of JPY 100 million. As of the end of December 2025, the number of FTTH connection service subscriptions increased by 19,000 IDs, compared to the end of the same period of the previous year. However, reflecting the expected temporary increase in the number of corporate customer withdrawals until the end of March 2026, the Company has revised net sales forecasts downward by JPY 100 million. Forecasts of operating profit and ordinary profit have been revised downward because cost of sales and selling, general and administrative expenses are expected to be higher than planned. Regarding cost of sales, depreciation increased due to higher capital expenditures than initially planned. In addition, cost of sales increased because some related expenses were recorded as expenses instead of capital expenditures. As to selling, general and administrative expenses, advertising expenses increased as a result of efforts to further strengthen FTTH connection service membership acquisition, which was more efficient than planned.Declared Dividend • Dec 03Final dividend of JP¥12.50 announcedShareholders will receive a dividend of JP¥12.50. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 3.3% 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.Buy Or Sell Opportunity • Oct 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.8% to JP¥715. The fair value is estimated to be JP¥595, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.2%).Buy Or Sell Opportunity • Sep 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to JP¥717. The fair value is estimated to be JP¥595, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.Declared Dividend • Jul 09Final dividend of JP¥12.50 announcedShareholders will receive a dividend of JP¥12.50. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 3.3% 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.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Corporate Auditor & Outside Director Kazuma Higuchi was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 05+ 2 more updatesAsahi Net, Inc. to Report Fiscal Year 2026 Results on May 13, 2026Asahi Net, Inc. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Jun 03Asahi Net, Inc. to Report Q1, 2026 Results on Aug 08, 2025Asahi Net, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 09Asahi Net, Inc., Annual General Meeting, Jun 25, 2025Asahi Net, Inc., Annual General Meeting, Jun 25, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%).Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).Buy Or Sell Opportunity • Jul 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to JP¥693. The fair value is estimated to be JP¥577, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.お知らせ • May 28+ 3 more updatesAsahi Net, Inc. to Report Q2, 2025 Results on Nov 07, 2024Asahi Net, Inc. announced that they will report Q2, 2025 results on Nov 07, 2024お知らせ • May 11+ 1 more updateAsahi Net, Inc. (TSE:3834) announces an Equity Buyback for 950,000 shares, representing 3.43% for ¥606.1 million.Asahi Net, Inc. (TSE:3834) announces a share repurchase program. Under the program, the company will repurchase up to 950,000 shares, representing 3.43% of its share capital, for ¥606.1 million. The shares will be repurchased at a price of ¥638 per share. The purpose of the program is to improve capital efficiency, enhance shareholder returns, and enable the implementation of flexible capital policies that respond to changes in the business environment. The program will expire on May 10, 2024. As of March 31, 2024, the company had 27,733,013 shares in issue (excluding treasury stock) and 4,266,987 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).お知らせ • Mar 02Asahi Net, Inc. to Report Fiscal Year 2024 Results on May 09, 2024Asahi Net, Inc. announced that they will report fiscal year 2024 results on May 09, 2024お知らせ • Dec 20Asahi Net, Inc. to Report Q3, 2024 Results on Feb 06, 2024Asahi Net, Inc. announced that they will report Q3, 2024 results on Feb 06, 2024Price Target Changed • Nov 20Price target increased by 11% to JP¥730Up from JP¥655, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥615. Stock is up 5.9% over the past year. The company is forecast to post earnings per share of JP¥45.15 for next year compared to JP¥29.20 last year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥11.50 per share at 3.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.7%).お知らせ • Sep 01Asahi Net, Inc. to Report Q2, 2024 Results on Nov 07, 2023Asahi Net, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023お知らせ • Jun 18Asahi Net, Inc. to Report Q1, 2024 Results on Aug 04, 2023Asahi Net, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • May 12Asahi Net, Inc., Annual General Meeting, Jun 28, 2023Asahi Net, Inc., Annual General Meeting, Jun 28, 2023.お知らせ • May 11Asahi Net, Inc. (TSE:3834) announces an Equity Buyback for 330,000 shares, for ¥195.03 million.Asahi Net, Inc. (TSE:3834) announces a share repurchase program. Under the program, the company will repurchase 330,000 shares, representing 1.18% of the outstanding shares, at ¥591 per share for ¥195.03 million. The purpose of the program is to enhance capital efficiency, improve shareholder returns and to enable the implementation of a flexible capital policy in response to changes in the business environment. As of March 31, 2023, the company had 28,007,014 shares outstanding (excluding treasury stock) and 3,992,986 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.9%).Price Target Changed • Feb 10Price target decreased by 12% to JP¥645Down from JP¥730, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥585. Stock is down 3.6% over the past year. The company posted earnings per share of JP¥29.20 last year.お知らせ • Jan 07Asahi Net, Inc. to Report Q3, 2023 Results on Feb 03, 2023Asahi Net, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Non Executive Director Noriko Yao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 05Asahi Net, Inc. to Report Q2, 2023 Results on Nov 04, 2022Asahi Net, Inc. announced that they will report Q2, 2023 results on Nov 04, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.0%).お知らせ • Jun 29Asahi Net, Inc. to Report Q1, 2023 Results on Aug 04, 2022Asahi Net, Inc. announced that they will report Q1, 2023 results on Aug 04, 2022お知らせ • May 13Asahi Net, Inc., Annual General Meeting, Jun 28, 2022Asahi Net, Inc., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (4 non-independent directors). Non Executive Director Noriko Yao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Asahi Net, Inc. to Report Fiscal Year 2022 Results on May 11, 2022Asahi Net, Inc. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.3%).お知らせ • Oct 02Asahi Net Launches Allot Traffic Management SolutionAllot Ltd. announced that Asahi Net launched Allot’s SmartTraffic QoE solution. SmartTraffic QoE provides comprehensive network traffic analytics as well as flexible, granular and precise real-time traffic management, which will improve network Quality of Experience (QoE) for Asahi Net’s VNOs and their broadband customers. With the deployment of SmartTraffic QoE, Allot has replaced the incumbent solution, while expanding its footprint in Japan. The solution utilizes the Allot Service Gateway Tera II (SG-Tera II), an integrated platform for delivering network intelligence, traffic management, and cybersecurity protection. It addresses multiple challenges including modular scalability through its ability to handle up to 1 Tbps of network traffic in a single system and multiple Tbps in a clustered configuration.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (3.2%).Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (3.3%).Is New 90 Day High Low • Feb 24New 90-day low: JP¥810The company is down 8.0% from its price of JP¥883 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 12% over the same period.お知らせ • Jan 07Asahi Net, Inc. to Report Q3, 2021 Results on Feb 05, 2021Asahi Net, Inc. announced that they will report Q3, 2021 results on Feb 05, 2021Is New 90 Day High Low • Dec 22New 90-day low: JP¥834The company is down 15% from its price of JP¥979 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 Telecom industry, which is up 17% over the same period.Is New 90 Day High Low • Dec 03New 90-day low: JP¥855The company is down 7.0% from its price of JP¥924 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 5.0% over the same period.お知らせ • Sep 25Asahi Net, Inc. to Report Q2, 2021 Results on Nov 05, 2020Asahi Net, Inc. announced that they will report Q2, 2021 results on Nov 05, 2020お知らせ • Jul 17Asahi Net, Inc. to Report Q1, 2021 Results on Aug 06, 2020Asahi Net, Inc. announced that they will report Q1, 2021 results on Aug 06, 2020株主還元3834JP TelecomJP 市場7D-2.2%4.6%1.9%1Y-11.8%-2.4%32.7%株主還元を見る業界別リターン: 3834過去 1 年間で-1.9 % の収益を上げたJP Telecom業界を下回りました。リターン対市場: 3834は、過去 1 年間で32.5 % のリターンを上げたJP市場を下回りました。価格変動Is 3834's price volatile compared to industry and market?3834 volatility3834 Average Weekly Movement1.8%Telecom Industry Average Movement3.9%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.2%安定した株価: 3834 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3834の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1990n/aMasaru Komatsuasahi-net.co.jpアサヒネット株式会社は、日本でインターネット接続サービスプロバイダーとして事業を展開しています。 同社は、大学向けの学習管理システム「manaba」、クラウド型カメラソリューション「AiSTRIX」、小売・飲食店・サービス業界向けにルーターのレンタルサービス、サポートデスク、設定・保守サポートを提供する「Omakase router」、および通信事業者向けのネイティブプロトコルIPv6インターネット接続を利用したローミングサービス「v6 Connect」を提供している。 同社は、以前はATSON株式会社として知られていたが、2001年1月にアサヒネット株式会社に社名を変更した。アサヒネット株式会社は1990年に設立され、本社は日本の東京にある。もっと見るAsahi Net, Inc. 基礎のまとめAsahi Net の収益と売上を時価総額と比較するとどうか。3834 基礎統計学時価総額JP¥15.94b収益(TTM)JP¥1.13b売上高(TTM)JP¥13.56b14.1xPER(株価収益率1.2xP/Sレシオ3834 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計3834 損益計算書(TTM)収益JP¥13.56b売上原価JP¥9.63b売上総利益JP¥3.93bその他の費用JP¥2.80b収益JP¥1.13b直近の収益報告Jun 30, 2026次回決算日Nov 06, 2026一株当たり利益(EPS)43.77グロス・マージン28.98%純利益率8.36%有利子負債/自己資本比率0%3834 の長期的なパフォーマンスは?過去の実績と比較を見る配当金4.1%現在の配当利回り57%配当性向3834 配当は確実ですか?3834 配当履歴とベンチマークを見る3834 、いつまでに購入すれば配当金を受け取れますか?Asahi Net 配当日配当落ち日Sep 29 2026配当支払日Dec 02 2026配当落ちまでの日数47 days配当支払日までの日数111 days3834 配当は確実ですか?3834 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/08/12 05:47終値2026/08/12 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Asahi Net, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Kazuki TokunagaDaiwa Securities Co. Ltd.Daisaku MasunoNomura Securities Co. Ltd.Naoki HiraokaNomura Securities Co. Ltd.2 その他のアナリストを表示
New Risk • Aug 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.7m) 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: Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.9b market cap, or US$99.7m).
Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥7.84 (vs JP¥13.74 in 1Q 2026)First quarter 2027 results: EPS: JP¥7.84 (down from JP¥13.74 in 1Q 2026). Revenue: JP¥3.40b (up 1.2% from 1Q 2026). Net income: JP¥203.0m (down 44% from 1Q 2026). Profit margin: 6.0% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses.
Declared Dividend • Jul 25Final dividend of JP¥12.50 announcedDividend of JP¥12.50 is the same as last year. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has 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 4.6% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 44% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.1% EPS decline seen over the last 5 years.
New Risk • May 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.6m) 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 Latest financial reports are more than 1 year old (reported March 2015 fiscal period end). Minor Risk Market cap is less than US$100m (JP¥15.7b market cap, or US$99.6m).
お知らせ • May 13Asahi Net, Inc., Annual General Meeting, Jun 23, 2026Asahi Net, Inc., Annual General Meeting, Jun 23, 2026.
お知らせ • May 03+ 2 more updatesAsahi Net, Inc. to Report Fiscal Year 2027 Results on May 13, 2027Asahi Net, Inc. announced that they will report fiscal year 2027 results on May 13, 2027
New Risk • Aug 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.7m) 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: Minor Risks Less than 3 years of financial data is available. Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.9b market cap, or US$99.7m).
Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥7.84 (vs JP¥13.74 in 1Q 2026)First quarter 2027 results: EPS: JP¥7.84 (down from JP¥13.74 in 1Q 2026). Revenue: JP¥3.40b (up 1.2% from 1Q 2026). Net income: JP¥203.0m (down 44% from 1Q 2026). Profit margin: 6.0% (down from 11% in 1Q 2026). The decrease in margin was driven by higher expenses.
Declared Dividend • Jul 25Final dividend of JP¥12.50 announcedDividend of JP¥12.50 is the same as last year. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has 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 4.6% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 44% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.1% EPS decline seen over the last 5 years.
New Risk • May 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.6m) 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 Latest financial reports are more than 1 year old (reported March 2015 fiscal period end). Minor Risk Market cap is less than US$100m (JP¥15.7b market cap, or US$99.6m).
お知らせ • May 13Asahi Net, Inc., Annual General Meeting, Jun 23, 2026Asahi Net, Inc., Annual General Meeting, Jun 23, 2026.
お知らせ • May 03+ 2 more updatesAsahi Net, Inc. to Report Fiscal Year 2027 Results on May 13, 2027Asahi Net, Inc. announced that they will report fiscal year 2027 results on May 13, 2027
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
お知らせ • Feb 14Asahi Net, Inc. Revises Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Asahi Net, Inc. revised non-consolidated earnings guidance for the Fiscal year ending March 31, 2026. For the period, the company expects net sales of JPY 13,400 million, Operating profit of JPY 1,725 million, Profit of JPY 1,217 million, and Basic earnings per share of JPY 46.74 against previous guidance of net sales of JPY 13,500 million, Operating profit of JPY 2,350 million, Profit of JPY 1,659 million, and Basic earnings per share of JPY 61.79. Reason for the revision; As for the full-year forecasts for the fiscal year ending March 31, 2026, the Company has revised its net sales forecasts downward to JPY 13,400 million, a decrease of JPY 100 million. As of the end of December 2025, the number of FTTH connection service subscriptions increased by 19,000 IDs, compared to the end of the same period of the previous year. However, reflecting the expected temporary increase in the number of corporate customer withdrawals until the end of March 2026, the Company has revised net sales forecasts downward by JPY 100 million. Forecasts of operating profit and ordinary profit have been revised downward because cost of sales and selling, general and administrative expenses are expected to be higher than planned. Regarding cost of sales, depreciation increased due to higher capital expenditures than initially planned. In addition, cost of sales increased because some related expenses were recorded as expenses instead of capital expenditures. As to selling, general and administrative expenses, advertising expenses increased as a result of efforts to further strengthen FTTH connection service membership acquisition, which was more efficient than planned.
Declared Dividend • Dec 03Final dividend of JP¥12.50 announcedShareholders will receive a dividend of JP¥12.50. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 3.3% 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.
Buy Or Sell Opportunity • Oct 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.8% to JP¥715. The fair value is estimated to be JP¥595, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.2%).
Buy Or Sell Opportunity • Sep 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to JP¥717. The fair value is estimated to be JP¥595, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.
Declared Dividend • Jul 09Final dividend of JP¥12.50 announcedShareholders will receive a dividend of JP¥12.50. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 3.3% 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.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Corporate Auditor & Outside Director Kazuma Higuchi was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 05+ 2 more updatesAsahi Net, Inc. to Report Fiscal Year 2026 Results on May 13, 2026Asahi Net, Inc. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Jun 03Asahi Net, Inc. to Report Q1, 2026 Results on Aug 08, 2025Asahi Net, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 09Asahi Net, Inc., Annual General Meeting, Jun 25, 2025Asahi Net, Inc., Annual General Meeting, Jun 25, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%).
Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).
Buy Or Sell Opportunity • Jul 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to JP¥693. The fair value is estimated to be JP¥577, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
お知らせ • May 28+ 3 more updatesAsahi Net, Inc. to Report Q2, 2025 Results on Nov 07, 2024Asahi Net, Inc. announced that they will report Q2, 2025 results on Nov 07, 2024
お知らせ • May 11+ 1 more updateAsahi Net, Inc. (TSE:3834) announces an Equity Buyback for 950,000 shares, representing 3.43% for ¥606.1 million.Asahi Net, Inc. (TSE:3834) announces a share repurchase program. Under the program, the company will repurchase up to 950,000 shares, representing 3.43% of its share capital, for ¥606.1 million. The shares will be repurchased at a price of ¥638 per share. The purpose of the program is to improve capital efficiency, enhance shareholder returns, and enable the implementation of flexible capital policies that respond to changes in the business environment. The program will expire on May 10, 2024. As of March 31, 2024, the company had 27,733,013 shares in issue (excluding treasury stock) and 4,266,987 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).
お知らせ • Mar 02Asahi Net, Inc. to Report Fiscal Year 2024 Results on May 09, 2024Asahi Net, Inc. announced that they will report fiscal year 2024 results on May 09, 2024
お知らせ • Dec 20Asahi Net, Inc. to Report Q3, 2024 Results on Feb 06, 2024Asahi Net, Inc. announced that they will report Q3, 2024 results on Feb 06, 2024
Price Target Changed • Nov 20Price target increased by 11% to JP¥730Up from JP¥655, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥615. Stock is up 5.9% over the past year. The company is forecast to post earnings per share of JP¥45.15 for next year compared to JP¥29.20 last year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥11.50 per share at 3.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.7%).
お知らせ • Sep 01Asahi Net, Inc. to Report Q2, 2024 Results on Nov 07, 2023Asahi Net, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023
お知らせ • Jun 18Asahi Net, Inc. to Report Q1, 2024 Results on Aug 04, 2023Asahi Net, Inc. announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • May 12Asahi Net, Inc., Annual General Meeting, Jun 28, 2023Asahi Net, Inc., Annual General Meeting, Jun 28, 2023.
お知らせ • May 11Asahi Net, Inc. (TSE:3834) announces an Equity Buyback for 330,000 shares, for ¥195.03 million.Asahi Net, Inc. (TSE:3834) announces a share repurchase program. Under the program, the company will repurchase 330,000 shares, representing 1.18% of the outstanding shares, at ¥591 per share for ¥195.03 million. The purpose of the program is to enhance capital efficiency, improve shareholder returns and to enable the implementation of a flexible capital policy in response to changes in the business environment. As of March 31, 2023, the company had 28,007,014 shares outstanding (excluding treasury stock) and 3,992,986 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.9%).
Price Target Changed • Feb 10Price target decreased by 12% to JP¥645Down from JP¥730, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥585. Stock is down 3.6% over the past year. The company posted earnings per share of JP¥29.20 last year.
お知らせ • Jan 07Asahi Net, Inc. to Report Q3, 2023 Results on Feb 03, 2023Asahi Net, Inc. announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Non Executive Director Noriko Yao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 05Asahi Net, Inc. to Report Q2, 2023 Results on Nov 04, 2022Asahi Net, Inc. announced that they will report Q2, 2023 results on Nov 04, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.0%).
お知らせ • Jun 29Asahi Net, Inc. to Report Q1, 2023 Results on Aug 04, 2022Asahi Net, Inc. announced that they will report Q1, 2023 results on Aug 04, 2022
お知らせ • May 13Asahi Net, Inc., Annual General Meeting, Jun 28, 2022Asahi Net, Inc., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (4 non-independent directors). Non Executive Director Noriko Yao was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Asahi Net, Inc. to Report Fiscal Year 2022 Results on May 11, 2022Asahi Net, Inc. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.3%).
お知らせ • Oct 02Asahi Net Launches Allot Traffic Management SolutionAllot Ltd. announced that Asahi Net launched Allot’s SmartTraffic QoE solution. SmartTraffic QoE provides comprehensive network traffic analytics as well as flexible, granular and precise real-time traffic management, which will improve network Quality of Experience (QoE) for Asahi Net’s VNOs and their broadband customers. With the deployment of SmartTraffic QoE, Allot has replaced the incumbent solution, while expanding its footprint in Japan. The solution utilizes the Allot Service Gateway Tera II (SG-Tera II), an integrated platform for delivering network intelligence, traffic management, and cybersecurity protection. It addresses multiple challenges including modular scalability through its ability to handle up to 1 Tbps of network traffic in a single system and multiple Tbps in a clustered configuration.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (3.2%).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (3.3%).
Is New 90 Day High Low • Feb 24New 90-day low: JP¥810The company is down 8.0% from its price of JP¥883 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 12% over the same period.
お知らせ • Jan 07Asahi Net, Inc. to Report Q3, 2021 Results on Feb 05, 2021Asahi Net, Inc. announced that they will report Q3, 2021 results on Feb 05, 2021
Is New 90 Day High Low • Dec 22New 90-day low: JP¥834The company is down 15% from its price of JP¥979 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 Telecom industry, which is up 17% over the same period.
Is New 90 Day High Low • Dec 03New 90-day low: JP¥855The company is down 7.0% from its price of JP¥924 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 5.0% over the same period.
お知らせ • Sep 25Asahi Net, Inc. to Report Q2, 2021 Results on Nov 05, 2020Asahi Net, Inc. announced that they will report Q2, 2021 results on Nov 05, 2020
お知らせ • Jul 17Asahi Net, Inc. to Report Q1, 2021 Results on Aug 06, 2020Asahi Net, Inc. announced that they will report Q1, 2021 results on Aug 06, 2020