Reported Earnings • Jul 14
Third quarter 2025 earnings released: JP¥1.56 loss per share (vs JP¥4.27 loss in 3Q 2024) Third quarter 2025 results: JP¥1.56 loss per share (improved from JP¥4.27 loss in 3Q 2024). Revenue: JP¥384.0m (down 36% from 3Q 2024). Net loss: JP¥23.0m (loss narrowed 64% from 3Q 2024). 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 18% per year, which means it has not declined as severely as earnings. New Risk • Jul 03
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.42b (US$9.86m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 77% per year over the past 5 years. Market cap is less than US$10m (JP¥1.42b market cap, or US$9.86m). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change). New Risk • Jun 03
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 Japanese stocks, typically moving 7.8% 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: Major Risk Earnings have declined by 77% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (JP¥1.61b market cap, or US$11.3m). Announcement • May 01
DesignOne Japan, Inc. to Report Q3, 2025 Results on Jul 11, 2025 DesignOne Japan, Inc. announced that they will report Q3, 2025 results on Jul 11, 2025 Reported Earnings • Apr 12
Second quarter 2025 earnings released: JP¥1.49 loss per share (vs JP¥10.78 loss in 2Q 2024) Second quarter 2025 results: JP¥1.49 loss per share (improved from JP¥10.78 loss in 2Q 2024). Revenue: JP¥386.0m (down 30% from 2Q 2024). Net loss: JP¥22.0m (loss narrowed 86% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. New Risk • Apr 07
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.40b (US$9.60m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 84% per year over the past 5 years. Market cap is less than US$10m (JP¥1.40b market cap, or US$9.60m). Announcement • Feb 06
DesignOne Japan, Inc. to Report Q2, 2025 Results on Apr 11, 2025 DesignOne Japan, Inc. announced that they will report Q2, 2025 results on Apr 11, 2025 Reported Earnings • Jan 15
First quarter 2025 earnings released: JP¥5.55 loss per share (vs JP¥1.97 loss in 1Q 2024) First quarter 2025 results: JP¥5.55 loss per share (further deteriorated from JP¥1.97 loss in 1Q 2024). Revenue: JP¥378.0m (down 35% from 1Q 2024). Net loss: JP¥82.0m (loss widened 183% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance. Announcement • Oct 29
DesignOne Japan, Inc. to Report Q1, 2025 Results on Jan 14, 2025 DesignOne Japan, Inc. announced that they will report Q1, 2025 results on Jan 14, 2025 Reported Earnings • Oct 16
Full year 2024 earnings released: JP¥21.01 loss per share (vs JP¥1.83 loss in FY 2023) Full year 2024 results: JP¥21.01 loss per share (further deteriorated from JP¥1.83 loss in FY 2023). Revenue: JP¥2.26b (down 6.8% from FY 2023). Net loss: JP¥310.0m (loss widened JP¥283.0m from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Announcement • Oct 11
DesignOne Japan, Inc., Annual General Meeting, Nov 28, 2024 DesignOne Japan, Inc., Annual General Meeting, Nov 28, 2024. New Risk • Sep 13
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 Japanese stocks, typically moving 8.6% 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 Earnings have declined by 82% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (JP¥1.99b market cap, or US$14.2m). Announcement • Aug 02
DesignOne Japan, Inc. to Report Fiscal Year 2024 Results on Oct 11, 2024 DesignOne Japan, Inc. announced that they will report fiscal year 2024 results on Oct 11, 2024 New Risk • Jul 26
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 Japanese stocks, typically moving 5.4% 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 Earnings have declined by 82% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥2.04b market cap, or US$13.3m). Reported Earnings • Jul 16
Third quarter 2024 earnings released: JP¥4.27 loss per share (vs JP¥0.068 profit in 3Q 2023) Third quarter 2024 results: JP¥4.27 loss per share (down from JP¥0.068 profit in 3Q 2023). Revenue: JP¥602.0m (down 4.4% from 3Q 2023). Net loss: JP¥63.0m (down JP¥64.0m from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. Announcement • Apr 29
DesignOne Japan, Inc. to Report Q3, 2024 Results on Jul 12, 2024 DesignOne Japan, Inc. announced that they will report Q3, 2024 results on Jul 12, 2024 Reported Earnings • Apr 14
Second quarter 2024 earnings released: JP¥10.78 loss per share (vs JP¥0.75 profit in 2Q 2023) Second quarter 2024 results: JP¥10.78 loss per share (down from JP¥0.75 profit in 2Q 2023). Revenue: JP¥553.0m (down 11% from 2Q 2023). Net loss: JP¥159.0m (down JP¥170.0m from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. Buy Or Sell Opportunity • Mar 11
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at JP¥132. The fair value is estimated to be JP¥167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Feb 21
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to JP¥130. The fair value is estimated to be JP¥169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Announcement • Jan 28
DesignOne Japan, Inc. to Report Q2, 2024 Results on Apr 12, 2024 DesignOne Japan, Inc. announced that they will report Q2, 2024 results on Apr 12, 2024 Reported Earnings • Jan 14
First quarter 2024 earnings released: JP¥1.97 loss per share (vs JP¥1.42 profit in 1Q 2023) First quarter 2024 results: JP¥1.97 loss per share (down from JP¥1.42 profit in 1Q 2023). Revenue: JP¥584.0m (down 4.6% from 1Q 2023). Net loss: JP¥29.0m (down 238% from profit in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. Announcement • Oct 29
DesignOne Japan, Inc. to Report Q1, 2024 Results on Jan 12, 2024 DesignOne Japan, Inc. announced that they will report Q1, 2024 results on Jan 12, 2024 New Risk • Oct 18
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 Japanese stocks, typically moving 7.2% 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 Earnings have declined by 86% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥2.11b market cap, or US$14.1m). Announcement • Oct 15
DesignOne Japan, Inc., Annual General Meeting, Nov 29, 2023 DesignOne Japan, Inc., Annual General Meeting, Nov 29, 2023. Reported Earnings • Oct 15
Full year 2023 earnings released: JP¥1.83 loss per share (vs JP¥6.04 loss in FY 2022) Full year 2023 results: JP¥1.83 loss per share (improved from JP¥6.04 loss in FY 2022). Revenue: JP¥2.43b (up 7.9% from FY 2022). Net loss: JP¥27.0m (loss narrowed 70% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance. New Risk • Sep 05
New major risk - Revenue and earnings growth Earnings have declined by 91% 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 91% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.54b market cap, or US$17.2m). Announcement • Aug 03
DesignOne Japan, Inc. to Report Fiscal Year 2023 Results on Oct 13, 2023 DesignOne Japan, Inc. announced that they will report fiscal year 2023 results on Oct 13, 2023 Reported Earnings • Jul 15
Third quarter 2023 earnings released: EPS: JP¥0.068 (vs JP¥1.42 in 3Q 2022) Third quarter 2023 results: EPS: JP¥0.068 (down from JP¥1.42 in 3Q 2022). Revenue: JP¥630.0m (up 9.0% from 3Q 2022). Net income: JP¥1.00m (down 95% from 3Q 2022). Profit margin: 0.2% (down from 3.6% in 3Q 2022). Revenue is forecast to grow 5.3% 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, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 15
Second quarter 2023 earnings released: EPS: JP¥0.75 (vs JP¥2.65 loss in 2Q 2022) Second quarter 2023 results: EPS: JP¥0.75 (up from JP¥2.65 loss in 2Q 2022). Revenue: JP¥621.0m (up 8.6% from 2Q 2022). Net income: JP¥11.0m (up JP¥50.0m from 2Q 2022). Profit margin: 1.8% (up from net loss in 2Q 2022). Revenue is forecast to grow 5.6% 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. Announcement • Jan 29
DesignOne Japan, Inc. to Report Q2, 2023 Results on Apr 13, 2023 DesignOne Japan, Inc. announced that they will report Q2, 2023 results on Apr 13, 2023 Reported Earnings • Jan 14
First quarter 2023 earnings released: EPS: JP¥1.42 (vs JP¥1.83 in 1Q 2022) First quarter 2023 results: EPS: JP¥1.42 (down from JP¥1.83 in 1Q 2022). Revenue: JP¥612.0m (up 15% from 1Q 2022). Net income: JP¥21.0m (down 22% from 1Q 2022). Profit margin: 3.4% (down from 5.1% in 1Q 2022). Revenue is forecast to grow 7.3% 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. Reported Earnings • Dec 04
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: JP¥6.04 loss per share (down from JP¥5.89 profit in FY 2021). Revenue: JP¥2.25b (up 23% from FY 2021). Net loss: JP¥89.0m (down 202% from profit in FY 2021). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.4% 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 78 percentage points per year, which is a significant difference in performance. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. No independent directors (5 non-independent directors). External Director Tomohiro Takagi was the last director to join 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 independent directors. Insufficient board refreshment. Announcement • Oct 31
DesignOne Japan, Inc. to Report Q1, 2023 Results on Jan 13, 2023 DesignOne Japan, Inc. announced that they will report Q1, 2023 results on Jan 13, 2023 Reported Earnings • Oct 17
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: JP¥6.04 loss per share (down from JP¥5.89 profit in FY 2021). Revenue: JP¥2.25b (up 23% from FY 2021). Net loss: JP¥89.0m (down 202% from profit in FY 2021). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 8.9% 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 77 percentage points per year, which is a significant difference in performance. Announcement • Oct 16
DesignOne Japan, Inc., Annual General Meeting, Nov 29, 2022 DesignOne Japan, Inc., Annual General Meeting, Nov 29, 2022. Announcement • Aug 03
DesignOne Japan, Inc. to Report Fiscal Year 2022 Results on Oct 14, 2022 DesignOne Japan, Inc. announced that they will report fiscal year 2022 results on Oct 14, 2022 Reported Earnings • Jul 15
Third quarter 2022 earnings released: EPS: JP¥1.42 (vs JP¥1.29 in 3Q 2021) Third quarter 2022 results: EPS: JP¥1.42 (up from JP¥1.29 in 3Q 2021). Revenue: JP¥578.0m (up 35% from 3Q 2021). Net income: JP¥21.0m (up 11% from 3Q 2021). Profit margin: 3.6% (down from 4.4% in 3Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance. Announcement • Jun 21
DesignOne Japan, Inc. (TSE:6048) agreed to acquire modecas Inc from Skyland Ventures Co., Ltd. and Digital Base Capital Co., Ltd. DesignOne Japan, Inc. (TSE:6048) agreed to acquire modecas Inc from Skyland Ventures Co., Ltd. and Digital Base Capital Co., Ltd. on June 20, 2022. DesignOne Japan will acquire 8,800 shares under this transaction. The transaction is expected to complete on July 11, 2022. Announcement • May 12
DesignOne Japan, Inc. to Report Q3, 2022 Results on Jul 14, 2022 DesignOne Japan, Inc. announced that they will report Q3, 2022 results on Jul 14, 2022 Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. No independent directors (5 non-independent directors). External Director Tomohiro Takagi was the last director to join 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 independent directors. Insufficient board refreshment. Reported Earnings • Apr 14
Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2022 results: JP¥2.65 loss per share (down from JP¥2.78 profit in 2Q 2021). Revenue: JP¥572.0m (up 28% from 2Q 2021). Net loss: JP¥39.0m (down 195% from profit in 2Q 2021). Revenue exceeded analyst estimates by 8.1%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 14% growth forecast for the industry in Japan. Announcement • Feb 02
DesignOne Japan, Inc. to Report Q2, 2022 Results on Apr 13, 2022 DesignOne Japan, Inc. announced that they will report Q2, 2022 results on Apr 13, 2022 Reported Earnings • Jan 16
First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2022 results: EPS: JP¥1.83 (down from JP¥7.13 in 1Q 2021). Revenue: JP¥533.0m (up 15% from 1Q 2021). Net income: JP¥27.0m (down 75% from 1Q 2021). Profit margin: 5.1% (down from 23% in 1Q 2021). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 46%. Earnings per share (EPS) missed analyst estimates by 46%. Over the next year, revenue is forecast to grow 9.5%, compared to a 17% growth forecast for the industry in Japan. Reported Earnings • Oct 15
Full year 2021 earnings released: EPS JP¥5.89 (vs JP¥10.07 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.84b (down 4.6% from FY 2020). Net income: JP¥87.0m (down 43% from FY 2020). Profit margin: 4.7% (down from 7.9% in FY 2020). The decrease in margin was driven by lower revenue. Reported Earnings • Jul 15
Third quarter 2021 earnings released: EPS JP¥1.29 (vs JP¥1.06 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥429.0m (down 4.5% from 3Q 2020). Net income: JP¥19.0m (up 19% from 3Q 2020). Profit margin: 4.4% (up from 3.6% in 3Q 2020). Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥282, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 40x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 73% over the past three years. Announcement • Apr 29
DesignOne Japan, Inc. (TSE:6048) signed an agreement to acquire AMANEK Communications Co., Ltd. DesignOne Japan, Inc. (TSE:6048) signed an agreement to acquire AMANEK Communications Co., Ltd. on April 28, 2021. As per the transaction, DesignOne Japan, Inc. will acquire 400 shares representing 100% stake of AMANEK Communications Co., Ltd. Post completion, AMANEK Communications Co., Ltd. will become wholly owned subsidiary of DesignOne Japan, Inc. The Board of Directors of DesignOne Japan, Inc. has passed the resolution for the transaction. Completion is planned on May 13, 2021. Valuation Update With 7 Day Price Move • Mar 06
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥249, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 16.4x. This compares to an average P/E of 46x in the Interactive Media and Services industry in Japan. Total return to shareholders over the past three years is a loss of 76%. Is New 90 Day High Low • Feb 18
New 90-day high: JP¥235 The company is up 4.0% from its price of JP¥226 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 7.0% over the same period. Announcement • Jan 31
DesignOne Japan, Inc. to Report Q2, 2021 Results on Apr 12, 2021 DesignOne Japan, Inc. announced that they will report Q2, 2021 results on Apr 12, 2021 Analyst Estimate Surprise Post Earnings • Jan 19
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.7%. Over the next year, revenue is expected to shrink by 4.5% compared to a 13% growth forecast for the Interactive Media and Services industry in Japan. Analyst Estimate Surprise Post Earnings • Jan 16
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.7%. Over the next year, revenue is expected to shrink by 4.5% compared to a 13% growth forecast for the Interactive Media and Services industry in Japan. Is New 90 Day High Low • Dec 21
New 90-day low: JP¥208 The company is down 27% from its price of JP¥283 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. Is New 90 Day High Low • Dec 03
New 90-day low: JP¥219 The company is down 27% from its price of JP¥299 on 04 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 2.0% over the same period. Announcement • Aug 10
DesignOne Japan, Inc. to Report Q4, 2020 Results on Oct 13, 2020 DesignOne Japan, Inc. announced that they will report Q4, 2020 results on Oct 13, 2020 Announcement • Jul 30
DesignOne Japan, Inc. (TSE:6048) acquired Hiru Job Co., Ltd. DesignOne Japan, Inc. (TSE:6048) acquired Hiru Job Co., Ltd. on May 26, 2020. As per terms of transaction, DesignOne Japan, Inc. acquired 500 shares of Hiru Job Co., Ltd. Board of DesignOne Japan, Inc. approved the transaction. For the year ended July 31, 2019, Hiru Job Co., Ltd reported net assets of ¥12.211 million, total assets of ¥24.648 million, sales of ¥35.554 million and net income of ¥35.554 million. The impact of the acquisition of the shares on the DesignOne Japan, Inc.. consolidated business results will be minor, but new disclosure will have a significant impact on the business results.
DesignOne Japan, Inc. (TSE:6048) completed the acquisition of Hiru Job Co., Ltd. on May 26, 2020.