Trenders (6069) 주식 개요는 일본에서 마케팅 및 투자 사업을 하고 있습니다. 자세히 보기6069 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장4/6과거 실적0/6재무 건전성5/6배당6/6강점공정 가치 추정치보다 낮은 95.9% 에서 거래수익은 매년 49.52% 증가할 것으로 예상됩니다.5.84% 의 높고 안정적인 배당금을 지급합니다.위험 분석이익 마진 (2.6%)이 지난해 (9.7%)보다 낮습니다.재무 결과에 영향을 미치는 대규모 일회성 항목의미 있는 시가총액이 없습니다(¥5B)모든 위험 점검 보기6069 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¥599.0025.8% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue JP¥14.4bEarnings JP¥375.5mAdvancedSet Fair ValueView all narrativesTrenders, Inc. 경쟁사IIDSymbol: TSE:6038Market cap: JP¥4.4bGendai AgencySymbol: TSE:2411Market cap: JP¥5.0bGlobal InformationSymbol: TSE:4171Market cap: JP¥5.0bZetaSymbol: TSE:6031Market cap: JP¥4.8b가격 이력 및 성과Trenders 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥599.0052주 최고가JP¥1,088.0052주 최저가JP¥580.00베타0.0681개월 변동-12.81%3개월 변동-23.11%1년 변동-35.52%3년 변동-50.98%5년 변동-8.13%IPO 이후 변동-59.18%최근 뉴스 및 업데이트분석 기사 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.공시 • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.공시 • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).더 많은 업데이트 보기Recent updates분석 기사 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.공시 • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.공시 • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥781, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Media industry in Japan. Total loss to shareholders of 41% over the past three years.분석 기사 • Feb 16Returns On Capital At Trenders (TSE:6069) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥24.35 (vs JP¥30.33 in 3Q 2025)Third quarter 2026 results: EPS: JP¥24.35 (down from JP¥30.33 in 3Q 2025). Revenue: JP¥2.42b (up 46% from 3Q 2025). Net income: JP¥189.0m (down 20% from 3Q 2025). Profit margin: 7.8% (down from 14% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average 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 16% per year whereas the company’s share price has fallen by 20% per year.Buy Or Sell Opportunity • Jan 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥1,011. The fair value is estimated to be JP¥840, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,048, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 37% over the past three years.Buy Or Sell Opportunity • Dec 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to JP¥1,005. The fair value is estimated to be JP¥837, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.공시 • Dec 02Trenders, Inc. to Report Q3, 2026 Results on Feb 13, 2026Trenders, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026New Risk • Dec 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.5% Last year net profit margin: 9.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.5% net profit margin). Market cap is less than US$100m (JP¥7.27b market cap, or US$46.7m).분석 기사 • Nov 28Market Still Lacking Some Conviction On Trenders, Inc. (TSE:6069)It's not a stretch to say that Trenders, Inc.'s ( TSE:6069 ) price-to-earnings (or "P/E") ratio of 13.4x right now...Buy Or Sell Opportunity • Sep 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.7% to JP¥906. The fair value is estimated to be JP¥754, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.공시 • Sep 02Trenders, Inc. to Report Q2, 2026 Results on Nov 14, 2025Trenders, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025공시 • Aug 21Trenders, Inc. (TSE:6069) announces an Equity Buyback for 120,000 shares, representing 1.48% for ¥100 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 1.48% of its total shares outstanding excluding treasury shares, for a total of ¥100 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, while also enabling flexible capital policies that respond to changes in the business environment. The repurchase program is valid till November 14, 2025. As of July 31, 2025, the company had 8,101,000 shares outstanding excluding treasury shares and had 229,300 shares in treasury.Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥7.75 (vs JP¥15.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.75 (down from JP¥15.39 in 1Q 2025). Revenue: JP¥1.70b (up 12% from 1Q 2025). Net income: JP¥61.0m (down 50% from 1Q 2025). Profit margin: 3.6% (down from 8.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥916. The fair value is estimated to be JP¥756, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 3.3%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.공시 • Jun 21Trenders, Inc. to Report Q1, 2026 Results on Aug 14, 2025Trenders, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025분석 기사 • May 23There May Be Underlying Issues With The Quality Of Trenders' (TSE:6069) EarningsInvestors were disappointed with Trenders, Inc.'s ( TSE:6069 ) earnings, despite the strong profit numbers. We did some...Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥76.10 (up from JP¥65.59 in FY 2024). Revenue: JP¥6.19b (up 9.1% from FY 2024). Net income: JP¥600.0m (up 25% from FY 2024). Profit margin: 9.7% (up from 8.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.공시 • May 14Trenders, Inc., Annual General Meeting, Jun 24, 2025Trenders, Inc., Annual General Meeting, Jun 24, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥732, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 22% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).공시 • Mar 20Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda.Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda on March 18, 2025. For the period ending December 31, 2024, Zenplus Co., Ltd. reported total revenue of ¥1.7 billion, EBIT of ¥48 million and net income of ¥27 million. As of December 31, 2024, Zenplus Co., Ltd. reported total assets of ¥458 million and total common equity of ¥92 million. The expected completion of the transaction is March 21, 2025.공시 • Mar 04Trenders, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Trenders, Inc. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥30.33 (vs JP¥22.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.33 (up from JP¥22.87 in 3Q 2024). Revenue: JP¥1.66b (up 9.0% from 3Q 2024). Net income: JP¥236.0m (up 41% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.공시 • Feb 04Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc.Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc. on February 4, 2025. Under the terms of agreement, Trenders has acquired all shares of Cosme Hunt Inc. a company that comprehensively supports J-Beauty brands in entering the US market, making it a subsidiary. Trenders, Inc. (TSE:6069) completed the acquisition of Cosme Hunt, Inc. on February 4, 2025.공시 • Dec 03Trenders, Inc. to Report Q3, 2025 Results on Feb 14, 2025Trenders, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025분석 기사 • Nov 21We Think That There Are Some Issues For Trenders (TSE:6069) Beyond Its Promising EarningsThe market for Trenders, Inc.'s ( TSE:6069 ) stock was strong after it released a healthy earnings report last week...Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (8.4% increase in shares outstanding). Market cap is less than US$100m (JP¥6.93b market cap, or US$44.8m).공시 • Aug 27Trenders, Inc. to Report Q2, 2025 Results on Nov 14, 2024Trenders, Inc. announced that they will report Q2, 2025 results on Nov 14, 2024공시 • Aug 20Trenders, Inc. (TSE:6069) announces an Equity Buyback for 250,000 shares, representing 3.13% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 3.13% of its total shares outstanding excluding treasury shares, for a total of ¥200 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, as well as to enable a flexible capital policy in response to changes in the business environment. The repurchase program is valid till November 14, 2024. As of July 31, 2024, the company had 7,992,600 shares outstanding excluding treasury shares and had 0 shares in treasury.Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥15.39 (vs JP¥16.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.39. Revenue: JP¥1.52b (up 5.7% from 1Q 2024). Net income: JP¥123.0m (flat on 1Q 2024). Profit margin: 8.1% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan.분석 기사 • Aug 06Here's What To Make Of Trenders' (TSE:6069) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥754, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 27% over the past three years.공시 • Jun 19Trenders, Inc. to Report Q1, 2025 Results on Aug 14, 2024Trenders, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024분석 기사 • May 22Trenders' (TSE:6069) Soft Earnings Are Actually Better Than They AppearTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. While the headline numbers...Reported Earnings • May 19Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥65.59 (down from JP¥98.57 in FY 2023). Revenue: JP¥5.67b (down 38% from FY 2023). Net income: JP¥479.0m (down 32% from FY 2023). Profit margin: 8.4% (up from 7.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 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 increased by 12% per year and the company’s share price has also increased by 12% per year.공시 • May 16Trenders, Inc., Annual General Meeting, Jun 25, 2024Trenders, Inc., Annual General Meeting, Jun 25, 2024.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 59% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).공시 • Mar 02Trenders, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Trenders, Inc. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥22.87 (vs JP¥23.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.87 (down from JP¥23.53 in 3Q 2023). Revenue: JP¥1.53b (down 32% from 3Q 2023). Net income: JP¥168.0m (flat on 3Q 2023). Profit margin: 11% (up from 7.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.8% 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 increased by 12% per year whereas the company’s share price has increased by 13% per year.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,032, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 67% over the past three years.공시 • Dec 07Trenders, Inc. to Report Q3, 2024 Results on Feb 14, 2024Trenders, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥12.19 (vs JP¥21.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.19 (down from JP¥21.17 in 2Q 2023). Revenue: JP¥1.26b (down 36% from 2Q 2023). Net income: JP¥88.0m (down 42% from 2Q 2023). Profit margin: 7.0% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average 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 increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 08Trenders, Inc. to Report Q2, 2024 Results on Nov 14, 2023Trenders, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Market cap is less than US$100m (JP¥8.02b market cap, or US$54.1m).New Risk • Aug 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥9.64b market cap, or US$66.0m).Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥16.96 (vs JP¥43.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.96 (down from JP¥43.21 in 1Q 2023). Revenue: JP¥1.43b (down 46% from 1Q 2023). Net income: JP¥122.0m (down 61% from 1Q 2023). Profit margin: 8.5% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% 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 increased by 18% per year whereas the company’s share price has increased by 21% per year.공시 • Jun 16Trenders, Inc. (TSE:6069) announces an Equity Buyback for 200,000 shares, representing 2.78% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 2.78% of its share capital, for ¥200 million. The company will repurchase its shares to enhance shareholder returns and improving capital efficiency, enabling flexible capital policies that respond to changes in the business environment. The program will run until August 31, 2023. As of May 31, 2023, the company had 7,632,000 shares outstanding and 433,785 shares in treasury.Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥98.57 (up from JP¥55.85 in FY 2022). Revenue: JP¥9.09b (up 39% from FY 2022). Net income: JP¥708.0m (up 77% from FY 2022). Profit margin: 7.8% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 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 increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 14Trenders, Inc., Annual General Meeting, Jun 23, 2023Trenders, Inc., Annual General Meeting, Jun 23, 2023.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,406, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 210% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% and the cash payout ratio is 83%. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,523, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 95% over the past three years.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥23.53 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.53 (up from JP¥20.99 in 3Q 2022). Revenue: JP¥2.24b (up 23% from 3Q 2022). Net income: JP¥169.0m (up 13% from 3Q 2022). Profit margin: 7.5% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% 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 increased by 26% per year and the company’s share price has also increased by 26% per year.공시 • Dec 28Trenders, Inc. to Report Q3, 2023 Results on Feb 14, 2023Trenders, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Sep 29Trenders, Inc. to Report Q2, 2023 Results on Nov 14, 2022Trenders, Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥43.21 (vs JP¥18.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥43.21 (up from JP¥18.95 in 1Q 2022). Revenue: JP¥2.66b (up 66% from 1Q 2022). Net income: JP¥310.0m (up 130% from 1Q 2022). Profit margin: 12% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,568, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 178% over the past three years.공시 • Jun 29Trenders, Inc. to Report Q1, 2023 Results on Aug 12, 2022Trenders, Inc. announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,238, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 121% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,270, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 143% over the past three years.Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥55.85 (up from JP¥43.82 in FY 2021). Revenue: JP¥6.56b (up 97% from FY 2021). Net income: JP¥399.0m (up 28% from FY 2021). Profit margin: 6.1% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 14%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 15Trenders, Inc., Annual General Meeting, Jun 28, 2022Trenders, Inc., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 08Trenders, Inc. to Report Fiscal Year 2022 Results on May 13, 2022Trenders, Inc. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,044, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Media industry in Japan. Total returns to shareholders of 60% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥821, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.Reported Earnings • Feb 20Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥20.99 (up from JP¥11.94 in 3Q 2021). Revenue: JP¥1.82b (up 117% from 3Q 2021). Net income: JP¥150.0m (up 79% from 3Q 2021). Profit margin: 8.2% (down from 10.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 17%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥8.97 (vs JP¥12.06 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.47b (up 59% from 2Q 2021). Net income: JP¥64.0m (down 26% from 2Q 2021). Profit margin: 4.4% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,192, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 8.1% over the past three years.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥750, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 40% over the past three years.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥43.82 (vs JP¥45.81 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥3.33b (up 8.2% from FY 2020). Net income: JP¥311.0m (down 6.0% from FY 2020). Profit margin: 9.3% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses.공시 • Mar 04Trenders, Inc. to Report Fiscal Year 2021 Results on May 14, 2021Trenders, Inc. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.94 (vs JP¥9.22 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥838.0m (down 3.3% from 3Q 2020). Net income: JP¥84.0m (up 27% from 3Q 2020). Profit margin: 10.0% (up from 7.6% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 105%. Over the next year, revenue is expected to shrink by 1.1% compared to a 5.6% growth forecast for the Media industry in Japan.Is New 90 Day High Low • Dec 28New 90-day low: JP¥628The company is down 18% from its price of JP¥768 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 3.0% over the same period.공시 • Dec 05Trenders, Inc. to Report Q3, 2021 Results on Feb 12, 2021Trenders, Inc. announced that they will report Q3, 2021 results on Feb 12, 2021Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 20% share price gain to JP¥780, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 26x in the Media industry in Japan. Total returns to shareholders over the past three years are 3.3%.공시 • Sep 21An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million.An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million on September 17, 2020. The transaction is resolved by the Board of Trenders, Inc. The transaction is expected to close on December 18, 2020.공시 • Sep 06Trenders, Inc. to Report Q2, 2021 Results on Nov 13, 2020Trenders, Inc. announced that they will report Q2, 2021 results on Nov 13, 2020주주 수익률6069JP MediaJP 시장7D-4.0%0.8%1.2%1Y-35.5%4.4%42.1%전체 주주 수익률 보기수익률 대 산업: 6069은 지난 1년 동안 4.4%의 수익을 기록한 JP Media 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 6069은 지난 1년 동안 42.1%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 6069's price volatile compared to industry and market?6069 volatility6069 Average Weekly Movement5.7%Media Industry Average Movement5.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 6069는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 6069의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2000243Ryoko Kurokawawww.trenders.co.jp트렌더스는 일본에서 마케팅 및 투자 사업을 하고 있습니다. 홍보 및 PR 지원 서비스를 제공합니다. 또한 클리닉 제품을 위한 EC몰을 운영하고 있습니다.더 보기Trenders, Inc. 기초 지표 요약Trenders의 순이익과 매출은 시가총액과 어떻게 비교됩니까?6069 기초 통계시가총액JP¥4.67b순이익 (TTM)JP¥216.00m매출 (TTM)JP¥8.28b21.6x주가수익비율(P/E)0.6x주가매출비율(P/S)6069는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표6069 손익계산서 (TTM)매출JP¥8.28b매출원가JP¥4.21b총이익JP¥4.07b기타 비용JP¥3.85b순이익JP¥216.00m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)27.69총이익률49.13%순이익률2.61%부채/자본 비율140.6%6069의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당5.8%현재 배당 수익률66%배당 성향6069는 안정적으로 배당을 지급합니까?6069 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 6069를 매수해야 하나요?Trenders 배당 일정배당락일Mar 30 2026배당 지급일Jun 15 2026배당락일까지 남은 일수56 days배당 지급일까지 남은 일수21 days6069는 안정적으로 배당을 지급합니까?6069 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 22:21종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 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 소스Trenders, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Taro IshiharaDaiwa Securities Co. Ltd.Nobuo KurahashiIchiyoshi Research Institute Inc.
분석 기사 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.
공시 • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.
공시 • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026
Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
분석 기사 • May 21We Think You Can Look Beyond Trenders' (TSE:6069) Lackluster EarningsTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥27.65 (down from JP¥76.10 in FY 2025). Revenue: JP¥8.28b (up 34% from FY 2025). Net income: JP¥216.0m (down 64% from FY 2025). Profit margin: 2.6% (down from 9.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.
공시 • May 14Trenders, Inc., Annual General Meeting, Jun 29, 2026Trenders, Inc., Annual General Meeting, Jun 29, 2026.
공시 • May 10Trenders, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Trenders, Inc. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 14, 2026
Buy Or Sell Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to JP¥690. The fair value is estimated to be JP¥878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 126% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥781, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Media industry in Japan. Total loss to shareholders of 41% over the past three years.
분석 기사 • Feb 16Returns On Capital At Trenders (TSE:6069) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥24.35 (vs JP¥30.33 in 3Q 2025)Third quarter 2026 results: EPS: JP¥24.35 (down from JP¥30.33 in 3Q 2025). Revenue: JP¥2.42b (up 46% from 3Q 2025). Net income: JP¥189.0m (down 20% from 3Q 2025). Profit margin: 7.8% (down from 14% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average 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 16% per year whereas the company’s share price has fallen by 20% per year.
Buy Or Sell Opportunity • Jan 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥1,011. The fair value is estimated to be JP¥840, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,048, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 37% over the past three years.
Buy Or Sell Opportunity • Dec 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to JP¥1,005. The fair value is estimated to be JP¥837, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 135% in the next 2 years.
공시 • Dec 02Trenders, Inc. to Report Q3, 2026 Results on Feb 13, 2026Trenders, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
New Risk • Dec 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.5% Last year net profit margin: 9.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.5% net profit margin). Market cap is less than US$100m (JP¥7.27b market cap, or US$46.7m).
분석 기사 • Nov 28Market Still Lacking Some Conviction On Trenders, Inc. (TSE:6069)It's not a stretch to say that Trenders, Inc.'s ( TSE:6069 ) price-to-earnings (or "P/E") ratio of 13.4x right now...
Buy Or Sell Opportunity • Sep 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.7% to JP¥906. The fair value is estimated to be JP¥754, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.
공시 • Sep 02Trenders, Inc. to Report Q2, 2026 Results on Nov 14, 2025Trenders, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
공시 • Aug 21Trenders, Inc. (TSE:6069) announces an Equity Buyback for 120,000 shares, representing 1.48% for ¥100 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 1.48% of its total shares outstanding excluding treasury shares, for a total of ¥100 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, while also enabling flexible capital policies that respond to changes in the business environment. The repurchase program is valid till November 14, 2025. As of July 31, 2025, the company had 8,101,000 shares outstanding excluding treasury shares and had 229,300 shares in treasury.
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥7.75 (vs JP¥15.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥7.75 (down from JP¥15.39 in 1Q 2025). Revenue: JP¥1.70b (up 12% from 1Q 2025). Net income: JP¥61.0m (down 50% from 1Q 2025). Profit margin: 3.6% (down from 8.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥916. The fair value is estimated to be JP¥756, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 3.3%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
공시 • Jun 21Trenders, Inc. to Report Q1, 2026 Results on Aug 14, 2025Trenders, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
분석 기사 • May 23There May Be Underlying Issues With The Quality Of Trenders' (TSE:6069) EarningsInvestors were disappointed with Trenders, Inc.'s ( TSE:6069 ) earnings, despite the strong profit numbers. We did some...
Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥76.10 (up from JP¥65.59 in FY 2024). Revenue: JP¥6.19b (up 9.1% from FY 2024). Net income: JP¥600.0m (up 25% from FY 2024). Profit margin: 9.7% (up from 8.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
공시 • May 14Trenders, Inc., Annual General Meeting, Jun 24, 2025Trenders, Inc., Annual General Meeting, Jun 24, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥732, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Media industry in Japan. Total loss to shareholders of 22% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).
공시 • Mar 20Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda.Trenders, Inc. (TSE:6069) agreed to acquire Zenplus Co., Ltd. from Satoshi Yokoyama and Koichi Fukuda on March 18, 2025. For the period ending December 31, 2024, Zenplus Co., Ltd. reported total revenue of ¥1.7 billion, EBIT of ¥48 million and net income of ¥27 million. As of December 31, 2024, Zenplus Co., Ltd. reported total assets of ¥458 million and total common equity of ¥92 million. The expected completion of the transaction is March 21, 2025.
공시 • Mar 04Trenders, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Trenders, Inc. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥30.33 (vs JP¥22.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.33 (up from JP¥22.87 in 3Q 2024). Revenue: JP¥1.66b (up 9.0% from 3Q 2024). Net income: JP¥236.0m (up 41% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
공시 • Feb 04Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc.Trenders, Inc. (TSE:6069) acquired Cosme Hunt, Inc. on February 4, 2025. Under the terms of agreement, Trenders has acquired all shares of Cosme Hunt Inc. a company that comprehensively supports J-Beauty brands in entering the US market, making it a subsidiary. Trenders, Inc. (TSE:6069) completed the acquisition of Cosme Hunt, Inc. on February 4, 2025.
공시 • Dec 03Trenders, Inc. to Report Q3, 2025 Results on Feb 14, 2025Trenders, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
분석 기사 • Nov 21We Think That There Are Some Issues For Trenders (TSE:6069) Beyond Its Promising EarningsThe market for Trenders, Inc.'s ( TSE:6069 ) stock was strong after it released a healthy earnings report last week...
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.
New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (8.4% increase in shares outstanding). Market cap is less than US$100m (JP¥6.93b market cap, or US$44.8m).
공시 • Aug 27Trenders, Inc. to Report Q2, 2025 Results on Nov 14, 2024Trenders, Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
공시 • Aug 20Trenders, Inc. (TSE:6069) announces an Equity Buyback for 250,000 shares, representing 3.13% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 3.13% of its total shares outstanding excluding treasury shares, for a total of ¥200 million. The purpose of repurchase program is to enhance shareholder returns and improve capital efficiency, as well as to enable a flexible capital policy in response to changes in the business environment. The repurchase program is valid till November 14, 2024. As of July 31, 2024, the company had 7,992,600 shares outstanding excluding treasury shares and had 0 shares in treasury.
Reported Earnings • Aug 19First quarter 2025 earnings released: EPS: JP¥15.39 (vs JP¥16.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.39. Revenue: JP¥1.52b (up 5.7% from 1Q 2024). Net income: JP¥123.0m (flat on 1Q 2024). Profit margin: 8.1% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan.
분석 기사 • Aug 06Here's What To Make Of Trenders' (TSE:6069) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥754, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 27% over the past three years.
공시 • Jun 19Trenders, Inc. to Report Q1, 2025 Results on Aug 14, 2024Trenders, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
분석 기사 • May 22Trenders' (TSE:6069) Soft Earnings Are Actually Better Than They AppearTrenders, Inc.'s ( TSE:6069 ) earnings announcement last week didn't impress shareholders. While the headline numbers...
Reported Earnings • May 19Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥65.59 (down from JP¥98.57 in FY 2023). Revenue: JP¥5.67b (down 38% from FY 2023). Net income: JP¥479.0m (down 32% from FY 2023). Profit margin: 8.4% (up from 7.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 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 increased by 12% per year and the company’s share price has also increased by 12% per year.
공시 • May 16Trenders, Inc., Annual General Meeting, Jun 25, 2024Trenders, Inc., Annual General Meeting, Jun 25, 2024.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥976, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 59% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.2%).
공시 • Mar 02Trenders, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Trenders, Inc. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥22.87 (vs JP¥23.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.87 (down from JP¥23.53 in 3Q 2023). Revenue: JP¥1.53b (down 32% from 3Q 2023). Net income: JP¥168.0m (flat on 3Q 2023). Profit margin: 11% (up from 7.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.8% 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 increased by 12% per year whereas the company’s share price has increased by 13% per year.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,032, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 67% over the past three years.
공시 • Dec 07Trenders, Inc. to Report Q3, 2024 Results on Feb 14, 2024Trenders, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥12.19 (vs JP¥21.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.19 (down from JP¥21.17 in 2Q 2023). Revenue: JP¥1.26b (down 36% from 2Q 2023). Net income: JP¥88.0m (down 42% from 2Q 2023). Profit margin: 7.0% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average 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 increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 08Trenders, Inc. to Report Q2, 2024 Results on Nov 14, 2023Trenders, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Market cap is less than US$100m (JP¥8.02b market cap, or US$54.1m).
New Risk • Aug 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥9.64b market cap, or US$66.0m).
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥16.96 (vs JP¥43.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.96 (down from JP¥43.21 in 1Q 2023). Revenue: JP¥1.43b (down 46% from 1Q 2023). Net income: JP¥122.0m (down 61% from 1Q 2023). Profit margin: 8.5% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% 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 increased by 18% per year whereas the company’s share price has increased by 21% per year.
공시 • Jun 16Trenders, Inc. (TSE:6069) announces an Equity Buyback for 200,000 shares, representing 2.78% for ¥200 million.Trenders, Inc. (TSE:6069) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 2.78% of its share capital, for ¥200 million. The company will repurchase its shares to enhance shareholder returns and improving capital efficiency, enabling flexible capital policies that respond to changes in the business environment. The program will run until August 31, 2023. As of May 31, 2023, the company had 7,632,000 shares outstanding and 433,785 shares in treasury.
Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥98.57 (up from JP¥55.85 in FY 2022). Revenue: JP¥9.09b (up 39% from FY 2022). Net income: JP¥708.0m (up 77% from FY 2022). Profit margin: 7.8% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 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 increased by 22% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 14Trenders, Inc., Annual General Meeting, Jun 23, 2023Trenders, Inc., Annual General Meeting, Jun 23, 2023.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,406, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 210% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% and the cash payout ratio is 83%. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,523, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 95% over the past three years.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥23.53 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.53 (up from JP¥20.99 in 3Q 2022). Revenue: JP¥2.24b (up 23% from 3Q 2022). Net income: JP¥169.0m (up 13% from 3Q 2022). Profit margin: 7.5% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% 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 increased by 26% per year and the company’s share price has also increased by 26% per year.
공시 • Dec 28Trenders, Inc. to Report Q3, 2023 Results on Feb 14, 2023Trenders, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Sep 29Trenders, Inc. to Report Q2, 2023 Results on Nov 14, 2022Trenders, Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 42% share price gain to JP¥1,998, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 337% over the past three years.
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥43.21 (vs JP¥18.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥43.21 (up from JP¥18.95 in 1Q 2022). Revenue: JP¥2.66b (up 66% from 1Q 2022). Net income: JP¥310.0m (up 130% from 1Q 2022). Profit margin: 12% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 6.3% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,568, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 178% over the past three years.
공시 • Jun 29Trenders, Inc. to Report Q1, 2023 Results on Aug 12, 2022Trenders, Inc. announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,238, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 121% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,270, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 143% over the past three years.
Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥55.85 (up from JP¥43.82 in FY 2021). Revenue: JP¥6.56b (up 97% from FY 2021). Net income: JP¥399.0m (up 28% from FY 2021). Profit margin: 6.1% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 14%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 15Trenders, Inc., Annual General Meeting, Jun 28, 2022Trenders, Inc., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hideharu Natsume was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 08Trenders, Inc. to Report Fiscal Year 2022 Results on May 13, 2022Trenders, Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,044, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Media industry in Japan. Total returns to shareholders of 60% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥821, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Feb 20Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥20.99 (up from JP¥11.94 in 3Q 2021). Revenue: JP¥1.82b (up 117% from 3Q 2021). Net income: JP¥150.0m (up 79% from 3Q 2021). Profit margin: 8.2% (down from 10.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 17%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥8.97 (vs JP¥12.06 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.47b (up 59% from 2Q 2021). Net income: JP¥64.0m (down 26% from 2Q 2021). Profit margin: 4.4% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,192, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 8.1% over the past three years.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥750, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Media industry in Japan. Total loss to shareholders of 40% over the past three years.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥43.82 (vs JP¥45.81 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥3.33b (up 8.2% from FY 2020). Net income: JP¥311.0m (down 6.0% from FY 2020). Profit margin: 9.3% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses.
공시 • Mar 04Trenders, Inc. to Report Fiscal Year 2021 Results on May 14, 2021Trenders, Inc. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.94 (vs JP¥9.22 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥838.0m (down 3.3% from 3Q 2020). Net income: JP¥84.0m (up 27% from 3Q 2020). Profit margin: 10.0% (up from 7.6% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 105%. Over the next year, revenue is expected to shrink by 1.1% compared to a 5.6% growth forecast for the Media industry in Japan.
Is New 90 Day High Low • Dec 28New 90-day low: JP¥628The company is down 18% from its price of JP¥768 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 3.0% over the same period.
공시 • Dec 05Trenders, Inc. to Report Q3, 2021 Results on Feb 12, 2021Trenders, Inc. announced that they will report Q3, 2021 results on Feb 12, 2021
Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 20% share price gain to JP¥780, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 26x in the Media industry in Japan. Total returns to shareholders over the past three years are 3.3%.
공시 • Sep 21An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million.An unknown buyer agreed to acquire MAP Growth Investment Limited Partnership Status from Trenders, Inc. (TSE:6069) for ¥400 million on September 17, 2020. The transaction is resolved by the Board of Trenders, Inc. The transaction is expected to close on December 18, 2020.
공시 • Sep 06Trenders, Inc. to Report Q2, 2021 Results on Nov 13, 2020Trenders, Inc. announced that they will report Q2, 2021 results on Nov 13, 2020
