Reported Earnings • May 15
First quarter 2026 earnings: EPS and revenues miss analyst expectations First quarter 2026 results: EPS: JP¥11.96 (down from JP¥19.71 in 1Q 2025). Revenue: JP¥3.72b (up 1.3% from 1Q 2025). Net income: JP¥356.0m (down 39% from 1Q 2025). Profit margin: 9.6% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Major Estimate Revision • May 14
Consensus EPS estimates increase by 11%, revenue downgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥17.3b to JP¥16.9b. EPS estimate rose from JP¥66.10 to JP¥73.09. Net income forecast to grow 133% next year vs 18% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,220 unchanged from last update. Share price fell 11% to JP¥1,033 over the past week. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥1,161, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,785 per share. Price Target Changed • Feb 16
Price target decreased by 14% to JP¥2,220 Down from JP¥2,567, the current price target is an average from 3 analysts. New target price is 117% above last closing price of JP¥1,021. Stock is down 27% over the past year. The company is forecast to post earnings per share of JP¥66.10 for next year compared to JP¥31.49 last year. Reported Earnings • Feb 16
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥31.49 (up from JP¥17.32 loss in FY 2024). Revenue: JP¥14.1b (up 48% from FY 2024). Net income: JP¥935.0m (up JP¥1.45b from FY 2024). Profit margin: 6.6% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. 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 26% per year, which means it is significantly lagging earnings. Announcement • Feb 13
giftee Inc., Annual General Meeting, Mar 30, 2026 giftee Inc., Annual General Meeting, Mar 30, 2026. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥13.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%). Reported Earnings • Nov 18
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: JP¥10.91 (up from JP¥6.93 in 3Q 2024). Revenue: JP¥3.31b (up 38% from 3Q 2024). Net income: JP¥324.0m (up 59% from 3Q 2024). Profit margin: 9.8% (up from 8.5% in 3Q 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Buy Or Sell Opportunity • Nov 10
Now 22% overvalued Over the last 90 days, the stock has fallen 23% to JP¥1,085. The fair value is estimated to be JP¥887, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Sep 26
Now 20% overvalued Over the last 90 days, the stock has fallen 30% to JP¥1,200. The fair value is estimated to be JP¥999, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making. Declared Dividend • Aug 16
Dividend increased to JP¥13.00 Dividend of JP¥13.00 is 30% higher than last year. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.4%. Reported Earnings • Aug 15
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: JP¥7.72 (down from JP¥8.29 in 2Q 2024). Revenue: JP¥3.43b (up 55% from 2Q 2024). Net income: JP¥229.0m (down 6.1% from 2Q 2024). Profit margin: 6.7% (down from 11% in 2Q 2024). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. New Risk • Jun 24
New major risk - Revenue and earnings growth Earnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change). New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.7% average weekly change). Announcement • Mar 01
giftee Inc. to Report Q1, 2025 Results on May 14, 2025 giftee Inc. announced that they will report Q1, 2025 results on May 14, 2025 New Risk • Feb 16
New major risk - Financial position The company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change). Major Estimate Revision • Feb 15
Consensus revenue estimates increase by 15%, EPS downgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥12.1b to JP¥14.0b. EPS estimate fell from JP¥54.84 to JP¥48.57. Net income forecast to grow 239% next year vs 37% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,267 unchanged from last update. Share price was steady at JP¥1,410 over the past week. Announcement • Feb 14
giftee Inc., Annual General Meeting, Mar 27, 2025 giftee Inc., Annual General Meeting, Mar 27, 2025. Buy Or Sell Opportunity • Jan 16
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 38% to JP¥1,276. The fair value is estimated to be JP¥1,040, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 71% in 2 years. Earnings are forecast to grow by 506% in the next 2 years. Major Estimate Revision • Jan 11
Consensus EPS estimates fall by 18% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥43.24 to JP¥35.39 per share. Revenue forecast steady at JP¥9.33b. Net income forecast to grow 280% next year vs 22% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,300 unchanged from last update. Share price was steady at JP¥1,278 over the past week. Announcement • Dec 03
giftee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025 giftee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025 Buy Or Sell Opportunity • Nov 15
Now 23% overvalued The stock has been flat over the last 90 days, currently trading at JP¥1,092. The fair value is estimated to be JP¥884, 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 declined by 43%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 589% in the next 2 years. Buy Or Sell Opportunity • Sep 09
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to JP¥1,189. The fair value is estimated to be JP¥970, 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 declined by 43%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 588% in the next 2 years. Buy Or Sell Opportunity • Aug 20
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 10.0% to JP¥1,160. The fair value is estimated to be JP¥948, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 73%. Revenue is forecast to grow by 55% in 2 years. Earnings are forecast to grow by 708% in the next 2 years. Price Target Changed • Aug 16
Price target decreased by 19% to JP¥2,300 Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 109% above last closing price of JP¥1,101. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥42.50 for next year compared to JP¥4.41 last year. New Risk • Aug 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk Large one-off items impacting financial results. Reported Earnings • May 16
First quarter 2024 earnings: Revenues and EPS in line with analyst expectations First quarter 2024 results: EPS: JP¥8.47 (up from JP¥4.90 in 1Q 2023). Revenue: JP¥2.25b (up 15% from 1Q 2023). Net income: JP¥249.0m (up 74% from 1Q 2023). Profit margin: 11% (up from 7.3% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance. Buy Or Sell Opportunity • Apr 02
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 30% to JP¥1,278. The fair value is estimated to be JP¥1,640, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 56% per annum over the same time period. Major Estimate Revision • Feb 28
Consensus EPS estimates increase by 12% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥38.25 to JP¥42.97. Revenue forecast steady at JP¥9.25b. Net income forecast to grow 875% next year vs 15% growth forecast for Interactive Media and Services industry in Japan. Consensus price target broadly unchanged at JP¥2,933. Share price fell 2.6% to JP¥1,409 over the past week. Announcement • Feb 24
giftee Inc. to Report Q1, 2024 Results on May 14, 2024 giftee Inc. announced that they will report Q1, 2024 results on May 14, 2024 Announcement • Feb 16
giftee Inc., Annual General Meeting, Mar 27, 2024 giftee Inc., Annual General Meeting, Mar 27, 2024. Reported Earnings • Feb 16
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: EPS: JP¥4.41 (up from JP¥0.35 in FY 2022). Revenue: JP¥7.23b (up 53% from FY 2022). Net income: JP¥129.0m (up JP¥119.0m from FY 2022). Profit margin: 1.8% (up from 0.2% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance. Announcement • Dec 05
giftee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024 giftee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024 Reported Earnings • Nov 18
Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2023 results: EPS: JP¥4.17 (up from JP¥0.76 in 3Q 2022). Revenue: JP¥1.72b (up 56% from 3Q 2022). Net income: JP¥122.0m (up 455% from 3Q 2022). Profit margin: 7.1% (up from 2.0% in 3Q 2022). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 15
Second quarter 2023 earnings: Revenues and EPS in line with analyst expectations Second quarter 2023 results: EPS: JP¥5.72 (up from JP¥2.60 in 2Q 2022). Revenue: JP¥1.63b (up 35% from 2Q 2022). Net income: JP¥167.0m (up 123% from 2Q 2022). Profit margin: 10% (up from 6.2% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Announcement • May 31
giftee Inc. to Report Q2, 2023 Results on Aug 14, 2023 giftee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023 Reported Earnings • Mar 31
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. Reported Earnings • Feb 19
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Price Target Changed • Feb 16
Price target increased by 10% to JP¥2,650 Up from JP¥2,400, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,615. Stock is up 193% over the past year. The company is forecast to post earnings per share of JP¥10.67 for next year compared to JP¥5.47 last year. Major Estimate Revision • Feb 15
Consensus EPS estimates fall by 19%, revenue upgraded The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from JP¥6.47b to JP¥6.81b. EPS estimate fell from JP¥24.22 to JP¥19.54 per share. Net income forecast to grow 173% next year vs 17% growth forecast for Interactive Media and Services industry in Japan. Consensus price target up from JP¥2,400 to JP¥2,500. Share price rose 7.3% to JP¥2,615 over the past week. Major Estimate Revision • Nov 21
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥12.78 to JP¥11.27 per share. Revenue forecast steady at JP¥4.92b. Net income forecast to grow 258% next year vs 16% growth forecast for Interactive Media and Services industry in Japan. Consensus price target up from JP¥2,100 to JP¥2,400. Share price fell 9.5% to JP¥2,137 over the past week. Reported Earnings • Nov 16
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: EPS: JP¥0.76 (up from JP¥4.04 loss in 3Q 2021). Revenue: JP¥1.10b (up 40% from 3Q 2021). Net income: JP¥22.0m (up JP¥133.0m from 3Q 2021). Profit margin: 2.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 74%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. 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. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku 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. Insufficient board refreshment. Major Estimate Revision • Sep 16
Consensus EPS estimates increase by 21% The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥4.86b to JP¥4.96b. EPS estimate increased from JP¥10.51 to JP¥12.67 per share. Net income forecast to grow 816% next year vs 27% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,100 unchanged from last update. Share price rose 6.3% to JP¥2,345 over the past week. Reported Earnings • Aug 14
Second quarter 2022 earnings: EPS and revenues exceed analyst expectations Second quarter 2022 results: EPS: JP¥2.60 (up from JP¥3.36 loss in 2Q 2021). Revenue: JP¥1.20b (up 60% from 2Q 2021). Net income: JP¥75.0m (up JP¥167.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 797%. Over the next year, revenue is forecast to grow 33%, compared to a 12% growth forecast for the industry in Japan. Price Target Changed • Apr 27
Price target decreased to JP¥1,600 Down from JP¥3,800, the current price target is an average from 3 analysts. New target price is 45% above last closing price of JP¥1,104. Stock is down 66% over the past year. The company is forecast to post earnings per share of JP¥7.05 for next year compared to JP¥5.47 last year. Board Change • Apr 27
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 not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). External Director Miwako Iyoku was the last 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. Insufficient board refreshment. Reported Earnings • Feb 16
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2021 results: EPS: JP¥5.47 (down from JP¥28.43 in FY 2020). Revenue: JP¥3.73b (up 21% from FY 2020). Net income: JP¥150.0m (down 80% from FY 2020). Profit margin: 4.0% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 22%, compared to a 14% growth forecast for the industry in Japan. Major Estimate Revision • Feb 16
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥5.19b to JP¥4.54b. EPS estimate increased from JP¥28.19 to JP¥31.55 per share. Net income forecast to shrink 2.7% next year vs 23% growth forecast for Interactive Media and Services industry in Japan . Consensus price target down from JP¥3,800 to JP¥1,100. Share price fell 12% to JP¥957 over the past week. Announcement • Feb 14
giftee Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023 giftee Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023 Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥1,256, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 29x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 61% over the past year. Reported Earnings • Nov 15
Third quarter 2021 earnings released: JP¥4.04 loss per share (vs JP¥2.11 profit in 3Q 2020) The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥786.0m (up 62% from 3Q 2020). Net loss: JP¥111.0m (down 298% from profit in 3Q 2020). Reported Earnings • May 17
First quarter 2021 earnings released: EPS JP¥12.33 (vs JP¥3.32 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥1.09b (up 142% from 1Q 2020). Net income: JP¥334.0m (up 284% from 1Q 2020). Profit margin: 31% (up from 19% in 1Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • Mar 30
Full year 2020 earnings released: EPS JP¥28.43 (vs JP¥15.73 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥3.08b (up 74% from FY 2019). Net income: JP¥752.0m (up 96% from FY 2019). Profit margin: 24% (up from 22% in FY 2019). The increase in margin was driven by higher revenue. Announcement • Mar 07
giftee Inc. to Report Q1, 2021 Results on May 14, 2021 giftee Inc. announced that they will report Q1, 2021 results on May 14, 2021 Major Estimate Revision • Feb 19
Analysts update estimates The 2021 consensus earning per share (EPS) estimate was lowered from JP¥37.46 to JP¥30.63. No change was made to the revenue estimate which at the last update was JP¥4.35b. Net income is expected to grow by 10% next year compared to 10% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target increased from JP¥3,100 to JP¥4,600. Share price is up 30% to JP¥4,400 over the past week. Reported Earnings • Feb 14
Full year 2020 earnings released: EPS JP¥28.43 (vs JP¥15.73 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥3.08b (up 74% from FY 2019). Net income: JP¥752.0m (up 96% from FY 2019). Profit margin: 24% (up from 22% in FY 2019). The increase in margin was driven by higher revenue. Analyst Estimate Surprise Post Earnings • Feb 14
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 0.06%. Earnings per share (EPS) also surpassed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the Interactive Media and Services industry in Japan. Announcement • Feb 13
giftee Inc. (TSE:4449) entered into a share exchange to acquire 26.7% stake in Sow Experience Inc. for approximately ¥480. giftee Inc. (TSE:4449) entered into a share exchange to acquire 26.7% stake in Sow Experience Inc. for approximately ¥480 on February 12, 2021. Under the terms, giftee will acquire 87 shares of Sow. 1,546 shares of the Company's common stock will be allotted and delivered for each share of Sow common stock. At the time of the Share Exchange, 134,502 shares of the Company's common stock will be allotted and delivered. In a related transaction, giftee Inc. agreed to acquire 73.3% stake in Sow Experience Inc. As a result of transactions, Sow Experience will become a wholly owned subsidiary of giftee. As at September 20, 2020, Sow Experience had net assets of ¥174 million and total assets of ¥762 million. For the year ended September 20, 2020, Sow Experience had revenues of ¥1.4 billion, operating loss of million ¥104 and net loss of ¥104 million. The Share Exchange is scheduled to be carried out for the Company without approval by the General Meeting of Shareholders of the Company. The share exchange has been approved by the Board of Directors on February 12, 2021. Effective date of share exchange is March 12, 2021. Announcement • Feb 12
giftee Inc., Annual General Meeting, Mar 24, 2021 giftee Inc., Annual General Meeting, Mar 24, 2021. Major Estimate Revision • Feb 05
Analysts increase revenue estimates to JP¥3.08b The 2020 consensus revenue estimate increased from JP¥2.53b. Earning per share (EPS) estimate also increased from JP¥26.30 to JP¥28.19 for the same period. Net income is expected to grow by 240% next year compared to 9.7% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target of JP¥3,100 was unchanged from the last update. Share price is up 16% to JP¥3,615 over the past week. Is New 90 Day High Low • Feb 04
New 90-day high: JP¥3,400 The company is up 16% from its price of JP¥2,927 on 06 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥720 per share. Is New 90 Day High Low • Dec 17
New 90-day low: JP¥2,671 The company is down 19% from its price of JP¥3,280 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥739 per share. Price Target Changed • Dec 01
Price target raised to JP¥3,100 Up from JP¥2,500, the current price target is an average from 3 analysts. The new target price is close to the current share price of JP¥3,215. As of last close, the stock is up 76% over the past year. Major Estimate Revision • Dec 01
Analysts increase revenue estimates to JP¥2.53b The 2020 consensus revenue estimate increased from JP¥2.25b. Earning per share (EPS) estimate also increased from JP¥21.20 to JP¥26.30 for the same period. Net income is expected to grow by 266% next year compared to 7.1% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target of JP¥3,100 was unchanged from the last update. Share price stayed mostly flat at JP¥3,215 over the past week. Announcement • Jul 17
giftee Inc. to Report Q2, 2020 Results on Aug 14, 2020 giftee Inc. announced that they will report Q2, 2020 results on Aug 14, 2020