Declared Dividend • 9h
First half dividend of JP¥40.00 announced Shareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 17th December 2026 Dividend yield will be 7.3%, which is higher than the industry average of 2.3%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. New Risk • May 19
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 18% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Earnings are forecast to decline by an average of 18% per year for the foreseeable future. High level of non-cash earnings (44% accrual ratio). 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¥13.5b market cap, or US$85.0m). Announcement • Mar 11
Brangista Inc. announced that it has received ¥372.5 million in funding from Nexyz. Group Corporation On March 9, 2026, Brangista Inc closed the transaction. New Risk • Mar 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 7.1% 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: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (JP¥12.6b market cap, or US$79.6m). Valuation Update With 7 Day Price Move • Mar 03
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥899, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 96% over the past three years. Reported Earnings • Feb 16
First quarter 2026 earnings released: EPS: JP¥8.02 (vs JP¥9.99 in 1Q 2025) First quarter 2026 results: EPS: JP¥8.02 (down from JP¥9.99 in 1Q 2025). Revenue: JP¥1.15b (down 6.5% from 1Q 2025). Net income: JP¥112.0m (down 17% from 1Q 2025). Profit margin: 9.8% (down from 11% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Announcement • Jan 07
Brangista Inc. to Report Q1, 2026 Results on Feb 13, 2026 Brangista Inc. announced that they will report Q1, 2026 results on Feb 13, 2026 Buy Or Sell Opportunity • Dec 08
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.5% to JP¥755. The fair value is estimated to be JP¥963, 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. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 26% per annum over the same time period. Announcement • Nov 17
Brangista Inc., Annual General Meeting, Dec 16, 2025 Brangista Inc., Annual General Meeting, Dec 16, 2025. Buy Or Sell Opportunity • Nov 07
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.1% to JP¥781. The fair value is estimated to be JP¥646, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 89% in the next 2 years. Buy Or Sell Opportunity • Oct 22
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 3.2% to JP¥776. The fair value is estimated to be JP¥641, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 89% in the next 2 years. Buy Or Sell Opportunity • Oct 04
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 20% to JP¥769. The fair value is estimated to be JP¥641, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 89% in the next 2 years. Announcement • Oct 03
Brangista Inc. announced that it has received ¥856.75 million in funding from SBINM LLC On October 1, 2025, Brangista Inc. closed the transaction. New Risk • Sep 11
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 8.9% 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 (8.9% average weekly change). Minor Risk Market cap is less than US$100m (JP¥12.2b market cap, or US$82.4m). Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥936, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Media industry in Japan. Total returns to shareholders of 111% over the past three years. Buy Or Sell Opportunity • Sep 02
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 32% to JP¥804. The fair value is estimated to be JP¥645, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 89% in the next 2 years. Reported Earnings • Aug 16
Third quarter 2025 earnings released: EPS: JP¥10.22 (vs JP¥8.14 in 3Q 2024) Third quarter 2025 results: EPS: JP¥10.22 (up from JP¥8.14 in 3Q 2024). Revenue: JP¥1.22b (up 6.2% from 3Q 2024). Net income: JP¥134.0m (up 22% from 3Q 2024). Profit margin: 11% (up from 9.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥737, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Media industry in Japan. Total returns to shareholders of 38% over the past three years. Announcement • Jun 26
Brangista Inc. to Report Q3, 2025 Results on Aug 14, 2025 Brangista Inc. announced that they will report Q3, 2025 results on Aug 14, 2025 Reported Earnings • May 20
Second quarter 2025 earnings released: EPS: JP¥13.75 (vs JP¥12.61 in 2Q 2024) Second quarter 2025 results: EPS: JP¥13.75 (up from JP¥12.61 in 2Q 2024). Revenue: JP¥1.37b (up 14% from 2Q 2024). Net income: JP¥183.0m (up 5.8% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • May 14
Now 21% overvalued Over the last 90 days, the stock has fallen 21% to JP¥592. The fair value is estimated to be JP¥489, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 60% in the next 2 years. Buy Or Sell Opportunity • Apr 17
Now 20% overvalued Over the last 90 days, the stock has fallen 19% to JP¥595. The fair value is estimated to be JP¥495, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 15% in a year. Earnings are forecast to grow by 29% in the next year. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥460, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Media industry in Japan. Total returns to shareholders of 35% over the past three years. Announcement • Mar 07
Brangista Inc. to Report Q2, 2025 Results on May 15, 2025 Brangista Inc. announced that they will report Q2, 2025 results on May 15, 2025 Reported Earnings • Feb 16
First quarter 2025 earnings released: EPS: JP¥9.99 (vs JP¥9.48 in 1Q 2024) First quarter 2025 results: EPS: JP¥9.99 (up from JP¥9.48 in 1Q 2024). Revenue: JP¥1.23b (up 5.9% from 1Q 2024). Net income: JP¥135.0m (up 2.3% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Announcement • Jan 03
Brangista Inc. to Report Q1, 2025 Results on Feb 14, 2025 Brangista Inc. announced that they will report Q1, 2025 results on Feb 14, 2025 Announcement • Dec 02
Brangista Inc. (TSE:6176) announces an Equity Buyback for 700,000 shares, representing 5.18% for ¥500 million. Brangista Inc. (TSE:6176) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 5.18% of its issued share capital, for ¥500 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and respond to changes in the business environment. The program is valid till September 30, 2025. As of November 30, 2024, there are 13,520,312 outstanding shares (excluding treasury stock) and 1,054,988 treasury shares. Announcement • Nov 14
Brangista Inc., Annual General Meeting, Dec 17, 2024 Brangista Inc., Annual General Meeting, Dec 17, 2024. New Risk • Nov 06
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 8.5% 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 (8.5% average weekly change). Minor Risk Market cap is less than US$100m (JP¥8.41b market cap, or US$55.5m). Announcement • Sep 20
Brangista Inc. to Report Fiscal Year 2024 Results on Nov 14, 2024 Brangista Inc. announced that they will report fiscal year 2024 results on Nov 14, 2024 Valuation Update With 7 Day Price Move • Aug 30
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥599, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Media industry in Japan. Total returns to shareholders of 32% over the past three years. Reported Earnings • Aug 14
Third quarter 2024 earnings released: EPS: JP¥8.14 (vs JP¥9.34 in 3Q 2023) Third quarter 2024 results: EPS: JP¥8.14 (down from JP¥9.34 in 3Q 2023). Revenue: JP¥1.15b (down 1.2% from 3Q 2023). Net income: JP¥110.0m (down 15% from 3Q 2023). Profit margin: 9.6% (down from 11% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥592, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 30% over the past three years. New Risk • Aug 02
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 5.6% 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 High level of non-cash earnings (48% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥8.00b market cap, or US$53.8m). Announcement • Jun 22
Brangista Inc. to Report Q3, 2024 Results on Aug 09, 2024 Brangista Inc. announced that they will report Q3, 2024 results on Aug 09, 2024 Reported Earnings • May 21
Second quarter 2024 earnings released: EPS: JP¥12.61 (vs JP¥10.13 in 2Q 2023) Second quarter 2024 results: EPS: JP¥12.61 (up from JP¥10.13 in 2Q 2023). Revenue: JP¥1.20b (up 1.1% from 2Q 2023). Net income: JP¥173.0m (up 23% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Mar 27
Brangista Inc. to Report Q2, 2024 Results on May 15, 2024 Brangista Inc. announced that they will report Q2, 2024 results on May 15, 2024 Buy Or Sell Opportunity • Mar 01
Now 22% undervalued Over the last 90 days, the stock has risen 24% to JP¥712. The fair value is estimated to be JP¥915, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 20% in the next 2 years. Buy Or Sell Opportunity • Feb 20
Now 24% undervalued Over the last 90 days, the stock has risen 14% to JP¥691. The fair value is estimated to be JP¥913, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 20% in the next 2 years. Reported Earnings • Feb 17
First quarter 2024 earnings released: EPS: JP¥9.48 (vs JP¥4.17 in 1Q 2023) First quarter 2024 results: EPS: JP¥9.48 (up from JP¥4.17 in 1Q 2023). Revenue: JP¥1.16b (up 4.0% from 1Q 2023). Net income: JP¥132.0m (up 128% from 1Q 2023). Profit margin: 11% (up from 5.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Feb 14
Brangista Inc. (TSE:6176) announces an Equity Buyback for 400,000 shares, representing 2.87% for ¥300 million. Brangista Inc. (TSE:6176) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.87% of its total shares outstanding excluding treasury shares, for a total of ¥300 million. The purpose of repurchase program is to increase shareholder returns, improve capital efficiency, and implement a flexible capital policy in response to changes in the business environment. The repurchase program is valid till September 30, 2024. As of January 31, 2024, the company had 13,920,312 shares outstanding excluding treasury shares and had 654,988 shares in treasury. Announcement • Dec 28
Brangista Inc. to Report Q1, 2024 Results on Feb 14, 2024 Brangista Inc. announced that they will report Q1, 2024 results on Feb 14, 2024 Reported Earnings • Nov 20
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: JP¥41.59 (up from JP¥12.79 in FY 2022). Revenue: JP¥4.56b (up 36% from FY 2022). Net income: JP¥579.0m (up 225% from FY 2022). Profit margin: 13% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 32%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Nov 15
Brangista Inc., Annual General Meeting, Dec 19, 2023 Brangista Inc., Annual General Meeting, Dec 19, 2023. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥627, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Media industry in Japan. Total returns to shareholders of 21% over the past three years. Announcement • Sep 16
Brangista Inc. to Report Fiscal Year 2023 Results on Nov 16, 2023 Brangista Inc. announced that they will report fiscal year 2023 results on Nov 16, 2023 Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥954, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 68% over the past three years. Reported Earnings • Aug 12
Third quarter 2023 earnings released: EPS: JP¥9.34 (vs JP¥3.45 in 3Q 2022) Third quarter 2023 results: EPS: JP¥9.34 (up from JP¥3.45 in 3Q 2022). Revenue: JP¥1.16b (up 44% from 3Q 2022). Net income: JP¥130.0m (up 171% from 3Q 2022). Profit margin: 11% (up from 6.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥730, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 62% over the past three years. Announcement • Jun 09
Brangista Inc. to Report Q3, 2023 Results on Aug 10, 2023 Brangista Inc. announced that they will report Q3, 2023 results on Aug 10, 2023 Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥870, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Media industry in Japan. Total returns to shareholders of 69% over the past three years. Reported Earnings • May 20
Second quarter 2023 earnings released: EPS: JP¥10.13 (vs JP¥5.39 in 2Q 2022) Second quarter 2023 results: EPS: JP¥10.13 (up from JP¥5.39 in 2Q 2022). Revenue: JP¥1.18b (up 41% from 2Q 2022). Net income: JP¥141.0m (up 88% from 2Q 2022). Profit margin: 12% (up from 8.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥548, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Media industry in Japan. Total returns to shareholders of 14% over the past three years. Reported Earnings • Feb 18
First quarter 2023 earnings released: EPS: JP¥4.17 (vs JP¥1.94 in 1Q 2022) First quarter 2023 results: EPS: JP¥4.17 (up from JP¥1.94 in 1Q 2022). Revenue: JP¥1.11b (up 40% from 1Q 2022). Net income: JP¥58.0m (up 115% from 1Q 2022). Profit margin: 5.2% (up from 3.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Announcement • Jan 09
Brangista Inc. to Report Q1, 2023 Results on Feb 14, 2023 Brangista Inc. announced that they will report Q1, 2023 results on Feb 14, 2023 Reported Earnings • Nov 17
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: JP¥12.79 (down from JP¥15.30 in FY 2021). Revenue: JP¥3.36b (up 2.1% from FY 2021). Net income: JP¥178.0m (down 16% from FY 2021). Profit margin: 5.3% (down from 6.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Media industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings. Announcement • Nov 16
Brangista Inc., Annual General Meeting, Dec 13, 2022 Brangista Inc., Annual General Meeting, Dec 13, 2022. Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 11 non-independent directors. Director Noriyoshi Kubota was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Sep 01
Brangista Inc. to Report Fiscal Year 2022 Results on Nov 14, 2022 Brangista Inc. announced that they will report fiscal year 2022 results on Nov 14, 2022 Reported Earnings • Aug 12
Third quarter 2022 earnings released: EPS: JP¥3.45 (vs JP¥2.80 in 3Q 2021) Third quarter 2022 results: EPS: JP¥3.45 (up from JP¥2.80 in 3Q 2021). Revenue: JP¥805.0m (up 1.9% from 3Q 2021). Net income: JP¥48.0m (up 23% from 3Q 2021). Profit margin: 6.0% (up from 4.9% in 3Q 2021). Over the next year, revenue is forecast to grow 7.7%, compared to a 6.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% 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. Announcement • Jun 29
Brangista Inc. to Report Q3, 2022 Results on Aug 10, 2022 Brangista Inc. announced that they will report Q3, 2022 results on Aug 10, 2022 Valuation Update With 7 Day Price Move • Jun 24
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥568, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 33% over the past three years. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥388, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Media industry in Japan. Total loss to shareholders of 53% over the past three years. Reported Earnings • May 19
Second quarter 2022 earnings: EPS and revenues exceed analyst expectations Second quarter 2022 results: EPS: JP¥5.39 (down from JP¥5.89 in 2Q 2021). Revenue: JP¥838.0m (up 4.5% from 2Q 2021). Net income: JP¥75.0m (down 8.5% from 2Q 2021). Profit margin: 8.9% (down from 10% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 4.2%, compared to a 4.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings. Announcement • Apr 08
Brangista Inc. to Report Q2, 2022 Results on May 13, 2022 Brangista Inc. announced that they will report Q2, 2022 results on May 13, 2022 Reported Earnings • Feb 17
First quarter 2022 earnings: EPS and revenues exceed analyst expectations First quarter 2022 results: EPS: JP¥1.94 (down from JP¥5.46 in 1Q 2021). Revenue: JP¥796.0m (down 4.9% from 1Q 2021). Net income: JP¥27.0m (down 65% from 1Q 2021). Profit margin: 3.4% (down from 9.1% in 1Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 1.6%, compared to a 3.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 30% per year. Reported Earnings • Nov 15
Full year 2021 earnings released: EPS JP¥15.30 (vs JP¥27.19 loss in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥3.29b (up 18% from FY 2020). Net income: JP¥213.0m (up JP¥594.0m from FY 2020). Profit margin: 6.5% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings. Reported Earnings • May 17
Second quarter 2021 earnings released: EPS JP¥5.89 (vs JP¥4.27 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥802.0m (down 7.1% from 2Q 2020). Net income: JP¥82.0m (up 37% from 2Q 2020). Profit margin: 10% (up from 7.0% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings. Announcement • May 16
Brangista Inc. Reports Consolidated Earnings Guidance for the Year Ended September 30, 2021 Brangista Inc. reported consolidated earnings guidance for the year ended September 30, 2021. For the period, the company expects net sales to be JPY 3,100 million. Operating profit to be JPY 250 million. Profit attributable to owners of the parent to be JPY 170 million. Basic earnings per share to be JPY 12.21. Is New 90 Day High Low • Mar 15
New 90-day high: JP¥561 The company is up 12% from a price of JP¥501 on 15 December 2020. Outperformed the Japanese market which is up 9.0% over the last 90 days. Lagged the Media industry, which is up 14% over the same period. Reported Earnings • Feb 12
First quarter 2021 earnings released: EPS JP¥5.46 (vs JP¥3.60 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥837.0m (up 11% from 1Q 2020). Net income: JP¥76.0m (up 49% from 1Q 2020). Profit margin: 9.1% (up from 6.8% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings. Announcement • Dec 19
Brangista Inc. to Report Q1, 2021 Results on Feb 10, 2021 Brangista Inc. announced that they will report Q1, 2021 results on Feb 10, 2021 Is New 90 Day High Low • Dec 15
New 90-day low: JP¥501 The company is down 16% from its price of JP¥598 on 16 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 Media industry, which is up 7.0% over the same period. Announcement • Nov 15
Brangista Inc., Annual General Meeting, Dec 15, 2020 Brangista Inc., Annual General Meeting, Dec 15, 2020. Announcement • Sep 06
Brangista Inc. to Report Fiscal Year 2020 Results on Nov 13, 2020 Brangista Inc. announced that they will report fiscal year 2020 results on Nov 13, 2020