View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 과거 순이익 실적과거 기준 점검 4/6MEDIASEEKinc은 연평균 15.1%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 11.8% 증가했습니다. 매출은 연평균 23.4%의 비율로 감소했습니다. MEDIASEEKinc의 자기자본이익률은 4.1%이고 순이익률은 13.5%입니다.핵심 정보15.10%순이익 성장률15.10%주당순이익(EPS) 성장률IT 산업 성장률14.26%매출 성장률-23.36%자기자본이익률4.05%순이익률13.46%최근 순이익 업데이트30 Jun 2024최근 과거 실적 업데이트Reported 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 • 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, 2024Reported 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.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, 2020매출 및 비용 세부 내역MEDIASEEKinc가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:4824 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비30 Jun 24941127307030 Apr 24944146330031 Jan 2492874324031 Oct 2390873316031 Jul 2387060297030 Apr 23824-1293031 Jan 238598293031 Oct 2285228292031 Jul 2288755297030 Apr 22948449298031 Jan 22922471294031 Oct 211,383485348031 Jul 211,778476399030 Apr 212,145107442031 Jan 212,512105501031 Oct 202,42058507031 Jul 202,30535507030 Apr 202,17825519031 Jan 202,010-76517031 Oct 191,906-83508031 Jul 191,856-95504030 Apr 191,790-92495031 Jan 191,723-39478031 Oct 181,603-63457031 Jul 181,502-88446030 Apr 181,492-9445031 Jan 181,54729447031 Oct 171,55156441031 Jul 171,52759430030 Apr 171,45918422031 Jan 171,356-7433031 Oct 161,33419450031 Jul 161,36346477030 Apr 161,35963476031 Jan 161,356116473031 Oct 151,30686471031 Jul 151,20854474030 Apr 151,209-40506031 Jan 151,263-133515031 Oct 141,396-107524031 Jul 141,472-110529030 Apr 141,53520546031 Jan 141,504375870양질의 수익: 4824는 ¥101.7M 규모의 큰 일회성 이익이 있어 30th June, 2024까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 4824의 현재 순 이익률 (13.5%)은 지난해 (4.6%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4824는 지난 5년 동안 흑자전환하며 연평균 15.1%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 4824 의 수익 증가율(221.1%)은 연간 평균(15.1%)을 초과합니다.수익 대 산업: 4824의 지난 1년 수익 증가율(221.1%)은 IT 업계의 14%를 상회했습니다.자기자본이익률높은 ROE: 4824의 자본 수익률(4.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/11/03 23:50종가2024/11/01 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.
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 • 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
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.
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