JBCC Holdings (9889) 주식 개요는 자회사를 통해 일본에서 정보 기술 관련 서비스를 제공하는 사업을 영위하고 있습니다. 자세히 보기9889 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장3/6과거 실적5/6재무 건전성5/6배당4/6강점공정 가치 추정치보다 낮은 12.5% 에서 거래수익은 매년 11.95% 증가할 것으로 예상됩니다.지난 1년간 수익이 16.3% 증가했습니다.위험 분석불안정한 배당 실적모든 위험 점검 보기9889 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.19k12.5% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0110b2016201920222025202620282031Revenue JP¥109.9bEarnings JP¥7.7bAdvancedSet Fair ValueView all narrativesJBCC Holdings Inc. 경쟁사Business EngineeringSymbol: TSE:4828Market cap: JP¥72.2bMitsubishi Research InstituteSymbol: TSE:3636Market cap: JP¥73.2bTechMatrixSymbol: TSE:3762Market cap: JP¥75.9bBaseSymbol: TSE:4481Market cap: JP¥55.3b가격 이력 및 성과JBCC Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,191.0052주 최고가JP¥1,692.0052주 최저가JP¥1,160.00베타0.361개월 변동-1.65%3개월 변동-6.66%1년 변동-13.82%3년 변동106.59%5년 변동257.93%IPO 이후 변동662.24%최근 뉴스 및 업데이트Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥86.33 (up from JP¥74.17 in FY 2025). Revenue: JP¥76.0b (up 8.8% from FY 2025). Net income: JP¥5.35b (up 16% from FY 2025). Profit margin: 7.0% (up from 6.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 30% per year.공시 • May 13JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026.공시 • Apr 01+ 3 more updatesJBCC Holdings Inc. to Report Q3, 2027 Results on Jan 29, 2027JBCC Holdings Inc. announced that they will report Q3, 2027 results on Jan 29, 2027Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥20.93 (vs JP¥17.16 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.93 (up from JP¥17.16 in 3Q 2025). Revenue: JP¥19.0b (up 15% from 3Q 2025). Net income: JP¥1.30b (up 22% from 3Q 2025). Profit margin: 6.9% (up from 6.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 44% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 29JBCC Holdings (TSE:9889) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...더 많은 업데이트 보기Recent updatesReported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥86.33 (up from JP¥74.17 in FY 2025). Revenue: JP¥76.0b (up 8.8% from FY 2025). Net income: JP¥5.35b (up 16% from FY 2025). Profit margin: 7.0% (up from 6.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 30% per year.공시 • May 13JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026.공시 • Apr 01+ 3 more updatesJBCC Holdings Inc. to Report Q3, 2027 Results on Jan 29, 2027JBCC Holdings Inc. announced that they will report Q3, 2027 results on Jan 29, 2027Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥20.93 (vs JP¥17.16 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.93 (up from JP¥17.16 in 3Q 2025). Revenue: JP¥19.0b (up 15% from 3Q 2025). Net income: JP¥1.30b (up 22% from 3Q 2025). Profit margin: 6.9% (up from 6.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 44% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 29JBCC Holdings (TSE:9889) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • Dec 02First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 18th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 27After Leaping 25% JBCC Holdings Inc. (TSE:9889) Shares Are Not Flying Under The RadarJBCC Holdings Inc. ( TSE:9889 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥19.96 (vs JP¥19.13 in 2Q 2025)Second quarter 2026 results: EPS: JP¥19.96 (up from JP¥19.13 in 2Q 2025). Revenue: JP¥19.1b (up 7.9% from 2Q 2025). Net income: JP¥1.25b (up 5.0% from 2Q 2025). Profit margin: 6.5% (down from 6.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 41% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 30JBCC Holdings Inc. (TSE:9889) announces an Equity Buyback for 2,500,000 shares, representing 3.86% for ¥3,000 million.JBCC Holdings Inc. (TSE:9889) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 3.86% of its share capital, for ¥3,000 million. The company will repurchase its shares in order to improve capital efficiency, enable flexible execution of capital policy in response to changes in the business environment, and further enhance shareholder returns. The program will run until March 31, 2026. As of September 30, 2025, the company had 64,693,358 shares outstanding (excluding treasury shares) and 6,401,614 shares in treasury.분석 기사 • Sep 26JBCC Holdings (TSE:9889) Is Paying Out A Dividend Of ¥17.00JBCC Holdings Inc. ( TSE:9889 ) will pay a dividend of ¥17.00 on the 2nd of December. The dividend yield will be 2.6...분석 기사 • Sep 12JBCC Holdings (TSE:9889) Has Affirmed Its Dividend Of ¥17.00JBCC Holdings Inc.'s ( TSE:9889 ) investors are due to receive a payment of ¥17.00 per share on 2nd of December. This...분석 기사 • Aug 29JBCC Holdings (TSE:9889) Has Announced A Dividend Of ¥17.00The board of JBCC Holdings Inc. ( TSE:9889 ) has announced that it will pay a dividend on the 2nd of December, with...분석 기사 • Aug 12JBCC Holdings (TSE:9889) Has Affirmed Its Dividend Of ¥17.00JBCC Holdings Inc.'s ( TSE:9889 ) investors are due to receive a payment of ¥17.00 per share on 2nd of December. Based...Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥20.27 (vs JP¥18.08 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.27 (up from JP¥18.08 in 1Q 2025). Revenue: JP¥18.4b (up 1.3% from 1Q 2025). Net income: JP¥1.26b (up 13% from 1Q 2025). Profit margin: 6.9% (up from 6.2% in 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 24JBCC Holdings (TSE:9889) Will Pay A Dividend Of ¥17.00The board of JBCC Holdings Inc. ( TSE:9889 ) has announced that it will pay a dividend of ¥17.00 per share on the 2nd...분석 기사 • Jul 10JBCC Holdings' (TSE:9889) Dividend Will Be ¥17.00The board of JBCC Holdings Inc. ( TSE:9889 ) has announced that it will pay a dividend of ¥17.00 per share on the 2nd...Declared Dividend • Jul 09Final dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 7.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 76% over the next 3 years. Since a fall of 55% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.분석 기사 • Jun 23We Think JBCC Holdings' (TSE:9889) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that JBCC Holdings Inc.'s ( TSE:9889 ) strong earnings didn't offer any...Reported Earnings • Jun 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥297 (up from JP¥50.85 in FY 2024). Revenue: JP¥69.9b (up 7.2% from FY 2024). Net income: JP¥4.60b (up 44% from FY 2024). Profit margin: 6.6% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥297 (up from JP¥50.85 in FY 2024). Revenue: JP¥69.9b (up 7.2% from FY 2024). Net income: JP¥4.60b (up 44% from FY 2024). Profit margin: 6.6% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.공시 • May 12+ 4 more updatesJBCC Holdings Inc., Annual General Meeting, Jun 17, 2025JBCC Holdings Inc., Annual General Meeting, Jun 17, 2025.분석 기사 • Apr 18With EPS Growth And More, JBCC Holdings (TSE:9889) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...공시 • Apr 01+ 2 more updatesJBCC Holdings Inc. to Report First Half, 2026 Results on Oct 30, 2025JBCC Holdings Inc. announced that they will report first half, 2026 results on Oct 30, 2025공시 • Mar 29JBCC Holdings Inc. to Report Fiscal Year 2025 Results on May 12, 2025JBCC Holdings Inc. announced that they will report fiscal year 2025 results on May 12, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥71.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).Price Target Changed • Feb 14Price target increased by 7.1% to JP¥7,500Up from JP¥7,000, the current price target is provided by 1 analyst. New target price is 53% above last closing price of JP¥4,890. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥284 for next year compared to JP¥203 last year.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥68.64 (vs JP¥51.33 in 3Q 2024)Third quarter 2025 results: EPS: JP¥68.64 (up from JP¥51.33 in 3Q 2024). Revenue: JP¥16.6b (up 1.6% from 3Q 2024). Net income: JP¥1.07b (up 33% from 3Q 2024). Profit margin: 6.4% (up from 4.9% in 3Q 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Dec 03JBCC Holdings' (TSE:9889) Upcoming Dividend Will Be Larger Than Last Year'sJBCC Holdings Inc.'s ( TSE:9889 ) dividend will be increasing from last year's payment of the same period to ¥71.00 on...Declared Dividend • Dec 03First half dividend of JP¥71.00 announcedShareholders will receive a dividend of JP¥71.00. Ex-date: 28th March 2025 Payment date: 19th June 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 25JBCC Holdings' (TSE:9889) Strong Earnings Are Of Good QualityJBCC Holdings Inc.'s ( TSE:9889 ) strong earnings report was rewarded with a positive stock price move. Our analysis...New Risk • Nov 07New 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 5.8% 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 (5.8% average weekly change).Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥70.84 (vs JP¥53.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥70.84 (up from JP¥53.43 in 2Q 2024). Revenue: JP¥17.7b (up 6.6% from 2Q 2024). Net income: JP¥1.10b (up 30% from 2Q 2024). Profit margin: 6.2% (up from 5.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 175% over the past three years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).분석 기사 • Aug 29JBCC Holdings Inc.'s (TSE:9889) 25% Jump Shows Its Popularity With InvestorsDespite an already strong run, JBCC Holdings Inc. ( TSE:9889 ) shares have been powering on, with a gain of 25% in the...Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥72.34 (vs JP¥54.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥72.34 (up from JP¥54.01 in 1Q 2024). Revenue: JP¥18.1b (up 11% from 1Q 2024). Net income: JP¥1.12b (up 32% from 1Q 2024). Profit margin: 6.2% (up from 5.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,150, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 215% over the past three years.New Risk • Jul 31New 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 5.7% 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: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Dividend is not well covered by cash flows (145% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).Declared Dividend • Jul 11Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (145% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 71% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥203 (up from JP¥171 in FY 2023). Revenue: JP¥65.2b (up 12% from FY 2023). Net income: JP¥3.19b (up 19% from FY 2023). Profit margin: 4.9% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • May 21Additional Considerations Required While Assessing JBCC Holdings' (TSE:9889) Strong EarningsJBCC Holdings Inc.'s ( TSE:9889 ) robust earnings report didn't manage to move the market for its stock. Our analysis...공시 • May 12+ 2 more updatesJBCC Holdings Inc. to Report Q3, 2025 Results on Jan 30, 2025JBCC Holdings Inc. announced that they will report Q3, 2025 results on Jan 30, 2025Reported Earnings • May 11Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥203 (up from JP¥171 in FY 2023). Revenue: JP¥65.2b (up 12% from FY 2023). Net income: JP¥3.19b (up 19% from FY 2023). Profit margin: 4.9% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 11JBCC Holdings Inc., Annual General Meeting, Jun 18, 2024JBCC Holdings Inc., Annual General Meeting, Jun 18, 2024.공시 • May 10+ 2 more updatesJBCC Holdings Inc. Provides Year End Dividend Guidance for the Year Ending March 31, 2025JBCC Holdings Inc. provided year end dividend guidance for the year ending March 31, 2025. For the year, the company expects dividend of JPY 53.00 per share against JPY 54.00 per share paid for the same period a year ago.Upcoming Dividend • Mar 21Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).분석 기사 • Mar 04JBCC Holdings (TSE:9889) Is Increasing Its Dividend To ¥54.00JBCC Holdings Inc. ( TSE:9889 ) will increase its dividend from last year's comparable payment on the 21st of June to...공시 • Mar 02JBCC Holdings Inc. to Report Fiscal Year 2024 Results on May 09, 2024JBCC Holdings Inc. announced that they will report fiscal year 2024 results on May 09, 2024New Risk • Feb 19New 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 5.8% 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 (5.8% average weekly change).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥51.33 (vs JP¥38.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.33 (up from JP¥38.86 in 3Q 2023). Revenue: JP¥16.3b (up 16% from 3Q 2023). Net income: JP¥803.0m (up 31% from 3Q 2023). Profit margin: 4.9% (up from 4.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 30JBCC Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending March 2024JBCC Holdings Inc. provided dividend guidance for the fiscal year ending March 2024. For the year, the company expects to pay a dividend of JPY 54.00 per share compared to JPY 41.00 per share a year ago.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥53.43 (vs JP¥49.72 in 2Q 2023)Second quarter 2024 results: EPS: JP¥53.43 (up from JP¥49.72 in 2Q 2023). Revenue: JP¥16.6b (up 11% from 2Q 2023). Net income: JP¥843.0m (up 7.9% from 2Q 2023). Profit margin: 5.1% (down from 5.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥54.01 (vs JP¥46.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥54.01 (up from JP¥46.29 in 1Q 2023). Revenue: JP¥16.4b (up 18% from 1Q 2023). Net income: JP¥850.0m (up 17% from 1Q 2023). Profit margin: 5.2% (in line with 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Jun 25Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥171 (up from JP¥140 in FY 2022). Revenue: JP¥58.1b (up 4.0% from FY 2022). Net income: JP¥2.68b (up 19% from FY 2022). Profit margin: 4.6% (up from 4.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.공시 • May 25+ 2 more updatesJBCC Holdings Inc. to Report First Half, 2024 Results on Oct 30, 2023JBCC Holdings Inc. announced that they will report first half, 2024 results on Oct 30, 2023Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥171 (vs JP¥140 in FY 2022)Full year 2023 results: EPS: JP¥171 (up from JP¥140 in FY 2022). Revenue: JP¥58.1b (up 4.0% from FY 2022). Net income: JP¥2.68b (up 19% from FY 2022). Profit margin: 4.6% (up from 4.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.공시 • May 11JBCC Holdings Inc. (TSE:9889) announces an Equity Buyback for 400,000 shares, representing 2.54% for ¥1,000 million.JBCC Holdings Inc. (TSE:9889) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 2.54% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to improve capital efficiency, enable flexible execution of capital policy in response to changes in the business environment, and further enhance shareholder returns. The program will run until February 29, 2024. As of March 31, 2023, the company had 15,744,871 shares outstanding (excluding treasury shares) and 2,028,872 shares in treasury.공시 • May 10JBCC Holdings Inc., Annual General Meeting, Jun 20, 2023JBCC Holdings Inc., Annual General Meeting, Jun 20, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥37.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).공시 • Feb 01+ 1 more updateJBCC Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023JBCC Holdings Inc. provided dividend guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 37.00 per share.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥38.86 (vs JP¥30.94 in 3Q 2022)Third quarter 2023 results: EPS: JP¥38.86 (up from JP¥30.94 in 3Q 2022). Revenue: JP¥14.0b (up 2.5% from 3Q 2022). Net income: JP¥612.0m (up 23% from 3Q 2022). Profit margin: 4.4% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥49.72 (vs JP¥41.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.72 (up from JP¥41.61 in 2Q 2022). Revenue: JP¥15.0b (up 8.1% from 2Q 2022). Net income: JP¥781.0m (up 16% from 2Q 2022). Profit margin: 5.2% (up from 4.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% 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 are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Mari Sagiya was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.72 (vs JP¥41.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.72 (up from JP¥41.61 in 2Q 2022). Revenue: JP¥15.0b (up 8.1% from 2Q 2022). Net income: JP¥781.0m (up 16% from 2Q 2022). Profit margin: 5.2% (up from 4.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.공시 • Nov 01+ 1 more updateJBCC Holdings Inc. Announces Dividend for the Second Quarter Ended September 2022, Payable on December 1, 2022; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023JBCC Holdings Inc. announced dividend for the second quarter ended September 2022 of JPY 31.00 per share compared to JPY 26.00 per share paid a year ago. Dividend payable date is December 1, 2022. For the fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 37.00 per share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥46.29 (vs JP¥36.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.29 (up from JP¥36.20 in 1Q 2022). Revenue: JP¥13.9b (up 1.4% from 1Q 2022). Net income: JP¥724.0m (up 24% from 1Q 2022). Profit margin: 5.2% (up from 4.3% in 1Q 2022). Over the next year, revenue is forecast to grow 1.3%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.공시 • Jul 28+ 2 more updatesJBCC Holdings Inc. Provides Consolidated Earnings Guidance for September 2022 Year Ending March 2023JBCC Holdings Inc. provided consolidated earnings guidance for September 2022 year ending March 2023. For the September 2022, the company expected net sales of JPY 27,850 million, operating profit of JPY 1,840 million, profit attributable to owners of parent of JPY 1,350 million, Basic earnings per share of JPY 86.32 per basic share.For the year ending March 2023, the company expected net sales of JPY 56,500 million, operating profit of JPY 3,300 million, profit attributable to owners of parent of JPY 2,350 million, Basic earnings per share of JPY 150.26 per basic share.Reported Earnings • Jun 26Full year 2022 earnings released: EPS: JP¥140 (vs JP¥120 in FY 2021)Full year 2022 results: EPS: JP¥140 (up from JP¥120 in FY 2021). Revenue: JP¥55.9b (down 6.8% from FY 2021). Net income: JP¥2.25b (up 16% from FY 2021). Profit margin: 4.0% (up from 3.2% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 1.0%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥140 (vs JP¥120 in FY 2021)Full year 2022 results: EPS: JP¥140 (up from JP¥120 in FY 2021). Revenue: JP¥55.9b (down 6.8% from FY 2021). Net income: JP¥2.25b (up 16% from FY 2021). Profit margin: 4.0% (up from 3.2% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.공시 • May 12+ 2 more updatesJBCC Holdings Inc. Provides Year End Dividend Guidance for the Year Ending March 2023JBCC Holdings Inc. provided year end dividend guidance for the year ending March 2023. For the period, the company expects year end dividend of JPY 31.00 per share compared to JPY 32.00 per share a year ago.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Mari Sagiya was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 01+ 3 more updatesJBCC Holdings Inc., Annual General Meeting, Jun 21, 2022JBCC Holdings Inc., Annual General Meeting, Jun 21, 2022.주주 수익률9889JP ITJP 시장7D-7.0%0.6%3.4%1Y-13.8%-7.5%43.2%전체 주주 수익률 보기수익률 대 산업: 9889은 지난 1년 동안 -7.5%의 수익을 기록한 JP IT 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 9889은 지난 1년 동안 43.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 9889's price volatile compared to industry and market?9889 volatility9889 Average Weekly Movement4.8%IT Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%안정적인 주가: 9889는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9889의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19641,592Seiji Higashiuewww.jbcchd.co.jp는 자회사를 통해 일본에서 정보 기술 관련 서비스를 제공하는 사업을 하고 있습니다. 이 회사는 정보 솔루션, 제품 개발 및 제조 부문을 통해 운영됩니다. 정보 솔루션 부문은 기업 정보 시스템의 구축, 설치, 운영 및 유지 보수에 관여합니다.더 보기JBCC Holdings Inc. 기초 지표 요약JBCC Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9889 기초 통계시가총액JP¥73.28b순이익 (TTM)JP¥5.35b매출 (TTM)JP¥76.02b13.5x주가수익비율(P/E)0.9x주가매출비율(P/S)9889는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9889 손익계산서 (TTM)매출JP¥76.02b매출원가JP¥51.83b총이익JP¥24.19b기타 비용JP¥18.84b순이익JP¥5.35b최근 보고된 실적Mar 31, 2026다음 실적 발표일Jul 31, 2026주당순이익(EPS)88.38총이익률31.82%순이익률7.04%부채/자본 비율7.6%9889의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.5%현재 배당 수익률46%배당 성향9889는 안정적으로 배당을 지급합니까?9889 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 9889를 매수해야 하나요?JBCC Holdings 배당 일정배당락일Mar 30 2026배당 지급일Jun 22 2026배당락일까지 남은 일수57 days배당 지급일까지 남은 일수27 days9889는 안정적으로 배당을 지급합니까?9889 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 11:38종가2026/05/26 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스JBCC Holdings Inc.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Teruo IsozakiIchiyoshi Research Institute Inc.
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥86.33 (up from JP¥74.17 in FY 2025). Revenue: JP¥76.0b (up 8.8% from FY 2025). Net income: JP¥5.35b (up 16% from FY 2025). Profit margin: 7.0% (up from 6.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 30% per year.
공시 • May 13JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026.
공시 • Apr 01+ 3 more updatesJBCC Holdings Inc. to Report Q3, 2027 Results on Jan 29, 2027JBCC Holdings Inc. announced that they will report Q3, 2027 results on Jan 29, 2027
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥20.93 (vs JP¥17.16 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.93 (up from JP¥17.16 in 3Q 2025). Revenue: JP¥19.0b (up 15% from 3Q 2025). Net income: JP¥1.30b (up 22% from 3Q 2025). Profit margin: 6.9% (up from 6.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 44% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 29JBCC Holdings (TSE:9889) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥86.33 (up from JP¥74.17 in FY 2025). Revenue: JP¥76.0b (up 8.8% from FY 2025). Net income: JP¥5.35b (up 16% from FY 2025). Profit margin: 7.0% (up from 6.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 30% per year.
공시 • May 13JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026JBCC Holdings Inc., Annual General Meeting, Jun 19, 2026.
공시 • Apr 01+ 3 more updatesJBCC Holdings Inc. to Report Q3, 2027 Results on Jan 29, 2027JBCC Holdings Inc. announced that they will report Q3, 2027 results on Jan 29, 2027
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥20.93 (vs JP¥17.16 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.93 (up from JP¥17.16 in 3Q 2025). Revenue: JP¥19.0b (up 15% from 3Q 2025). Net income: JP¥1.30b (up 22% from 3Q 2025). Profit margin: 6.9% (up from 6.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 44% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 29JBCC Holdings (TSE:9889) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • Dec 02First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 18th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 27After Leaping 25% JBCC Holdings Inc. (TSE:9889) Shares Are Not Flying Under The RadarJBCC Holdings Inc. ( TSE:9889 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥19.96 (vs JP¥19.13 in 2Q 2025)Second quarter 2026 results: EPS: JP¥19.96 (up from JP¥19.13 in 2Q 2025). Revenue: JP¥19.1b (up 7.9% from 2Q 2025). Net income: JP¥1.25b (up 5.0% from 2Q 2025). Profit margin: 6.5% (down from 6.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT 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 41% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 30JBCC Holdings Inc. (TSE:9889) announces an Equity Buyback for 2,500,000 shares, representing 3.86% for ¥3,000 million.JBCC Holdings Inc. (TSE:9889) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 3.86% of its share capital, for ¥3,000 million. The company will repurchase its shares in order to improve capital efficiency, enable flexible execution of capital policy in response to changes in the business environment, and further enhance shareholder returns. The program will run until March 31, 2026. As of September 30, 2025, the company had 64,693,358 shares outstanding (excluding treasury shares) and 6,401,614 shares in treasury.
분석 기사 • Sep 26JBCC Holdings (TSE:9889) Is Paying Out A Dividend Of ¥17.00JBCC Holdings Inc. ( TSE:9889 ) will pay a dividend of ¥17.00 on the 2nd of December. The dividend yield will be 2.6...
분석 기사 • Sep 12JBCC Holdings (TSE:9889) Has Affirmed Its Dividend Of ¥17.00JBCC Holdings Inc.'s ( TSE:9889 ) investors are due to receive a payment of ¥17.00 per share on 2nd of December. This...
분석 기사 • Aug 29JBCC Holdings (TSE:9889) Has Announced A Dividend Of ¥17.00The board of JBCC Holdings Inc. ( TSE:9889 ) has announced that it will pay a dividend on the 2nd of December, with...
분석 기사 • Aug 12JBCC Holdings (TSE:9889) Has Affirmed Its Dividend Of ¥17.00JBCC Holdings Inc.'s ( TSE:9889 ) investors are due to receive a payment of ¥17.00 per share on 2nd of December. Based...
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥20.27 (vs JP¥18.08 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.27 (up from JP¥18.08 in 1Q 2025). Revenue: JP¥18.4b (up 1.3% from 1Q 2025). Net income: JP¥1.26b (up 13% from 1Q 2025). Profit margin: 6.9% (up from 6.2% in 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 24JBCC Holdings (TSE:9889) Will Pay A Dividend Of ¥17.00The board of JBCC Holdings Inc. ( TSE:9889 ) has announced that it will pay a dividend of ¥17.00 per share on the 2nd...
분석 기사 • Jul 10JBCC Holdings' (TSE:9889) Dividend Will Be ¥17.00The board of JBCC Holdings Inc. ( TSE:9889 ) has announced that it will pay a dividend of ¥17.00 per share on the 2nd...
Declared Dividend • Jul 09Final dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 7.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 76% over the next 3 years. Since a fall of 55% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
분석 기사 • Jun 23We Think JBCC Holdings' (TSE:9889) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that JBCC Holdings Inc.'s ( TSE:9889 ) strong earnings didn't offer any...
Reported Earnings • Jun 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥297 (up from JP¥50.85 in FY 2024). Revenue: JP¥69.9b (up 7.2% from FY 2024). Net income: JP¥4.60b (up 44% from FY 2024). Profit margin: 6.6% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥297 (up from JP¥50.85 in FY 2024). Revenue: JP¥69.9b (up 7.2% from FY 2024). Net income: JP¥4.60b (up 44% from FY 2024). Profit margin: 6.6% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
공시 • May 12+ 4 more updatesJBCC Holdings Inc., Annual General Meeting, Jun 17, 2025JBCC Holdings Inc., Annual General Meeting, Jun 17, 2025.
분석 기사 • Apr 18With EPS Growth And More, JBCC Holdings (TSE:9889) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
공시 • Apr 01+ 2 more updatesJBCC Holdings Inc. to Report First Half, 2026 Results on Oct 30, 2025JBCC Holdings Inc. announced that they will report first half, 2026 results on Oct 30, 2025
공시 • Mar 29JBCC Holdings Inc. to Report Fiscal Year 2025 Results on May 12, 2025JBCC Holdings Inc. announced that they will report fiscal year 2025 results on May 12, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥71.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
Price Target Changed • Feb 14Price target increased by 7.1% to JP¥7,500Up from JP¥7,000, the current price target is provided by 1 analyst. New target price is 53% above last closing price of JP¥4,890. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥284 for next year compared to JP¥203 last year.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥68.64 (vs JP¥51.33 in 3Q 2024)Third quarter 2025 results: EPS: JP¥68.64 (up from JP¥51.33 in 3Q 2024). Revenue: JP¥16.6b (up 1.6% from 3Q 2024). Net income: JP¥1.07b (up 33% from 3Q 2024). Profit margin: 6.4% (up from 4.9% in 3Q 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Dec 03JBCC Holdings' (TSE:9889) Upcoming Dividend Will Be Larger Than Last Year'sJBCC Holdings Inc.'s ( TSE:9889 ) dividend will be increasing from last year's payment of the same period to ¥71.00 on...
Declared Dividend • Dec 03First half dividend of JP¥71.00 announcedShareholders will receive a dividend of JP¥71.00. Ex-date: 28th March 2025 Payment date: 19th June 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 25JBCC Holdings' (TSE:9889) Strong Earnings Are Of Good QualityJBCC Holdings Inc.'s ( TSE:9889 ) strong earnings report was rewarded with a positive stock price move. Our analysis...
New Risk • Nov 07New 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 5.8% 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 (5.8% average weekly change).
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥70.84 (vs JP¥53.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥70.84 (up from JP¥53.43 in 2Q 2024). Revenue: JP¥17.7b (up 6.6% from 2Q 2024). Net income: JP¥1.10b (up 30% from 2Q 2024). Profit margin: 6.2% (up from 5.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 175% over the past three years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
분석 기사 • Aug 29JBCC Holdings Inc.'s (TSE:9889) 25% Jump Shows Its Popularity With InvestorsDespite an already strong run, JBCC Holdings Inc. ( TSE:9889 ) shares have been powering on, with a gain of 25% in the...
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥72.34 (vs JP¥54.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥72.34 (up from JP¥54.01 in 1Q 2024). Revenue: JP¥18.1b (up 11% from 1Q 2024). Net income: JP¥1.12b (up 32% from 1Q 2024). Profit margin: 6.2% (up from 5.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,150, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the IT industry in Japan. Total returns to shareholders of 215% over the past three years.
New Risk • Jul 31New 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 5.7% 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: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Dividend is not well covered by cash flows (145% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).
Declared Dividend • Jul 11Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (145% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 71% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥203 (up from JP¥171 in FY 2023). Revenue: JP¥65.2b (up 12% from FY 2023). Net income: JP¥3.19b (up 19% from FY 2023). Profit margin: 4.9% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • May 21Additional Considerations Required While Assessing JBCC Holdings' (TSE:9889) Strong EarningsJBCC Holdings Inc.'s ( TSE:9889 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
공시 • May 12+ 2 more updatesJBCC Holdings Inc. to Report Q3, 2025 Results on Jan 30, 2025JBCC Holdings Inc. announced that they will report Q3, 2025 results on Jan 30, 2025
Reported Earnings • May 11Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥203 (up from JP¥171 in FY 2023). Revenue: JP¥65.2b (up 12% from FY 2023). Net income: JP¥3.19b (up 19% from FY 2023). Profit margin: 4.9% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 11JBCC Holdings Inc., Annual General Meeting, Jun 18, 2024JBCC Holdings Inc., Annual General Meeting, Jun 18, 2024.
공시 • May 10+ 2 more updatesJBCC Holdings Inc. Provides Year End Dividend Guidance for the Year Ending March 31, 2025JBCC Holdings Inc. provided year end dividend guidance for the year ending March 31, 2025. For the year, the company expects dividend of JPY 53.00 per share against JPY 54.00 per share paid for the same period a year ago.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
분석 기사 • Mar 04JBCC Holdings (TSE:9889) Is Increasing Its Dividend To ¥54.00JBCC Holdings Inc. ( TSE:9889 ) will increase its dividend from last year's comparable payment on the 21st of June to...
공시 • Mar 02JBCC Holdings Inc. to Report Fiscal Year 2024 Results on May 09, 2024JBCC Holdings Inc. announced that they will report fiscal year 2024 results on May 09, 2024
New Risk • Feb 19New 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 5.8% 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 (5.8% average weekly change).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥51.33 (vs JP¥38.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.33 (up from JP¥38.86 in 3Q 2023). Revenue: JP¥16.3b (up 16% from 3Q 2023). Net income: JP¥803.0m (up 31% from 3Q 2023). Profit margin: 4.9% (up from 4.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 30JBCC Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending March 2024JBCC Holdings Inc. provided dividend guidance for the fiscal year ending March 2024. For the year, the company expects to pay a dividend of JPY 54.00 per share compared to JPY 41.00 per share a year ago.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥53.43 (vs JP¥49.72 in 2Q 2023)Second quarter 2024 results: EPS: JP¥53.43 (up from JP¥49.72 in 2Q 2023). Revenue: JP¥16.6b (up 11% from 2Q 2023). Net income: JP¥843.0m (up 7.9% from 2Q 2023). Profit margin: 5.1% (down from 5.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥54.01 (vs JP¥46.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥54.01 (up from JP¥46.29 in 1Q 2023). Revenue: JP¥16.4b (up 18% from 1Q 2023). Net income: JP¥850.0m (up 17% from 1Q 2023). Profit margin: 5.2% (in line with 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Jun 25Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥171 (up from JP¥140 in FY 2022). Revenue: JP¥58.1b (up 4.0% from FY 2022). Net income: JP¥2.68b (up 19% from FY 2022). Profit margin: 4.6% (up from 4.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.
공시 • May 25+ 2 more updatesJBCC Holdings Inc. to Report First Half, 2024 Results on Oct 30, 2023JBCC Holdings Inc. announced that they will report first half, 2024 results on Oct 30, 2023
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥171 (vs JP¥140 in FY 2022)Full year 2023 results: EPS: JP¥171 (up from JP¥140 in FY 2022). Revenue: JP¥58.1b (up 4.0% from FY 2022). Net income: JP¥2.68b (up 19% from FY 2022). Profit margin: 4.6% (up from 4.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.
공시 • May 11JBCC Holdings Inc. (TSE:9889) announces an Equity Buyback for 400,000 shares, representing 2.54% for ¥1,000 million.JBCC Holdings Inc. (TSE:9889) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 2.54% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to improve capital efficiency, enable flexible execution of capital policy in response to changes in the business environment, and further enhance shareholder returns. The program will run until February 29, 2024. As of March 31, 2023, the company had 15,744,871 shares outstanding (excluding treasury shares) and 2,028,872 shares in treasury.
공시 • May 10JBCC Holdings Inc., Annual General Meeting, Jun 20, 2023JBCC Holdings Inc., Annual General Meeting, Jun 20, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥37.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
공시 • Feb 01+ 1 more updateJBCC Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023JBCC Holdings Inc. provided dividend guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 37.00 per share.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥38.86 (vs JP¥30.94 in 3Q 2022)Third quarter 2023 results: EPS: JP¥38.86 (up from JP¥30.94 in 3Q 2022). Revenue: JP¥14.0b (up 2.5% from 3Q 2022). Net income: JP¥612.0m (up 23% from 3Q 2022). Profit margin: 4.4% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥49.72 (vs JP¥41.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.72 (up from JP¥41.61 in 2Q 2022). Revenue: JP¥15.0b (up 8.1% from 2Q 2022). Net income: JP¥781.0m (up 16% from 2Q 2022). Profit margin: 5.2% (up from 4.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% 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 are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Mari Sagiya was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.72 (vs JP¥41.61 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.72 (up from JP¥41.61 in 2Q 2022). Revenue: JP¥15.0b (up 8.1% from 2Q 2022). Net income: JP¥781.0m (up 16% from 2Q 2022). Profit margin: 5.2% (up from 4.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.
공시 • Nov 01+ 1 more updateJBCC Holdings Inc. Announces Dividend for the Second Quarter Ended September 2022, Payable on December 1, 2022; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023JBCC Holdings Inc. announced dividend for the second quarter ended September 2022 of JPY 31.00 per share compared to JPY 26.00 per share paid a year ago. Dividend payable date is December 1, 2022. For the fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 37.00 per share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥46.29 (vs JP¥36.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.29 (up from JP¥36.20 in 1Q 2022). Revenue: JP¥13.9b (up 1.4% from 1Q 2022). Net income: JP¥724.0m (up 24% from 1Q 2022). Profit margin: 5.2% (up from 4.3% in 1Q 2022). Over the next year, revenue is forecast to grow 1.3%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.
공시 • Jul 28+ 2 more updatesJBCC Holdings Inc. Provides Consolidated Earnings Guidance for September 2022 Year Ending March 2023JBCC Holdings Inc. provided consolidated earnings guidance for September 2022 year ending March 2023. For the September 2022, the company expected net sales of JPY 27,850 million, operating profit of JPY 1,840 million, profit attributable to owners of parent of JPY 1,350 million, Basic earnings per share of JPY 86.32 per basic share.For the year ending March 2023, the company expected net sales of JPY 56,500 million, operating profit of JPY 3,300 million, profit attributable to owners of parent of JPY 2,350 million, Basic earnings per share of JPY 150.26 per basic share.
Reported Earnings • Jun 26Full year 2022 earnings released: EPS: JP¥140 (vs JP¥120 in FY 2021)Full year 2022 results: EPS: JP¥140 (up from JP¥120 in FY 2021). Revenue: JP¥55.9b (down 6.8% from FY 2021). Net income: JP¥2.25b (up 16% from FY 2021). Profit margin: 4.0% (up from 3.2% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 1.0%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥140 (vs JP¥120 in FY 2021)Full year 2022 results: EPS: JP¥140 (up from JP¥120 in FY 2021). Revenue: JP¥55.9b (down 6.8% from FY 2021). Net income: JP¥2.25b (up 16% from FY 2021). Profit margin: 4.0% (up from 3.2% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
공시 • May 12+ 2 more updatesJBCC Holdings Inc. Provides Year End Dividend Guidance for the Year Ending March 2023JBCC Holdings Inc. provided year end dividend guidance for the year ending March 2023. For the period, the company expects year end dividend of JPY 31.00 per share compared to JPY 32.00 per share a year ago.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Mari Sagiya was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 01+ 3 more updatesJBCC Holdings Inc., Annual General Meeting, Jun 21, 2022JBCC Holdings Inc., Annual General Meeting, Jun 21, 2022.
