OptorunLtd Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Fan Bin

Chief executive officer

JP¥296.0m

Total compensation

CEO salary percentage	12.5%
CEO tenure	2.7yrs
CEO ownership	1.2%
Management average tenure	no data
Board average tenure	5.2yrs

Recent management updates

Recent updates

Market Still Lacking Some Conviction On Optorun Co.,Ltd. (TSE:6235)

Aug 03

CEO Compensation Analysis

How has Fan Bin's remuneration changed compared to OptorunLtd's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	JP¥6b
Jun 30 2024	n/a	n/a	JP¥4b
Mar 31 2024	n/a	n/a	JP¥7b
Dec 31 2023	JP¥296m	JP¥37m	JP¥5b
Sep 30 2023	n/a	n/a	JP¥5b
Jun 30 2023	n/a	n/a	JP¥7b
Mar 31 2023	n/a	n/a	JP¥8b
Dec 31 2022	JP¥262m	JP¥32m	JP¥7b

Compensation vs Market: Fan's total compensation ($USD1.91M) is above average for companies of similar size in the JP market ($USD892.24K).

Compensation vs Earnings: Fan's compensation has been consistent with company performance over the past year.

CEO

Fan Bin (52 yo)

2.7yrs

Tenure

JP¥296,000,000

Compensation

Fan Bin is President, CEO & Director of Optorun Co.,Ltd. from March 2022. Fan Bin joined the Optorun Co.,Ltd.in February 2000. Fan Bin was Managing Executive Officer & Head of Technology Development of Op...

Board Members

Name	Position	Tenure	Compensation	Ownership
Hayashi Tamehira	Executive Chairman	23.4yrs	JP¥292.00m	no data
Fan Bin	President	10.7yrs	JP¥296.00m	1.17% ¥ 966.8m
Naoko Yamazaki	Independent External Director	7.2yrs	no data	no data
Shinichi Kobayashi	Standing Corporate Auditor	9.7yrs	no data	no data
Hayashi Satoshi	Independent Outside Director	6.7yrs	no data	no data
Takiguchi Tadashi	Independent Outside Director	2.7yrs	no data	no data
Shimaoka Mikuko	Independent Outside Director	1.7yrs	no data	no data
Sasada Hironobu	Audit & Supervisory Board Member	3.7yrs	no data	no data
Katayama Ritsu	Audit & Supervisory Board Member	3.7yrs	no data	no data
Koji Kondo	Executive Officer	less than a year	no data	0.016% ¥ 13.1m

5.2yrs

Average Tenure

56yo

Average Age

Experienced Board: 6235's board of directors are considered experienced (5.2 years average tenure).

OptorunLtd Management

Management criteria checks 2/4

Key information

Recent management updates

Less than half of directors are independent

Optorun Co.,Ltd., Annual General Meeting, Mar 22, 2024

Optorun Co.,Ltd., Annual General Meeting, Mar 28, 2023

No independent directors

No independent directors

Optorun Co.,Ltd., Annual General Meeting, Mar 29, 2022

Recent updates

Third quarter 2024 earnings released: EPS: JP¥51.50 (vs JP¥14.38 in 3Q 2023)

Optorun Co.,Ltd. to Report Q3, 2024 Results on Nov 12, 2024

Price target increased by 18% to JP¥2,600

Optorun Co.,Ltd. (TSE:6235) announces an Equity Buyback for 3,400,000 shares, representing 7.72% for ¥5,000 million.

New major risk - Share price stability

Investor sentiment deteriorates as stock falls 25%

Market Still Lacking Some Conviction On Optorun Co.,Ltd. (TSE:6235)

Optorun Co.,Ltd. to Report Q2, 2024 Results on Aug 08, 2024

Less than half of directors are independent

Optorun Co.,Ltd. to Report Q1, 2024 Results on May 13, 2024

Full year 2023 earnings: EPS misses analyst expectations

Optorun Co.,Ltd., Annual General Meeting, Mar 22, 2024

Full year 2023 earnings: EPS misses analyst expectations

Now 22% overvalued

Price target decreased by 21% to JP¥2,200

Optorun Co.,Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024

Upcoming dividend of JP¥50.00 per share at 3.0% yield

New minor risk - Share price stability

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

New major risk - Earnings quality

New minor risk - Share price stability

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

Optorun Co.,Ltd. to Report Q2, 2023 Results on Aug 09, 2023

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Optorun Co.,Ltd., Annual General Meeting, Mar 28, 2023

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Investor sentiment deteriorates as stock falls 21%

Optorun Co.,Ltd. to Report Fiscal Year 2022 Results on Feb 13, 2023

Upcoming dividend of JP¥50.00 per share

No independent directors

Price target increased to JP¥2,772

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

Optorun Co.,Ltd. to Report Q3, 2022 Results on Nov 10, 2022

Consensus forecasts updated

Now 20% undervalued

Investor sentiment improved over the past week

Price target decreased to JP¥2,483

Second quarter 2022 earnings: EPS and revenues exceed analyst expectations

Optorun Co.,Ltd. to Report Q2, 2022 Results on Aug 05, 2022

First quarter 2022 earnings: EPS and revenues miss analyst expectations

Now 21% undervalued after recent price drop

No independent directors

Optorun Co.,Ltd. to Report Q1, 2022 Results on May 12, 2022

Investor sentiment improved over the past week

Consensus EPS estimates fall by 11%

Price target decreased to JP¥2,538

Full year 2021 earnings: EPS exceeds analyst expectations

Optorun Co.,Ltd., Annual General Meeting, Mar 29, 2022

Investor sentiment deteriorated over the past week

Upcoming dividend of JP¥50.00 per share

Third quarter 2021 earnings released: EPS JP¥41.47 (vs JP¥31.81 in 3Q 2020)

First quarter 2021 earnings released: EPS JP¥33.76 (vs JP¥33.97 in 1Q 2020)

New 90-day high: JP¥2,916

Full year 2020 earnings released: EPS JP¥159 (vs JP¥217 in FY 2019)

Revenue beats expectations

New 90-day high: JP¥2,502

Optorun Co.,Ltd. to Report Fiscal Year 2020 Results on Feb 12, 2021

New 90-day high: JP¥2,322

Price target lowered to JP¥3,110

Optorun Co.,Ltd. to Report Q3, 2020 Results on Nov 10, 2020

Optorun Co.,Ltd. to Report Q2, 2020 Results on Aug 06, 2020

CEO Compensation Analysis

CEO

Tenure

Compensation

Board Members

Average Tenure

Average Age