공고 • Jun 30
halmek holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026 halmek holdings Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026 Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥95.39 (vs JP¥57.02 in FY 2025) Full year 2026 results: EPS: JP¥95.39 (up from JP¥57.02 in FY 2025). Revenue: JP¥33.8b (flat on FY 2025). Net income: JP¥1.05b (up 69% from FY 2025). Profit margin: 3.1% (up from 1.8% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. 공고 • May 15
halmek holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026 halmek holdings Co.,Ltd., Annual General Meeting, Jun 24, 2026. 공고 • May 10
halmek holdings Co.,Ltd. to Report Fiscal Year 2026 Results on May 15, 2026 halmek holdings Co.,Ltd. announced that they will report fiscal year 2026 results on May 15, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%). Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥78.37 (vs JP¥52.48 in 3Q 2025) Third quarter 2026 results: EPS: JP¥78.37 (up from JP¥52.48 in 3Q 2025). Revenue: JP¥10.7b (flat on 3Q 2025). Net income: JP¥864.0m (up 51% from 3Q 2025). Profit margin: 8.1% (up from 5.4% in 3Q 2025). Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: JP¥2.82 (vs JP¥12.83 loss in 2Q 2025) Second quarter 2026 results: EPS: JP¥2.82 (up from JP¥12.83 loss in 2Q 2025). Revenue: JP¥7.40b (down 2.6% from 2Q 2025). Net income: JP¥31.0m (up JP¥171.0m from 2Q 2025). Profit margin: 0.4% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Board Change • Nov 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Outside Independent Director Yukiko Ohmura was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공고 • Oct 11
halmek holdings Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025 halmek holdings Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025 New Risk • Aug 16
New major risk - Revenue and earnings growth Earnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 27% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥12.7b market cap, or US$86.2m). Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: JP¥36.82 (vs JP¥37.53 in 1Q 2025) First quarter 2026 results: EPS: JP¥36.82 (down from JP¥37.53 in 1Q 2025). Revenue: JP¥9.38b (flat on 1Q 2025). Net income: JP¥405.0m (down 1.0% from 1Q 2025). Profit margin: 4.3% (down from 4.4% in 1Q 2025). 공고 • May 31
halmek holdings Co.,Ltd. to Report Q1, 2026 Results on Jul 31, 2025 halmek holdings Co.,Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025 Reported Earnings • May 21
Full year 2025 earnings released: EPS: JP¥57.02 (vs JP¥43.98 in FY 2024) Full year 2025 results: EPS: JP¥57.02 (up from JP¥43.98 in FY 2024). Revenue: JP¥33.9b (up 8.0% from FY 2024). Net income: JP¥623.0m (up 31% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. 공고 • May 15
halmek holdings Co.,Ltd., Annual General Meeting, Jun 26, 2025 halmek holdings Co.,Ltd., Annual General Meeting, Jun 26, 2025. 공고 • Mar 04
halmek holdings Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 halmek holdings Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥52.48 (vs JP¥57.67 in 3Q 2024) Third quarter 2025 results: EPS: JP¥52.48 (down from JP¥57.67 in 3Q 2024). Revenue: JP¥10.7b (up 5.6% from 3Q 2024). Net income: JP¥574.0m (down 8.5% from 3Q 2024). Profit margin: 5.4% (down from 6.2% in 3Q 2024). 공고 • Nov 30
halmek holdings Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025 halmek holdings Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 공고 • Aug 27
halmek holdings Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024 halmek holdings Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 19
First quarter 2025 earnings released: EPS: JP¥37.53 (vs JP¥11.93 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥37.53 (up from JP¥11.93 loss in 1Q 2024). Revenue: JP¥9.32b (up 62% from 1Q 2024). Net income: JP¥409.0m (up JP¥507.0m from 1Q 2024). Profit margin: 4.4% (up from net loss in 1Q 2024). New Risk • Jul 07
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (JP¥10.3b market cap, or US$63.9m). 공고 • Jun 26
halmek holdings Co.,Ltd. to Report Q1, 2025 Results on Aug 14, 2024 halmek holdings Co.,Ltd. announced that they will report Q1, 2025 results on Aug 14, 2024 Reported Earnings • May 21
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: JP¥43.98 (down from JP¥155 in FY 2023). Revenue: JP¥31.4b (up 9.3% from FY 2023). Net income: JP¥476.0m (down 62% from FY 2023). Profit margin: 1.5% (down from 4.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Media industry in Japan. Board Change • Mar 31
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Yukiko Ohmura was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공고 • Mar 13
halmek holdings Co.,Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 halmek holdings Co.,Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 New Risk • Feb 16
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% 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 (8.6% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Market cap is less than US$100m (JP¥10.6b market cap, or US$71.0m). Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥978, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Media industry in Japan. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,224, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Media industry in Japan. 공고 • Dec 14
halmek holdings Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024 halmek holdings Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024 New Risk • Nov 14
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$99.5m). Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥1,389, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Media industry in Japan. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥1,550, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Media industry in Japan. 공고 • Sep 23
halmek holdings Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023 halmek holdings Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023 공고 • Jun 11
halmek holdings Co.,Ltd. to Report Q1, 2024 Results on Aug 14, 2023 halmek holdings Co.,Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023 Valuation Update With 7 Day Price Move • May 16
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥1,902, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Media industry in Japan. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥2,157, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Japan.