Announcement • Jun 01
eMnet Japan.co.ltd. to Report Q2, 2026 Results on Jul 15, 2026 eMnet Japan.co.ltd. announced that they will report Q2, 2026 results on Jul 15, 2026 New Risk • May 06
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 6.9% 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 64% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥2.93b market cap, or US$18.8m). New Risk • Apr 03
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (JP¥3.23b market cap, or US$20.2m). Reported Earnings • Apr 02
Full year 2025 earnings released: JP¥116 loss per share (vs JP¥17.88 profit in FY 2024) Full year 2025 results: JP¥116 loss per share (down from JP¥17.88 profit in FY 2024). Revenue: JP¥1.59b (up 20% from FY 2024). Net loss: JP¥449.0m (down JP¥518.0m from profit in FY 2024). 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 • Mar 31
eMnet Japan.co.ltd., Annual General Meeting, Mar 30, 2026 eMnet Japan.co.ltd., Annual General Meeting, Mar 30, 2026. New Risk • Feb 22
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (JP¥3.42b market cap, or US$22.1m). Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥968, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 18% over the past three years. Buy Or Sell Opportunity • Jan 13
Now 31% undervalued Over the last 90 days, the stock has risen 4.0% to JP¥993. The fair value is estimated to be JP¥1,446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 46% over the last 3 years. Earnings per share has declined by 36%. Buy Or Sell Opportunity • Dec 25
Now 21% undervalued Over the last 90 days, the stock has risen 14% to JP¥1,146. The fair value is estimated to be JP¥1,446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 46% over the last 3 years. Earnings per share has declined by 36%. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 23 March 2026. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,135, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 15% over the past three years. New Risk • Dec 08
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 8.1% 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 Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥4.09b market cap, or US$26.3m). Announcement • Nov 01
eMnet Japan.co.ltd. to Report Q3, 2025 Results on Nov 12, 2025 eMnet Japan.co.ltd. announced that they will report Q3, 2025 results on Nov 12, 2025 Valuation Update With 7 Day Price Move • Oct 21
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥910, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 51% over the past three years. New Risk • Oct 14
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 Earnings have declined by 26% per year over the past 5 years. 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¥4.43b market cap, or US$29.2m). Announcement • Jul 02
eMnet Japan.co.ltd. to Report Q2, 2025 Results on Aug 06, 2025 eMnet Japan.co.ltd. announced that they will report Q2, 2025 results on Aug 06, 2025 Upcoming Dividend • Jun 20
Upcoming dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 09 September 2025. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.1%). Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥748, the stock trades at a trailing P/E ratio of 74.1x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 73% over the past three years. New Risk • Feb 23
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 17% per year over the past 5 years. High level of non-cash earnings (21% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (2.9% net profit margin). Market cap is less than US$100m (JP¥3.59b market cap, or US$24.1m). Announcement • Feb 12
eMnet Japan.co.ltd., Annual General Meeting, Mar 19, 2025 eMnet Japan.co.ltd., Annual General Meeting, Mar 19, 2025. Announcement • Jan 25
eMnet Japan.co.ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025 eMnet Japan.co.ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025 New Risk • Jan 11
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 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 17% per year over the past 5 years. High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.0% average weekly change). Profit margins are more than 30% lower than last year (2.9% net profit margin). Market cap is less than US$100m (JP¥3.56b market cap, or US$22.5m). Upcoming Dividend • Dec 20
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 March 2025. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%). New Risk • Dec 04
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 5.3% 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 Risks Earnings have declined by 17% per year over the past 5 years. High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (2.9% net profit margin). Market cap is less than US$100m (JP¥3.24b market cap, or US$21.7m). Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: JP¥2.07 (vs JP¥2.87 in 3Q 2023) Third quarter 2024 results: EPS: JP¥2.07 (down from JP¥2.87 in 3Q 2023). Revenue: JP¥319.0m (down 5.1% from 3Q 2023). Net income: JP¥8.00m (down 27% from 3Q 2023). Profit margin: 2.5% (down from 3.3% in 3Q 2023). The decrease in margin was driven by lower revenue. 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. Announcement • Oct 23
eMnet Japan.co.ltd. to Report Q3, 2024 Results on Nov 06, 2024 eMnet Japan.co.ltd. announced that they will report Q3, 2024 results on Nov 06, 2024 Announcement • Jul 04
eMnet Japan.co.ltd. to Report Q2, 2024 Results on Aug 07, 2024 eMnet Japan.co.ltd. announced that they will report Q2, 2024 results on Aug 07, 2024 Upcoming Dividend • Jun 20
Upcoming dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. The average dividend yield among industry peers is 2.3%. Reported Earnings • May 21
First quarter 2024 earnings released: EPS: JP¥0.78 (vs JP¥10.20 in 1Q 2023) First quarter 2024 results: EPS: JP¥0.78 (down from JP¥10.20 in 1Q 2023). Revenue: JP¥333.0m (down 11% from 1Q 2023). Net income: JP¥3.00m (down 92% from 1Q 2023). Profit margin: 0.9% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance. Announcement • May 12
eMnet Japan.co.ltd. to Report Q1, 2024 Results on May 15, 2024 eMnet Japan.co.ltd. announced that they will report Q1, 2024 results on May 15, 2024 Reported Earnings • Mar 27
Full year 2023 earnings released: EPS: JP¥19.05 (vs JP¥45.60 in FY 2022) Full year 2023 results: EPS: JP¥19.05 (down from JP¥45.60 in FY 2022). Revenue: JP¥1.37b (down 6.6% from FY 2022). Net income: JP¥73.0m (down 58% from FY 2022). Profit margin: 5.3% (down from 12% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Buy Or Sell Opportunity • Mar 21
Now 28% overvalued after recent price rise Over the last 90 days, the stock has risen 36% to JP¥1,082. The fair value is estimated to be JP¥845, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 55% over the last 3 years. Earnings per share has declined by 48%. Valuation Update With 7 Day Price Move • Mar 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥932, the stock trades at a trailing P/E ratio of 33.1x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 27% over the past three years. Announcement • Feb 10
eMnet Japan.co.ltd., Annual General Meeting, Mar 19, 2024 eMnet Japan.co.ltd., Annual General Meeting, Mar 19, 2024. Reported Earnings • Feb 09
Full year 2023 earnings released: EPS: JP¥19.05 (vs JP¥45.60 in FY 2022) Full year 2023 results: EPS: JP¥19.05 (down from JP¥45.60 in FY 2022). Revenue: JP¥1.37b (down 6.6% from FY 2022). Net income: JP¥73.0m (down 58% from FY 2022). Profit margin: 5.3% (down from 12% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Announcement • Jan 21
eMnet Japan.co.ltd. to Report Fiscal Year 2023 Results on Feb 07, 2024 eMnet Japan.co.ltd. announced that they will report fiscal year 2023 results on Feb 07, 2024 Upcoming Dividend • Dec 21
Inaugural dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 25 March 2024. This is the first dividend for eMnet Japan.co.ltd since going public. The average dividend yield among industry peers is 2.7%. Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: JP¥2.87 (vs JP¥8.05 in 3Q 2022) Third quarter 2023 results: EPS: JP¥2.87 (down from JP¥8.05 in 3Q 2022). Revenue: JP¥336.0m (down 10% from 3Q 2022). Net income: JP¥11.0m (down 65% from 3Q 2022). Profit margin: 3.3% (down from 8.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 48% 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 • Sep 21
eMnet Japan.co.ltd. to Report Q3, 2023 Results on Nov 08, 2023 eMnet Japan.co.ltd. announced that they will report Q3, 2023 results on Nov 08, 2023 New Risk • Aug 11
New major 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 6.1% 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: Major Risk Earnings have declined by 0.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥3.30b market cap, or US$22.8m). Reported Earnings • Aug 10
Second quarter 2023 earnings released: JP¥2.35 loss per share (vs JP¥1.04 profit in 2Q 2022) Second quarter 2023 results: JP¥2.35 loss per share (down from JP¥1.04 profit in 2Q 2022). Revenue: JP¥311.0m (down 7.7% from 2Q 2022). Net loss: JP¥9.00m (down 325% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥861, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 13% over the past three years. Announcement • Jul 07
eMnet Japan.co.ltd. to Report Q2, 2023 Results on Aug 09, 2023 eMnet Japan.co.ltd. announced that they will report Q2, 2023 results on Aug 09, 2023 Upcoming Dividend • Jun 22
Inaugural dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 05 September 2023. This is the first dividend for eMnet Japan.co.ltd since going public. The average dividend yield among industry peers is 2.4%. Valuation Update With 7 Day Price Move • May 17
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥1,047, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 16% over the past three years. Reported Earnings • May 12
First quarter 2023 earnings released: EPS: JP¥10.20 (vs JP¥19.08 in 1Q 2022) First quarter 2023 results: EPS: JP¥10.20 (down from JP¥19.08 in 1Q 2022). Revenue: JP¥373.0m (down 3.4% from 1Q 2022). Net income: JP¥39.0m (down 47% from 1Q 2022). Profit margin: 11% (down from 19% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Reported Earnings • Mar 29
Full year 2022 earnings released: EPS: JP¥45.60 (vs JP¥81.82 in FY 2021) Full year 2022 results: EPS: JP¥45.60 (down from JP¥81.82 in FY 2021). Revenue: JP¥1.47b (down 86% from FY 2021). Net income: JP¥175.0m (down 44% from FY 2021). Profit margin: 12% (up from 2.9% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings. Reported Earnings • Feb 10
Full year 2022 earnings released: EPS: JP¥45.60 (vs JP¥81.82 in FY 2021) Full year 2022 results: EPS: JP¥45.60 (down from JP¥81.82 in FY 2021). Revenue: JP¥1.47b (down 86% from FY 2021). Net income: JP¥175.0m (down 44% from FY 2021). Profit margin: 12% (up from 2.9% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Announcement • Feb 10
eMnet Japan.co.ltd., Annual General Meeting, Mar 23, 2023 eMnet Japan.co.ltd., Annual General Meeting, Mar 23, 2023. Agenda: Annual General Meeting. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to JP¥1,587, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 47% over the past three years. Buying Opportunity • Jan 13
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 37%. The fair value is estimated to be JP¥1,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 23%. Announcement • Jan 07
eMnet Japan.co.ltd. to Report Fiscal Year 2022 Results on Feb 08, 2023 eMnet Japan.co.ltd. announced that they will report fiscal year 2022 results on Feb 08, 2023 Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improved over the past week After last week's 30% share price gain to JP¥1,399, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 13x in the Media industry in Japan. Total returns to shareholders of 7.5% over the past three years. Upcoming Dividend • Dec 22
Inaugural dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. This is the first dividend for eMnet Japan.co.ltd since going public. The average dividend yield among industry peers is 2.7%. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorated over the past week After last week's 18% share price decline to JP¥1,200, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 13x in the Media industry in Japan. Total loss to shareholders of 10% over the past three years. Buying Opportunity • Dec 20
Now 25% undervalued after recent price drop Over the last 90 days, the stock is down 35%. The fair value is estimated to be JP¥1,737, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 23%. Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥1,569, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 6.8% over the past three years. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Outside Director Norihito Nishimura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Nov 11
Third quarter 2022 earnings released: EPS: JP¥8.05 (vs JP¥44.99 in 3Q 2021) Third quarter 2022 results: EPS: JP¥8.05 (down from JP¥44.99 in 3Q 2021). Revenue: JP¥375.0m (down 86% from 3Q 2021). Net income: JP¥31.0m (down 64% from 3Q 2021). Profit margin: 8.3% (up from 3.2% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • Aug 28
eMnet Japan.co.ltd. to Report Q3, 2022 Results on Nov 09, 2022 eMnet Japan.co.ltd. announced that they will report Q3, 2022 results on Nov 09, 2022 Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: JP¥1.04 (vs JP¥14.76 in 2Q 2021) Second quarter 2022 results: EPS: JP¥1.04 (down from JP¥14.76 in 2Q 2021). Revenue: JP¥337.0m (down 88% from 2Q 2021). Net income: JP¥4.00m (down 86% from 2Q 2021). Profit margin: 1.2% (up from 1.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Announcement • Aug 11
eMnet Japan.co.ltd. (TSE:7036) announces an Equity Buyback for 46,000 shares, representing 1.19% for ¥120 million. eMnet Japan.co.ltd. (TSE:7036) announces a share repurchase program. Under the program, the company will repurchase 46,000 shares, representing 1.19% of its share capital, for ¥120 million. The purpose of repurchase program is to return profits to shareholders by improving capital efficiency, and execute flexible capital policies according to the business environment. The program will run until March 31, 2023. As of July 31, 2022, the company had 3,852,581 shares outstanding (excluding treasury shares) and 219 shares in treasury. Valuation Update With 7 Day Price Move • Jul 20
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥2,476, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 73% over the past three years. Buying Opportunity • Jul 12
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥2,751, 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 declined by 28%. Announcement • Jun 29
eMnet Japan.co.ltd. to Report Q2, 2022 Results on Aug 10, 2022 eMnet Japan.co.ltd. announced that they will report Q2, 2022 results on Aug 10, 2022 Upcoming Dividend • Jun 22
Inaugural dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 06 September 2022. This is the first dividend for eMnet Japan.co.ltd since going public. The average dividend yield among industry peers is 2.4%. Valuation Update With 7 Day Price Move • Jun 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥2,099, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 13x in the Media industry in Japan. Total returns to shareholders of 25% over the past three years. Buying Opportunity • Jun 20
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 38%. The fair value is estimated to be JP¥2,753, 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 declined by 28%. Reported Earnings • May 13
First quarter 2022 earnings released: EPS: JP¥19.08 (vs JP¥45.19 in 1Q 2021) First quarter 2022 results: EPS: JP¥19.08 (down from JP¥45.19 in 1Q 2021). Revenue: JP¥386.0m (down 85% from 1Q 2021). Net income: JP¥73.0m (down 14% from 1Q 2021). Profit margin: 19% (up from 3.3% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Outside Director Norihito Nishimura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Apr 22
eMnet Japan.co.ltd. to Report Q1, 2022 Results on May 11, 2022 eMnet Japan.co.ltd. announced that they will report Q1, 2022 results on May 11, 2022 Board Change • Apr 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Outside Director Norihito Nishimura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Feb 14
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥81.82 (down from JP¥114 in FY 2020). Revenue: JP¥10.7b (up 15% from FY 2020). Net income: JP¥311.0m (up 47% from FY 2020). Profit margin: 2.9% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings. Announcement • Feb 12
eMnet Japan.co.ltd., Annual General Meeting, Mar 24, 2022 eMnet Japan.co.ltd., Annual General Meeting, Mar 24, 2022. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorated over the past week After last week's 19% share price decline to JP¥2,871, the stock trades at a trailing P/E ratio of 39.6x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 231% over the past three years. Upcoming Dividend • Dec 22
Inaugural dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for eMnet Japan.co.ltd since going public. The average dividend yield among industry peers is 1.9%. Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment deteriorated over the past week After last week's 18% share price decline to JP¥4,230, the stock trades at a trailing P/E ratio of 58.4x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 505% over the past three years. Valuation Update With 7 Day Price Move • Nov 22
Investor sentiment improved over the past week After last week's 22% share price gain to JP¥3,955, the stock trades at a trailing P/E ratio of 54.6x. Average trailing P/E is 19x in the Media industry in Japan. Total returns to shareholders of 341% over the past three years. Reported Earnings • Nov 11
Third quarter 2021 earnings released: EPS JP¥44.99 (vs JP¥19.18 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.70b (up 14% from 3Q 2020). Net income: JP¥86.0m (up 139% from 3Q 2020). Profit margin: 3.2% (up from 1.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 53% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Oct 22
Investor sentiment improved over the past week After last week's 23% share price gain to JP¥3,545, the stock trades at a trailing P/E ratio of 59.7x. Average trailing P/E is 20x in the Media industry in Japan. Total returns to shareholders of 243% over the past three years. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment deteriorated over the past week After last week's 20% share price decline to JP¥2,613, the stock trades at a trailing P/E ratio of 44x. Average trailing P/E is 20x in the Media industry in Japan. Total returns to shareholders of 92% over the past three years. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 36% share price gain to JP¥7,050, the stock trades at a trailing P/E ratio of 58.5x. Average trailing P/E is 20x in the Media industry in Japan. Total returns to shareholders of 228% over the past year. Valuation Update With 7 Day Price Move • Aug 27
Investor sentiment improved over the past week After last week's 20% share price gain to JP¥6,180, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 18x in the Media industry in Japan. Total returns to shareholders of 258% over the past year. Reported Earnings • Aug 15
Second quarter 2021 earnings released: EPS JP¥14.76 (vs JP¥9.71 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥2.69b (up 31% from 2Q 2020). Net income: JP¥28.0m (up 56% from 2Q 2020). Profit margin: 1.0% (up from 0.9% in 2Q 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥3,890, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 24x in the Media industry in Japan. Total returns to shareholders of 106% over the past year. Announcement • Jun 23
SoftBank Group Corp. (TSE:9984) completed the acquisition of 40.05% stake of eMnet Japan.co.ltd. (TSE:7036) from eMnet Inc. (KOSDAQ:A123570) and Shinichiro Yamamoto. SoftBank Group Corp. (TSE:9984) made an offer to acquire 40.05% stake of eMnet Japan.co.ltd. (TSE:7036) from eMnet Inc. (KOSDAQ:A123570) and Shinichiro Yamamoto for ¥1.8 billion on May 21, 2021. The offer is made for 791,200 shares at a price of ¥2,257 per share. The offer will initiate on May 24, 2021 and will be valid till June 21, 2021. The deal is expected to be completed by June 28, 2021. E-Chon Accounting Corporation acted as external evaluation agency in the deal.
SoftBank Group Corp. (TSE:9984) completed the acquisition of 40.05% stake of eMnet Japan.co.ltd. (TSE:7036) from eMnet Inc. (KOSDAQ:A123570) and Shinichiro Yamamoto on June 21, 2021. Upcoming Dividend • Jun 23
Inaugural dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. This is the first dividend for eMnet Japan.co.ltd since going public. The average dividend yield among industry peers is 1.6%. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improved over the past week After last week's 31% share price gain to JP¥3,240, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 24x in the Media industry in Japan. Total returns to shareholders of 69% over the past year. Reported Earnings • May 16
First quarter 2021 earnings released: EPS JP¥45.19 (vs JP¥43.38 in 1Q 2020) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: JP¥2.60b (up 13% from 1Q 2020). Net income: JP¥85.0m (up 6.3% from 1Q 2020). Profit margin: 3.3% (down from 3.5% in 1Q 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • May 13
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥2,343, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 22x in the Media industry in Japan. Total returns to shareholders of 37% over the past year. Reported Earnings • Mar 30
Full year 2020 earnings released: EPS JP¥114 (vs JP¥130 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥9.31b (up 19% from FY 2019). Net income: JP¥212.0m (down 11% from FY 2019). Profit margin: 2.3% (down from 3.0% in FY 2019). The decrease in margin was driven by higher expenses. Reported Earnings • Feb 14
Full year 2020 earnings released: EPS JP¥114 (vs JP¥130 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥9.31b (up 19% from FY 2019). Net income: JP¥212.0m (down 11% from FY 2019). Profit margin: 2.3% (down from 3.0% in FY 2019). The decrease in margin was driven by higher expenses. Announcement • Feb 12
eMnet Japan.co.ltd., Annual General Meeting, Mar 25, 2021 eMnet Japan.co.ltd., Annual General Meeting, Mar 25, 2021.