DrecomLtd Management

Management criteria checks 2/4

DrecomLtd's CEO is Yuki Naito, appointed in Mar 2003, has a tenure of 21.17 years. directly owns 34.71% of the company’s shares, worth ¥9.93B. The average tenure of the management team and the board of directors is 2.3 years and 8.9 years respectively.

Key information

Yuki Naito

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	21.2yrs
CEO ownership	34.7%
Management average tenure	2.3yrs
Board average tenure	8.9yrs

Recent management updates

Recent updates

Drecom Co.,Ltd. (TSE:3793) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

Feb 27

CEO

Yuki Naito (45 yo)

21.2yrs

Tenure

Mr. Yuki Naito has been the President of Drecom Co.,Ltd. since March 2003 and also served as its Executive Officer since 2022. Mr. Naito established K.K.Drecom Tech in January 2005 and served as its Presi...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Yuki Naito	President & Chairman	21.2yrs	no data	34.71% ¥ 9.9b
Hiroki Hasegawa	Operating Officer	no data	no data	no data
Motochika Furuya	Executive Officer	2.3yrs	no data	no data
Yoshio Okumura	VP & Executive Officer	2.3yrs	no data	no data
Masaaki Sato	Executive Officer	2.3yrs	no data	no data
Yoshihiro Matsue	VP & Executive Officer	2.3yrs	no data	no data
Shinnosuke Aimi	Executive Officer	2.3yrs	no data	no data
Keisuke Kanayama	Executive Officer	2.3yrs	no data	no data
Isao Kawamura	Executive Officer	2.3yrs	no data	no data

2.3yrs

Average Tenure

Experienced Management: 3793's management team is considered experienced (2.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Yuki Naito	President & Chairman	21.2yrs	no data	34.71% ¥ 9.9b
Rie Aoki	Independent Outside Director	8.9yrs	no data	0.024% ¥ 6.8m
Hideki Goto	Director	8.9yrs	no data	0.40% ¥ 115.7m
Masao Murata	Independent Outside Director	8.9yrs	no data	0.024% ¥ 6.8m
Katsuhiko Shimizu	Independent Outside Director	5.3yrs	no data	0.024% ¥ 6.8m

8.9yrs

Average Tenure

53yo

Average Age

Experienced Board: 3793's board of directors are considered experienced (8.9 years average tenure).

DrecomLtd Management

Management criteria checks 2/4

Key information

Recent management updates

Drecom Co.,Ltd., Annual General Meeting, Jun 28, 2023

Insufficient new directors

Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2022

Insufficient new directors

Insufficient new directors

Recent updates

New major risk - Share price stability

Drecom Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024

Drecom Co.,Ltd. (TSE:3793) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

Consensus EPS estimates increase by 380%

Third quarter 2024 earnings released: EPS: JP¥9.30 (vs JP¥3.86 in 3Q 2023)

Drecom Co.,Ltd. to Report Q3, 2024 Results on Jan 30, 2024

Second quarter 2024 earnings released: EPS: JP¥9.53 (vs JP¥18.79 in 2Q 2023)

Drecom Co.,Ltd. to Report Q2, 2024 Results on Oct 26, 2023

Consensus EPS estimates fall by 58%, revenue upgraded

Investor sentiment deteriorates as stock falls 24%

New minor risk - Market cap size

New minor risk - Earnings quality

First quarter 2024 earnings released: JP¥15.47 loss per share (vs JP¥18.32 profit in 1Q 2023)

Consensus EPS estimates fall by 14%

Consensus EPS estimates fall by 13%

Drecom Co.,Ltd. to Report Q1, 2024 Results on Jul 27, 2023

Full year 2023 earnings: EPS misses analyst expectations

Drecom Co.,Ltd., Annual General Meeting, Jun 28, 2023

Upcoming dividend of JP¥5.00 per share at 0.6% yield

Consensus EPS estimates fall by 13%

Third quarter 2023 earnings released: EPS: JP¥3.86 (vs JP¥8.45 in 3Q 2022)

Drecom Co.,Ltd. to Report Q3, 2023 Results on Jan 30, 2023

Insufficient new directors

Price target increased to JP¥920

Second quarter 2023 earnings released: EPS: JP¥18.79 (vs JP¥10.90 in 2Q 2022)

Drecom Co.,Ltd. Announces the Release of the Co-Op Competitive Action Game for Mobile, GGGGG, Launching on September 30

Drecom Co.,Ltd. to Report Q2, 2023 Results on Oct 27, 2022

Consensus EPS estimates increase by 17%

Investor sentiment improved over the past week

First quarter 2023 earnings released: EPS: JP¥18.32 (vs JP¥10.51 in 1Q 2022)

Drecom Co.,Ltd. to Report Q1, 2023 Results on Jul 28, 2022

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Full year 2022 earnings: EPS and revenues miss analyst expectations

Drecom Co.,Ltd., Annual General Meeting, Jun 24, 2022

Insufficient new directors

Drecom Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022

Investor sentiment improved over the past week

Price target decreased to JP¥540

Insufficient new directors

Third quarter 2022 earnings: EPS exceeds analyst expectations

Consensus EPS estimates increase to JP¥36.50

Second quarter 2022 earnings released: EPS JP¥10.90 (vs JP¥12.57 in 2Q 2021)

Investor sentiment deteriorated over the past week

First quarter 2022 earnings released: EPS JP¥10.51 (vs JP¥16.42 in 1Q 2021)

Consensus revenue estimates fall to JP¥11.3b

Full year 2021 earnings released: EPS JP¥56.97 (vs JP¥25.00 in FY 2020)

Investor sentiment improved over the past week

New 90-day low: JP¥736

Third quarter 2021 earnings released: EPS JP¥16.58 (vs JP¥6.22 in 3Q 2020)

Earnings beat expectations, revenue disappoints

Drecom Co.,Ltd. to Report Q2, 2022 Results on Oct 28, 2021

New 90-day low: JP¥749

Drecom Co., Ltd. to Report Q3, 2021 Results on Jan 28, 2021

New 90-day low: JP¥784

New 90-day high: JP¥941

Price target raised to JP¥800

Drecom Co., Ltd. to Report Q2, 2021 Results on Oct 29, 2020

CEO

Tenure

Leadership Team

Average Tenure

Board Members

Average Tenure

Average Age