Announcement • Jul 07
SKY Perfect JSAT Corporation to Report Q1, 2027 Results on Aug 05, 2026 SKY Perfect JSAT Corporation announced that they will report Q1, 2027 results at 2:00 PM, Tokyo Standard Time on Aug 05, 2026 Buy Or Sell Opportunity • Jul 01
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to €13.90. The fair value is estimated to be €18.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period. Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €14.90, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Media industry in Germany. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.87 per share. Announcement • Jun 20
SKY Perfect JSAT Corporation Announces Management Appointments SKY Perfect JSAT Corporation decided on the appointment of board directors at the 19th General Meeting of Shareholders held on June 19, 2026 and the Board of Directors meeting held afterwards, approved New Appointment of Gaku Shibata and Makiko Yoshida as Board Director (Non-Standing). Buy Or Sell Opportunity • Jun 05
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to €20.20. The fair value is estimated to be €16.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €20.80, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 14x in the Media industry in Germany. Total returns to shareholders of 521% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.34 per share. Board Change • May 20
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Chief Risk Management Officer & Director Terry Yamashita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 29
SKY Perfect JSAT Corporation, Annual General Meeting, Jun 19, 2026 SKY Perfect JSAT Corporation, Annual General Meeting, Jun 19, 2026. Announcement • Apr 16
SKY Perfect JSAT Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026 SKY Perfect JSAT Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026 Announcement • Dec 02
SKY Perfect JSAT Holdings Inc. to Report Q3, 2026 Results on Feb 04, 2026 SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2026 results on Feb 04, 2026 Announcement • Oct 03
SKY Perfect JSAT Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025 SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025 Announcement • Jun 03
SKY Perfect JSAT Holdings Inc. to Report Q1, 2026 Results on Aug 06, 2025 SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2026 results on Aug 06, 2025 Announcement • Apr 25
SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 20, 2025 SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 20, 2025. Announcement • Apr 02
SKY Perfect JSAT Holdings Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025 SKY Perfect JSAT Holdings Inc. announced that they will report fiscal year 2025 results on Apr 25, 2025 Announcement • Dec 13
SKY Perfect JSAT Holdings Inc. to Report Q3, 2025 Results on Feb 05, 2025 SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2025 results on Feb 05, 2025 Reported Earnings • Nov 08
Second quarter 2025 earnings released: EPS: JP¥16.54 (vs JP¥12.31 in 2Q 2024) Second quarter 2025 results: EPS: JP¥16.54 (up from JP¥12.31 in 2Q 2024). Revenue: JP¥30.5b (flat on 2Q 2024). Net income: JP¥4.69b (up 31% from 2Q 2024). Profit margin: 15% (up from 12% in 2Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 15% per year. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥11.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.8%). Announcement • Aug 31
SKY Perfect JSAT Holdings Inc. to Report Q2, 2025 Results on Nov 06, 2024 SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2025 results on Nov 06, 2024 Reported Earnings • Aug 12
First quarter 2025 earnings released: EPS: JP¥17.75 (vs JP¥17.15 in 1Q 2024) First quarter 2025 results: EPS: JP¥17.75 (up from JP¥17.15 in 1Q 2024). Revenue: JP¥30.5b (up 1.6% from 1Q 2024). Net income: JP¥5.03b (flat on 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year. New Risk • Aug 08
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 7.0% 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 • Aug 06
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €4.36, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Media industry in Germany. Total returns to shareholders of 57% over the past three years. Declared Dividend • Jul 11
Final dividend of JP¥11.00 announced Shareholders will receive a dividend of JP¥11.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 217%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 27
SKY Perfect JSAT Holdings Inc. to Report Q1, 2025 Results on Aug 07, 2024 SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2025 results on Aug 07, 2024 Reported Earnings • Jun 26
Full year 2024 earnings released: EPS: JP¥61.69 (vs JP¥54.44 in FY 2023) Full year 2024 results: EPS: JP¥61.69 (up from JP¥54.44 in FY 2023). Revenue: JP¥121.9b (flat on FY 2023). Net income: JP¥17.7b (up 12% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 01
Full year 2024 earnings released: EPS: JP¥61.69 (vs JP¥54.44 in FY 2023) Full year 2024 results: EPS: JP¥61.69 (up from JP¥54.44 in FY 2023). Revenue: JP¥121.9b (flat on FY 2023). Net income: JP¥17.7b (up 12% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 28
SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 21, 2024 SKY Perfect JSAT Holdings Inc., Annual General Meeting, Jun 21, 2024. Announcement • Mar 28
SKY Perfect JSAT Holdings Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024 SKY Perfect JSAT Holdings Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.8%). Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥16.84 (vs JP¥12.68 in 3Q 2023) Third quarter 2024 results: EPS: JP¥16.84 (up from JP¥12.68 in 3Q 2023). Revenue: JP¥30.5b (flat on 3Q 2023). Net income: JP¥4.82b (up 31% from 3Q 2023). Profit margin: 16% (up from 12% in 3Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 09
SKY Perfect JSAT Holdings Inc. to Report Q3, 2024 Results on Feb 07, 2024 SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2024 results on Feb 07, 2024 Reported Earnings • Nov 03
Second quarter 2024 earnings released: EPS: JP¥14.73 (vs JP¥12.64 in 2Q 2023) Second quarter 2024 results: EPS: JP¥14.73 (up from JP¥12.64 in 2Q 2023). Revenue: JP¥30.2b (up 3.6% from 2Q 2023). Net income: JP¥4.28b (up 17% from 2Q 2023). Profit margin: 14% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. 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 5% per year. Announcement • Sep 28
SKY Perfect JSAT Holdings Inc. to Report Q2, 2024 Results on Nov 01, 2023 SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2024 results on Nov 01, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥10.00 per share at 2.8% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%). Announcement • Sep 07
SKY Perfect JSAT Holdings Inc. (TSE:9412) announces an Equity Buyback for 10,000,000 shares, representing 3.44% for ¥5,000 million. SKY Perfect JSAT Holdings Inc. (TSE:9412) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 3.44% for ¥5,000 million. The purpose of the program is to improve capital efficiency. The program is valid till April 30, 2024. As of August 31, 2023, the company had 290,645,299 shares (excluding treasury stock) and 6,933,124 shares. Announcement • Aug 09
SKY Perfect JSAT Corporation Announces Successful Launch of Quantum Cryptography Optical Communication Device SKY Perfect JSAT Corporation announced the successful launch of the Quantum Cryptography Optical Communication Device, which was built in the Study and Development of Satellite-based Quantum Key Distribution (QKD) and Cryptography Technology in Satellite Communication for the Minister of Internal Affairs and Communications (MIC). The optical communication device was launched aboard Northrop Grumman’s Antares Rocket from NASA Wallops Flight Facility in Wallops Island, Virginia, U.S.A., at 9:30 a.m. on August 2, 2023 Japan Standard Time (JST) and arrived at the International Space Station (ISS) at 9:28 p.m. on August 4, 2023 JST. Moving forward, demonstration experiments between space and ground will begin after the optical communication device is placed outside of the ISS. The experiments will be conducted as an extension of the Optical Demonstration between Tokyo Skytree to Ground conducted in December 2022. Reported Earnings • Aug 03
First quarter 2024 earnings released: EPS: JP¥17.15 (vs JP¥13.89 in 1Q 2023) First quarter 2024 results: EPS: JP¥17.15 (up from JP¥13.89 in 1Q 2023). Revenue: JP¥30.0b (up 4.2% from 1Q 2023). Net income: JP¥4.98b (up 24% from 1Q 2023). Profit margin: 17% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Germany. 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. Announcement • Jun 28
SKY Perfect JSAT Holdings Inc. to Report Q1, 2024 Results on Aug 02, 2023 SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2024 results on Aug 02, 2023 Board Change • Jun 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Hiroyuki Oho was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Announcement • Jun 24
SKY Perfect JSAT Holdings Inc. Announces Board Changes SKY Perfect JSAT Holdings Inc. announced the official appointment of board directors at the 16th General Meeting of Shareholders. The company appointed Setsuko Aoki and Katashi Toyota as Board Directors. Iwao Nakatani and Hiroshi Fujiwara are not standing as board directors. Reported Earnings • Apr 30
Full year 2023 earnings released: EPS: JP¥54.44 (vs JP¥49.52 in FY 2022) Full year 2023 results: EPS: JP¥54.44 (up from JP¥49.52 in FY 2022). Revenue: JP¥121.1b (up 1.3% from FY 2022). Net income: JP¥15.8b (up 8.4% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥9.00 per share at 3.6% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.1%). Reported Earnings • Feb 02
Third quarter 2023 earnings released: EPS: JP¥12.68 (vs JP¥14.04 in 3Q 2022) Third quarter 2023 results: EPS: JP¥12.68 (down from JP¥14.04 in 3Q 2022). Revenue: JP¥30.6b (up 1.8% from 3Q 2022). Net income: JP¥3.68b (down 11% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Feb 01
SKY Perfect JSAT Holdings Inc. Announces Executive Appointments SKY Perfect JSAT Holdings Inc. announced appointment of Daisuke Nakagawa as Group President, FTTH Business Group, Media Business Unit from General Manager New Business Development Division, Media Business Group, Media Business Unit. Shizuka Akashi as Group President, Media Business Group, Media Business Unit from General Manager, Content Business Division, Media Business Group, Media Business Unit. Koji Taniguchi announced resignation as Executive Officer, Deputy Unit President, General Manager, Cyber Security Management Division, Corporate Administration Unit. Announcement • Dec 29
SKY Perfect JSAT Holdings Inc. to Report Q3, 2023 Results on Feb 01, 2023 SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2023 results on Feb 01, 2023 Reported Earnings • Nov 04
Second quarter 2023 earnings released: EPS: JP¥12.64 (vs JP¥12.16 in 2Q 2022) Second quarter 2023 results: EPS: JP¥12.64 (up from JP¥12.16 in 2Q 2022). Revenue: JP¥29.2b (flat on 2Q 2022). Net income: JP¥3.67b (up 1.8% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 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 German dividend payers (5.1%). Lower than average of industry peers (9.4%). Announcement • Aug 28
SKY Perfect JSAT Holdings Inc. to Report Q2, 2023 Results on Nov 02, 2022 SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2023 results on Nov 02, 2022 Reported Earnings • Aug 04
First quarter 2023 earnings released: EPS: JP¥13.89 (vs JP¥16.59 in 1Q 2022) First quarter 2023 results: EPS: JP¥13.89 (down from JP¥16.59 in 1Q 2022). Revenue: JP¥28.8b (flat on 1Q 2022). Net income: JP¥4.03b (down 18% from 1Q 2022). Profit margin: 14% (down from 17% in 1Q 2022). Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Board Change • Jul 31
High number of new directors Independent Outside Director Hiroyuki Oho was the last director to join the board, commencing their role in 2022. Announcement • Jun 11
SKY Perfect JSAT Holdings Inc. to Report Q1, 2023 Results on Aug 03, 2022 SKY Perfect JSAT Holdings Inc. announced that they will report Q1, 2023 results on Aug 03, 2022 Reported Earnings • Apr 30
Full year 2022 earnings released: EPS: JP¥49.52 (vs JP¥44.92 in FY 2021) Full year 2022 results: EPS: JP¥49.52 (up from JP¥44.92 in FY 2021). Revenue: JP¥119.6b (down 14% from FY 2021). Net income: JP¥14.6b (up 9.2% from FY 2021). Profit margin: 12% (up from 9.6% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 1.4%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Board Change • Apr 27
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Outside Corporate Auditor Akira Ogawa is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Announcement • Apr 08
SKY Perfect JSAT Holdings Inc. to Report Fiscal Year 2022 Results on Apr 28, 2022 SKY Perfect JSAT Holdings Inc. announced that they will report fiscal year 2022 results on Apr 28, 2022 Announcement • Apr 01
SKY Perfect JSAT Holdings Inc. and SKY Perfect JSAT Corporation Appoints Toru Fukuoka as Representative Director SKY Perfect JSAT Holdings Inc. at its Board of Directors held on April 1, 2022 approved the a new Representative Director for the company and SKY Perfect JSAT Corporation, effective from April 1, 2022. Toru Fukuoka appointed as Representative Director from Board Director. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.7%). Reported Earnings • Feb 04
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥14.04 (up from JP¥11.53 in 3Q 2021). Revenue: JP¥30.0b (down 13% from 3Q 2021). Net income: JP¥4.12b (up 20% from 3Q 2021). Profit margin: 14% (up from 9.9% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 1.8% compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Feb 03
SKY Perfect JSAT Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022 SKY Perfect JSAT Holdings Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects operating revenues of ¥122,000 million, operating profit of ¥18,000 million and profit attributable to owners of parent of ¥13,000 million and basic earnings per share of ¥43.75. Announcement • Feb 02
SKY Perfect JSAT Holdings Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022 SKY Perfect JSAT Holdings Inc. provided dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects dividend of ¥9.00 per share against ¥9.00 per share a year ago. Reported Earnings • Nov 05
Second quarter 2022 earnings released: EPS JP¥12.16 (vs JP¥12.94 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2022 results: Revenue: JP¥29.3b (down 17% from 2Q 2021). Net income: JP¥3.60b (down 6.2% from 2Q 2021). Profit margin: 12% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (4.0%). Announcement • Aug 05
SKY Perfect JSAT Holdings Inc. (TSE:9412) announces an Equity Buyback for 9,000,000 shares, representing 3.03% for ¥3,000 million. SKY Perfect JSAT Holdings Inc. (TSE:9412) announces a share repurchase program. Under the program, the company will repurchase up to 9,000,000 common shares, representing 3.03% of its issued and outstanding shares, for total worth of ¥3,000 million. The purpose of the plan is to expand shareholder returns. The plan will be valid up to January 31, 2022. As of July 31, 2021, the company had 297,401,524 shares in issue and 2,688 shares in treasury. Reported Earnings • Aug 05
First quarter 2022 earnings released: EPS JP¥16.59 (vs JP¥13.54 in 1Q 2021) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥29.1b (down 16% from 1Q 2021). Net income: JP¥4.93b (up 23% from 1Q 2021). Profit margin: 17% (up from 12% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 30
Full year 2021 earnings released: EPS JP¥44.92 (vs JP¥40.49 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥139.6b (flat on FY 2020). Net income: JP¥13.3b (up 11% from FY 2020). Profit margin: 9.6% (up from 8.6% in FY 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Executive Departure • Apr 02
CFO & Director has left the company On the 31st of March, Masao Nito's tenure in the role of CFO & Director ended. As of December 2020, Masao personally held 82.50k shares (€323k worth at the time). Masao is the only executive to leave the company over the last 12 months. Upcoming Dividend • Mar 24
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.3%). In line with average of industry peers (3.7%). Is New 90 Day High Low • Feb 16
New 90-day low: €3.52 The company is down 7.0% from its price of €3.80 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.52 per share. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS JP¥11.53 (vs JP¥8.70 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥34.6b (flat on 3Q 2020). Net income: JP¥3.43b (up 33% from 3Q 2020). Profit margin: 9.9% (up from 7.5% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year. Analyst Estimate Surprise Post Earnings • Feb 07
Revenue misses expectations Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to stay flat compared to a 3.1% growth forecast for the Media industry in Germany. Is New 90 Day High Low • Jan 30
New 90-day low: €3.54 The company is down 1.0% from its price of €3.58 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.60 per share. Announcement • Jan 06
SKY Perfect JSAT Holdings Inc. to Report Q3, 2021 Results on Feb 03, 2021 SKY Perfect JSAT Holdings Inc. announced that they will report Q3, 2021 results on Feb 03, 2021 Is New 90 Day High Low • Dec 05
New 90-day high: €3.98 The company is up 6.0% from its price of €3.74 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.96 per share. Reported Earnings • Nov 11
Second quarter 2021 earnings released: EPS JP¥12.94 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥35.1b (up 1.0% from 2Q 2020). Net income: JP¥3.84b (up 11% from 2Q 2020). Profit margin: 11% (up from 10.0% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Reported Earnings • Nov 07
Second quarter 2021 earnings released: EPS JP¥12.94 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥35.1b (up 1.0% from 2Q 2020). Net income: JP¥3.84b (up 11% from 2Q 2020). Profit margin: 11% (up from 10.0% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Nov 06
New 90-day high: €3.78 The company is up 22% from its price of €3.10 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share. Announcement • Nov 05
SKY Perfect JSAT Holdings Inc. Revises Financial Forecasts for Fiscal Year 2020 SKY Perfect JSAT Holdings Inc. revised the financial forecasts for Fiscal Year 2020. For the period, the company's Revenue revised from JPY 140,000 Million to
JPY 139,000 Million. Operating income revised to from JPY 12,000 Million to JPY 16,000 Million. Profit attributable to Owners of Parent revised from JPY 8,000 Million to JPY 11,000 Million. EBITDA revised to from JPY 38,000 Million to JPY 42,200 Million. Announcement • Oct 07
SKY Perfect JSAT Holdings Inc. to Report Q2, 2021 Results on Nov 04, 2020 SKY Perfect JSAT Holdings Inc. announced that they will report Q2, 2021 results on Nov 04, 2020 
