Reported Earnings • Jun 06
Third quarter 2026 earnings released: EPS: JP¥41.26 (vs JP¥31.38 in 3Q 2025) Third quarter 2026 results: EPS: JP¥41.26 (up from JP¥31.38 in 3Q 2025). Revenue: JP¥12.9b (up 11% from 3Q 2025). Net income: JP¥476.0m (up 32% from 3Q 2025). Profit margin: 3.7% (up from 3.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Board Change • May 18
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Ryuji Nakatake was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Declared Dividend • Apr 07
First half dividend of JP¥23.00 announced Dividend of JP¥23.00 is the same as last year. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 55% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 14
Second quarter 2026 earnings released: EPS: JP¥25.03 (vs JP¥28.28 in 2Q 2025) Second quarter 2026 results: EPS: JP¥25.03 (down from JP¥28.28 in 2Q 2025). Revenue: JP¥12.8b (up 14% from 2Q 2025). Net income: JP¥288.8m (down 11% from 2Q 2025). Profit margin: 2.3% (down from 2.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. 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 16% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jan 22
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 29 January 2026. Payment date: 07 April 2026. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (0.9%). Announcement • Jan 06
Eternal Hospitality Group Co.,Ltd. to Report Q2, 2026 Results on Mar 13, 2026 Eternal Hospitality Group Co.,Ltd. announced that they will report Q2, 2026 results on Mar 13, 2026 Major Estimate Revision • Dec 20
Consensus EPS estimates increase by 11% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥170 to JP¥189. Revenue forecast unchanged at JP¥52.9b. Net income forecast to grow 11% next year vs 12% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,400 unchanged from last update. Share price was steady at JP¥3,420 over the past week. Reported Earnings • Dec 07
First quarter 2026 earnings released: EPS: JP¥66.52 (vs JP¥37.21 in 1Q 2025) First quarter 2026 results: EPS: JP¥66.52 (up from JP¥37.21 in 1Q 2025). Revenue: JP¥12.6b (up 15% from 1Q 2025). Net income: JP¥767.2m (up 79% from 1Q 2025). Profit margin: 6.1% (up from 3.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Declared Dividend • Nov 14
Final dividend of JP¥23.00 announced Dividend of JP¥23.00 is the same as last year. Ex-date: 29th January 2026 Payment date: 7th April 2026 Dividend yield will be 1.4%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 79% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Oct 28
Eternal Hospitality Group Co.,Ltd. to Report Q1, 2026 Results on Dec 05, 2025 Eternal Hospitality Group Co.,Ltd. announced that they will report Q1, 2026 results on Dec 05, 2025 Major Estimate Revision • Sep 19
Consensus EPS estimates fall by 13%, revenue upgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥50.6b to JP¥52.7b. EPS estimate fell from JP¥183 to JP¥160 per share. Net income forecast to grow 7.6% next year vs 14% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,400 unchanged from last update. Share price was steady at JP¥3,285 over the past week. Reported Earnings • Sep 15
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥149 (down from JP¥184 in FY 2024). Revenue: JP¥46.4b (up 11% from FY 2024). Net income: JP¥1.72b (down 19% from FY 2024). Profit margin: 3.7% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Sep 12
Eternal Hospitality Group Co.,Ltd., Annual General Meeting, Oct 29, 2025 Eternal Hospitality Group Co.,Ltd., Annual General Meeting, Oct 29, 2025. Announcement • Jul 25
Eternal Hospitality Group Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025 Eternal Hospitality Group Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025 Reported Earnings • Jun 07
Third quarter 2025 earnings released: EPS: JP¥31.30 (vs JP¥56.43 in 3Q 2024) Third quarter 2025 results: EPS: JP¥31.30 (down from JP¥56.43 in 3Q 2024). Revenue: JP¥11.6b (up 7.1% from 3Q 2024). Net income: JP¥361.0m (down 45% from 3Q 2024). Profit margin: 3.1% (down from 6.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Jun 06
Eternal Hospitality Group Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2025 Eternal Hospitality Group Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending July 31, 2025. For the year company expects net sales of JPY 45,335 million; Operating profit to be JPY 3,036 million, Profit attributable to owners of parent to be JPY 1,800 million and Basic earnings per share to be JPY 154.92. Announcement • Apr 23
Eternal Hospitality Group Co.,Ltd. to Report Q3, 2025 Results on Jun 06, 2025 Eternal Hospitality Group Co.,Ltd. announced that they will report Q3, 2025 results on Jun 06, 2025 Declared Dividend • Apr 08
First half dividend of JP¥23.00 announced Dividend of JP¥23.00 is the same as last year. Ex-date: 30th July 2025 Payment date: 30th October 2025 Dividend yield will be 1.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (15% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 79% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Major Estimate Revision • Mar 14
Consensus EPS estimates fall by 25% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥47.5b to JP¥45.3b. EPS estimate also fell from JP¥219 per share to JP¥166 per share. Net income forecast to grow 25% next year vs 13% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥5,700 to JP¥4,400. Share price rose 7.6% to JP¥2,660 over the past week. Reported Earnings • Mar 08
Second quarter 2025 earnings released: EPS: JP¥28.28 (vs JP¥50.39 in 2Q 2024) Second quarter 2025 results: EPS: JP¥28.28 (down from JP¥50.39 in 2Q 2024). Revenue: JP¥11.2b (up 8.0% from 2Q 2024). Net income: JP¥326.1m (down 44% from 2Q 2024). Profit margin: 2.9% (down from 5.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Announcement • Mar 07
Eternal Hospitality Group Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending July 31, 2025 Eternal Hospitality Group Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending July 31, 2025. For the year, the company expects net sales to be JPY 45,335 million, Operating profit to be JPY 3,036 million, Profit attributable to owners of parent to be JPY 1,800 million and Basic earnings per share to be JPY 154.92. Upcoming Dividend • Jan 23
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 30 January 2025. Payment date: 07 April 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%). New Risk • Jan 12
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company. Reported Earnings • Dec 10
First quarter 2025 earnings released: EPS: JP¥37.21 (vs JP¥41.16 in 1Q 2024) First quarter 2025 results: EPS: JP¥37.21 (down from JP¥41.16 in 1Q 2024). Revenue: JP¥10.9b (up 14% from 1Q 2024). Net income: JP¥428.9m (down 10% from 1Q 2024). Profit margin: 3.9% (down from 5.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Announcement • Nov 19
Eternal Hospitality Group Co.,Ltd. to Report Q2, 2025 Results on Mar 07, 2025 Eternal Hospitality Group Co.,Ltd. announced that they will report Q2, 2025 results on Mar 07, 2025 Declared Dividend • Nov 07
Final dividend of JP¥23.00 announced Shareholders will receive a dividend of JP¥23.00. Ex-date: 30th January 2025 Payment date: 7th April 2025 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 140% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Oct 16
Eternal Hospitality Group Co.,Ltd. to Report Q1, 2025 Results on Dec 06, 2024 Eternal Hospitality Group Co.,Ltd. announced that they will report Q1, 2025 results on Dec 06, 2024 Price Target Changed • Sep 20
Price target increased by 16% to JP¥5,700 Up from JP¥4,900, the current price target is provided by 1 analyst. New target price is 46% above last closing price of JP¥3,915. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥224 for next year compared to JP¥184 last year. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to JP¥3,915, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,452 per share. New Risk • Sep 17
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 8.7% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Sep 17
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥184 (up from JP¥53.16 in FY 2023). Revenue: JP¥41.9b (up 25% from FY 2023). Net income: JP¥2.13b (up 245% from FY 2023). Profit margin: 5.1% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Announcement • Sep 13
Eternal Hospitality Group Co.,Ltd., Annual General Meeting, Oct 29, 2024 Eternal Hospitality Group Co.,Ltd., Annual General Meeting, Oct 29, 2024. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥2,976, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,416 per share. New Risk • Aug 02
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 5.4% 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. This is currently the only risk that has been identified for the company. Upcoming Dividend • Jul 23
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 30 July 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 3.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (0.7%). Buy Or Sell Opportunity • Jul 11
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.1% to JP¥3,815. The fair value is estimated to be JP¥4,876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 39% in the next 2 years. Announcement • Jul 04
Eternal Hospitality Group Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 13, 2024 Eternal Hospitality Group Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 13, 2024 Buy Or Sell Opportunity • Jun 17
Now 25% undervalued after recent price drop Over the last 90 days, the stock has fallen 21% to JP¥3,675. The fair value is estimated to be JP¥4,899, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 39% in the next 2 years. Reported Earnings • Jun 11
Third quarter 2024 earnings released: EPS: JP¥56.43 (vs JP¥26.23 in 3Q 2023) Third quarter 2024 results: EPS: JP¥56.43 (up from JP¥26.23 in 3Q 2023). Revenue: JP¥10.9b (up 22% from 3Q 2023). Net income: JP¥654.0m (up 115% from 3Q 2023). Profit margin: 6.0% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • May 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.0% to JP¥3,810. The fair value is estimated to be JP¥4,846, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last year. Earnings per share has grown by 256%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 73% in the next 2 years. Buy Or Sell Opportunity • May 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.7% to JP¥3,850. The fair value is estimated to be JP¥4,864, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last year. Earnings per share has grown by 256%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 73% in the next 2 years. Announcement • May 03
Eternal Hospitality Group Co.,Ltd. to Report Q3, 2024 Results on Jun 07, 2024 Eternal Hospitality Group Co.,Ltd. announced that they will report Q3, 2024 results on Jun 07, 2024 Declared Dividend • Mar 10
First half dividend of JP¥6.00 announced Shareholders will receive a dividend of JP¥6.00. Ex-date: 30th July 2024 Payment date: 28th October 2024 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 14%. Reported Earnings • Mar 09
Second quarter 2024 earnings released: EPS: JP¥50.39 (vs JP¥5.61 in 2Q 2023) Second quarter 2024 results: EPS: JP¥50.39 (up from JP¥5.61 in 2Q 2023). Revenue: JP¥10.4b (up 29% from 2Q 2023). Net income: JP¥584.0m (up JP¥519.0m from 2Q 2023). Profit margin: 5.6% (up from 0.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality industry in Japan. Major Estimate Revision • Feb 09
Consensus EPS estimates increase by 22% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥39.8b to JP¥40.6b. EPS estimate increased from JP¥125 to JP¥153 per share. Net income forecast to grow 77% next year vs 33% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥3,800 to JP¥4,800. Share price rose 8.0% to JP¥4,050 over the past week. Announcement • Feb 01
Torikizoku Holdings Co.,Ltd. to Report Q2, 2024 Results on Mar 08, 2024 Torikizoku Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Mar 08, 2024 Upcoming Dividend • Jan 23
Upcoming dividend of JP¥4.00 per share at 0.3% yield Eligible shareholders must have bought the stock before 30 January 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (0.5%). Major Estimate Revision • Dec 28
Consensus EPS estimates increase by 41% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥88.90 to JP¥125. Revenue forecast unchanged at JP¥39.8b. Net income forecast to grow 46% next year vs 32% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥3,600 to JP¥3,800. Share price rose 6.9% to JP¥3,425 over the past week. Reported Earnings • Dec 12
First quarter 2024 earnings released: EPS: JP¥41.16 (vs JP¥4.14 in 1Q 2023) First quarter 2024 results: EPS: JP¥41.16 (up from JP¥4.14 in 1Q 2023). Revenue: JP¥9.63b (up 34% from 1Q 2023). Net income: JP¥477.0m (up JP¥429.0m from 1Q 2023). Profit margin: 5.0% (up from 0.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Japan. Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥3,335, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 24x in the Hospitality industry in Japan. Total returns to shareholders of 127% over the past three years. Announcement • Oct 01
Torikizoku Holdings Co.,Ltd. to Report Q1, 2024 Results on Dec 08, 2023 Torikizoku Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Dec 08, 2023 Buying Opportunity • Sep 27
Now 21% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥3,855, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 65% over the last year. Earnings per share has declined by 46%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 26% per annum over the same time period. Reported Earnings • Sep 16
Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: JP¥53.16 (down from JP¥97.86 in FY 2022). Revenue: JP¥33.4b (up 65% from FY 2022). Net income: JP¥616.0m (down 46% from FY 2022). Profit margin: 1.8% (down from 5.6% in FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Announcement • Sep 15
Torikizoku Holdings Co.,Ltd., Annual General Meeting, Oct 25, 2023 Torikizoku Holdings Co.,Ltd., Annual General Meeting, Oct 25, 2023. Announcement • Jul 29
Torikizoku Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 13, 2023 Torikizoku Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 13, 2023 Upcoming Dividend • Jul 21
Upcoming dividend of JP¥6.00 per share at 0.3% yield Eligible shareholders must have bought the stock before 28 July 2023. Payment date: 27 October 2023. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (0.5%). Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥2,666, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 31x in the Hospitality industry in Japan. Total returns to shareholders of 66% over the past three years. Reported Earnings • Jun 12
Third quarter 2023 earnings released: EPS: JP¥26.23 (vs JP¥28.30 in 3Q 2022) Third quarter 2023 results: EPS: JP¥26.23 (down from JP¥28.30 in 3Q 2022). Revenue: JP¥8.90b (up 75% from 3Q 2022). Net income: JP¥304.0m (down 7.3% from 3Q 2022). Profit margin: 3.4% (down from 6.5% in 3Q 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Buying Opportunity • May 18
Now 20% undervalued Over the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥2,932, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 83% over the last year. Earnings per share has declined by 66%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 159% in the next 2 years. Price Target Changed • Mar 21
Price target increased by 7.1% to JP¥3,000 Up from JP¥2,800, the current price target is provided by 1 analyst. New target price is 43% above last closing price of JP¥2,096. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥44.90 for next year compared to JP¥97.86 last year. Reported Earnings • Mar 11
Second quarter 2023 earnings released: EPS: JP¥5.61 (vs JP¥28.30 in 2Q 2022) Second quarter 2023 results: EPS: JP¥5.61 (down from JP¥28.30 in 2Q 2022). Revenue: JP¥8.06b (up 59% from 2Q 2022). Net income: JP¥65.0m (down 80% from 2Q 2022). Profit margin: 0.8% (down from 6.5% in 2Q 2022). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Announcement • Feb 08
Torikizoku Holdings Co.,Ltd. to Report Q2, 2023 Results on Mar 10, 2023 Torikizoku Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Mar 10, 2023 Price Target Changed • Nov 16
Price target increased to JP¥2,900 Up from JP¥2,200, the current price target is provided by 1 analyst. New target price is 35% above last closing price of JP¥2,150. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of JP¥38.80 for next year compared to JP¥97.86 last year. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Setsuo Sasaki was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Oct 16
Torikizoku Holdings Co.,Ltd. to Report Q1, 2023 Results on Dec 09, 2022 Torikizoku Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Dec 09, 2022 Valuation Update With 7 Day Price Move • Sep 16
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥2,504, the stock trades at a forward P/E ratio of 65x. Average forward P/E is 27x in the Hospitality industry in Japan. Total returns to shareholders of 9.2% over the past three years. Major Estimate Revision • Sep 16
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥26.8b to JP¥31.3b. EPS estimate fell from JP¥83.70 to JP¥38.80. Net income forecast to shrink 60% next year vs 0.6% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥2,900 unchanged from last update. Share price rose 19% to JP¥2,504 over the past week. Announcement • Sep 14
Torikizoku Holdings Co.,Ltd. (TSE:3193) agreed to acquire Daikichi System Co., Ltd. from Suntory Holdings Limited. Torikizoku Holdings Co.,Ltd. (TSE:3193) agreed to acquire Daikichi System Co., Ltd. from Suntory Holdings Limited on September 13, 2022. The transaction is expected to close on January 4, 2022. Announcement • Sep 11
Torikizoku Holdings Co.,Ltd., Annual General Meeting, Oct 26, 2022 Torikizoku Holdings Co.,Ltd., Annual General Meeting, Oct 26, 2022. Announcement • Jul 02
Torikizoku Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 09, 2022 Torikizoku Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 09, 2022 Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥2,390, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Hospitality industry in Japan. Total returns to shareholders of 12% over the past three years. Price Target Changed • Jun 14
Price target increased to JP¥2,900 Up from JP¥2,200, the current price target is provided by 1 analyst. New target price is 24% above last closing price of JP¥2,341. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥104 next year compared to a net loss per share of JP¥40.22 last year. Buying Opportunity • May 25
Now 21% undervalued Over the last 90 days, the stock is up 4.3%. The fair value is estimated to be JP¥2,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Setsuo Sasaki was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Torikizoku Holdings Co.,Ltd. to Report Q3, 2022 Results on Jun 10, 2022 Torikizoku Holdings Co.,Ltd. announced that they will report Q3, 2022 results on Jun 10, 2022 Buying Opportunity • Mar 04
Now 20% undervalued Over the last 90 days, the stock is up 1.4%. The fair value is estimated to be JP¥2,109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Buying Opportunity • Jan 25
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥2,097, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Reported Earnings • Jun 13
Third quarter 2021 earnings released: JP¥54.89 loss per share (vs JP¥81.29 loss in 3Q 2020) The company reported a soft third quarter result with weaker revenues and control over costs, although losses reduced. Third quarter 2021 results: Revenue: JP¥3.41b (down 39% from 3Q 2020). Net loss: JP¥636.0m (loss narrowed 33% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. Reported Earnings • Mar 07
Second quarter 2021 earnings released: JP¥69.39 loss per share (vs JP¥40.65 profit in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: JP¥4.61b (down 48% from 2Q 2020). Net loss: JP¥804.0m (down 271% from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance. 
