Reported Earnings • Jul 28
First quarter 2027 earnings released: EPS: JP¥32.99 (vs JP¥8.00 in 1Q 2026) First quarter 2027 results: EPS: JP¥32.99 (up from JP¥8.00 in 1Q 2026). Revenue: JP¥1.37b (up 4.6% from 1Q 2026). Net income: JP¥318.0m (up 313% from 1Q 2026). Profit margin: 23% (up from 5.9% in 1Q 2026). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jul 27
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 3.1% to JP¥1,055. The fair value is estimated to be JP¥877, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.7%. Buy Or Sell Opportunity • Jul 06
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 1.6% to JP¥1,049. The fair value is estimated to be JP¥873, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.7%. Duyuru • Jun 26
Imagineer Co.,Ltd. to Report Q1, 2027 Results on Jul 27, 2026 Imagineer Co.,Ltd. announced that they will report Q1, 2027 results on Jul 27, 2026 Reported Earnings • Jun 22
Full year 2026 earnings released: EPS: JP¥77.41 (vs JP¥62.62 in FY 2025) Full year 2026 results: EPS: JP¥77.41 (up from JP¥62.62 in FY 2025). Revenue: JP¥5.69b (down 12% from FY 2025). Net income: JP¥746.0m (up 24% from FY 2025). Profit margin: 13% (up from 9.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥77.41 (vs JP¥62.62 in FY 2025) Full year 2026 results: EPS: JP¥77.41 (up from JP¥62.62 in FY 2025). Revenue: JP¥5.69b (down 12% from FY 2025). Net income: JP¥746.0m (up 24% from FY 2025). Profit margin: 13% (up from 9.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Duyuru • May 18
Imagineer Co.,Ltd., Annual General Meeting, Jun 19, 2026 Imagineer Co.,Ltd., Annual General Meeting, Jun 19, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). New Risk • Jan 31
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.2% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.2% net profit margin). Market cap is less than US$100m (JP¥10.5b market cap, or US$67.6m). Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥28.12 (vs JP¥20.45 in 3Q 2025) Third quarter 2026 results: EPS: JP¥28.12 (up from JP¥20.45 in 3Q 2025). Revenue: JP¥1.61b (down 19% from 3Q 2025). Net income: JP¥271.0m (up 38% from 3Q 2025). Profit margin: 17% (up from 9.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Reported Earnings • Nov 02
Second quarter 2026 earnings released: EPS: JP¥0.52 (vs JP¥14.12 in 2Q 2025) Second quarter 2026 results: EPS: JP¥0.52 (down from JP¥14.12 in 2Q 2025). Revenue: JP¥1.32b (down 6.8% from 2Q 2025). Net income: JP¥5.00m (down 96% from 2Q 2025). Profit margin: 0.4% (down from 9.6% in 2Q 2025). 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 6% per year, which means it is well ahead of earnings. Duyuru • Sep 27
Imagineer Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025 Imagineer Co.,Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%). New Risk • Aug 02
New major risk - Dividend sustainability The dividend is not well covered by earnings and cash flows. Payout ratio: 109% The company is paying a dividend despite having no free cash flows. Dividend yield: 5.0% 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: 109% Paying a dividend despite having no free cash flows. Earnings have declined by 21% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥9.62b market cap, or US$65.3m). Duyuru • Jul 07
Imagineer Co.,Ltd. to Report Q1, 2026 Results on Jul 31, 2025 Imagineer Co.,Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025 Reported Earnings • Jun 24
Full year 2025 earnings released: EPS: JP¥62.62 (vs JP¥43.25 in FY 2024) Full year 2025 results: EPS: JP¥62.62 (up from JP¥43.25 in FY 2024). Revenue: JP¥6.49b (up 8.8% from FY 2024). Net income: JP¥603.0m (up 45% from FY 2024). Profit margin: 9.3% (up from 7.0% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Reported Earnings • May 21
Full year 2025 earnings released: EPS: JP¥62.62 (vs JP¥43.25 in FY 2024) Full year 2025 results: EPS: JP¥62.62 (up from JP¥43.25 in FY 2024). Revenue: JP¥6.49b (up 8.8% from FY 2024). Net income: JP¥603.0m (up 45% from FY 2024). Profit margin: 9.3% (up from 7.0% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Duyuru • May 15
Imagineer Co.,Ltd., Annual General Meeting, Jun 20, 2025 Imagineer Co.,Ltd., Annual General Meeting, Jun 20, 2025. Duyuru • Mar 27
Imagineer Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 Imagineer Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥22.50 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%). Reported Earnings • Jan 31
Third quarter 2025 earnings released: EPS: JP¥20.45 (vs JP¥1.56 loss in 3Q 2024) Third quarter 2025 results: EPS: JP¥20.45 (up from JP¥1.56 loss in 3Q 2024). Revenue: JP¥1.99b (up 36% from 3Q 2024). Net income: JP¥197.0m (up JP¥212.0m from 3Q 2024). Profit margin: 9.9% (up from net loss in 3Q 2024). 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 3% per year, which means it is well ahead of earnings. New Risk • Nov 03
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 12% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥9.69b market cap, or US$63.3m). Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥14.12 (vs JP¥18.30 in 2Q 2024) Second quarter 2025 results: EPS: JP¥14.12 (down from JP¥18.30 in 2Q 2024). Revenue: JP¥1.42b (up 2.8% from 2Q 2024). Net income: JP¥136.0m (down 23% from 2Q 2024). Profit margin: 9.6% (down from 13% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥22.50 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is on the higher end at 86%, and the cash payout ratio is above 100%. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Reported Earnings • Aug 03
First quarter 2025 earnings released: EPS: JP¥20.37 (vs JP¥11.13 in 1Q 2024) First quarter 2025 results: EPS: JP¥20.37 (up from JP¥11.13 in 1Q 2024). Revenue: JP¥1.39b (flat on 1Q 2024). Net income: JP¥196.0m (up 83% from 1Q 2024). Profit margin: 14% (up from 7.7% in 1Q 2024). 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 1% per year, which means it has not declined as severely as earnings. Duyuru • Jul 13
Imagineer Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024 Imagineer Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024 Duyuru • Jul 12
Imagineer Co., Ltd. Announces Launch of Fitness Boxing Imagineer Co. Ltd. announced the launch of "Fitness Boxing featuring. HATSUNE MIKU," available starting July 12, 2024. Alongside the game, the company is also releasing three new exciting DLCs. The first DLC is the "Miku Exercise Editor," a new feature that lets players customize and create their own Miku Exercise routines. The other two DLCs are Exercise BGM Packs, which include instrumental arrangements of famous Piapro characters' songs. Exercise BGM Pack Vol.1 includes: World IS MINE Tale of the Deep-sea Lily dreamin chuchu. Exercise BGM Pack Vol.2 includes: Hand in Hand Kongoro. Paradichlorobenzene. Key Features: Choose partner from Hatsune Miku, Kagamine Rin, Kagamine Len, and Megurine Luka. The company can also customize their appearance with exclusive costumes for a workout experience. Reported Earnings • Jun 29
Full year 2024 earnings released: EPS: JP¥43.25 (vs JP¥63.50 in FY 2023) Full year 2024 results: EPS: JP¥43.25 (down from JP¥63.50 in FY 2023). Revenue: JP¥5.96b (down 10% from FY 2023). Net income: JP¥416.0m (down 32% from FY 2023). Profit margin: 7.0% (down from 9.2% in FY 2023). The decrease in margin was driven by lower 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. Reported Earnings • May 21
Full year 2024 earnings released: EPS: JP¥43.25 (vs JP¥63.50 in FY 2023) Full year 2024 results: EPS: JP¥43.25 (down from JP¥63.50 in FY 2023). Revenue: JP¥5.96b (down 10% from FY 2023). Net income: JP¥416.0m (down 32% from FY 2023). Profit margin: 7.0% (down from 9.2% in FY 2023). The decrease in margin was driven by lower 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. Duyuru • May 17
Imagineer Co.,Ltd., Annual General Meeting, Jun 21, 2024 Imagineer Co.,Ltd., Annual General Meeting, Jun 21, 2024. Duyuru • May 10
Imagineer Co., Ltd. Announces Release of Nintendo Switch™ Fitness Boxing feat. HATSUNE MIKU in Asian Markets Imagineer Co. Ltd. has announced the upcoming release of Fitness Boxing feat. HATSUNE MIKU, the new Nintendo Switch game in Asian regions excluding Japan. The release date is scheduled for July 12, 2024. Overview: Fitness Boxing feat. HATSUNE MIKU is a collaboration title between the hit series Fitness Boxing, which has surpassed a total of 2.5 million units sold worldwide, and the globally popular virtual singer created by Crypton Future Media, Hatsune Miku. In this title, while retaining the basic features of the Fitness Boxing series, players can enjoy boxing exercises with Hatsune Miku. Already released in Japan in March 2024, the game has received positive feedback, with players saying they can exercise daily with Miku and enjoy losing weight through a rhythm game using the whole body. Language support includes Traditional Chinese, Simplified Chinese, Korean, English, French, Italian, German, and Spanish. Instructor voices are available in Chinese, Korean, and English. Features: Partners: Players can choose partners from four characters including Hatsune Miku, Kagamine Rin, Kagamine Len, and Megurine Luka. Players can also enjoy dressing their partners up with exclusive costumes. Miku Exercise: A new feature where exercises can be performed with Piapro characters' original songs. It includes mega hit songs such as "Melt" and "God-ish," as well as newly composed songs by popular creators like cosMo@Bousou-P, who also made the main theme song for this game. Exercise Mode: In Exercise Mode, partners will encourage players while exercising. Enjoy over 99 different routines with more than 60 songs, the highest number in the series. Duyuru • Apr 16
Imagineer Co., Ltd. Announces Upcoming Release of Zero to Dance Hero, New Nintendo Switch Game in Asia Regions Imagineer Co. Ltd. has announced the upcoming release of Zero to Dance Hero, the new Nintendo Switch game in Asia regions, scheduled to launch on June 14, 2024. Zero to Dance Hero is a beginner-friendly dance lesson software. Players utilize Joy-Con™ controllers to follow instructions from the instructor, learning dance fundamentals and mastering stylish moves. This title is the localized version of HOP STEP DANCE targeting Asia excluding Japan, which was released in Japan in December 2023. In Japan, it has already received high praise from many players who love its ability to actually teach dance and its step-by-step instruction approach. The game supports multiple languages including Traditional Chinese, Simplified Chinese, Korean, and English. Additionally, instructor voices are available in Chinese, Korean, and English. Lesson Mode: The Lesson Mode allows players to learn dance moves step by step, progressing through 30 steps and 84 parts, starting from basic actions and gradually mastering entire sequences. Beginning with upper body movements to catch the rhythm, the instruction gradually incorporates lower body movements, making it accessible even for dance beginners. Free Mode: Free Mode allows players to practice the skills they've acquired in the Lesson Mode. With six original songs, players can enjoy six different types of dances corresponding to each song. Instructors: Anna and Noel primarily lead the Lesson Mode, and Rin and Hiro from the Fitness Boxing series show up in Free and Stretch modes. Support Functions: Players can adjust camera angles to check detailed movements. And, the software calculates calories burned during dance sessions, allowing users to review and confirm their progress with personalized data. Product Overview: Title: Zero to Dance Hero; Platform: Nintendo Switch; Genre: Dance Lesson; Price: Depends on each region; Regions: Hong Kong, Taiwan, Korea, Southeast Asia; Release Date: Scheduled for June 14, 2024; Players: 1; Ages: Everyone; and Publisher: Imagineer. Duyuru • Mar 28
Imagineer Co.,Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 Imagineer Co.,Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%). Reported Earnings • Feb 02
Third quarter 2024 earnings released: JP¥1.56 loss per share (vs JP¥29.45 profit in 3Q 2023) Third quarter 2024 results: JP¥1.56 loss per share (down from JP¥29.45 profit in 3Q 2023). Revenue: JP¥1.47b (down 36% from 3Q 2023). Net loss: JP¥15.0m (down 105% from profit in 3Q 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 9% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥18.29 (vs JP¥3.43 in 2Q 2023) Second quarter 2024 results: EPS: JP¥18.29 (up from JP¥3.43 in 2Q 2023). Revenue: JP¥1.38b (up 4.7% from 2Q 2023). Net income: JP¥176.0m (up 433% from 2Q 2023). Profit margin: 13% (up from 2.5% in 2Q 2023). The increase in margin was primarily 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 only fallen by 6% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥20.00 per share at 4.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is on the higher end at 86%, and the cash payout ratio is above 100%. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.7%). Duyuru • Aug 03
Imagineer Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Imagineer Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥11.13 (vs JP¥37.51 in 1Q 2023) First quarter 2024 results: EPS: JP¥11.13 (down from JP¥37.51 in 1Q 2023). Revenue: JP¥1.39b (down 8.0% from 1Q 2023). Net income: JP¥107.0m (down 70% from 1Q 2023). Profit margin: 7.7% (down from 24% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Reported Earnings • May 18
Full year 2023 earnings released: EPS: JP¥63.50 (vs JP¥92.73 in FY 2022) Full year 2023 results: EPS: JP¥63.50 (down from JP¥92.73 in FY 2022). Revenue: JP¥6.64b (up 4.9% from FY 2022). Net income: JP¥610.0m (down 32% from FY 2022). Profit margin: 9.2% (down from 14% in FY 2022). 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 4% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥16.00 per share at 3.3% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%). Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥29.45 (vs JP¥21.36 in 3Q 2022) Third quarter 2023 results: EPS: JP¥29.45 (up from JP¥21.36 in 3Q 2022). Revenue: JP¥2.30b (up 39% from 3Q 2022). Net income: JP¥283.0m (up 38% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). 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 12% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥3.43 (vs JP¥21.15 in 2Q 2022) Second quarter 2023 results: EPS: JP¥3.43 (down from JP¥21.15 in 2Q 2022). Revenue: JP¥1.32b (down 16% from 2Q 2022). Net income: JP¥33.0m (down 84% from 2Q 2022). Profit margin: 2.5% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. 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. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Outside Director Yasunori Sone was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥3.43 (vs JP¥21.15 in 2Q 2022) Second quarter 2023 results: EPS: JP¥3.43 (down from JP¥21.15 in 2Q 2022). Revenue: JP¥1.32b (down 16% from 2Q 2022). Net income: JP¥33.0m (down 84% from 2Q 2022). Profit margin: 2.5% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 5% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥16.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.2%). Board Change • Aug 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Outside Director Yasunori Sone was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥37.51 (vs JP¥25.53 in 1Q 2022) First quarter 2023 results: EPS: JP¥37.51 (up from JP¥25.53 in 1Q 2022). Revenue: JP¥1.51b (down 5.0% from 1Q 2022). Net income: JP¥360.0m (up 47% from 1Q 2022). Profit margin: 24% (up from 16% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Outside Director Yasunori Sone was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 20
Full year 2022 earnings released: EPS: JP¥92.73 (vs JP¥106 in FY 2021) Full year 2022 results: EPS: JP¥92.73 (down from JP¥106 in FY 2021). Revenue: JP¥6.33b (down 12% from FY 2021). Net income: JP¥890.0m (down 13% from FY 2021). Profit margin: 14% (in line with FY 2021). 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 1% per year, which means it is significantly lagging earnings growth. Duyuru • May 18
Imagineer Co.,Ltd., Annual General Meeting, Jun 24, 2022 Imagineer Co.,Ltd., Annual General Meeting, Jun 24, 2022. Duyuru • Apr 09
Imagineer Co.,Ltd. to Report Fiscal Year 2022 Results on May 16, 2022 Imagineer Co.,Ltd. announced that they will report fiscal year 2022 results on May 16, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.9%). Reported Earnings • Feb 02
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥21.36 (down from JP¥53.04 in 3Q 2021). Revenue: JP¥1.66b (down 27% from 3Q 2021). Net income: JP¥205.0m (down 60% from 3Q 2021). Profit margin: 12% (down from 22% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.7%). Reported Earnings • Aug 03
First quarter 2022 earnings released: EPS JP¥25.53 (vs JP¥29.49 in 1Q 2021) The company reported a poor first quarter result with weaker earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥1.59b (down 15% from 1Q 2021). Net income: JP¥245.0m (down 13% from 1Q 2021). Profit margin: 16% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 24
Full year 2021 earnings released: EPS JP¥106 (vs JP¥81.06 in FY 2020) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥7.21b (up 24% from FY 2020). Net income: JP¥1.02b (up 31% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 17
Full year 2021 earnings released: EPS JP¥106 (vs JP¥81.06 in FY 2020) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥7.21b (up 24% from FY 2020). Net income: JP¥1.02b (up 31% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 04 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.7%). Is New 90 Day High Low • Feb 10
New 90-day high: JP¥1,390 The company is up 22% from its price of JP¥1,143 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Entertainment industry, which is up 23% over the same period. Reported Earnings • Feb 02
Third quarter 2021 earnings released: EPS JP¥53.03 (vs JP¥15.32 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.27b (up 80% from 3Q 2020). Net income: JP¥509.0m (up 246% from 3Q 2020). Profit margin: 22% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Duyuru • Jan 08
The EU Trademark Court issues injunction against Imagineer Co. Ltd The owner of the brand, Kevin Comadrán, had previously purchased the rights associated with the marketing of that brand. At the same time, Imagineer, announced the launch of a game for mobiles about robots, called Medarots, which is equivalent to Medabots in Japanese. Comadrán asked that the game be withdrawn from the market or at least, that the name be changed so that it was not identical to that which he had purchased two years prior. After the Japanese company took no corrective action, the Spaniard decided to file a lawsuit before the European Union's Trademark Court, which has now upheld his claim. The European institution orders Imagineer to refrain "from marketing the infringing videogame through all platforms that make it possible to download it in the territory of the European Union. Duyuru • Dec 30
Imagineer Co.,Ltd. to Report Q3, 2021 Results on Jan 29, 2021 Imagineer Co.,Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021 Is New 90 Day High Low • Dec 22
New 90-day low: JP¥1,055 The company is down 20% from its price of JP¥1,327 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 10.0% over the same period. Reported Earnings • Nov 18
Second quarter 2021 earnings released: EPS JP¥13.55 The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥1.25b (up 17% from 2Q 2020). Net income: JP¥130.0m (up 9.2% from 2Q 2020). Profit margin: 10% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 01
First half earnings released Over the last 12 months the company has reported total profits of JP¥1.03b, up 151% from the prior year. Total revenue was JP¥6.92b over the last 12 months, up 43% from the prior year. Is New 90 Day High Low • Oct 05
New 90-day high: JP¥1,394 The company is up 40% from its price of JP¥999 on 07 July 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 14% over the same period. Upcoming Dividend • Sep 22
Upcoming Dividend of JP¥15.00 Per Share Will be paid on the 2nd of December to those who are registered shareholders by the 29th of September. The trailing yield of 2.3% is below the top quartile of Japanese dividend payers (3.1%), but it is higher than industry peers (1.1%). Duyuru • Jun 29
Imagineer Co.,Ltd. to Report Q1, 2021 Results on Jul 31, 2020 Imagineer Co.,Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020