Declared Dividend • May 20
Dividend of JP¥9.00 announced Shareholders will receive a dividend of JP¥9.00. Ex-date: 29th September 2026 Payment date: 21st December 2026 Dividend yield will be 328%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 28% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Nov 29
Kanamic Network Co.,LTD to Report Q1, 2026 Results on Feb 05, 2026 Kanamic Network Co.,LTD announced that they will report Q1, 2026 results on Feb 05, 2026 Announcement • Nov 13
Kanamic Network Co.,LTD, Annual General Meeting, Dec 18, 2025 Kanamic Network Co.,LTD, Annual General Meeting, Dec 18, 2025. Announcement • Sep 01
Kanamic Network Co.,LTD to Report Fiscal Year 2025 Results on Nov 13, 2025 Kanamic Network Co.,LTD announced that they will report fiscal year 2025 results on Nov 13, 2025 Announcement • May 31
Kanamic Network Co.,LTD to Report Q3, 2025 Results on Aug 05, 2025 Kanamic Network Co.,LTD announced that they will report Q3, 2025 results on Aug 05, 2025 Announcement • Mar 01
Kanamic Network Co.,LTD to Report Q2, 2025 Results on May 13, 2025 Kanamic Network Co.,LTD announced that they will report Q2, 2025 results on May 13, 2025 Announcement • Jan 13
Kanamic Network Co.,LTD (TSE:3939) completed the acquisition of THE WORLD MANAGEMENT PTE LTD. Kanamic Network Co.,LTD (TSE:3939) agreed to acquire THE WORLD MANAGEMENT PTE LTD for SGD 5 million on October 29, 2024. A cash consideration of SGD 5 million will be paid by Kanamic Network Co.,LTD. As part of consideration, SGD 5 million is paid towards common equity of THE WORLD MANAGEMENT PTE LTD.
For the period ending December 31, 2023, THE WORLD MANAGEMENT PTE LTD reported total revenue of SGD 3.54 million and net income of SGD 0.21 million. As of December 31, 2023, THE WORLD MANAGEMENT PTE LTD reported total assets of SGD 2.1 million and total common equity of SGD 1.63 million. The expected completion of the transaction is November 29, 2024.
Kanamic Network Co.,LTD (TSE:3939) completed the acquisition of THE WORLD MANAGEMENT PTE LTD on January 13, 2025. Global Gateway Advisors Pte. Ltd. acted as advisors to seller's of THE WORLD MANAGEMENT. Announcement • Nov 30
Kanamic Network Co.,LTD to Report Q1, 2025 Results on Feb 14, 2025 Kanamic Network Co.,LTD announced that they will report Q1, 2025 results on Feb 14, 2025 Announcement • Nov 14
Kanamic Network Co.,LTD, Annual General Meeting, Dec 19, 2024 Kanamic Network Co.,LTD, Annual General Meeting, Dec 19, 2024. Buy Or Sell Opportunity • Oct 17
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 7.4% to €3.50. The fair value is estimated to be €2.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 77% in the next 2 years. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥6.50 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.7%). Announcement • Aug 29
Kanamic Network Co.,LTD to Report Fiscal Year 2024 Results on Nov 14, 2024 Kanamic Network Co.,LTD announced that they will report fiscal year 2024 results on Nov 14, 2024 Reported Earnings • Aug 13
Third quarter 2024 earnings released: EPS: JP¥5.09 (vs JP¥3.12 in 3Q 2023) Third quarter 2024 results: EPS: JP¥5.09 (up from JP¥3.12 in 3Q 2023). Revenue: JP¥1.21b (up 31% from 3Q 2023). Net income: JP¥241.3m (up 63% from 3Q 2023). Profit margin: 20% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in Europe. Announcement • Jun 02
Kanamic Network Co.,LTD to Report Q3, 2024 Results on Aug 08, 2024 Kanamic Network Co.,LTD announced that they will report Q3, 2024 results on Aug 08, 2024 Declared Dividend • May 12
Dividend of JP¥6.50 announced Shareholders will receive a dividend of JP¥6.50. Ex-date: 27th September 2024 Payment date: 25th December 2024 Dividend yield will be 226%, which is higher than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 34% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 112% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 10
Second quarter 2024 earnings released: EPS: JP¥5.29 (vs JP¥5.06 in 2Q 2023) Second quarter 2024 results: EPS: JP¥5.29 (up from JP¥5.06 in 2Q 2023). Revenue: JP¥1.25b (up 34% from 2Q 2023). Net income: JP¥251.0m (up 4.6% from 2Q 2023). Profit margin: 20% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in Europe. Announcement • May 10
Kanamic Network Co.,LTD Provides Consolidated Earnings Guidance for the Full Year Ending September 30, 2024 Kanamic Network Co.,LTD provided consolidated earnings guidance for the full year ending September 30, 2024. For the year, the company expects net sales of ¥5,100 million, operating profit of ¥1,400 million, Profit attributable to owners of parent of ¥1,000 million and Profit per share of ¥21.07. Buy Or Sell Opportunity • Apr 24
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to €3.24. The fair value is estimated to be €2.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 76% in the next 2 years. Announcement • Apr 10
Kanamic Network Co.,LTD to Report Q2, 2024 Results on May 09, 2024 Kanamic Network Co.,LTD announced that they will report Q2, 2024 results on May 09, 2024 Buy Or Sell Opportunity • Mar 29
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 20% to €3.18. The fair value is estimated to be €2.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 76% in the next 2 years. Buy Or Sell Opportunity • Feb 27
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to €3.12. The fair value is estimated to be €2.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 16%. Announcement • Feb 24
Kanamic Network Co.,LTD to Report Q2, 2024 Results on Apr 09, 2024 Kanamic Network Co.,LTD announced that they will report Q2, 2024 results on Apr 09, 2024 Buy Or Sell Opportunity • Feb 20
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 31% to €3.18. The fair value is estimated to be €2.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 16%. Reported Earnings • Feb 19
First quarter 2024 earnings released: EPS: JP¥4.36 (vs JP¥3.48 in 1Q 2023) First quarter 2024 results: EPS: JP¥4.36 (up from JP¥3.48 in 1Q 2023). Revenue: JP¥1.19b (up 50% from 1Q 2023). Net income: JP¥207.0m (up 26% from 1Q 2023). Profit margin: 17% (down from 21% in 1Q 2023). The decrease in margin was driven by higher expenses. New Risk • Feb 16
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €3.04, the stock trades at a trailing P/E ratio of 29.5x. Average trailing P/E is 15x in the Healthcare Services industry in Germany. Total loss to shareholders of 14% over the past year. Announcement • Nov 26
Kanamic Network Co.,LTD to Report Q1, 2024 Results on Feb 14, 2024 Kanamic Network Co.,LTD announced that they will report Q1, 2024 results on Feb 14, 2024 Reported Earnings • Nov 20
Full year 2023 earnings released: EPS: JP¥16.07 (vs JP¥14.44 in FY 2022) Full year 2023 results: EPS: JP¥16.07 (up from JP¥14.44 in FY 2022). Revenue: JP¥3.75b (up 50% from FY 2022). Net income: JP¥763.0m (up 11% from FY 2022). Profit margin: 20% (down from 27% in FY 2022). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €2.46, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 16x in the Healthcare Services industry in Germany. Total loss to shareholders of 43% over the past year. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥5.50 per share at 1.1% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.5%). Announcement • Sep 02
Kanamic Network Co.,LTD to Report Fiscal Year 2023 Results on Nov 14, 2023 Kanamic Network Co.,LTD announced that they will report fiscal year 2023 results on Nov 14, 2023 Reported Earnings • Aug 09
Third quarter 2023 earnings released: EPS: JP¥3.12 (vs JP¥2.55 in 3Q 2022) Third quarter 2023 results: EPS: JP¥3.12 (up from JP¥2.55 in 3Q 2022). Revenue: JP¥924.0m (up 65% from 3Q 2022). Net income: JP¥148.0m (up 22% from 3Q 2022). Profit margin: 16% (down from 22% in 3Q 2022). The decrease in margin was driven by higher expenses. Announcement • May 28
Kanamic Network Co.,LTD to Report Q3, 2023 Results on Aug 08, 2023 Kanamic Network Co.,LTD announced that they will report Q3, 2023 results on Aug 08, 2023 Reported Earnings • May 10
Second quarter 2023 earnings released: EPS: JP¥5.06 (vs JP¥3.37 in 2Q 2022) Second quarter 2023 results: EPS: JP¥5.06 (up from JP¥3.37 in 2Q 2022). Revenue: JP¥939.0m (up 71% from 2Q 2022). Net income: JP¥240.0m (up 50% from 2Q 2022). Profit margin: 26% (down from 29% in 2Q 2022). The decrease in margin was driven by higher expenses. Reported Earnings • Feb 09
First quarter 2023 earnings released: EPS: JP¥3.49 (vs JP¥2.93 in 1Q 2022) First quarter 2023 results: EPS: JP¥3.49 (up from JP¥2.93 in 1Q 2022). Revenue: JP¥797.9m (up 54% from 1Q 2022). Net income: JP¥165.6m (up 19% from 1Q 2022). Profit margin: 21% (down from 27% in 1Q 2022). The decrease in margin was driven by higher expenses. Reported Earnings • Dec 27
Full year 2022 earnings released: EPS: JP¥14.44 (vs JP¥12.07 in FY 2021) Full year 2022 results: EPS: JP¥14.44 (up from JP¥12.07 in FY 2021). Revenue: JP¥2.50b (up 20% from FY 2021). Net income: JP¥685.0m (up 18% from FY 2021). Profit margin: 27% (in line with FY 2021). Announcement • Nov 27
Kanamic Network Co.,LTD to Report Q1, 2023 Results on Feb 07, 2023 Kanamic Network Co.,LTD announced that they will report Q1, 2023 results on Feb 07, 2023 Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Kazuo Futagawa was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 10
Full year 2022 earnings released: EPS: JP¥14.44 (vs JP¥12.07 in FY 2021) Full year 2022 results: EPS: JP¥14.44 (up from JP¥12.07 in FY 2021). Revenue: JP¥2.50b (up 20% from FY 2021). Net income: JP¥685.0m (up 18% from FY 2021). Profit margin: 27% (in line with FY 2021). Announcement • Nov 08
Kanamic Network Co.,LTD, Annual General Meeting, Dec 21, 2022 Kanamic Network Co.,LTD, Annual General Meeting, Dec 21, 2022. Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment improved over the past week After last week's 20% share price gain to €4.16, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 26x in the Healthcare Services industry in Germany. Announcement • Sep 01
Kanamic Network Co.,LTD to Report Fiscal Year 2022 Results on Nov 08, 2022 Kanamic Network Co.,LTD announced that they will report fiscal year 2022 results on Nov 08, 2022 Reported Earnings • Aug 11
Third quarter 2022 earnings released: EPS: JP¥2.55 (vs JP¥3.12 in 3Q 2021) Third quarter 2022 results: EPS: JP¥2.55 (down from JP¥3.12 in 3Q 2021). Revenue: JP¥559.0m (up 9.2% from 3Q 2021). Net income: JP¥121.0m (down 19% from 3Q 2021). Profit margin: 22% (down from 29% in 3Q 2021). The decrease in margin was driven by higher expenses. Announcement • May 29
Kanamic Network Co.,LTD to Report Q3, 2022 Results on Aug 09, 2022 Kanamic Network Co.,LTD announced that they will report Q3, 2022 results on Aug 09, 2022 Announcement • May 19
Kanamic Network Co.,LTD Provides Dividend Guidance for the Fiscal Year 2022 Kanamic Network Co.,LTD provided dividend guidance for the fiscal year 2022. The company expects to pay dividend of JPY 3.00 per share for the fiscal year of 2022. Reported Earnings • May 11
Second quarter 2022 earnings released: EPS: JP¥3.37 (vs JP¥3.16 in 2Q 2021) Second quarter 2022 results: EPS: JP¥3.37 (up from JP¥3.16 in 2Q 2021). Revenue: JP¥549.0m (up 7.6% from 2Q 2021). Net income: JP¥160.0m (up 5.3% from 2Q 2021). Profit margin: 29% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 25% growth forecast for the industry in Germany. Board Change • Apr 28
Less than half of directors are independent Following 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. 6 non-independent directors. Independent Outside Director Kazuo Futagawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Mar 10
Kanamic Network Co., Ltd Releases Cashless Payment Service for the Long-Term Care Industry Kanamic Network Co.,LTD rolled out "Easy Electronic Payments by Kanamic, a fintech solution for long-term care recipient billing. With 'Easy Electronic Payments by Kanamic', bills to long-term care service recipients that were created with The Company's Cloud Service (including those transmitted over the internet via 'Kanamic Easy Web Statements'), can be paid not only through the previous method of bank wire transfer, but now also through fintech solutions including credit card payments, QR Code Payment (PayPay App), and convenience store payments. Within the long-term care industry, collection of care recipient copayments is encumbered by the enormous operational burden of handling a large volume of bank transfers every month as well as the complexities of dealing with cash payments in cases of bank transfer failures. This results in an enormous amount of work related to cash management and related operations. The Company aims to reduce these operational burdens and allow for quicker collection of payments within the industry by facilitating cashless payments, such as credit card payments. To compliment this, the Kanamic Cloud Service's accounts receivables management tool facilitates the reduction of human errors via its automated clearing functionality. Announcement • Feb 27
Kanamic Network Co.,LTD to Report Q2, 2022 Results on May 10, 2022 Kanamic Network Co.,LTD announced that they will report Q2, 2022 results on May 10, 2022 Reported Earnings • Feb 11
First quarter 2022 earnings: EPS in line with expectations, revenues disappoint First quarter 2022 results: EPS: JP¥2.93 (down from JP¥2.97 in 1Q 2021). Revenue: JP¥519.0m (down 2.6% from 1Q 2021). Net income: JP¥139.0m (down 2.8% from 1Q 2021). Profit margin: 27% (in line with 1Q 2021). Revenue missed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 21%, compared to a 44% growth forecast for the industry in Germany. Reported Earnings • Dec 28
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: JP¥12.07 (up from JP¥9.81 in FY 2020). Revenue: JP¥2.08b (up 11% from FY 2020). Net income: JP¥579.0m (up 23% from FY 2020). Profit margin: 28% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 15%, compared to a 59% growth forecast for the industry in Germany. Reported Earnings • Nov 03
Full year 2021 earnings released: EPS JP¥12.07 (vs JP¥9.81 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.08b (up 11% from FY 2020). Net income: JP¥579.0m (up 23% from FY 2020). Profit margin: 28% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Board Change • Oct 27
Less than half of directors are independent Following 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. 6 non-independent directors. Independent Outside Director Kazuo Futagawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.