View Financial Healthi-mobileLtd 배당 및 자사주 매입배당 기준 점검 4/6i-mobileLtd 수익으로 충분히 충당되는 현재 수익률 5.51% 보유한 배당금 지급 회사입니다. 다음 지급일은 6th October, 2026 이며 배당락일은 다음과 같습니다. 30th July, 2026.핵심 정보5.5%배당 수익률3.8%자사주 매입 수익률총 주주 수익률9.3%미래 배당 수익률n/a배당 성장률24.5%다음 배당 지급일06 Oct 26배당락일30 Jul 26주당 배당금n/a배당 성향61%최근 배당 및 자사주 매입 업데이트Declared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 26i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of i-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be paying its dividend of ¥26.00 on the 8th of...Upcoming Dividend • Jul 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.5%).분석 기사 • Jul 12i-mobileLtd's (TSE:6535) Upcoming Dividend Will Be Larger Than Last Year'si-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...분석 기사 • Jun 28i-mobileLtd (TSE:6535) Is Paying Out A Larger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jun 27Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 26% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updatesDeclared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥35.41 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥35.41 (up from JP¥31.87 in 2Q 2025). Revenue: JP¥6.68b (down 44% from 2Q 2025). Net income: JP¥1.99b (up 7.9% from 2Q 2025). Profit margin: 30% (up from 15% in 2Q 2025). The increase in margin was driven by lower expenses. 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 7% per year, which means it is well ahead of earnings.공시 • Dec 27i-mobile Co.,Ltd. to Report Q2, 2026 Results on Mar 12, 2026i-mobile Co.,Ltd. announced that they will report Q2, 2026 results on Mar 12, 2026Reported Earnings • Dec 12First quarter 2026 earnings released: EPS: JP¥0.75 (vs JP¥12.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.75 (down from JP¥12.49 in 1Q 2025). Revenue: JP¥10.1b (up 130% from 1Q 2025). Net income: JP¥42.0m (down 94% from 1Q 2025). Profit margin: 0.4% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 17i-mobile Co.,Ltd. to Report Q1, 2026 Results on Dec 11, 2025i-mobile Co.,Ltd. announced that they will report Q1, 2026 results on Dec 11, 2025Reported Earnings • Sep 13Full year 2025 earnings released: EPS: JP¥51.40 (vs JP¥42.12 in FY 2024)Full year 2025 results: EPS: JP¥51.40 (up from JP¥42.12 in FY 2024). Revenue: JP¥21.5b (up 15% from FY 2024). Net income: JP¥2.96b (up 22% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.공시 • Sep 11i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025.분석 기사 • Jul 26i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of i-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be paying its dividend of ¥26.00 on the 8th of...Upcoming Dividend • Jul 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.5%).분석 기사 • Jul 12i-mobileLtd's (TSE:6535) Upcoming Dividend Will Be Larger Than Last Year'si-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...공시 • Jul 02i-mobile Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 11, 2025i-mobile Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 11, 2025분석 기사 • Jun 28i-mobileLtd (TSE:6535) Is Paying Out A Larger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jun 27Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 26% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Jun 11i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,800,000 shares, representing 3.11% for ¥1,200 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,800,000 shares, representing 3.11% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,200 million. The purpose of the program is acquire and cancel its own shares with the aim of further enhancing capital efficiency and increasing shareholder value, while preserving an appropriate level of shareholder equity necessary to sustain its business foundation and achieve sustainable growth. The program will continue through July 31, 2025. As of January 31, 2025, the company had 57,814,788 issued shares (excluding treasury stock) and 332,400 treasury shares.공시 • Apr 01i-mobile Co.,Ltd. to Report Q3, 2025 Results on Jun 11, 2025i-mobile Co.,Ltd. announced that they will report Q3, 2025 results on Jun 11, 2025공시 • Mar 28i-mobile Co.,Ltd. Announces Company Split (Simplified Absorption-Type Company Split) with Subsidiary Furunavi Energy, Inci-mobile Co. Ltd. announced that at the meeting of its Board of Directors held on March 27, 2025, it resolved to transfer its electricity retailing business to Furunavi Energy Inc. ("Furunavi Energy"), a wholly-owned subsidiary will be established on April 1, 2025, through a company split, with an effective date of June 1, 2025 (scheduled). As this company split is a simplified absorption-type company split to which the Company and its wholly- owned subsidiary are parties, certain matters and details for disclosure have been partially omitted. The i-mobile Group (the "Group") operates two business segments--Consumer Service and Online Advertising--under its corporate vision of "Creating a Business for the Future," providing services that "Enhance User Experience with Internet Marketing." This absorption-type company split is being conducted in order to promptly advance business by spinning off the Company's electricity retailing business after April of this year. Outline of the Company Split:) Schedule for the Company Split Date of Board Resolution: March 27, 2025 Date of establishment of the: April 1, 2025 subsidiary Date of execution of the absorption- April 1, 2025 type company split agreement Effective date of the Absorption-type: June 1, 2025 (scheduled). Company Split Method of the Company Split: The Absorption-type Company Split will be implemented as a simplified absorption-type company split, with i-mobile as the splitting company and Furunavi Energy as the succeeding company. The Absorption-type Company Split is expected to have a minimal impact on the Company's consolidated financial results for the fiscal year ending July 2025.분석 기사 • Mar 21Earnings Troubles May Signal Larger Issues for i-mobileLtd (TSE:6535) ShareholdersDespite i-mobile Co.,Ltd.'s ( TSE:6535 ) recent earnings report having lackluster headline numbers, the market...분석 기사 • Mar 15i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...Reported Earnings • Mar 14Second quarter 2025 earnings released: EPS: JP¥31.87 (vs JP¥10.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.87 (up from JP¥10.70 in 2Q 2024). Revenue: JP¥12.0b (up 42% from 2Q 2024). Net income: JP¥1.84b (up 80% from 2Q 2024). Profit margin: 15% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Jan 03i-mobile Co.,Ltd. to Report Q2, 2025 Results on Mar 13, 2025i-mobile Co.,Ltd. announced that they will report Q2, 2025 results on Mar 13, 2025Reported Earnings • Dec 12First quarter 2025 earnings released: EPS: JP¥12.49 (vs JP¥72.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.49 (down from JP¥72.58 in 1Q 2024). Revenue: JP¥4.42b (down 25% from 1Q 2024). Net income: JP¥720.0m (down 48% from 1Q 2024). Profit margin: 16% (down from 24% in 1Q 2024). The decrease in margin was driven by lower revenue. 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 7% per year, which means it is well ahead of earnings.Board Change • Nov 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. 4 experienced directors. 4 highly experienced directors. Independent Outside Director Masumi Sai was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Oct 29i-mobile Co.,Ltd. to Report Q1, 2025 Results on Dec 10, 2024i-mobile Co.,Ltd. announced that they will report Q1, 2025 results on Dec 10, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Sep 15Full year 2024 earnings released: EPS: JP¥42.12 (vs JP¥39.93 in FY 2023)Full year 2024 results: EPS: JP¥42.12 (up from JP¥39.93 in FY 2023). Revenue: JP¥18.7b (up 14% from FY 2023). Net income: JP¥2.42b (flat on FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Sep 12+ 3 more updatesi-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024i-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024.Buy Or Sell Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to JP¥437. 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 grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.분석 기사 • Aug 06Investors Give i-mobile Co.,Ltd. (TSE:6535) Shares A 34% Hidingi-mobile Co.,Ltd. ( TSE:6535 ) shareholders won't be pleased to see that the share price has had a very rough month...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥402, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 2.6% over the past three years.Buy Or Sell Opportunity • Aug 01Now 23% undervaluedOver the last 90 days, the stock has risen 9.3% to JP¥425. The fair value is estimated to be JP¥550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).공시 • Jul 04i-mobile Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024i-mobile Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥535, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.Reported Earnings • Jun 13Third quarter 2024 earnings released: EPS: JP¥3.31 (vs JP¥3.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.31. Revenue: JP¥2.01b (up 16% from 3Q 2023). Net income: JP¥190.0m (down 4.5% from 3Q 2023). Profit margin: 9.5% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses.공시 • May 11I-Mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 22.00 per share against JPY 13.50 per share prior guidance.분석 기사 • May 09i-mobileLtd (TSE:6535) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).공시 • Apr 05i-mobile Co.,Ltd. to Report Q3, 2024 Results on Jun 11, 2024i-mobile Co.,Ltd. announced that they will report Q3, 2024 results on Jun 11, 2024Reported Earnings • Mar 13Second quarter 2024 earnings released: EPS: JP¥10.70 (vs JP¥28.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.70 (down from JP¥28.34 in 2Q 2023). Revenue: JP¥8.41b (down 17% from 2Q 2023). Net income: JP¥1.02b (down 40% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.분석 기사 • Mar 12Market Cool On i-mobile Co.,Ltd.'s (TSE:6535) Earningsi-mobile Co.,Ltd.'s ( TSE:6535 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a strong buy right...공시 • Jan 11i-mobile Co.,Ltd. to Report Q2, 2024 Results on Mar 12, 2024i-mobile Co.,Ltd. announced that they will report Q2, 2024 results on Mar 12, 2024공시 • Dec 09i-mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 13.50 per share against JPY 40.00 per share a year ago.Reported Earnings • Dec 08First quarter 2024 earnings released: EPS: JP¥72.58 (vs JP¥6.53 in 1Q 2023)First quarter 2024 results: EPS: JP¥72.58 (up from JP¥6.53 in 1Q 2023). Revenue: JP¥5.91b (up 145% from 1Q 2023). Net income: JP¥1.39b (up 253% from 1Q 2023). Profit margin: 24% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥39.93 (vs JP¥41.67 in FY 2022)Full year 2023 results: EPS: JP¥39.93 (down from JP¥41.67 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Oct 05i-mobile Co.,Ltd. to Report Q1, 2024 Results on Dec 07, 2023i-mobile Co.,Ltd. announced that they will report Q1, 2024 results on Dec 07, 2023Reported Earnings • Sep 08Full year 2023 earnings released: EPS: JP¥120 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥120 (down from JP¥125 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.공시 • Sep 07i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023.Upcoming Dividend • Jul 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 11 October 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).공시 • Jul 01i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,000,000 shares, representing 4.97% for ¥1,300 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 4.97% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,300 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through September 30, 2023. As of May 31, 2023, the company had 20,132,346 issued shares (excluding treasury stock) and 250,050 treasury shares.Reported Earnings • Jun 09Third quarter 2023 earnings released: EPS: JP¥9.89 (vs JP¥16.63 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.89 (down from JP¥16.63 in 3Q 2022). Revenue: JP¥1.74b (down 4.8% from 3Q 2022). Net income: JP¥199.0m (down 45% from 3Q 2022). Profit margin: 12% (down from 20% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.공시 • Jun 09I-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2023i-mobile Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending July 31, 2023. For the fiscal year ending July 2023, the company expects net sales of JPY 16,000 million, operating income of JPY 3,850 million, profit attributable to owners of parent of JPY 2,705 million, and basic earnings per share of JPY 134.42.Reported Earnings • Mar 10Second quarter 2023 earnings released: EPS: JP¥85.01 (vs JP¥76.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.01 (up from JP¥76.01 in 2Q 2022). Revenue: JP¥10.1b (up 33% from 2Q 2022). Net income: JP¥1.71b (up 4.3% from 2Q 2022). Profit margin: 17% (down from 22% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services 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 36% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 28i-mobile Co.,Ltd. to Report Q2, 2023 Results on Mar 09, 2023i-mobile Co.,Ltd. announced that they will report Q2, 2023 results on Mar 09, 2023공시 • Dec 21+ 1 more updateI-Mobile Co.,Ltd. Provides Financial Guidance for the Fiscal Year Ending July 2023i-mobile Co.,Ltd. provided financial guidance for the fiscal year ending July 2023. For the fiscal year ending July 2023, the company forecasted consolidated net sales of JPY 16,000 million, operating income of JPY 3,850 million, and profit attributable to owners of parent of JPY 2,705 million. basic earnings per share of JPY 134.42.Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥29.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.58 (down from JP¥29.11 in 1Q 2022). Revenue: JP¥2.41b (down 4.7% from 1Q 2022). Net income: JP¥394.0m (down 37% from 1Q 2022). Profit margin: 16% (down from 25% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Nov 16Price target increased to JP¥1,930Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 54% above last closing price of JP¥1,252. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥139 for next year compared to JP¥125 last year.Reported Earnings • Nov 02Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • Sep 10+ 3 more updatesi-mobile Co.,Ltd. Announces Year-End Dividend for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. announced that for the fiscal year ending July 31, 2022 the year-end dividend was increased by JPY 3 to JPY 38.Reported Earnings • Sep 09Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.공시 • Jul 24i-mobile Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 07, 2022i-mobile Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 07, 2022Upcoming Dividend • Jul 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 06 October 2022. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).공시 • Jun 28+ 1 more updateI-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022i-mobile Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2022. For the year, the company expected net sales of JPY 14,270 million, operating income of JPY 3,750 million, net income attributable to owners of parent of JPY 2,504 million or JPY 116.49 per basic share.Reported Earnings • Jun 10Third quarter 2022 earnings released: EPS: JP¥16.63 (vs JP¥14.94 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.63 (up from JP¥14.94 in 3Q 2021). Revenue: JP¥1.82b (down 41% from 3Q 2021). Net income: JP¥359.0m (up 13% from 3Q 2021). Profit margin: 20% (up from 10% in 3Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Apr 27i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,500,000 shares, representing 6.95% for ¥2,000 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 6.95% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,000 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through July 25, 2022. As of March 31, 2022, the company had 21,592,346 issued shares (excluding treasury stock) and 255,850 treasury shares.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥76.01 (up from JP¥61.51 in 2Q 2021). Revenue: JP¥7.63b (down 1.4% from 2Q 2021). Net income: JP¥1.64b (up 26% from 2Q 2021). Profit margin: 22% (up from 17% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 7.0% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Dec 22i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.공시 • Sep 29i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.공시 • Sep 11i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio.i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio on September 9, 2021. i-mobile will acquire all shares in Simple App Studio and make it a subsidiary.Reported Earnings • Sep 11Full year 2021 earnings released: EPS JP¥107 (vs JP¥76.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.8b (up 20% from FY 2020). Net income: JP¥2.30b (up 33% from FY 2020). Profit margin: 13% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,381, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 40x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 49% over the past three years.Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥14.94 (vs JP¥18.63 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥3.09b (up 2.8% from 3Q 2020). Net income: JP¥318.0m (down 22% from 3Q 2020). Profit margin: 10% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,666, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 60% over the past three years.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,510, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 33% over the past three years.Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥61.51 (vs JP¥39.86 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥7.74b (up 37% from 2Q 2020). Net income: JP¥1.31b (up 44% from 2Q 2020). Profit margin: 17% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Jan 29i-mobile Co.,Ltd. to Report Q2, 2021 Results on Mar 11, 2021i-mobile Co.,Ltd. announced that they will report Q2, 2021 results on Mar 11, 2021Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,360, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 43x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 8.8%.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,225, the stock is trading at a trailing P/E ratio of 14.1x, down from the previous P/E ratio of 17x. This compares to an average P/E of 45x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 1.8%.Reported Earnings • Dec 11First quarter 2021 earnings released: EPS JP¥17.96The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥3.37b (flat on 1Q 2020). Net income: JP¥391.0m (up 88% from 1Q 2020). Profit margin: 12% (up from 6.2% in 1Q 2020). The increase in margin was primarily driven by lower expenses. 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.Analyst Estimate Surprise Post Earnings • Dec 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Over the next year, revenue is forecast to stay flat compared to a 16% growth forecast for the Interactive Media and Services industry in Japan.Price Target Changed • Dec 01Price target raised to JP¥1,480Up from JP¥970, the current price target is provided by 1 analyst. The new target price is 15% above the current share price of JP¥1,288. As of last close, the stock is up 79% over the past year.공시 • Oct 10i-mobile Co.,Ltd. to Report Q1, 2021 Results on Dec 10, 2020i-mobile Co.,Ltd. announced that they will report Q1, 2021 results on Dec 10, 2020공시 • Aug 03i-mobile Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 10, 2020i-mobile Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 10, 2020예정된 배당 지급오늘May 23 2026배당락일Jul 30 2026배당 지급일Oct 06 202668 days (배당락일 기준)다음 배당금을 받으려면 앞으로 67 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 6535 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 6535 의 배당금 지급이 증가했지만 회사는 6 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장i-mobileLtd 배당 수익률 vs 시장6535의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (6535)5.5%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (Interactive Media and Services)2.5%분석가 예측 (6535) (최대 3년)n/a주목할만한 배당금: 6535 의 배당금( 5.51% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.72% )보다 높습니다.고배당: 6535 의 배당금( 5.51% )은 JP 시장( 3.74% )주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 60.8% )을 통해 6535 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 30.9% )로 6535 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:30종가2026/05/22 00:00수익2026/01/31연간 수익2025/07/31데이터 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 소스i-mobile Co.,Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Taro IshiharaDaiwa Securities Co. Ltd.Yukari HousuiTokai Tokyo Intelligence Laboratory Co., Ltd.
Declared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 26i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of i-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be paying its dividend of ¥26.00 on the 8th of...
Upcoming Dividend • Jul 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.5%).
분석 기사 • Jul 12i-mobileLtd's (TSE:6535) Upcoming Dividend Will Be Larger Than Last Year'si-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...
분석 기사 • Jun 28i-mobileLtd (TSE:6535) Is Paying Out A Larger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jun 27Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 26% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Mar 14Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th July 2026 Payment date: 6th October 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥35.41 (vs JP¥31.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥35.41 (up from JP¥31.87 in 2Q 2025). Revenue: JP¥6.68b (down 44% from 2Q 2025). Net income: JP¥1.99b (up 7.9% from 2Q 2025). Profit margin: 30% (up from 15% in 2Q 2025). The increase in margin was driven by lower expenses. 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 7% per year, which means it is well ahead of earnings.
공시 • Dec 27i-mobile Co.,Ltd. to Report Q2, 2026 Results on Mar 12, 2026i-mobile Co.,Ltd. announced that they will report Q2, 2026 results on Mar 12, 2026
Reported Earnings • Dec 12First quarter 2026 earnings released: EPS: JP¥0.75 (vs JP¥12.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.75 (down from JP¥12.49 in 1Q 2025). Revenue: JP¥10.1b (up 130% from 1Q 2025). Net income: JP¥42.0m (down 94% from 1Q 2025). Profit margin: 0.4% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 17i-mobile Co.,Ltd. to Report Q1, 2026 Results on Dec 11, 2025i-mobile Co.,Ltd. announced that they will report Q1, 2026 results on Dec 11, 2025
Reported Earnings • Sep 13Full year 2025 earnings released: EPS: JP¥51.40 (vs JP¥42.12 in FY 2024)Full year 2025 results: EPS: JP¥51.40 (up from JP¥42.12 in FY 2024). Revenue: JP¥21.5b (up 15% from FY 2024). Net income: JP¥2.96b (up 22% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Sep 11i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025i-mobile Co.,Ltd., Annual General Meeting, Oct 24, 2025.
분석 기사 • Jul 26i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of i-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be paying its dividend of ¥26.00 on the 8th of...
Upcoming Dividend • Jul 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.5%).
분석 기사 • Jul 12i-mobileLtd's (TSE:6535) Upcoming Dividend Will Be Larger Than Last Year'si-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...
공시 • Jul 02i-mobile Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 11, 2025i-mobile Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 11, 2025
분석 기사 • Jun 28i-mobileLtd (TSE:6535) Is Paying Out A Larger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jun 27Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th July 2025 Payment date: 8th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 26% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Jun 11i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,800,000 shares, representing 3.11% for ¥1,200 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,800,000 shares, representing 3.11% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,200 million. The purpose of the program is acquire and cancel its own shares with the aim of further enhancing capital efficiency and increasing shareholder value, while preserving an appropriate level of shareholder equity necessary to sustain its business foundation and achieve sustainable growth. The program will continue through July 31, 2025. As of January 31, 2025, the company had 57,814,788 issued shares (excluding treasury stock) and 332,400 treasury shares.
공시 • Apr 01i-mobile Co.,Ltd. to Report Q3, 2025 Results on Jun 11, 2025i-mobile Co.,Ltd. announced that they will report Q3, 2025 results on Jun 11, 2025
공시 • Mar 28i-mobile Co.,Ltd. Announces Company Split (Simplified Absorption-Type Company Split) with Subsidiary Furunavi Energy, Inci-mobile Co. Ltd. announced that at the meeting of its Board of Directors held on March 27, 2025, it resolved to transfer its electricity retailing business to Furunavi Energy Inc. ("Furunavi Energy"), a wholly-owned subsidiary will be established on April 1, 2025, through a company split, with an effective date of June 1, 2025 (scheduled). As this company split is a simplified absorption-type company split to which the Company and its wholly- owned subsidiary are parties, certain matters and details for disclosure have been partially omitted. The i-mobile Group (the "Group") operates two business segments--Consumer Service and Online Advertising--under its corporate vision of "Creating a Business for the Future," providing services that "Enhance User Experience with Internet Marketing." This absorption-type company split is being conducted in order to promptly advance business by spinning off the Company's electricity retailing business after April of this year. Outline of the Company Split:) Schedule for the Company Split Date of Board Resolution: March 27, 2025 Date of establishment of the: April 1, 2025 subsidiary Date of execution of the absorption- April 1, 2025 type company split agreement Effective date of the Absorption-type: June 1, 2025 (scheduled). Company Split Method of the Company Split: The Absorption-type Company Split will be implemented as a simplified absorption-type company split, with i-mobile as the splitting company and Furunavi Energy as the succeeding company. The Absorption-type Company Split is expected to have a minimal impact on the Company's consolidated financial results for the fiscal year ending July 2025.
분석 기사 • Mar 21Earnings Troubles May Signal Larger Issues for i-mobileLtd (TSE:6535) ShareholdersDespite i-mobile Co.,Ltd.'s ( TSE:6535 ) recent earnings report having lackluster headline numbers, the market...
분석 기사 • Mar 15i-mobileLtd's (TSE:6535) Shareholders Will Receive A Bigger Dividend Than Last Yeari-mobile Co.,Ltd. ( TSE:6535 ) will increase its dividend from last year's comparable payment on the 8th of October to...
Reported Earnings • Mar 14Second quarter 2025 earnings released: EPS: JP¥31.87 (vs JP¥10.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.87 (up from JP¥10.70 in 2Q 2024). Revenue: JP¥12.0b (up 42% from 2Q 2024). Net income: JP¥1.84b (up 80% from 2Q 2024). Profit margin: 15% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Jan 03i-mobile Co.,Ltd. to Report Q2, 2025 Results on Mar 13, 2025i-mobile Co.,Ltd. announced that they will report Q2, 2025 results on Mar 13, 2025
Reported Earnings • Dec 12First quarter 2025 earnings released: EPS: JP¥12.49 (vs JP¥72.58 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.49 (down from JP¥72.58 in 1Q 2024). Revenue: JP¥4.42b (down 25% from 1Q 2024). Net income: JP¥720.0m (down 48% from 1Q 2024). Profit margin: 16% (down from 24% in 1Q 2024). The decrease in margin was driven by lower revenue. 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 7% per year, which means it is well ahead of earnings.
Board Change • Nov 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. 4 experienced directors. 4 highly experienced directors. Independent Outside Director Masumi Sai was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Oct 29i-mobile Co.,Ltd. to Report Q1, 2025 Results on Dec 10, 2024i-mobile Co.,Ltd. announced that they will report Q1, 2025 results on Dec 10, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Sep 15Full year 2024 earnings released: EPS: JP¥42.12 (vs JP¥39.93 in FY 2023)Full year 2024 results: EPS: JP¥42.12 (up from JP¥39.93 in FY 2023). Revenue: JP¥18.7b (up 14% from FY 2023). Net income: JP¥2.42b (flat on FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Sep 12+ 3 more updatesi-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024i-mobile Co.,Ltd., Annual General Meeting, Oct 25, 2024.
Buy Or Sell Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to JP¥437. 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 grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.
분석 기사 • Aug 06Investors Give i-mobile Co.,Ltd. (TSE:6535) Shares A 34% Hidingi-mobile Co.,Ltd. ( TSE:6535 ) shareholders won't be pleased to see that the share price has had a very rough month...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥402, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 2.6% over the past three years.
Buy Or Sell Opportunity • Aug 01Now 23% undervaluedOver the last 90 days, the stock has risen 9.3% to JP¥425. The fair value is estimated to be JP¥550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 11%.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
공시 • Jul 04i-mobile Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024i-mobile Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥535, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Jun 13Third quarter 2024 earnings released: EPS: JP¥3.31 (vs JP¥3.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥3.31. Revenue: JP¥2.01b (up 16% from 3Q 2023). Net income: JP¥190.0m (down 4.5% from 3Q 2023). Profit margin: 9.5% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses.
공시 • May 11I-Mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 22.00 per share against JPY 13.50 per share prior guidance.
분석 기사 • May 09i-mobileLtd (TSE:6535) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).
공시 • Apr 05i-mobile Co.,Ltd. to Report Q3, 2024 Results on Jun 11, 2024i-mobile Co.,Ltd. announced that they will report Q3, 2024 results on Jun 11, 2024
Reported Earnings • Mar 13Second quarter 2024 earnings released: EPS: JP¥10.70 (vs JP¥28.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.70 (down from JP¥28.34 in 2Q 2023). Revenue: JP¥8.41b (down 17% from 2Q 2023). Net income: JP¥1.02b (down 40% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 12Market Cool On i-mobile Co.,Ltd.'s (TSE:6535) Earningsi-mobile Co.,Ltd.'s ( TSE:6535 ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a strong buy right...
공시 • Jan 11i-mobile Co.,Ltd. to Report Q2, 2024 Results on Mar 12, 2024i-mobile Co.,Ltd. announced that they will report Q2, 2024 results on Mar 12, 2024
공시 • Dec 09i-mobile Co., Ltd. Proposes Dividend Guidance for the Fiscal Year Ending July 31, 2024i-mobile Co.,Ltd. proposed dividend guidance for the fiscal year ending July 31, 2024. For the fiscal year, the company expects to pay dividend of JPY 13.50 per share against JPY 40.00 per share a year ago.
Reported Earnings • Dec 08First quarter 2024 earnings released: EPS: JP¥72.58 (vs JP¥6.53 in 1Q 2023)First quarter 2024 results: EPS: JP¥72.58 (up from JP¥6.53 in 1Q 2023). Revenue: JP¥5.91b (up 145% from 1Q 2023). Net income: JP¥1.39b (up 253% from 1Q 2023). Profit margin: 24% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥39.93 (vs JP¥41.67 in FY 2022)Full year 2023 results: EPS: JP¥39.93 (down from JP¥41.67 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Oct 05i-mobile Co.,Ltd. to Report Q1, 2024 Results on Dec 07, 2023i-mobile Co.,Ltd. announced that they will report Q1, 2024 results on Dec 07, 2023
Reported Earnings • Sep 08Full year 2023 earnings released: EPS: JP¥120 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥120 (down from JP¥125 in FY 2022). Revenue: JP¥16.4b (up 18% from FY 2022). Net income: JP¥2.40b (down 10% from FY 2022). Profit margin: 15% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
공시 • Sep 07i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023i-mobile Co.,Ltd., Annual General Meeting, Oct 26, 2023.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 11 October 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
공시 • Jul 01i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,000,000 shares, representing 4.97% for ¥1,300 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 4.97% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,300 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through September 30, 2023. As of May 31, 2023, the company had 20,132,346 issued shares (excluding treasury stock) and 250,050 treasury shares.
Reported Earnings • Jun 09Third quarter 2023 earnings released: EPS: JP¥9.89 (vs JP¥16.63 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.89 (down from JP¥16.63 in 3Q 2022). Revenue: JP¥1.74b (down 4.8% from 3Q 2022). Net income: JP¥199.0m (down 45% from 3Q 2022). Profit margin: 12% (down from 20% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.
공시 • Jun 09I-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2023i-mobile Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending July 31, 2023. For the fiscal year ending July 2023, the company expects net sales of JPY 16,000 million, operating income of JPY 3,850 million, profit attributable to owners of parent of JPY 2,705 million, and basic earnings per share of JPY 134.42.
Reported Earnings • Mar 10Second quarter 2023 earnings released: EPS: JP¥85.01 (vs JP¥76.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.01 (up from JP¥76.01 in 2Q 2022). Revenue: JP¥10.1b (up 33% from 2Q 2022). Net income: JP¥1.71b (up 4.3% from 2Q 2022). Profit margin: 17% (down from 22% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services 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 36% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 28i-mobile Co.,Ltd. to Report Q2, 2023 Results on Mar 09, 2023i-mobile Co.,Ltd. announced that they will report Q2, 2023 results on Mar 09, 2023
공시 • Dec 21+ 1 more updateI-Mobile Co.,Ltd. Provides Financial Guidance for the Fiscal Year Ending July 2023i-mobile Co.,Ltd. provided financial guidance for the fiscal year ending July 2023. For the fiscal year ending July 2023, the company forecasted consolidated net sales of JPY 16,000 million, operating income of JPY 3,850 million, and profit attributable to owners of parent of JPY 2,705 million. basic earnings per share of JPY 134.42.
Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥29.11 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.58 (down from JP¥29.11 in 1Q 2022). Revenue: JP¥2.41b (down 4.7% from 1Q 2022). Net income: JP¥394.0m (down 37% from 1Q 2022). Profit margin: 16% (down from 25% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Nov 16Price target increased to JP¥1,930Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 54% above last closing price of JP¥1,252. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥139 for next year compared to JP¥125 last year.
Reported Earnings • Nov 02Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • Sep 10+ 3 more updatesi-mobile Co.,Ltd. Announces Year-End Dividend for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. announced that for the fiscal year ending July 31, 2022 the year-end dividend was increased by JPY 3 to JPY 38.
Reported Earnings • Sep 09Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: JP¥125 (up from JP¥107 in FY 2021). Revenue: JP¥13.9b (down 22% from FY 2021). Net income: JP¥2.68b (up 17% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
공시 • Jul 24i-mobile Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 07, 2022i-mobile Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 07, 2022
Upcoming Dividend • Jul 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 06 October 2022. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
공시 • Jun 28+ 1 more updateI-Mobile Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2022i-mobile Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2022. For the year, the company expected net sales of JPY 14,270 million, operating income of JPY 3,750 million, net income attributable to owners of parent of JPY 2,504 million or JPY 116.49 per basic share.
Reported Earnings • Jun 10Third quarter 2022 earnings released: EPS: JP¥16.63 (vs JP¥14.94 in 3Q 2021)Third quarter 2022 results: EPS: JP¥16.63 (up from JP¥14.94 in 3Q 2021). Revenue: JP¥1.82b (down 41% from 3Q 2021). Net income: JP¥359.0m (up 13% from 3Q 2021). Profit margin: 20% (up from 10% in 3Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Apr 27i-mobile Co.,Ltd. (TSE:6535) announces an Equity Buyback for 1,500,000 shares, representing 6.95% for ¥2,000 million.i-mobile Co.,Ltd. (TSE:6535) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 6.95% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,000 million. The purpose of the program is increase shareholder value by improving capital efficiency and enhancing shareholder returns. The program will continue through July 25, 2022. As of March 31, 2022, the company had 21,592,346 issued shares (excluding treasury stock) and 255,850 treasury shares.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board of Directors Toshihiko Tanaka was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥76.01 (up from JP¥61.51 in 2Q 2021). Revenue: JP¥7.63b (down 1.4% from 2Q 2021). Net income: JP¥1.64b (up 26% from 2Q 2021). Profit margin: 22% (up from 17% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 7.0% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Dec 22i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.
공시 • Sep 29i-mobile Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending July 31, 2022i-mobile Co.,Ltd. provided earnings guidance for the fiscal year ending July 31, 2022. For the year, the company expects net sales of JPY 14,270 million, Operating profit was JPY 3,750 million, Profit attributable to owners of parent was JPY 2,504 million, and Basic earnings per share was JPY 116.49.
공시 • Sep 11i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio.i-mobile Co.,Ltd. (TSE:6535) agreed to acquire Simple App Studio on September 9, 2021. i-mobile will acquire all shares in Simple App Studio and make it a subsidiary.
Reported Earnings • Sep 11Full year 2021 earnings released: EPS JP¥107 (vs JP¥76.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.8b (up 20% from FY 2020). Net income: JP¥2.30b (up 33% from FY 2020). Profit margin: 13% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,381, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 40x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥14.94 (vs JP¥18.63 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥3.09b (up 2.8% from 3Q 2020). Net income: JP¥318.0m (down 22% from 3Q 2020). Profit margin: 10% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥1,666, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 60% over the past three years.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,510, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 35x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥61.51 (vs JP¥39.86 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥7.74b (up 37% from 2Q 2020). Net income: JP¥1.31b (up 44% from 2Q 2020). Profit margin: 17% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Jan 29i-mobile Co.,Ltd. to Report Q2, 2021 Results on Mar 11, 2021i-mobile Co.,Ltd. announced that they will report Q2, 2021 results on Mar 11, 2021
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,360, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 43x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 8.8%.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,225, the stock is trading at a trailing P/E ratio of 14.1x, down from the previous P/E ratio of 17x. This compares to an average P/E of 45x in the Interactive Media and Services industry in Japan. Total returns to shareholders over the past three years are 1.8%.
Reported Earnings • Dec 11First quarter 2021 earnings released: EPS JP¥17.96The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥3.37b (flat on 1Q 2020). Net income: JP¥391.0m (up 88% from 1Q 2020). Profit margin: 12% (up from 6.2% in 1Q 2020). The increase in margin was primarily driven by lower expenses. 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.
Analyst Estimate Surprise Post Earnings • Dec 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Over the next year, revenue is forecast to stay flat compared to a 16% growth forecast for the Interactive Media and Services industry in Japan.
Price Target Changed • Dec 01Price target raised to JP¥1,480Up from JP¥970, the current price target is provided by 1 analyst. The new target price is 15% above the current share price of JP¥1,288. As of last close, the stock is up 79% over the past year.
공시 • Oct 10i-mobile Co.,Ltd. to Report Q1, 2021 Results on Dec 10, 2020i-mobile Co.,Ltd. announced that they will report Q1, 2021 results on Dec 10, 2020
공시 • Aug 03i-mobile Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 10, 2020i-mobile Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 10, 2020