Announcement • Jun 19
Saison Technology Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026 Saison Technology Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026 Reported Earnings • May 18
Full year 2026 earnings released: EPS: JP¥67.04 (vs JP¥92.97 in FY 2025) Full year 2026 results: EPS: JP¥67.04 (down from JP¥92.97 in FY 2025). Revenue: JP¥21.9b (down 10% from FY 2025). Net income: JP¥1.09b (down 28% from FY 2025). Profit margin: 5.0% (down from 6.2% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year. Announcement • May 13
Saison Technology Co., Ltd., Annual General Meeting, Jun 23, 2026 Saison Technology Co., Ltd., Annual General Meeting, Jun 23, 2026. Announcement • May 10
Saison Technology Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 Saison Technology Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 18 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%). Reported Earnings • Jan 30
Third quarter 2026 earnings released: JP¥1.61 loss per share (vs JP¥26.61 profit in 3Q 2025) Third quarter 2026 results: JP¥1.61 loss per share (down from JP¥26.61 profit in 3Q 2025). Revenue: JP¥5.40b (down 22% from 3Q 2025). Net loss: JP¥26.0m (down 106% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Dec 25
Saison Technology Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026 Saison Technology Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026 Declared Dividend • Dec 06
First half dividend of JP¥45.00 announced Dividend of JP¥45.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 18th June 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 7.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 31
Second quarter 2026 earnings released: EPS: JP¥19.38 (vs JP¥21.54 in 2Q 2025) Second quarter 2026 results: EPS: JP¥19.38 (down from JP¥21.54 in 2Q 2025). Revenue: JP¥5.48b (down 9.1% from 2Q 2025). Net income: JP¥314.0m (down 10.0% from 2Q 2025). Profit margin: 5.7% (down from 5.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%). Announcement • Sep 11
Saison Technology Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025 Saison Technology Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025 Reported Earnings • Jul 31
First quarter 2026 earnings released: EPS: JP¥19.63 (vs JP¥15.31 in 1Q 2025) First quarter 2026 results: EPS: JP¥19.63 (up from JP¥15.31 in 1Q 2025). Revenue: JP¥5.49b (down 1.5% from 1Q 2025). Net income: JP¥318.0m (up 28% from 1Q 2025). Profit margin: 5.8% (up from 4.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Declared Dividend • Jul 09
Final dividend of JP¥45.00 announced Dividend of JP¥45.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 5.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (112% earnings payout ratio) nor is it covered by cash flows (150% cash payout ratio). The dividend has increased by an average of 13% per year over the past 8 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control, which is more than the 6.5% EPS growth achieved over the last 5 years. Announcement • Jun 06
Saison Technology Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025 Saison Technology Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025 Reported Earnings • May 15
Full year 2025 earnings released: EPS: JP¥92.97 (vs JP¥37.22 in FY 2024) Full year 2025 results: EPS: JP¥92.97 (up from JP¥37.22 in FY 2024). Revenue: JP¥24.4b (up 2.2% from FY 2024). Net income: JP¥1.51b (up 150% from FY 2024). Profit margin: 6.2% (up from 2.5% in FY 2024). The increase in margin was primarily driven by higher revenue. 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 1% per year, which means it is well ahead of earnings. Announcement • May 13
Saison Technology Co., Ltd., Annual General Meeting, Jun 17, 2025 Saison Technology Co., Ltd., Annual General Meeting, Jun 17, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%). Announcement • Mar 05
Saison Technology Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Saison Technology Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Reported Earnings • Jan 31
Third quarter 2025 earnings released: EPS: JP¥26.61 (vs JP¥21.30 in 3Q 2024) Third quarter 2025 results: EPS: JP¥26.61 (up from JP¥21.30 in 3Q 2024). Revenue: JP¥6.90b (up 17% from 3Q 2024). Net income: JP¥431.0m (up 25% from 3Q 2024). Profit margin: 6.2% (up from 5.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% 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. Declared Dividend • Dec 07
First half dividend of JP¥45.00 announced Dividend of JP¥45.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 19th June 2025 Dividend yield will be 5.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (180% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 100% to bring the payout ratio under control. However, EPS has declined by 13% over the last 5 years so the company would need to reverse this trend. Announcement • Dec 06
Saison Technology Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025 Saison Technology Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025 New Risk • Nov 02
New major risk - Dividend sustainability The dividend is not well covered by earnings and cash flows. Payout ratio: 120% The company is paying a dividend despite having no free cash flows. Dividend yield: 5.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 120% Paying a dividend despite having no free cash flows. Earnings have declined by 14% per year over the past 5 years. Reported Earnings • Nov 01
Second quarter 2025 earnings released: EPS: JP¥21.54 (vs JP¥23.52 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥21.54 (up from JP¥23.52 loss in 2Q 2024). Revenue: JP¥6.02b (down 1.0% from 2Q 2024). Net income: JP¥349.0m (up JP¥730.0m from 2Q 2024). Profit margin: 5.8% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 40% 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. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Announcement • Sep 04
Saison Technology Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024 Saison Technology Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024 Buy Or Sell Opportunity • Aug 05
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.6% to JP¥1,702. The fair value is estimated to be JP¥2,183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 41%. Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: JP¥15.31 (vs JP¥22.66 in 1Q 2024) First quarter 2025 results: EPS: JP¥15.31 (down from JP¥22.66 in 1Q 2024). Revenue: JP¥5.57b (down 5.8% from 1Q 2024). Net income: JP¥248.0m (down 32% from 1Q 2024). Profit margin: 4.5% (down from 6.2% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Declared Dividend • Jul 11
Final dividend of JP¥45.00 announced Dividend of JP¥45.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 4.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (242% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 169% to bring the payout ratio under control. However, EPS has declined by 22% over the last 5 years so the company would need to reverse this trend. Announcement • Jun 22
Saison Technology Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024 Saison Technology Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024 Reported Earnings • Jun 21
Full year 2024 earnings released: EPS: JP¥37.22 (vs JP¥88.89 in FY 2023) Full year 2024 results: EPS: JP¥37.22 (down from JP¥88.89 in FY 2023). Revenue: JP¥23.9b (flat on FY 2023). Net income: JP¥603.0m (down 58% from FY 2023). Profit margin: 2.5% (down from 6.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 36% 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. Reported Earnings • May 13
Full year 2024 earnings released: EPS: JP¥37.22 (vs JP¥88.89 in FY 2023) Full year 2024 results: EPS: JP¥37.22 (down from JP¥88.89 in FY 2023). Revenue: JP¥23.9b (flat on FY 2023). Net income: JP¥603.0m (down 58% from FY 2023). Profit margin: 2.5% (down from 6.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 36% 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. Announcement • May 12
Saison Technology Co., Ltd., Annual General Meeting, Jun 18, 2024 Saison Technology Co., Ltd., Annual General Meeting, Jun 18, 2024. Announcement • Mar 21
Saison Information Systems Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024 Saison Information Systems Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%). Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥21.30 (vs JP¥26.67 in 3Q 2023) Third quarter 2024 results: EPS: JP¥21.30 (down from JP¥26.67 in 3Q 2023). Revenue: JP¥5.91b (flat on 3Q 2023). Net income: JP¥345.0m (down 20% from 3Q 2023). Profit margin: 5.8% (down from 7.3% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 23% 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. Announcement • Nov 29
Saison Information Systems Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Saison Information Systems Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Announcement • Nov 24
Saison Information Systems Co., Ltd. Announces Dividend for the Second Quarter, Payable on December 1, 2023 and Provides Dividend Guidance for the Fiscal Year Ending March 2024 Saison Information Systems Co., Ltd. announces dividend for the second quarter and provides dividend guidance for the fiscal year ending march 2024. For the period, the company announced dividend of JPY 45 per share. Payable on December 1, 2023.For the year end, the company expects dividend of JPY 45 per share. Reported Earnings • Nov 02
Second quarter 2024 earnings released: JP¥23.52 loss per share (vs JP¥15.43 profit in 2Q 2023) Second quarter 2024 results: JP¥23.52 loss per share (down from JP¥15.43 profit in 2Q 2023). Revenue: JP¥6.08b (up 2.4% from 2Q 2023). Net loss: JP¥381.0m (down 252% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 5% per year. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥45.00 per share at 4.5% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%). Announcement • Sep 07
Saison Information Systems Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023 Saison Information Systems Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023 Reported Earnings • Jul 29
First quarter 2024 earnings released: EPS: JP¥22.66 (vs JP¥24.94 in 1Q 2023) First quarter 2024 results: EPS: JP¥22.66 (down from JP¥24.94 in 1Q 2023). Revenue: JP¥5.92b (up 2.2% from 1Q 2023). Net income: JP¥367.0m (down 9.2% from 1Q 2023). Profit margin: 6.2% (down from 7.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 22
Full year 2023 earnings released: EPS: JP¥88.89 (vs JP¥127 in FY 2022) Full year 2023 results: EPS: JP¥88.89 (down from JP¥127 in FY 2022). Revenue: JP¥24.0b (up 3.2% from FY 2022). Net income: JP¥1.44b (down 30% from FY 2022). Profit margin: 6.0% (down from 8.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Announcement • Jun 03
Saison Information Systems Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023 Saison Information Systems Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023 Reported Earnings • May 16
Full year 2023 earnings released: EPS: JP¥88.89 (vs JP¥127 in FY 2022) Full year 2023 results: EPS: JP¥88.89 (down from JP¥127 in FY 2022). Revenue: JP¥24.0b (up 3.2% from FY 2022). Net income: JP¥1.44b (down 30% from FY 2022). Profit margin: 6.0% (down from 8.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • May 13
Saison Information Systems Co., Ltd., Annual General Meeting, Jun 20, 2023 Saison Information Systems Co., Ltd., Annual General Meeting, Jun 20, 2023. Board Change • Mar 26
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Outside Independent Director Maki Hiroyuki was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥45.00 per share at 4.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Jan 28
Third quarter 2023 earnings released: EPS: JP¥26.67 (vs JP¥35.19 in 3Q 2022) Third quarter 2023 results: EPS: JP¥26.67 (down from JP¥35.19 in 3Q 2022). Revenue: JP¥5.95b (up 2.0% from 3Q 2022). Net income: JP¥432.0m (down 24% from 3Q 2022). Profit margin: 7.3% (down from 9.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Dec 07
Saison Information Systems Co., Ltd. to Report Q3, 2023 Results on Jan 27, 2023 Saison Information Systems Co., Ltd. announced that they will report Q3, 2023 results on Jan 27, 2023 Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥15.43 (vs JP¥44.82 in 2Q 2022) Second quarter 2023 results: EPS: JP¥15.43 (down from JP¥44.82 in 2Q 2022). Revenue: JP¥5.94b (flat on 2Q 2022). Net income: JP¥250.0m (down 66% from 2Q 2022). Profit margin: 4.2% (down from 12% in 2Q 2022). 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 5% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Announcement • Aug 31
Saison Information Systems Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Saison Information Systems Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Jul 30
First quarter 2023 earnings released: EPS: JP¥24.94 (vs JP¥14.32 in 1Q 2022) First quarter 2023 results: EPS: JP¥24.94 (up from JP¥14.32 in 1Q 2022). Revenue: JP¥5.79b (up 9.5% from 1Q 2022). Net income: JP¥404.0m (up 74% from 1Q 2022). Profit margin: 7.0% (up from 4.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 24
Full year 2022 earnings released: EPS: JP¥127 (vs JP¥152 in FY 2021) Full year 2022 results: EPS: JP¥127 (down from JP¥152 in FY 2021). Revenue: JP¥23.2b (up 3.2% from FY 2021). Net income: JP¥2.05b (down 17% from FY 2021). Profit margin: 8.8% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year. Announcement • Jun 02
Saison Information Systems Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022 Saison Information Systems Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022 Reported Earnings • May 17
Full year 2022 earnings released: EPS: JP¥127 (vs JP¥152 in FY 2021) Full year 2022 results: EPS: JP¥127 (down from JP¥152 in FY 2021). Revenue: JP¥23.2b (up 3.2% from FY 2021). Net income: JP¥2.05b (down 17% from FY 2021). Profit margin: 8.8% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year. Announcement • May 14
Saison Information Systems Co., Ltd., Annual General Meeting, Jun 21, 2022 Saison Information Systems Co., Ltd., Annual General Meeting, Jun 21, 2022. Announcement • Apr 08
Saison Information Systems Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022 Saison Information Systems Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%). Reported Earnings • Jan 28
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥35.19 (down from JP¥37.59 in 3Q 2021). Revenue: JP¥5.84b (up 2.6% from 3Q 2021). Net income: JP¥570.0m (down 6.4% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Reported Earnings • Oct 29
Second quarter 2022 earnings released: EPS JP¥44.82 (vs JP¥41.05 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥5.94b (up 3.9% from 2Q 2021). Net income: JP¥726.0m (up 9.2% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%). Reported Earnings • Aug 04
First quarter 2022 earnings released: EPS JP¥14.32 (vs JP¥42.35 in 1Q 2021) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.29b (down 3.0% from 1Q 2021). Net income: JP¥232.0m (down 66% from 1Q 2021). Profit margin: 4.4% (down from 13% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Reported Earnings • Jun 27
Full year 2021 earnings released: EPS JP¥152 (vs JP¥67.84 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥22.5b (down 4.5% from FY 2020). Net income: JP¥2.46b (up 124% from FY 2020). Profit margin: 11% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Reported Earnings • May 14
Full year 2021 earnings released: EPS JP¥152 (vs JP¥67.84 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥22.5b (down 4.5% from FY 2020). Net income: JP¥2.46b (up 124% from FY 2020). Profit margin: 11% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 18 June 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%). Announcement • Mar 04
Saison Information Systems Co., Ltd. to Report Fiscal Year 2021 Results on May 12, 2021 Saison Information Systems Co., Ltd. announced that they will report fiscal year 2021 results on May 12, 2021 Reported Earnings • Jan 30
Third quarter 2021 earnings released: EPS JP¥37.59 (vs JP¥25.50 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¥5.69b (down 3.0% from 3Q 2020). Net income: JP¥609.0m (up 48% from 3Q 2020). Profit margin: 11% (up from 7.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 14
New 90-day high: JP¥2,380 The company is up 10.0% from its price of JP¥2,170 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 2.0% over the same period. Announcement • Jan 08
Saison Information Systems Co., Ltd. to Report Q3, 2021 Results on Jan 28, 2021 Saison Information Systems Co., Ltd. announced that they will report Q3, 2021 results on Jan 28, 2021 Is New 90 Day High Low • Dec 18
New 90-day high: JP¥2,379 The company is up 11% from its price of JP¥2,144 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 1.0% over the same period. Reported Earnings • Nov 01
First half earnings released Over the last 12 months the company has reported total profits of JP¥1.08b, down 55% from the prior year. Total revenue was JP¥23.3b over the last 12 months, down 2.0% from the prior year. Is New 90 Day High Low • Oct 21
New 90-day high: JP¥2,209 The company is up 6.0% from its price of JP¥2,082 on 22 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the IT industry, which is up 7.0% over the same period. Announcement • Oct 10
Saison Information Systems Co., Ltd. to Report Q2, 2021 Results on Oct 29, 2020 Saison Information Systems Co., Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020 Upcoming Dividend • Sep 22
Upcoming Dividend of JP¥40.00 Per Share Will be paid on the 6th of December to those who are registered shareholders by the 29th of September. The trailing yield of 4.0% is in the top quartile of Japanese dividend payers (3.1%), and it is higher than industry peers (1.3%). Announcement • Jun 19
Saison Information Systems Co., Ltd. to Report Q1, 2021 Results on Jul 30, 2020 Saison Information Systems Co., Ltd. announced that they will report Q1, 2021 results on Jul 30, 2020