Reported Earnings • May 15
Full year 2026 earnings released: EPS: JP¥574 (vs JP¥408 in FY 2025) Full year 2026 results: EPS: JP¥574 (up from JP¥408 in FY 2025). Revenue: JP¥61.7b (down 1.3% from FY 2025). Net income: JP¥3.55b (up 43% from FY 2025). Profit margin: 5.8% (up from 4.0% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 13
Taisei Oncho Co., Ltd., Annual General Meeting, Jun 25, 2026 Taisei Oncho Co., Ltd., Annual General Meeting, Jun 25, 2026. Announcement • May 09
Taisei Oncho Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 Taisei Oncho Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥87.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%). Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥124 (vs JP¥79.51 in 3Q 2025) Third quarter 2026 results: EPS: JP¥124 (up from JP¥79.51 in 3Q 2025). Revenue: JP¥14.2b (down 7.5% from 3Q 2025). Net income: JP¥774.0m (up 59% from 3Q 2025). Profit margin: 5.4% (up from 3.2% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Dec 27
Taisei Oncho Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026 Taisei Oncho Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026 Declared Dividend • Dec 02
First half dividend of JP¥87.00 announced Shareholders will receive a dividend of JP¥87.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 17
Second quarter 2026 earnings released: EPS: JP¥139 (vs JP¥144 in 2Q 2025) Second quarter 2026 results: EPS: JP¥139 (down from JP¥144 in 2Q 2025). Revenue: JP¥15.1b (down 3.4% from 2Q 2025). Net income: JP¥864.5m (down 2.2% from 2Q 2025). Profit margin: 5.7% (up from 5.6% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥87.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%). Announcement • Sep 02
Taisei Oncho Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025 Taisei Oncho Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025 Declared Dividend • Aug 12
Dividend increased to JP¥87.00 Dividend of JP¥87.00 is 32% higher than last year. Ex-date: 29th September 2025 Payment date: 12th December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but 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 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • Aug 08
First quarter 2026 earnings released: EPS: JP¥73.79 (vs JP¥111 in 1Q 2025) First quarter 2026 results: EPS: JP¥73.79 (down from JP¥111 in 1Q 2025). Revenue: JP¥14.6b (up 8.3% from 1Q 2025). Net income: JP¥451.0m (down 33% from 1Q 2025). Profit margin: 3.1% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jun 30
Full year 2025 earnings released: EPS: JP¥408 (vs JP¥336 in FY 2024) Full year 2025 results: EPS: JP¥408 (up from JP¥336 in FY 2024). Revenue: JP¥62.5b (up 2.4% from FY 2024). Net income: JP¥2.49b (up 27% from FY 2024). Profit margin: 4.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 28% per year. Announcement • Jun 27
Taisei Oncho Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025 Taisei Oncho Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025 Reported Earnings • May 15
Full year 2025 earnings released: EPS: JP¥408 (vs JP¥336 in FY 2024) Full year 2025 results: EPS: JP¥408 (up from JP¥336 in FY 2024). Revenue: JP¥62.5b (up 2.4% from FY 2024). Net income: JP¥2.49b (up 27% from FY 2024). Profit margin: 4.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 29% per year. Announcement • May 13
Taisei Oncho Co., Ltd., Annual General Meeting, Jun 24, 2025 Taisei Oncho Co., Ltd., Annual General Meeting, Jun 24, 2025. Announcement • Mar 28
Taisei Oncho Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Taisei Oncho Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥66.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%). Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: JP¥79.51 (vs JP¥80.75 in 3Q 2024) Third quarter 2025 results: EPS: JP¥79.51. Revenue: JP¥15.4b (down 3.4% from 3Q 2024). Net income: JP¥487.0m (up 3.8% from 3Q 2024). Profit margin: 3.2% (up from 2.9% in 3Q 2024). The increase in margin was driven by lower expenses. Announcement • Dec 11
Taisei Oncho Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025 Taisei Oncho Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025 Announcement • Dec 07
Taisei Oncho Co., Ltd. has filed a Follow-on Equity Offering. Taisei Oncho Co., Ltd. has filed a Follow-on Equity Offering.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 300,100 Announcement • Dec 06
Taisei Oncho Co., Ltd. (TSE:1904) announces an Equity Buyback for 100,000 shares, representing 1.61% for ¥420 million. Taisei Oncho Co., Ltd. (TSE:1904) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 1.61% of its total shares outstanding excluding treasury shares, for a total of ¥420 million. The purpose of repurchase program is to improve capital efficiency and further return to shareholders, as well as to mitigate the impact on the supply and demand of shares due to the implementation of the offering of common stock. The repurchase program is valid till December 11, 2024. As of December 6, 2024, the company has 6,206,842 shares outstanding excluding treasury shares and had 675,645 shares in treasury. Reported Earnings • Nov 16
Second quarter 2025 earnings released: EPS: JP¥144 (vs JP¥89.22 in 2Q 2024) Second quarter 2025 results: EPS: JP¥144 (up from JP¥89.22 in 2Q 2024). Revenue: JP¥15.6b (up 1.4% from 2Q 2024). Net income: JP¥884.0m (up 71% from 2Q 2024). Profit margin: 5.6% (up from 3.4% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Announcement • Aug 28
Taisei Oncho Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024 Taisei Oncho Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024 Reported Earnings • Aug 11
First quarter 2025 earnings released: EPS: JP¥111 (vs JP¥2.06 in 1Q 2024) First quarter 2025 results: EPS: JP¥111 (up from JP¥2.06 in 1Q 2024). Revenue: JP¥13.4b (up 11% from 1Q 2024). Net income: JP¥669.0m (up JP¥657.0m from 1Q 2024). Profit margin: 5.0% (up from 0.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. New Risk • Aug 05
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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Shareholders have been diluted in the past year (6.2% increase in shares outstanding). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥3,430, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 101% over the past three years. Announcement • Jun 28
Taisei Oncho Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024 Taisei Oncho Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024 New Risk • May 25
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Announcement • May 21
Taisei Oncho Co., Ltd. (TSE:1904) announces an Equity Buyback for 250,000 shares, representing 3.88% for ¥1,125 million. Taisei Oncho Co., Ltd. (TSE:1904) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 3.88% of its total shares outstanding excluding treasury shares, for a total of ¥1,125 million. The purpose of repurchase program is to improve capital efficiency and enable the implementation of a flexible capital policy in response to changes in the business environment. The repurchase program is valid till May 29, 2024. As of May 20, 2024, the company has 6,435,992 shares outstanding excluding treasury shares and had 446,495 shares in treasury. Reported Earnings • May 20
Full year 2024 earnings released: EPS: JP¥336 (vs JP¥246 in FY 2023) Full year 2024 results: EPS: JP¥336 (up from JP¥246 in FY 2023). Revenue: JP¥61.1b (up 31% from FY 2023). Net income: JP¥1.96b (up 34% from FY 2023). Profit margin: 3.2% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 31% per year. Announcement • May 16
Taisei Oncho Co., Ltd., Annual General Meeting, Jun 25, 2024 Taisei Oncho Co., Ltd., Annual General Meeting, Jun 25, 2024. Valuation Update With 7 Day Price Move • Apr 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥4,330, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 144% over the past three years. Announcement • Mar 28
Taisei Oncho Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 Taisei Oncho Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥126 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.7%). New Risk • Feb 29
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 9.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Shareholders have been diluted in the past year (9.9% increase in shares outstanding). Announcement • Feb 28
Taisei Oncho Co., Ltd. (TSE:1904) announces an Equity Buyback for 640,000 shares, representing 9.88% for ¥3,100 million. Taisei Oncho Co., Ltd. (TSE:1904) announces a share repurchase program. Under the program, the company will repurchase up to 640,000 shares, representing 9.88% for ¥101.35 million. The purpose of the program is to improve capital efficiency and respond to changes in the business environment as part of a flexible capital policy. The program will expire on March 8, 2024. As of February 28, 2024, the company had 6,477,847 shares issued (excluding treasury shares) and 404,640 treasury shares. Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥80.74 (vs JP¥52.25 in 3Q 2023) Third quarter 2024 results: EPS: JP¥80.74 (up from JP¥52.25 in 3Q 2023). Revenue: JP¥15.9b (up 26% from 3Q 2023). Net income: JP¥469.0m (up 53% from 3Q 2023). Profit margin: 2.9% (up from 2.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥5,940, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 234% over the past three years. Announcement • Dec 28
Taisei Oncho Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024 Taisei Oncho Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024 Reported Earnings • Nov 16
Second quarter 2024 earnings released: EPS: JP¥89.20 (vs JP¥68.43 in 2Q 2023) Second quarter 2024 results: EPS: JP¥89.20 (up from JP¥68.43 in 2Q 2023). Revenue: JP¥15.4b (up 45% from 2Q 2023). Net income: JP¥518.0m (up 27% from 2Q 2023). Profit margin: 3.4% (down from 3.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Nov 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 6.3% 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: Minor Risks Dividend is not well covered by cash flows (100% cash payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change). Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥2,916, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 76% over the past three years. Announcement • Sep 28
Taisei Oncho Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023 Taisei Oncho Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023 Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥2.06 (vs JP¥1.45 in 1Q 2023) First quarter 2024 results: EPS: JP¥2.06 (up from JP¥1.45 in 1Q 2023). Revenue: JP¥12.1b (up 34% from 1Q 2023). Net income: JP¥12.0m (up 33% from 1Q 2023). Profit margin: 0.1% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year. Announcement • Jun 28
Taisei Oncho Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023 Taisei Oncho Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023 Announcement • May 20
Taisei Oncho Co., Ltd. (TSE:1904) announces an Equity Buyback for 50,000 shares, for ¥101.35 million. Taisei Oncho Co., Ltd. (TSE:1904) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.85% for ¥101.35 million. The shares will be repurchased for ¥2,027 per share. The purpose of the program is to improve capital efficiency and respond to changes in the business environment as part of a flexible capital policy. The program will expire on May 19, 2023. As of March 31, 2023, the company had 5,896,279 shares issued (excluding treasury shares) and 986,208 treasury shares. Reported Earnings • May 13
Full year 2023 earnings released: EPS: JP¥246 (vs JP¥152 in FY 2022) Full year 2023 results: EPS: JP¥246 (up from JP¥152 in FY 2022). Revenue: JP¥46.5b (down 5.5% from FY 2022). Net income: JP¥1.47b (up 51% from FY 2022). Profit margin: 3.2% (up from 2.0% in FY 2022). The increase in margin was driven by lower expenses. 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 4% per year. Announcement • May 12
Taisei Oncho Co., Ltd., Annual General Meeting, Jun 29, 2023 Taisei Oncho Co., Ltd., Annual General Meeting, Jun 29, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥78.00 per share at 3.8% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.6%). Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥52.24 (vs JP¥58.25 in 3Q 2022) Third quarter 2023 results: EPS: JP¥52.24 (down from JP¥58.25 in 3Q 2022). Revenue: JP¥12.7b (down 3.0% from 3Q 2022). Net income: JP¥306.0m (down 17% from 3Q 2022). Profit margin: 2.4% (down from 2.8% 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 9% per year whereas the company’s share price has fallen by 4% per year. Announcement • Dec 28
Taisei Oncho Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023 Taisei Oncho Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥68.42 (vs JP¥30.29 loss in 2Q 2022) Second quarter 2023 results: EPS: JP¥68.42 (up from JP¥30.29 loss in 2Q 2022). Revenue: JP¥10.6b (down 10% from 2Q 2022). Net income: JP¥408.0m (up JP¥603.0m from 2Q 2022). Profit margin: 3.8% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% 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. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. No independent directors (12 non-independent directors). External Director Kazumasa Ohkubo was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: JP¥68.42 (vs JP¥30.29 loss in 2Q 2022) Second quarter 2023 results: EPS: JP¥68.42 (up from JP¥30.29 loss in 2Q 2022). Revenue: JP¥10.6b (down 10% from 2Q 2022). Net income: JP¥408.0m (up JP¥603.0m from 2Q 2022). Profit margin: 3.8% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% 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. Announcement • Aug 19
Taisei Oncho Co., Ltd. (TSE:1904) announces an Equity Buyback for 250,000 shares, representing 4.1% for ¥468.5 million. Taisei Oncho Co., Ltd. (TSE:1904) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 4.1% for ¥468.5 million. The shares will be repurchased for ¥1,874 per share. The purpose of the program is to improve capital efficiency and respond to changes in the business environment as part of a flexible capital policy. The program will expire on August 19, 2022. As of June 30, 2022, the company had 6,096,279 shares issued (excluding treasury shares) and 786,208 treasury shares. Reported Earnings • Aug 07
First quarter 2023 earnings released: EPS: JP¥1.45 (vs JP¥29.24 loss in 1Q 2022) First quarter 2023 results: EPS: JP¥1.45 (up from JP¥29.24 loss in 1Q 2022). Revenue: JP¥9.05b (up 1.5% from 1Q 2022). Net income: JP¥9.00m (up JP¥200.0m from 1Q 2022). Profit margin: 0.1% (up from net loss in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • Jun 29
Taisei Oncho Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022 Taisei Oncho Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022 Announcement • May 20
Taisei Oncho Co., Ltd. (TSE:1904) announces an Equity Buyback for 300,000 shares, representing 4.71% for ¥537.9 million. Taisei Oncho Co., Ltd. (TSE:1904) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 4.71% for ¥537.9 million. The shares will be repurchased for ¥1,793 per share. The purpose of the program is to improve capital efficiency and respond to changes in the business environment as part of a flexible capital policy. The program is valid till May 20, 2022. As of March 31, 2022, the company had 6,372,179 shares issued (excluding treasury shares) and 510,308 treasury shares. Announcement • May 15
Taisei Oncho Co., Ltd., Annual General Meeting, Jun 27, 2022 Taisei Oncho Co., Ltd., Annual General Meeting, Jun 27, 2022. Reported Earnings • May 15
Full year 2022 earnings released: EPS: JP¥152 (vs JP¥174 in FY 2021) Full year 2022 results: EPS: JP¥152 (down from JP¥174 in FY 2021). Revenue: JP¥49.2b (up 1.1% from FY 2021). Net income: JP¥974.0m (down 14% from FY 2021). Profit margin: 2.0% (down from 2.3% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. No independent directors (12 non-independent directors). External Director Kazumasa Ohkubo was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 07
Taisei Oncho Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022 Taisei Oncho Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥72.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.1%). Reported Earnings • Feb 18
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥58.25 (up from JP¥32.92 in 3Q 2021). Revenue: JP¥13.1b (up 13% from 3Q 2021). Net income: JP¥369.0m (up 72% from 3Q 2021). Profit margin: 2.8% (up from 1.9% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year. Reported Earnings • Nov 12
Second quarter 2022 earnings released: JP¥30.28 loss per share (vs JP¥88.18 profit in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥11.9b (down 1.8% from 2Q 2021). Net loss: JP¥195.0m (down 134% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • Aug 19
Taisei Oncho Co., Ltd. (JASDAQ:1904) announces an Equity Buyback for 200,000 shares, representing 3.04% for ¥378.8 million. Taisei Oncho Co., Ltd. (JASDAQ:1904) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 3.04% for ¥378.8 million. The shares will be repurchased for 1,894 per share. The purpose of the program is to improve capital efficiency and respond to changes in the business environment. The program is valid till August 19, 2021. As of June 30, 2021, the company had 6,572,179 shares issued (excluding treasury shares) and 310,308 treasury shares. Reported Earnings • Aug 09
First quarter 2022 earnings released: JP¥29.24 loss per share (vs JP¥20.21 loss in 1Q 2021) The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥8.91b (down 15% from 1Q 2021). Net loss: JP¥191.0m (loss widened 45% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Reported Earnings • May 16
Full year 2021 earnings released: EPS JP¥174 (vs JP¥226 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥48.6b (down 16% from FY 2020). Net income: JP¥1.14b (down 23% from FY 2020). Profit margin: 2.3% (down from 2.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Apr 13
Taisei Oncho Co., Ltd. announced that it has received ¥11.268 million in funding On April 12, 2021, Taisei Oncho Co., Ltd. (JASDAQ:1904) closed the transaction. Announcement • Mar 28
Taisei Oncho Co., Ltd. announced that it expects to receive ¥11.268 million in funding Taisei Oncho Co., Ltd. (JASDAQ:1904) announced a private placement of 12,000 1st Stock Acquisition Rights at a price of ¥939 per Stock Acquisition Right for the gross proceeds of ¥ 11,268,000 on March 26, 2021. The Stock Acquisition Rights are exercised in to common shares at initial exercise price of ¥2,234 for 1,200,000 shares, minimum exercise price ¥2,122 for1,263,336 shares for the gross proceeds of ¥2,692,068,000. The transaction is expected to close on April 12, 2021. The transaction has been approved by board of directors of the company. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 30 June 2021. Trailing yield: 3.1%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.6%). Is New 90 Day High Low • Mar 02
New 90-day high: JP¥2,030 The company is up 8.0% from its price of JP¥1,873 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 7.0% over the same period. Reported Earnings • Feb 11
Third quarter 2021 earnings released: EPS JP¥32.90 (vs JP¥34.91 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥11.6b (down 13% from 3Q 2020). Net income: JP¥215.0m (down 5.7% from 3Q 2020). Profit margin: 1.9% (up from 1.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year. Is New 90 Day High Low • Feb 01
New 90-day high: JP¥2,020 The company is up 13% from its price of JP¥1,786 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 7.0% over the same period. Is New 90 Day High Low • Jan 04
New 90-day high: JP¥1,954 The company is up 4.0% from its price of JP¥1,877 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 2.0% over the same period. Announcement • Dec 04
Taisei Oncho Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021 Taisei Oncho Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021 Reported Earnings • Nov 14
Second quarter 2021 earnings released: EPS JP¥88.16 The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: JP¥12.1b (down 9.5% from 2Q 2020). Net income: JP¥576.0m (down 3.5% from 2Q 2020). Profit margin: 4.8% (up from 4.5% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Announcement • Sep 03
Taisei Oncho Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020 Taisei Oncho Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020 