View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMEDIASEEKinc 배당 및 자사주 매입배당 기준 점검 0/6MEDIASEEKinc 은(는) 현재 수익률이 0.74% 인 배당금 지급 회사입니다.핵심 정보0.7%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향18%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jun 20Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 21 October 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 25 October 2022. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).모든 업데이트 보기Recent updatesReported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥13.00 (vs JP¥6.16 in FY 2023)Full year 2024 results: EPS: JP¥13.00 (up from JP¥6.16 in FY 2023). Revenue: JP¥941.3m (up 8.2% from FY 2023). Net income: JP¥126.7m (up 111% from FY 2023). Profit margin: 14% (up from 6.9% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 14Full year 2024 earnings released: EPS: JP¥13.00 (vs JP¥6.16 in FY 2023)Full year 2024 results: EPS: JP¥13.00 (up from JP¥6.16 in FY 2023). Revenue: JP¥941.3m (up 8.2% from FY 2023). Net income: JP¥126.7m (up 111% from FY 2023). Profit margin: 14% (up from 6.9% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.공시 • Aug 09MEDIASEEK,inc., Annual General Meeting, Sep 26, 2024MEDIASEEK,inc., Annual General Meeting, Sep 26, 2024.New Risk • Aug 05New 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 8.1% 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 (8.1% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.25b market cap, or US$15.8m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥231, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 59% over the past three years.공시 • Jul 25MEDIASEEK,inc. to Report Fiscal Year 2024 Results on Aug 09, 2024MEDIASEEK,inc. announced that they will report fiscal year 2024 results on Aug 09, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).New Risk • Jun 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 138% 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. Market cap is less than US$100m (JP¥3.31b market cap, or US$21.1m).Reported Earnings • Jun 17Third quarter 2024 earnings released: EPS: JP¥8.52 (vs JP¥1.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.52 (up from JP¥1.13 in 3Q 2023). Revenue: JP¥233.0m (up 7.4% from 3Q 2023). Net income: JP¥83.0m (up JP¥72.0m from 3Q 2023). Profit margin: 36% (up from 5.1% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.공시 • May 31MEDIASEEK,inc. to Report Q3, 2024 Results on Jun 12, 2024MEDIASEEK,inc. announced that they will report Q3, 2024 results on Jun 12, 2024Reported Earnings • Mar 12Second quarter 2024 earnings released: EPS: JP¥1.33 (vs JP¥1.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.33 (up from JP¥1.23 in 2Q 2023). Revenue: JP¥239.0m (up 9.1% from 2Q 2023). Net income: JP¥13.0m (up 8.3% from 2Q 2023). Profit margin: 5.4% (down from 5.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.공시 • Feb 23MEDIASEEK,inc. to Report Q2, 2024 Results on Mar 11, 2024MEDIASEEK,inc. announced that they will report Q2, 2024 results on Mar 11, 2024Reported Earnings • Dec 14First quarter 2024 earnings released: EPS: JP¥2.77 (vs JP¥1.44 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.77 (up from JP¥1.44 in 1Q 2023). Revenue: JP¥240.0m (up 19% from 1Q 2023). Net income: JP¥27.0m (up 93% from 1Q 2023). Profit margin: 11% (up from 6.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.공시 • Nov 30MEDIASEEK,inc. to Report Q1, 2024 Results on Dec 11, 2023MEDIASEEK,inc. announced that they will report Q1, 2024 results on Dec 11, 2023공시 • Sep 13MEDIASEEK,inc., Annual General Meeting, Oct 25, 2023MEDIASEEK,inc., Annual General Meeting, Oct 25, 2023.Reported Earnings • Sep 13Full year 2023 earnings released: EPS: JP¥6.16 (vs JP¥5.65 in FY 2022)Full year 2023 results: EPS: JP¥6.16 (up from JP¥5.65 in FY 2022). Revenue: JP¥870.0m (down 1.9% from FY 2022). Net income: JP¥60.0m (up 9.1% from FY 2022). Profit margin: 6.9% (up from 6.2% in FY 2022). The increase in margin was driven by lower expenses. 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 17% per year.공시 • Aug 16MEDIASEEK,inc. to Report Fiscal Year 2023 Results on Sep 11, 2023MEDIASEEK,inc. announced that they will report fiscal year 2023 results on Sep 11, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 21 October 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).Reported Earnings • Jun 12Third quarter 2023 earnings released: EPS: JP¥1.13 (vs JP¥2.05 in 3Q 2022)Third quarter 2023 results: EPS: JP¥1.13 (down from JP¥2.05 in 3Q 2022). Revenue: JP¥217.0m (down 14% from 3Q 2022). Net income: JP¥11.0m (down 45% from 3Q 2022). Profit margin: 5.1% (down from 7.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공시 • May 27MEDIASEEK,inc. to Report Q3, 2023 Results on Jun 09, 2023MEDIASEEK,inc. announced that they will report Q3, 2023 results on Jun 09, 2023Reported Earnings • Mar 11Second quarter 2023 earnings released: EPS: JP¥1.23 (vs JP¥3.28 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.23 (down from JP¥3.28 in 2Q 2022). Revenue: JP¥219.0m (up 3.3% from 2Q 2022). Net income: JP¥12.0m (down 63% from 2Q 2022). Profit margin: 5.5% (down from 15% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 09First quarter 2023 earnings released: EPS: JP¥1.44 (vs JP¥4.21 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.44 (down from JP¥4.21 in 1Q 2022). Revenue: JP¥202.0m (down 15% from 1Q 2022). Net income: JP¥14.0m (down 66% from 1Q 2022). Profit margin: 6.9% (down from 17% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Tomohiko Shimizu was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 12Full year 2022 earnings released: EPS: JP¥5.65 (vs JP¥48.85 in FY 2021)Full year 2022 results: EPS: JP¥5.65 (down from JP¥48.85 in FY 2021). Revenue: JP¥887.0m (down 50% from FY 2021). Net income: JP¥55.0m (down 88% from FY 2021). Profit margin: 6.2% (down from 27% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥410, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 39% over the past three years.Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 25 October 2022. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Reported Earnings • Jun 08Third quarter 2022 earnings released: EPS: JP¥2.05 (vs JP¥4.31 in 3Q 2021)Third quarter 2022 results: EPS: JP¥2.05 (down from JP¥4.31 in 3Q 2021). Revenue: JP¥252.0m (up 12% from 3Q 2021). Net income: JP¥20.0m (down 52% from 3Q 2021). Profit margin: 7.9% (down from 19% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Tomohiko Shimizu was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 13Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥3.28 (down from JP¥4.72 in 2Q 2021). Revenue: JP¥212.0m (down 69% from 2Q 2021). Net income: JP¥32.0m (down 30% from 2Q 2021). Profit margin: 15% (up from 6.8% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 08First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥4.21 (up from JP¥3.28 in 1Q 2021). Revenue: JP¥237.0m (down 63% from 1Q 2021). Net income: JP¥41.0m (up 28% from 1Q 2021). Profit margin: 17% (up from 5.1% in 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 16Full year 2021 earnings released: EPS JP¥48.85 (vs JP¥3.59 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥1.78b (down 23% from FY 2020). Net income: JP¥476.0m (up JP¥441.0m from FY 2020). Profit margin: 27% (up from 1.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 08Third quarter 2021 earnings released: EPS JP¥4.31 (vs JP¥4.11 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¥226.0m (down 62% from 3Q 2020). Net income: JP¥42.0m (up 5.0% from 3Q 2020). Profit margin: 19% (up from 6.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 10Second quarter 2021 earnings released: EPS JP¥4.72 (vs JP¥0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥673.0m (up 16% from 2Q 2020). Net income: JP¥46.0m (up JP¥47.0m from 2Q 2020). Profit margin: 6.8% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 22New 90-day high: JP¥739The company is up 23% from its price of JP¥601 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 8.0% over the same period.Is New 90 Day High Low • Jan 14New 90-day high: JP¥731The company is up 11% from its price of JP¥661 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 2.0% over the same period.Reported Earnings • Dec 17First quarter 2021 earnings released: EPS JP¥3.28The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥632.0m (up 22% from 1Q 2020). Net income: JP¥32.0m (up 256% from 1Q 2020). Profit margin: 5.1% (up from 1.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Dec 09First quarter 2021 earnings released: EPS JP¥3.28The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥632.0m (up 22% from 1Q 2020). Net income: JP¥32.0m (up 256% from 1Q 2020). Profit margin: 5.1% (up from 1.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공시 • Sep 13MEDIASEEK,inc. to Report Fiscal Year 2020 Results on Sep 14, 2020MEDIASEEK,inc. announced that they will report fiscal year 2020 results on Sep 14, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 4824 JP 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: 4824 JP 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장MEDIASEEKinc 배당 수익률 vs 시장4824의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (4824)0.7%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (IT)1.9%분석가 예측 (4824) (최대 3년)n/a주목할만한 배당금: 4824 의 배당금( 0.74% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.74% )와 비교해 주목할 만하지 않습니다.고배당: 4824 의 배당금( 0.74% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.75% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 4824 JP 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 4824 JP 시장에서 주목할만한 배당금을 지급하지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/11/03 08:19종가2024/11/01 00:00수익2024/06/30연간 수익2024/06/30데이터 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 소스MEDIASEEK,inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michihiro AshiyaMizuho Securities Co., Ltd.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 21 October 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 25 October 2022. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥13.00 (vs JP¥6.16 in FY 2023)Full year 2024 results: EPS: JP¥13.00 (up from JP¥6.16 in FY 2023). Revenue: JP¥941.3m (up 8.2% from FY 2023). Net income: JP¥126.7m (up 111% from FY 2023). Profit margin: 14% (up from 6.9% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: JP¥13.00 (vs JP¥6.16 in FY 2023)Full year 2024 results: EPS: JP¥13.00 (up from JP¥6.16 in FY 2023). Revenue: JP¥941.3m (up 8.2% from FY 2023). Net income: JP¥126.7m (up 111% from FY 2023). Profit margin: 14% (up from 6.9% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
공시 • Aug 09MEDIASEEK,inc., Annual General Meeting, Sep 26, 2024MEDIASEEK,inc., Annual General Meeting, Sep 26, 2024.
New Risk • Aug 05New 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 8.1% 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 (8.1% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.25b market cap, or US$15.8m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥231, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 59% over the past three years.
공시 • Jul 25MEDIASEEK,inc. to Report Fiscal Year 2024 Results on Aug 09, 2024MEDIASEEK,inc. announced that they will report fiscal year 2024 results on Aug 09, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
New Risk • Jun 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 138% 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. Market cap is less than US$100m (JP¥3.31b market cap, or US$21.1m).
Reported Earnings • Jun 17Third quarter 2024 earnings released: EPS: JP¥8.52 (vs JP¥1.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.52 (up from JP¥1.13 in 3Q 2023). Revenue: JP¥233.0m (up 7.4% from 3Q 2023). Net income: JP¥83.0m (up JP¥72.0m from 3Q 2023). Profit margin: 36% (up from 5.1% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
공시 • May 31MEDIASEEK,inc. to Report Q3, 2024 Results on Jun 12, 2024MEDIASEEK,inc. announced that they will report Q3, 2024 results on Jun 12, 2024
Reported Earnings • Mar 12Second quarter 2024 earnings released: EPS: JP¥1.33 (vs JP¥1.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.33 (up from JP¥1.23 in 2Q 2023). Revenue: JP¥239.0m (up 9.1% from 2Q 2023). Net income: JP¥13.0m (up 8.3% from 2Q 2023). Profit margin: 5.4% (down from 5.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
공시 • Feb 23MEDIASEEK,inc. to Report Q2, 2024 Results on Mar 11, 2024MEDIASEEK,inc. announced that they will report Q2, 2024 results on Mar 11, 2024
Reported Earnings • Dec 14First quarter 2024 earnings released: EPS: JP¥2.77 (vs JP¥1.44 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.77 (up from JP¥1.44 in 1Q 2023). Revenue: JP¥240.0m (up 19% from 1Q 2023). Net income: JP¥27.0m (up 93% from 1Q 2023). Profit margin: 11% (up from 6.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
공시 • Nov 30MEDIASEEK,inc. to Report Q1, 2024 Results on Dec 11, 2023MEDIASEEK,inc. announced that they will report Q1, 2024 results on Dec 11, 2023
공시 • Sep 13MEDIASEEK,inc., Annual General Meeting, Oct 25, 2023MEDIASEEK,inc., Annual General Meeting, Oct 25, 2023.
Reported Earnings • Sep 13Full year 2023 earnings released: EPS: JP¥6.16 (vs JP¥5.65 in FY 2022)Full year 2023 results: EPS: JP¥6.16 (up from JP¥5.65 in FY 2022). Revenue: JP¥870.0m (down 1.9% from FY 2022). Net income: JP¥60.0m (up 9.1% from FY 2022). Profit margin: 6.9% (up from 6.2% in FY 2022). The increase in margin was driven by lower expenses. 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 17% per year.
공시 • Aug 16MEDIASEEK,inc. to Report Fiscal Year 2023 Results on Sep 11, 2023MEDIASEEK,inc. announced that they will report fiscal year 2023 results on Sep 11, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 21 October 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%).
Reported Earnings • Jun 12Third quarter 2023 earnings released: EPS: JP¥1.13 (vs JP¥2.05 in 3Q 2022)Third quarter 2023 results: EPS: JP¥1.13 (down from JP¥2.05 in 3Q 2022). Revenue: JP¥217.0m (down 14% from 3Q 2022). Net income: JP¥11.0m (down 45% from 3Q 2022). Profit margin: 5.1% (down from 7.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공시 • May 27MEDIASEEK,inc. to Report Q3, 2023 Results on Jun 09, 2023MEDIASEEK,inc. announced that they will report Q3, 2023 results on Jun 09, 2023
Reported Earnings • Mar 11Second quarter 2023 earnings released: EPS: JP¥1.23 (vs JP¥3.28 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.23 (down from JP¥3.28 in 2Q 2022). Revenue: JP¥219.0m (up 3.3% from 2Q 2022). Net income: JP¥12.0m (down 63% from 2Q 2022). Profit margin: 5.5% (down from 15% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 09First quarter 2023 earnings released: EPS: JP¥1.44 (vs JP¥4.21 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.44 (down from JP¥4.21 in 1Q 2022). Revenue: JP¥202.0m (down 15% from 1Q 2022). Net income: JP¥14.0m (down 66% from 1Q 2022). Profit margin: 6.9% (down from 17% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Tomohiko Shimizu was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 12Full year 2022 earnings released: EPS: JP¥5.65 (vs JP¥48.85 in FY 2021)Full year 2022 results: EPS: JP¥5.65 (down from JP¥48.85 in FY 2021). Revenue: JP¥887.0m (down 50% from FY 2021). Net income: JP¥55.0m (down 88% from FY 2021). Profit margin: 6.2% (down from 27% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥410, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 39% over the past three years.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥1.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 25 October 2022. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Reported Earnings • Jun 08Third quarter 2022 earnings released: EPS: JP¥2.05 (vs JP¥4.31 in 3Q 2021)Third quarter 2022 results: EPS: JP¥2.05 (down from JP¥4.31 in 3Q 2021). Revenue: JP¥252.0m (up 12% from 3Q 2021). Net income: JP¥20.0m (down 52% from 3Q 2021). Profit margin: 7.9% (down from 19% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Tomohiko Shimizu was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 13Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥3.28 (down from JP¥4.72 in 2Q 2021). Revenue: JP¥212.0m (down 69% from 2Q 2021). Net income: JP¥32.0m (down 30% from 2Q 2021). Profit margin: 15% (up from 6.8% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 08First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥4.21 (up from JP¥3.28 in 1Q 2021). Revenue: JP¥237.0m (down 63% from 1Q 2021). Net income: JP¥41.0m (up 28% from 1Q 2021). Profit margin: 17% (up from 5.1% in 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 16Full year 2021 earnings released: EPS JP¥48.85 (vs JP¥3.59 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥1.78b (down 23% from FY 2020). Net income: JP¥476.0m (up JP¥441.0m from FY 2020). Profit margin: 27% (up from 1.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 08Third quarter 2021 earnings released: EPS JP¥4.31 (vs JP¥4.11 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¥226.0m (down 62% from 3Q 2020). Net income: JP¥42.0m (up 5.0% from 3Q 2020). Profit margin: 19% (up from 6.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 10Second quarter 2021 earnings released: EPS JP¥4.72 (vs JP¥0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥673.0m (up 16% from 2Q 2020). Net income: JP¥46.0m (up JP¥47.0m from 2Q 2020). Profit margin: 6.8% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 22New 90-day high: JP¥739The company is up 23% from its price of JP¥601 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Jan 14New 90-day high: JP¥731The company is up 11% from its price of JP¥661 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 2.0% over the same period.
Reported Earnings • Dec 17First quarter 2021 earnings released: EPS JP¥3.28The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥632.0m (up 22% from 1Q 2020). Net income: JP¥32.0m (up 256% from 1Q 2020). Profit margin: 5.1% (up from 1.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Dec 09First quarter 2021 earnings released: EPS JP¥3.28The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥632.0m (up 22% from 1Q 2020). Net income: JP¥32.0m (up 256% from 1Q 2020). Profit margin: 5.1% (up from 1.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Sep 13MEDIASEEK,inc. to Report Fiscal Year 2020 Results on Sep 14, 2020MEDIASEEK,inc. announced that they will report fiscal year 2020 results on Sep 14, 2020