FAN Communications (2461) 주식 개요는 일본에서 인터넷 광고 관련 사업을 전개하는 회사입니다. 자세히 보기2461 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적1/6재무 건전성6/6배당5/6강점공정 가치 추정치보다 낮은 44.8% 에서 거래위험 분석향후 3년 동안 수익이 연평균 0.8% 감소할 것으로 예상됩니다.5.05% 의 배당금은 수익으로 잘 충당되지 않습니다.모든 위험 점검 보기2461 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥416.0028.4% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture038b2016201920222025202620282031Revenue JP¥6.9bEarnings JP¥1.0bAdvancedSet Fair ValueView all narrativesFAN Communications, Inc. 경쟁사CeresSymbol: TSE:3696Market cap: JP¥21.2bSUNNY SIDE UP GROUPSymbol: TSE:2180Market cap: JP¥19.3bBoutiquesSymbol: TSE:9272Market cap: JP¥14.2bMicroAdSymbol: TSE:9553Market cap: JP¥16.1b가격 이력 및 성과FAN Communications 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥416.0052주 최고가JP¥549.0052주 최저가JP¥418.00베타0.181개월 변동-9.96%3개월 변동-11.68%1년 변동-2.35%3년 변동4.26%5년 변동8.33%IPO 이후 변동-48.32%최근 뉴스 및 업데이트Reported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.공시 • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% 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. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Feb 09+ 1 more updateFAN Communications, Inc., Annual General Meeting, Mar 25, 2026FAN Communications, Inc., Annual General Meeting, Mar 25, 2026.더 많은 업데이트 보기Recent updatesReported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.공시 • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% 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. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Feb 09+ 1 more updateFAN Communications, Inc., Annual General Meeting, Mar 25, 2026FAN Communications, Inc., Annual General Meeting, Mar 25, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).분석 기사 • Dec 04FAN Communications (TSE:2461) Has Announced A Dividend Of ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...공시 • Dec 03FAN Communications, Inc. to Report Fiscal Year 2025 Results on Feb 09, 2026FAN Communications, Inc. announced that they will report fiscal year 2025 results on Feb 09, 2026Buy Or Sell Opportunity • Dec 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥534. The fair value is estimated to be JP¥670, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to decline by 0.9% per annum. Earnings are also forecast to decline by 7.5% per annum over the same time period.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: JP¥4.77 (vs JP¥2.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.77 (up from JP¥2.49 in 3Q 2024). Revenue: JP¥1.78b (up 1.0% from 3Q 2024). Net income: JP¥316.0m (up 92% from 3Q 2024). Profit margin: 18% (up from 9.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.분석 기사 • Sep 30FAN Communications (TSE:2461) Is Paying Out A Dividend Of ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 27th of March...Declared Dividend • Sep 30First half dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 4.7% 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. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS is expected to decline by 15% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.Buy Or Sell Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock has risen 23% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.공시 • Sep 04FAN Communications, Inc. to Report Q3, 2025 Results on Nov 10, 2025FAN Communications, Inc. announced that they will report Q3, 2025 results on Nov 10, 2025Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to JP¥511. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥4.58 (vs JP¥4.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.58 (down from JP¥4.76 in 2Q 2024). Revenue: JP¥1.79b (up 5.1% from 2Q 2024). Net income: JP¥303.3m (down 3.7% from 2Q 2024). Profit margin: 17% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Jun 27FAN Communications, Inc. to Report Q2, 2025 Results on Aug 08, 2025FAN Communications, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025공시 • Jun 20FAN Communications, Inc. Announces Board Changes, Effective July 20, 2025FAN Communications, Inc. announced that at the Board of Directors meeting held on June 20, 2025, it was resolved that the following organizational and personnel changes will be made, effective July 1, 2025. The Finance Accounting Division and Legal and Administration Division will be integrated to establish a new Corporate Management Division. The Information Systems Division will be renamed the Corporate IT Division. The Data Strategy Division will be renamed the DX Division. Personnel changes include Takashi Yoshinaga continuing as Executive Officer and Head of Corporate Department, and General Manager of Human Resource Division. Shintaro Mimura will become General Manager of Corporate Management Division, Corporate Department, from his current roles as General Manager of Finance Accounting Division and General Manager of Legal and Administration Division, Corporate Department. Takashi Yoshinaga from Executive Officer, Head of Corporate Department General Manager, Human Resource Division General Manager, Business Support Division to Executive Officer, Head of Corporate Department General Manager, Human Resource Division; Shintaro Mimura from General Manager, Finance Account ing Division, Corporate Departmen t. General Manager, Legal and Admi nistration Division, Corporate Department to General Manager, Corporate Management Division, Corporate Department; Tatsuaki Yamanaka from General Manager, Information Systems Division, Corporate Department to General Manager, Corporate IT Division, Corporate Department; Akihiro Kumata from Manager, Support Team, Business Support Division to General Manager, Business Support Division; Kenjiro Asami from General Manager, Data Strategy Division to General Manager, DX Division.Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.1%).Reported Earnings • May 09First quarter 2025 earnings released: EPS: JP¥5.87 (vs JP¥7.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.87 (down from JP¥7.77 in 1Q 2024). Revenue: JP¥1.86b (up 9.0% from 1Q 2024). Net income: JP¥389.0m (down 25% from 1Q 2024). Profit margin: 21% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.공시 • Apr 18FAN Communications, Inc. Announces Interim Commemorative Dividend, Payable September 29, 2025FAN Communications, Inc. announced to implement an interim commemorative dividend of ¥8.00 per share. Record Date: June 30, 2025, Total amount of dividends: ¥529 million and Effective date: September 29, 2025.공시 • Mar 29FAN Communications, Inc. to Report Q1, 2025 Results on May 08, 2025FAN Communications, Inc. announced that they will report Q1, 2025 results on May 08, 2025Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥21.42 (up from JP¥18.61 in FY 2023). Revenue: JP¥6.96b (down 5.9% from FY 2023). Net income: JP¥1.42b (up 15% from FY 2023). Profit margin: 20% (up from 17% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.공시 • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 26, 2025FAN Communications, Inc., Annual General Meeting, Mar 26, 2025.공시 • Jan 03FAN Communications, Inc. to Report Fiscal Year 2024 Results on Feb 10, 2025FAN Communications, Inc. announced that they will report fiscal year 2024 results on Feb 10, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥2.49 (vs JP¥5.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.49 (down from JP¥5.57 in 3Q 2023). Revenue: JP¥1.76b (down 2.3% from 3Q 2023). Net income: JP¥165.0m (down 55% from 3Q 2023). Profit margin: 9.4% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.공시 • Sep 27FAN Communications, Inc. to Report Q3, 2024 Results on Nov 08, 2024FAN Communications, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024분석 기사 • Sep 23FAN Communications' (TSE:2461) Dividend Will Be ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 28th of March...분석 기사 • Aug 25FAN Communications (TSE:2461) Is Due To Pay A Dividend Of ¥19.00FAN Communications, Inc. ( TSE:2461 ) will pay a dividend of ¥19.00 on the 28th of March. This makes the dividend yield...분석 기사 • Aug 22Solid Earnings May Not Tell The Whole Story For FAN Communications (TSE:2461)The recent earnings posted by FAN Communications, Inc. ( TSE:2461 ) were solid, but the stock didn't move as much as we...Reported Earnings • Aug 13First half 2024 earnings released: EPS: JP¥12.53 (vs JP¥9.09 in 1H 2023)First half 2024 results: EPS: JP¥12.53 (up from JP¥9.09 in 1H 2023). Revenue: JP¥3.40b (down 9.6% from 1H 2023). Net income: JP¥830.0m (up 38% from 1H 2023). Profit margin: 24% (up from 16% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Aug 10FAN Communications' (TSE:2461) Dividend Will Be ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...Declared Dividend • Aug 10Dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 13% 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. The company's earnings per share (EPS) would need to grow by 2.9% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Tokiko Maruno was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jun 26FAN Communications, Inc. to Report Q2, 2024 Results on Aug 08, 2024FAN Communications, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥7.77 (vs JP¥5.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥7.77 (up from JP¥5.87 in 1Q 2023). Revenue: JP¥1.70b (down 11% from 1Q 2023). Net income: JP¥515.0m (up 32% from 1Q 2023). Profit margin: 30% (up from 20% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 30%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥7.50b to JP¥7.00b. EPS estimate rose from JP¥17.40 to JP¥22.60. Net income forecast to grow 22% next year vs 14% growth forecast for Media industry in Japan. Consensus price target of JP¥400 unchanged from last update. Share price was steady at JP¥406 over the past week.공시 • Mar 07FAN Communications, Inc. to Report Q1, 2024 Results on May 08, 2024FAN Communications, Inc. announced that they will report Q1, 2024 results on May 08, 2024Reported Earnings • Feb 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥18.61 (down from JP¥22.33 in FY 2022). Revenue: JP¥7.40b (down 4.4% from FY 2022). Net income: JP¥1.23b (down 20% from FY 2022). Profit margin: 17% (down from 20% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 27, 2024FAN Communications, Inc., Annual General Meeting, Mar 27, 2024.New Risk • Dec 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (106% payout ratio).Upcoming Dividend • Dec 21Upcoming dividend of JP¥19.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).공시 • Dec 05FAN Communications, Inc. to Report Fiscal Year 2023 Results on Feb 08, 2024FAN Communications, Inc. announced that they will report fiscal year 2023 results on Feb 08, 2024Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: JP¥5.57 (vs JP¥6.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.57 (down from JP¥6.59 in 3Q 2022). Revenue: JP¥1.80b (down 9.1% from 3Q 2022). Net income: JP¥369.0m (down 18% from 3Q 2022). Profit margin: 21% (down from 23% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Sep 28FAN Communications, Inc. to Report Q3, 2023 Results on Nov 08, 2023FAN Communications, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023Major Estimate Revision • Sep 28Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥8.17b to JP¥7.60b. EPS estimate also fell from JP¥25.70 per share to JP¥18.10 per share. Net income forecast to shrink 5.2% next year vs 16% growth forecast for Media industry in Japan . Consensus price target down from JP¥490 to JP¥420. Share price was steady at JP¥397 over the past week.New Risk • Aug 10New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 100% Dividend yield: 4.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥3.22 (vs JP¥6.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.22 (down from JP¥6.88 in 2Q 2022). Revenue: JP¥1.85b (down 7.6% from 2Q 2022). Net income: JP¥213.0m (down 55% from 2Q 2022). Profit margin: 12% (down from 24% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공시 • Jun 29FAN Communications, Inc. to Report Q2, 2023 Results on Aug 08, 2023FAN Communications, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023Price Target Changed • Jun 06Price target increased by 13% to JP¥490Up from JP¥435, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥400. Stock is down 0.7% over the past year. The company is forecast to post earnings per share of JP¥25.60 for next year compared to JP¥22.33 last year.Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥5.87 (vs JP¥5.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.87. Revenue: JP¥1.92b (up 4.5% from 1Q 2022). Net income: JP¥389.0m (down 1.5% from 1Q 2022). Profit margin: 20% (down from 22% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.공시 • May 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the First Half and Year Ending December 31, 2023FAN Communications, Inc. provided consolidated earnings guidance for the first half and year ending December 31, 2023. For the first half, the company expects net sales of JPY 3,900 million, operating profit of JPY 1,270 million, profit attributable to owners of parent of JPY 843 million and basic earnings per share of JPY 12.71.For the year, the company expects net sales of JPY 7,970 million, operating profit of JPY 2,540 million, profit attributable to owners of parent of JPY 1,700 million and basic earnings per share of JPY 25.64.Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buying Opportunity • Mar 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be JP¥503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 2.2% per annum over the same time period.Reported Earnings • Feb 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Feb 08+ 2 more updatesFAN Communications, Inc., Annual General Meeting, Mar 29, 2023FAN Communications, Inc., Annual General Meeting, Mar 29, 2023.공시 • Dec 28FAN Communications, Inc. to Report Fiscal Year 2022 Results on Feb 08, 2023FAN Communications, Inc. announced that they will report fiscal year 2022 results on Feb 08, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio and cash payout ratio are on the higher end at 83% and 75% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공시 • Nov 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 7,680 million, operating profit of JPY 2,410 million, profit attributable to owners of parent of JPY 1,670 million and basic earnings per share of JPY 23.55.공시 • Sep 28FAN Communications, Inc. to Report Q3, 2022 Results on Nov 08, 2022FAN Communications, Inc. announced that they will report Q3, 2022 results on Nov 08, 2022공시 • Aug 09FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.38% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till January 9, 2023. As of June 30, 2022, the company had 68,546,831 issued shares (excluding treasury stock) and 8,383,201 treasury shares.Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: JP¥6.88 (vs JP¥7.12 in 2Q 2021)Second quarter 2022 results: EPS: JP¥6.88 (down from JP¥7.12 in 2Q 2021). Revenue: JP¥2.00b (down 72% from 2Q 2021). Net income: JP¥476.0m (down 8.8% from 2Q 2021). Profit margin: 24% (up from 7.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 53% compared to a 6.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Aug 08+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2022. For the period, the company expects a dividend of ¥19.00 per share against ¥19.00 per share paid a year ago.공시 • Jun 11FAN Communications, Inc. to Report Q2, 2022 Results on Aug 08, 2022FAN Communications, Inc. announced that they will report Q2, 2022 results on Aug 08, 2022Major Estimate Revision • May 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥23.08 to JP¥25.88. Revenue forecast unchanged at JP¥7.73b. Net income forecast to grow 15% next year vs 8.0% growth forecast for Media industry in Japan. Consensus price target of JP¥445 unchanged from last update. Share price was steady at JP¥424 over the past week.Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: JP¥5.59 (down from JP¥6.09 in 1Q 2021). Revenue: JP¥1.84b (down 73% from 1Q 2021). Net income: JP¥395.0m (down 12% from 1Q 2021). Profit margin: 22% (up from 6.5% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is expected to shrink by 56% compared to a 4.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 07FAN Communications, Inc. to Report Q1, 2022 Results on May 09, 2022FAN Communications, Inc. announced that they will report Q1, 2022 results on May 09, 2022Buying Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to decline by 11% per annum. Earnings is forecast to grow by 0.08% per annum over the same time period.공시 • Feb 19FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.23% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till July 21, 2022. As of December 31, 2021, the company had 70,904,031 issued shares (excluding treasury stock) and 6,026,001 treasury shares.Major Estimate Revision • Feb 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥27.9b to JP¥7.73b. EPS estimate increased from JP¥23.32 to JP¥24.35 per share. Net income forecast to grow 6.9% next year vs 6.2% growth forecast for Media industry in Japan. Consensus price target of JP¥440 unchanged from last update. Share price was steady at JP¥382 over the past week.Reported Earnings • Feb 09Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: JP¥22.63 (down from JP¥26.94 in FY 2020). Revenue: JP¥26.7b (down 9.1% from FY 2020). Net income: JP¥1.64b (down 18% from FY 2020). Profit margin: 6.1% (down from 6.8% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 6.1% while the industry in Japan is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 10% per year.공시 • Feb 08+ 2 more updatesFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 2022FAN Communications, Inc. provided dividend guidance of JPY 19.00 per share for the year ending December 2022 compared to JPY 19.00 per share paid a year ago.Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 86% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥5.47 (vs JP¥5.45 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥6.41b (down 13% from 3Q 2020). Net income: JP¥393.0m (down 1.7% from 3Q 2020). Profit margin: 6.1% (up from 5.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥7.12 (vs JP¥8.96 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥7.22b (down 5.6% from 2Q 2020). Net income: JP¥522.0m (down 21% from 2Q 2020). Profit margin: 7.2% (down from 8.6% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.공시 • Jun 18FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.09% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.09% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till October 18, 2021. As of May 31, 2021, the company had 73,345,031 issued shares (excluding treasury stock) and 3,585,001 treasury shares.Reported Earnings • May 12First quarter 2021 earnings released: EPS JP¥6.09 (vs JP¥7.75 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.84b (down 12% from 1Q 2020). Net income: JP¥447.0m (down 24% from 1Q 2020). Profit margin: 6.5% (down from 7.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.공시 • May 11+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2021FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2021. For the period, the company expects dividend of JPY 19.00 per share compared to JPY 19.00 per share a year ago.공시 • Mar 21FAN Communications, Inc. to Report Q1, 2021 Results on May 10, 2021FAN Communications, Inc. announced that they will report Q1, 2021 results on May 10, 2021Price Target Changed • Mar 17Price target decreased to JP¥500Down from JP¥585, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥424. Stock is up 13% over the past year.Is New 90 Day High Low • Feb 24New 90-day low: JP¥396The company is down 5.0% from its price of JP¥416 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 Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥741 per share.Major Estimate Revision • Feb 15Analysts lower EPS estimates to JP¥23.31The 2021 consensus revenue estimate was lowered from JP¥30.3b to JP¥27.7b. Earning per share (EPS) estimate was also lowered from JP¥28.33 to JP¥23.31 for the same period. Net income is expected to shrink by 14% next year compared to 9.5% growth forecast for the Media industry in Japan . The consensus price target of JP¥585 was unchanged from the last update. Share price is down by 1.7% to JP¥413 over the past week.Reported Earnings • Feb 10Full year 2020 earnings released: EPS JP¥26.94 (vs JP¥32.84 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥29.4b (down 14% from FY 2019). Net income: JP¥1.99b (down 20% from FY 2019). Profit margin: 6.8% (down from 7.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year.주주 수익률2461JP MediaJP 시장7D-2.6%0.8%1.2%1Y-2.3%4.4%42.1%전체 주주 수익률 보기수익률 대 산업: 2461은 지난 1년 동안 4.4%의 수익을 기록한 JP Media 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 2461은 지난 1년 동안 42.1%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 2461's price volatile compared to industry and market?2461 volatility2461 Average Weekly Movement3.0%Media Industry Average Movement5.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%안정적인 주가: 2461는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 2461의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1999356Koji Ninomiyawww.fancs.comFAN 커뮤니케이션즈는 일본에서 인터넷 광고 관련 사업을 전개하는 회사입니다. CPA 솔루션 사업과 AD 커뮤니케이션 사업의 두 가지 부문으로 운영됩니다. 이 회사는 PC, 스마트폰, 태블릿용 제휴 서비스 제공업체인 A8.net을 통해 제휴 광고를 제공합니다.더 보기FAN Communications, Inc. 기초 지표 요약FAN Communications의 순이익과 매출은 시가총액과 어떻게 비교됩니까?2461 기초 통계시가총액JP¥27.86b순이익 (TTM)JP¥1.03b매출 (TTM)JP¥6.97b26.7x주가수익비율(P/E)3.9x주가매출비율(P/S)2461는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표2461 손익계산서 (TTM)매출JP¥6.97b매출원가JP¥1.10b총이익JP¥5.87b기타 비용JP¥4.85b순이익JP¥1.03b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)15.57총이익률84.20%순이익률14.70%부채/자본 비율0%2461의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당5.0%현재 배당 수익률123%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 11:49종가2026/05/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스FAN Communications, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullCLSATaro IshiharaDaiwa Securities Co. Ltd.Takashi WatanabeGoldman Sachs5명의 분석가 더 보기
Reported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.
공시 • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026
Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% 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. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Feb 09+ 1 more updateFAN Communications, Inc., Annual General Meeting, Mar 25, 2026FAN Communications, Inc., Annual General Meeting, Mar 25, 2026.
Reported Earnings • May 09First quarter 2026 earnings released: EPS: JP¥1.63 (vs JP¥5.88 in 1Q 2025)First quarter 2026 results: EPS: JP¥1.63 (down from JP¥5.88 in 1Q 2025). Revenue: JP¥1.73b (down 6.6% from 1Q 2025). Net income: JP¥108.0m (down 72% from 1Q 2025). Profit margin: 6.2% (down from 21% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.
공시 • May 08FAN Communications, Inc. to Report Q1, 2026 Results on May 08, 2026FAN Communications, Inc. announced that they will report Q1, 2026 results on May 08, 2026
Declared Dividend • Apr 11Final dividend of JP¥10.50 announcedShareholders will receive a dividend of JP¥10.50. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (72% cash payout ratio). The dividend has increased by an average of 1.6% 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. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Executive Officer, GM of A8 Division, GM of New Development Division, A8 Division & Director Masato Kato was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥19.73 (down from JP¥21.42 in FY 2024). Revenue: JP¥7.10b (up 1.9% from FY 2024). Net income: JP¥1.31b (down 7.9% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Feb 09+ 1 more updateFAN Communications, Inc., Annual General Meeting, Mar 25, 2026FAN Communications, Inc., Annual General Meeting, Mar 25, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
분석 기사 • Dec 04FAN Communications (TSE:2461) Has Announced A Dividend Of ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...
공시 • Dec 03FAN Communications, Inc. to Report Fiscal Year 2025 Results on Feb 09, 2026FAN Communications, Inc. announced that they will report fiscal year 2025 results on Feb 09, 2026
Buy Or Sell Opportunity • Dec 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥534. The fair value is estimated to be JP¥670, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to decline by 0.9% per annum. Earnings are also forecast to decline by 7.5% per annum over the same time period.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: JP¥4.77 (vs JP¥2.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.77 (up from JP¥2.49 in 3Q 2024). Revenue: JP¥1.78b (up 1.0% from 3Q 2024). Net income: JP¥316.0m (up 92% from 3Q 2024). Profit margin: 18% (up from 9.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
분석 기사 • Sep 30FAN Communications (TSE:2461) Is Paying Out A Dividend Of ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 27th of March...
Declared Dividend • Sep 30First half dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 4.7% 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. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS is expected to decline by 15% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.
Buy Or Sell Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock has risen 23% to JP¥518. The fair value is estimated to be JP¥648, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.
공시 • Sep 04FAN Communications, Inc. to Report Q3, 2025 Results on Nov 10, 2025FAN Communications, Inc. announced that they will report Q3, 2025 results on Nov 10, 2025
Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to JP¥511. The fair value is estimated to be JP¥425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are also forecast to decline by 5.2% per annum over the same time period.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥4.58 (vs JP¥4.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.58 (down from JP¥4.76 in 2Q 2024). Revenue: JP¥1.79b (up 5.1% from 2Q 2024). Net income: JP¥303.3m (down 3.7% from 2Q 2024). Profit margin: 17% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Jun 27FAN Communications, Inc. to Report Q2, 2025 Results on Aug 08, 2025FAN Communications, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
공시 • Jun 20FAN Communications, Inc. Announces Board Changes, Effective July 20, 2025FAN Communications, Inc. announced that at the Board of Directors meeting held on June 20, 2025, it was resolved that the following organizational and personnel changes will be made, effective July 1, 2025. The Finance Accounting Division and Legal and Administration Division will be integrated to establish a new Corporate Management Division. The Information Systems Division will be renamed the Corporate IT Division. The Data Strategy Division will be renamed the DX Division. Personnel changes include Takashi Yoshinaga continuing as Executive Officer and Head of Corporate Department, and General Manager of Human Resource Division. Shintaro Mimura will become General Manager of Corporate Management Division, Corporate Department, from his current roles as General Manager of Finance Accounting Division and General Manager of Legal and Administration Division, Corporate Department. Takashi Yoshinaga from Executive Officer, Head of Corporate Department General Manager, Human Resource Division General Manager, Business Support Division to Executive Officer, Head of Corporate Department General Manager, Human Resource Division; Shintaro Mimura from General Manager, Finance Account ing Division, Corporate Departmen t. General Manager, Legal and Admi nistration Division, Corporate Department to General Manager, Corporate Management Division, Corporate Department; Tatsuaki Yamanaka from General Manager, Information Systems Division, Corporate Department to General Manager, Corporate IT Division, Corporate Department; Akihiro Kumata from Manager, Support Team, Business Support Division to General Manager, Business Support Division; Kenjiro Asami from General Manager, Data Strategy Division to General Manager, DX Division.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 29 September 2025. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.1%).
Reported Earnings • May 09First quarter 2025 earnings released: EPS: JP¥5.87 (vs JP¥7.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.87 (down from JP¥7.77 in 1Q 2024). Revenue: JP¥1.86b (up 9.0% from 1Q 2024). Net income: JP¥389.0m (down 25% from 1Q 2024). Profit margin: 21% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.
공시 • Apr 18FAN Communications, Inc. Announces Interim Commemorative Dividend, Payable September 29, 2025FAN Communications, Inc. announced to implement an interim commemorative dividend of ¥8.00 per share. Record Date: June 30, 2025, Total amount of dividends: ¥529 million and Effective date: September 29, 2025.
공시 • Mar 29FAN Communications, Inc. to Report Q1, 2025 Results on May 08, 2025FAN Communications, Inc. announced that they will report Q1, 2025 results on May 08, 2025
Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥21.42 (up from JP¥18.61 in FY 2023). Revenue: JP¥6.96b (down 5.9% from FY 2023). Net income: JP¥1.42b (up 15% from FY 2023). Profit margin: 20% (up from 17% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.
공시 • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 26, 2025FAN Communications, Inc., Annual General Meeting, Mar 26, 2025.
공시 • Jan 03FAN Communications, Inc. to Report Fiscal Year 2024 Results on Feb 10, 2025FAN Communications, Inc. announced that they will report fiscal year 2024 results on Feb 10, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥2.49 (vs JP¥5.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.49 (down from JP¥5.57 in 3Q 2023). Revenue: JP¥1.76b (down 2.3% from 3Q 2023). Net income: JP¥165.0m (down 55% from 3Q 2023). Profit margin: 9.4% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
공시 • Sep 27FAN Communications, Inc. to Report Q3, 2024 Results on Nov 08, 2024FAN Communications, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024
분석 기사 • Sep 23FAN Communications' (TSE:2461) Dividend Will Be ¥19.00FAN Communications, Inc.'s ( TSE:2461 ) investors are due to receive a payment of ¥19.00 per share on 28th of March...
분석 기사 • Aug 25FAN Communications (TSE:2461) Is Due To Pay A Dividend Of ¥19.00FAN Communications, Inc. ( TSE:2461 ) will pay a dividend of ¥19.00 on the 28th of March. This makes the dividend yield...
분석 기사 • Aug 22Solid Earnings May Not Tell The Whole Story For FAN Communications (TSE:2461)The recent earnings posted by FAN Communications, Inc. ( TSE:2461 ) were solid, but the stock didn't move as much as we...
Reported Earnings • Aug 13First half 2024 earnings released: EPS: JP¥12.53 (vs JP¥9.09 in 1H 2023)First half 2024 results: EPS: JP¥12.53 (up from JP¥9.09 in 1H 2023). Revenue: JP¥3.40b (down 9.6% from 1H 2023). Net income: JP¥830.0m (up 38% from 1H 2023). Profit margin: 24% (up from 16% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Aug 10FAN Communications' (TSE:2461) Dividend Will Be ¥19.00The board of FAN Communications, Inc. ( TSE:2461 ) has announced that it will pay a dividend of ¥19.00 per share on the...
Declared Dividend • Aug 10Dividend of JP¥19.00 announcedDividend of JP¥19.00 is the same as last year. Ex-date: 27th December 2024 Payment date: 28th March 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 13% 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. The company's earnings per share (EPS) would need to grow by 2.9% to bring the payout ratio under control. However, EPS is expected to decline by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Tokiko Maruno was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jun 26FAN Communications, Inc. to Report Q2, 2024 Results on Aug 08, 2024FAN Communications, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024
Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥7.77 (vs JP¥5.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥7.77 (up from JP¥5.87 in 1Q 2023). Revenue: JP¥1.70b (down 11% from 1Q 2023). Net income: JP¥515.0m (up 32% from 1Q 2023). Profit margin: 30% (up from 20% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 30%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥7.50b to JP¥7.00b. EPS estimate rose from JP¥17.40 to JP¥22.60. Net income forecast to grow 22% next year vs 14% growth forecast for Media industry in Japan. Consensus price target of JP¥400 unchanged from last update. Share price was steady at JP¥406 over the past week.
공시 • Mar 07FAN Communications, Inc. to Report Q1, 2024 Results on May 08, 2024FAN Communications, Inc. announced that they will report Q1, 2024 results on May 08, 2024
Reported Earnings • Feb 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥18.61 (down from JP¥22.33 in FY 2022). Revenue: JP¥7.40b (down 4.4% from FY 2022). Net income: JP¥1.23b (down 20% from FY 2022). Profit margin: 17% (down from 20% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Feb 10FAN Communications, Inc., Annual General Meeting, Mar 27, 2024FAN Communications, Inc., Annual General Meeting, Mar 27, 2024.
New Risk • Dec 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (106% payout ratio).
Upcoming Dividend • Dec 21Upcoming dividend of JP¥19.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.7%).
공시 • Dec 05FAN Communications, Inc. to Report Fiscal Year 2023 Results on Feb 08, 2024FAN Communications, Inc. announced that they will report fiscal year 2023 results on Feb 08, 2024
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: JP¥5.57 (vs JP¥6.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.57 (down from JP¥6.59 in 3Q 2022). Revenue: JP¥1.80b (down 9.1% from 3Q 2022). Net income: JP¥369.0m (down 18% from 3Q 2022). Profit margin: 21% (down from 23% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Sep 28FAN Communications, Inc. to Report Q3, 2023 Results on Nov 08, 2023FAN Communications, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023
Major Estimate Revision • Sep 28Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥8.17b to JP¥7.60b. EPS estimate also fell from JP¥25.70 per share to JP¥18.10 per share. Net income forecast to shrink 5.2% next year vs 16% growth forecast for Media industry in Japan . Consensus price target down from JP¥490 to JP¥420. Share price was steady at JP¥397 over the past week.
New Risk • Aug 10New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 100% Dividend yield: 4.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥3.22 (vs JP¥6.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.22 (down from JP¥6.88 in 2Q 2022). Revenue: JP¥1.85b (down 7.6% from 2Q 2022). Net income: JP¥213.0m (down 55% from 2Q 2022). Profit margin: 12% (down from 24% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공시 • Jun 29FAN Communications, Inc. to Report Q2, 2023 Results on Aug 08, 2023FAN Communications, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023
Price Target Changed • Jun 06Price target increased by 13% to JP¥490Up from JP¥435, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥400. Stock is down 0.7% over the past year. The company is forecast to post earnings per share of JP¥25.60 for next year compared to JP¥22.33 last year.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥5.87 (vs JP¥5.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.87. Revenue: JP¥1.92b (up 4.5% from 1Q 2022). Net income: JP¥389.0m (down 1.5% from 1Q 2022). Profit margin: 20% (down from 22% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.
공시 • May 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the First Half and Year Ending December 31, 2023FAN Communications, Inc. provided consolidated earnings guidance for the first half and year ending December 31, 2023. For the first half, the company expects net sales of JPY 3,900 million, operating profit of JPY 1,270 million, profit attributable to owners of parent of JPY 843 million and basic earnings per share of JPY 12.71.For the year, the company expects net sales of JPY 7,970 million, operating profit of JPY 2,540 million, profit attributable to owners of parent of JPY 1,700 million and basic earnings per share of JPY 25.64.
Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Mar 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be JP¥503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 2.2% per annum over the same time period.
Reported Earnings • Feb 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥22.33 (down from JP¥22.63 in FY 2021). Revenue: JP¥7.74b (down 71% from FY 2021). Net income: JP¥1.54b (down 6.2% from FY 2021). Profit margin: 20% (up from 6.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Feb 08+ 2 more updatesFAN Communications, Inc., Annual General Meeting, Mar 29, 2023FAN Communications, Inc., Annual General Meeting, Mar 29, 2023.
공시 • Dec 28FAN Communications, Inc. to Report Fiscal Year 2022 Results on Feb 08, 2023FAN Communications, Inc. announced that they will report fiscal year 2022 results on Feb 08, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio and cash payout ratio are on the higher end at 83% and 75% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥6.59 (vs JP¥5.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥6.59 (up from JP¥5.47 in 3Q 2021). Revenue: JP¥1.98b (down 69% from 3Q 2021). Net income: JP¥449.0m (up 14% from 3Q 2021). Profit margin: 23% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공시 • Nov 09+ 1 more updateFAN Communications, Inc. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of JPY 7,680 million, operating profit of JPY 2,410 million, profit attributable to owners of parent of JPY 1,670 million and basic earnings per share of JPY 23.55.
공시 • Sep 28FAN Communications, Inc. to Report Q3, 2022 Results on Nov 08, 2022FAN Communications, Inc. announced that they will report Q3, 2022 results on Nov 08, 2022
공시 • Aug 09FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.38% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till January 9, 2023. As of June 30, 2022, the company had 68,546,831 issued shares (excluding treasury stock) and 8,383,201 treasury shares.
Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: JP¥6.88 (vs JP¥7.12 in 2Q 2021)Second quarter 2022 results: EPS: JP¥6.88 (down from JP¥7.12 in 2Q 2021). Revenue: JP¥2.00b (down 72% from 2Q 2021). Net income: JP¥476.0m (down 8.8% from 2Q 2021). Profit margin: 24% (up from 7.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 53% compared to a 6.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Aug 08+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2022FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2022. For the period, the company expects a dividend of ¥19.00 per share against ¥19.00 per share paid a year ago.
공시 • Jun 11FAN Communications, Inc. to Report Q2, 2022 Results on Aug 08, 2022FAN Communications, Inc. announced that they will report Q2, 2022 results on Aug 08, 2022
Major Estimate Revision • May 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥23.08 to JP¥25.88. Revenue forecast unchanged at JP¥7.73b. Net income forecast to grow 15% next year vs 8.0% growth forecast for Media industry in Japan. Consensus price target of JP¥445 unchanged from last update. Share price was steady at JP¥424 over the past week.
Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: JP¥5.59 (down from JP¥6.09 in 1Q 2021). Revenue: JP¥1.84b (down 73% from 1Q 2021). Net income: JP¥395.0m (down 12% from 1Q 2021). Profit margin: 22% (up from 6.5% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is expected to shrink by 56% compared to a 4.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Satoshi Hoyano was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 07FAN Communications, Inc. to Report Q1, 2022 Results on May 09, 2022FAN Communications, Inc. announced that they will report Q1, 2022 results on May 09, 2022
Buying Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to decline by 11% per annum. Earnings is forecast to grow by 0.08% per annum over the same time period.
공시 • Feb 19FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.23% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till July 21, 2022. As of December 31, 2021, the company had 70,904,031 issued shares (excluding treasury stock) and 6,026,001 treasury shares.
Major Estimate Revision • Feb 15Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥27.9b to JP¥7.73b. EPS estimate increased from JP¥23.32 to JP¥24.35 per share. Net income forecast to grow 6.9% next year vs 6.2% growth forecast for Media industry in Japan. Consensus price target of JP¥440 unchanged from last update. Share price was steady at JP¥382 over the past week.
Reported Earnings • Feb 09Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: JP¥22.63 (down from JP¥26.94 in FY 2020). Revenue: JP¥26.7b (down 9.1% from FY 2020). Net income: JP¥1.64b (down 18% from FY 2020). Profit margin: 6.1% (down from 6.8% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 6.1% while the industry in Japan is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 10% per year.
공시 • Feb 08+ 2 more updatesFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 2022FAN Communications, Inc. provided dividend guidance of JPY 19.00 per share for the year ending December 2022 compared to JPY 19.00 per share paid a year ago.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 86% respectively. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥5.47 (vs JP¥5.45 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥6.41b (down 13% from 3Q 2020). Net income: JP¥393.0m (down 1.7% from 3Q 2020). Profit margin: 6.1% (up from 5.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥7.12 (vs JP¥8.96 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥7.22b (down 5.6% from 2Q 2020). Net income: JP¥522.0m (down 21% from 2Q 2020). Profit margin: 7.2% (down from 8.6% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.
공시 • Jun 18FAN Communications, Inc. (TSE:2461) announces an Equity Buyback for 3,000,000 shares, representing 4.09% for ¥1,000 million.FAN Communications, Inc. (TSE:2461) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.09% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to implement agile capital policies and further return profits to shareholders. The program will be valid till October 18, 2021. As of May 31, 2021, the company had 73,345,031 issued shares (excluding treasury stock) and 3,585,001 treasury shares.
Reported Earnings • May 12First quarter 2021 earnings released: EPS JP¥6.09 (vs JP¥7.75 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.84b (down 12% from 1Q 2020). Net income: JP¥447.0m (down 24% from 1Q 2020). Profit margin: 6.5% (down from 7.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.
공시 • May 11+ 1 more updateFAN Communications, Inc. Provides Dividend Guidance for the Year Ending December 31, 2021FAN Communications, Inc. provided dividend guidance for the year ending December 31, 2021. For the period, the company expects dividend of JPY 19.00 per share compared to JPY 19.00 per share a year ago.
공시 • Mar 21FAN Communications, Inc. to Report Q1, 2021 Results on May 10, 2021FAN Communications, Inc. announced that they will report Q1, 2021 results on May 10, 2021
Price Target Changed • Mar 17Price target decreased to JP¥500Down from JP¥585, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥424. Stock is up 13% over the past year.
Is New 90 Day High Low • Feb 24New 90-day low: JP¥396The company is down 5.0% from its price of JP¥416 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 Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥741 per share.
Major Estimate Revision • Feb 15Analysts lower EPS estimates to JP¥23.31The 2021 consensus revenue estimate was lowered from JP¥30.3b to JP¥27.7b. Earning per share (EPS) estimate was also lowered from JP¥28.33 to JP¥23.31 for the same period. Net income is expected to shrink by 14% next year compared to 9.5% growth forecast for the Media industry in Japan . The consensus price target of JP¥585 was unchanged from the last update. Share price is down by 1.7% to JP¥413 over the past week.
Reported Earnings • Feb 10Full year 2020 earnings released: EPS JP¥26.94 (vs JP¥32.84 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥29.4b (down 14% from FY 2019). Net income: JP¥1.99b (down 20% from FY 2019). Profit margin: 6.8% (down from 7.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year.
