Ankündigung • Jul 23
Sunshield Inc. agreed to acquire Minato-Civil Co., Ltd. from Ohmori Co.,Ltd. (TSE:1844) for ¥20 million. Sunshield Inc. agreed to acquire Minato-Civil Co., Ltd. from Ohmori Co.,Ltd. (TSE:1844) for ¥20 million on July 21, 2026. A cash consideration will be paid by Sunshield Inc. Sunshield Inc.entered into a definative agreement to acquire Minato-Civil Co., Ltd. from Ohmori Co.,Ltd. (TSE:1844) for ¥20 million on July 22, 2026
As on July 21, 2026,the Board of Directors of Ohmori Co.,Ltd. approved the transaction.The transaction is expected to close on July 31, 2026. Upcoming Dividend • Jul 23
Upcoming dividend of JP¥11.50 per share Eligible shareholders must have bought the stock before 30 July 2026. Payment date: 30 October 2026. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%). Ankündigung • Jul 02
Ohmori Co.,Ltd. to Report Fiscal Year 2026 Results on Sep 11, 2026 Ohmori Co.,Ltd. announced that they will report fiscal year 2026 results on Sep 11, 2026 Reported Earnings • Jun 10
Third quarter 2026 earnings released: EPS: JP¥4.97 (vs JP¥6.75 in 3Q 2025) Third quarter 2026 results: EPS: JP¥4.97 (down from JP¥6.75 in 3Q 2025). Revenue: JP¥1.95b (up 19% from 3Q 2025). Net income: JP¥93.0m (down 26% from 3Q 2025). Profit margin: 4.8% (down from 7.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Mar 13
Second quarter 2026 earnings released: EPS: JP¥13.04 (vs JP¥11.26 in 2Q 2025) Second quarter 2026 results: EPS: JP¥13.04 (up from JP¥11.26 in 2Q 2025). Revenue: JP¥1.87b (up 20% from 2Q 2025). Net income: JP¥244.0m (up 16% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to JP¥643, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 282% over the past three years. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 34% After last week's 34% share price gain to JP¥667, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 314% over the past three years. Valuation Update With 7 Day Price Move • Dec 31
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥519, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 228% over the past three years. Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥436, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 169% over the past three years. New Risk • Dec 12
New major risk - Financial position The company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥9.31b market cap, or US$59.8m). Reported Earnings • Dec 12
First quarter 2026 earnings released: EPS: JP¥5.31 (vs JP¥6.54 in 1Q 2025) First quarter 2026 results: EPS: JP¥5.31 (down from JP¥6.54 in 1Q 2025). Revenue: JP¥1.74b (up 7.4% from 1Q 2025). Net income: JP¥99.0m (down 19% from 1Q 2025). Profit margin: 5.7% (down from 7.5% 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 5% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Oct 25
Ohmori Co.,Ltd. to Report Q1, 2026 Results on Dec 10, 2025 Ohmori Co.,Ltd. announced that they will report Q1, 2026 results on Dec 10, 2025 New Risk • Sep 30
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.3b (US$96.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥14.3b market cap, or US$96.8m). Valuation Update With 7 Day Price Move • Sep 25
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥882, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 448% over the past three years. Reported Earnings • Sep 15
Full year 2025 earnings released: EPS: JP¥27.77 (vs JP¥22.70 in FY 2024) Full year 2025 results: EPS: JP¥27.77 (up from JP¥22.70 in FY 2024). Revenue: JP¥6.44b (up 7.7% from FY 2024). Net income: JP¥518.0m (up 25% from FY 2024). Profit margin: 8.0% (up from 6.9% 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 7% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Sep 12
Ohmori Co.,Ltd., Annual General Meeting, Oct 29, 2025 Ohmori Co.,Ltd., Annual General Meeting, Oct 29, 2025. Valuation Update With 7 Day Price Move • Sep 03
Investor sentiment improves as stock rises 42% After last week's 42% share price gain to JP¥1,220, the stock trades at a trailing P/E ratio of 45.2x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 643% over the past three years. Valuation Update With 7 Day Price Move • Aug 19
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to JP¥870, the stock trades at a trailing P/E ratio of 32.2x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 418% over the past three years. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥544, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 224% over the past three years. Ankündigung • Aug 02
Ohmori Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025 Ohmori Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025 Upcoming Dividend • Jul 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 July 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (3.2%). Buy Or Sell Opportunity • Jul 04
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 60% to JP¥398. The fair value is estimated to be JP¥325, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 13%. New Risk • Jun 12
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 7.4% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (JP¥8.17b market cap, or US$56.9m). Buy Or Sell Opportunity • Jun 11
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 48% to JP¥397. The fair value is estimated to be JP¥325, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 13%. Reported Earnings • Jun 10
Third quarter 2025 earnings released: EPS: JP¥6.75 (vs JP¥4.47 in 3Q 2024) Third quarter 2025 results: EPS: JP¥6.75 (up from JP¥4.47 in 3Q 2024). Revenue: JP¥1.65b (up 6.3% from 3Q 2024). Net income: JP¥126.0m (up 52% from 3Q 2024). Profit margin: 7.6% (up from 5.4% in 3Q 2024). The increase in margin was driven by higher revenue. 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 26% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 30
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥342, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 98% over the past three years. Ankündigung • Apr 29
Ohmori Co.,Ltd. to Report Q3, 2025 Results on Jun 09, 2025 Ohmori Co.,Ltd. announced that they will report Q3, 2025 results on Jun 09, 2025 Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥229, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 10x in the Construction industry in Japan. Total returns to shareholders of 41% over the past three years. Reported Earnings • Mar 13
Second quarter 2025 earnings released: EPS: JP¥11.26 (vs JP¥9.12 in 2Q 2024) Second quarter 2025 results: EPS: JP¥11.26 (up from JP¥9.12 in 2Q 2024). Revenue: JP¥1.56b (up 4.4% from 2Q 2024). Net income: JP¥210.0m (up 28% from 2Q 2024). Profit margin: 14% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year. New Risk • Feb 12
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 5.3% 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 Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥5.22b market cap, or US$34.0m). Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥241, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 43% over the past three years. Ankündigung • Jan 17
Ohmori Co.,Ltd. to Report Q2, 2025 Results on Mar 12, 2025 Ohmori Co.,Ltd. announced that they will report Q2, 2025 results on Mar 12, 2025 Reported Earnings • Dec 11
First quarter 2025 earnings released: EPS: JP¥6.54 (vs JP¥6.83 in 1Q 2024) First quarter 2025 results: EPS: JP¥6.54. Revenue: JP¥1.62b (up 23% from 1Q 2024). Net income: JP¥122.0m (flat on 1Q 2024). Profit margin: 7.5% (down from 9.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Ankündigung • Oct 29
Ohmori Co.,Ltd. to Report Q1, 2025 Results on Dec 10, 2024 Ohmori Co.,Ltd. announced that they will report Q1, 2025 results on Dec 10, 2024 Reported Earnings • Sep 15
Full year 2024 earnings released: EPS: JP¥22.70 (vs JP¥19.02 in FY 2023) Full year 2024 results: EPS: JP¥22.70 (up from JP¥19.02 in FY 2023). Revenue: JP¥5.98b (down 1.2% from FY 2023). Net income: JP¥414.0m (up 41% from FY 2023). Profit margin: 6.9% (up from 4.8% in FY 2023). 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 only increased by 5% per year, which means it is significantly lagging earnings growth. Ankündigung • Sep 13
Ohmori Co.,Ltd., Annual General Meeting, Oct 29, 2024 Ohmori Co.,Ltd., Annual General Meeting, Oct 29, 2024. New Risk • Sep 07
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 8.2% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (6.6% increase in shares outstanding). Market cap is less than US$100m (JP¥4.57b market cap, or US$32.1m). Buy Or Sell Opportunity • Aug 06
Now 28% overvalued Over the last 90 days, the stock has fallen 11% to JP¥221. The fair value is estimated to be JP¥173, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 15%. 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 6.2% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (JP¥3.54b market cap, or US$24.9m). Ankündigung • Aug 02
Ohmori Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 13, 2024 Ohmori Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 13, 2024 Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥236, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 31% over the past three years. Upcoming Dividend • Jul 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 July 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (3.2%). Reported Earnings • Jun 11
Third quarter 2024 earnings released: EPS: JP¥4.47 (vs JP¥4.33 in 3Q 2023) Third quarter 2024 results: EPS: JP¥4.47 (up from JP¥4.33 in 3Q 2023). Revenue: JP¥1.55b (down 4.8% from 3Q 2023). Net income: JP¥83.0m (up 26% from 3Q 2023). Profit margin: 5.4% (up from 4.0% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Ankündigung • Apr 03
Ohmori Co.,Ltd. to Report Q3, 2024 Results on Jun 07, 2024 Ohmori Co.,Ltd. announced that they will report Q3, 2024 results on Jun 07, 2024 Reported Earnings • Mar 13
Second quarter 2024 earnings released: EPS: JP¥9.12 (vs JP¥9.59 in 2Q 2023) Second quarter 2024 results: EPS: JP¥9.12. Revenue: JP¥1.49b (up 1.1% from 2Q 2023). Net income: JP¥164.0m (up 14% from 2Q 2023). Profit margin: 11% (up from 9.8% in 2Q 2023). Ankündigung • Jan 09
Ohmori Co.,Ltd. to Report Q2, 2024 Results on Mar 11, 2024 Ohmori Co.,Ltd. announced that they will report Q2, 2024 results on Mar 11, 2024 Reported Earnings • Dec 12
First quarter 2024 earnings released: EPS: JP¥6.83 (vs JP¥6.62 in 1Q 2023) First quarter 2024 results: EPS: JP¥6.83 (up from JP¥6.62 in 1Q 2023). Revenue: JP¥1.31b (up 2.8% from 1Q 2023). Net income: JP¥121.0m (up 22% from 1Q 2023). Profit margin: 9.2% (up from 7.8% in 1Q 2023). The increase in margin was driven by higher revenue. 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 • Sep 16
Full year 2023 earnings released: EPS: JP¥19.02 (vs JP¥17.01 in FY 2022) Full year 2023 results: EPS: JP¥19.02 (up from JP¥17.01 in FY 2022). Revenue: JP¥6.05b (up 15% from FY 2022). Net income: JP¥293.0m (up 15% from FY 2022). Profit margin: 4.8% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Ankündigung • Sep 16
Ohmori Co.,Ltd., Annual General Meeting, Oct 25, 2023 Ohmori Co.,Ltd., Annual General Meeting, Oct 25, 2023. Ankündigung • Aug 04
Ohmori Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 14, 2023 Ohmori Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 14, 2023 Upcoming Dividend • Jul 21
Upcoming dividend of JP¥8.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 28 July 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (3.3%). Reported Earnings • Jun 11
Third quarter 2023 earnings released: EPS: JP¥4.33 (vs JP¥5.95 in 3Q 2022) Third quarter 2023 results: EPS: JP¥4.33 (down from JP¥5.95 in 3Q 2022). Revenue: JP¥1.63b (flat on 3Q 2022). Net income: JP¥66.0m (down 26% from 3Q 2022). Profit margin: 4.0% (down from 5.5% in 3Q 2022). 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. Reported Earnings • Mar 11
Second quarter 2023 earnings released: EPS: JP¥9.59 (vs JP¥5.48 in 2Q 2022) Second quarter 2023 results: EPS: JP¥9.59 (up from JP¥5.48 in 2Q 2022). Revenue: JP¥1.48b (up 23% from 2Q 2022). Net income: JP¥144.0m (up 76% from 2Q 2022). Profit margin: 9.8% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year. Ankündigung • Feb 05
Ohmori Co.,Ltd. to Report Q2, 2023 Results on Mar 10, 2023 Ohmori Co.,Ltd. announced that they will report Q2, 2023 results on Mar 10, 2023 Reported Earnings • Dec 11
First quarter 2023 earnings released: EPS: JP¥6.62 (vs JP¥0.74 in 1Q 2022) First quarter 2023 results: EPS: JP¥6.62 (up from JP¥0.74 in 1Q 2022). Revenue: JP¥1.28b (up 27% from 1Q 2022). Net income: JP¥99.0m (up JP¥88.0m from 1Q 2022). Profit margin: 7.8% (up from 1.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year. 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. 5 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Deputy GM of Civil Engineering Division & Director Takashi Oda 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. Ankündigung • Oct 05
Ohmori Co.,Ltd. to Report Q1, 2023 Results on Dec 09, 2022 Ohmori Co.,Ltd. announced that they will report Q1, 2023 results on Dec 09, 2022 Ankündigung • Sep 16
Ohmori Co.,Ltd., Annual General Meeting, Oct 26, 2022 Ohmori Co.,Ltd., Annual General Meeting, Oct 26, 2022. Reported Earnings • Sep 15
Full year 2022 earnings released: EPS: JP¥17.01 (vs JP¥16.38 in FY 2021) Full year 2022 results: EPS: JP¥17.01 (up from JP¥16.38 in FY 2021). Revenue: JP¥5.24b (up 5.9% from FY 2021). Net income: JP¥254.0m (up 4.5% from FY 2021). Profit margin: 4.8% (down from 4.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Ankündigung • Aug 06
Ohmori Co.,Ltd. announced that it has received ¥3.552 million in funding from Milestone Capital Management Co., Ltd. On August 4, 2022, Ohmori Co.,Ltd. closed the transaction. Ankündigung • Jul 28
Ohmori Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 14, 2022 Ohmori Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 14, 2022 Ankündigung • Jul 21
Ohmori Co.,Ltd. announced that it expects to receive ¥3.552 million in funding from Milestone Capital Management Co., Ltd. Ohmori Co.,Ltd. announced a private placement of 370 13th stock acquisition rights at ¥9,600 per stock acquisition right for gross proceeds of ¥3,552,000 on July 19, 2022. The transaction included participation from returning investor Milestone Capital Management Co., Ltd. The potential shares from the issuance of stock acquisition rights will be 3,700,000 shares. The initial exercise price of stock acquisition rights ¥173. The transaction will happen through third party allocation. The issue date for stock acquisition rights will be August 4, 2022. The transaction has been approved at board of directors’ meeting of the company. Upcoming Dividend • Jul 21
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 28 July 2022. Payment date: 27 October 2022. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.5%). Reported Earnings • Jun 11
Third quarter 2022 earnings released: EPS: JP¥5.95 (vs JP¥7.89 in 3Q 2021) Third quarter 2022 results: EPS: JP¥5.95 (down from JP¥7.89 in 3Q 2021). Revenue: JP¥1.62b (up 7.8% from 3Q 2021). Net income: JP¥89.0m (down 24% from 3Q 2021). Profit margin: 5.5% (down from 7.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as 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. 5 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Deputy GM of Civil Engineering Division & Director Takashi Oda 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 • Mar 13
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: EPS: JP¥5.48 (down from JP¥9.71 in 2Q 2021). Revenue: JP¥1.20b (down 15% from 2Q 2021). Net income: JP¥82.0m (down 43% from 2Q 2021). Profit margin: 6.9% (down from 10% in 2Q 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 fallen by 9% 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 • Dec 14
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: EPS: JP¥0.74 (down from JP¥3.17 in 1Q 2021). Revenue: JP¥1.00b (up 5.1% from 1Q 2021). Net income: JP¥11.0m (down 77% from 1Q 2021). Profit margin: 1.1% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year. Reported Earnings • Sep 16
Full year 2021 earnings released: EPS JP¥16.38 (vs JP¥22.72 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.95b (down 4.5% from FY 2020). Net income: JP¥243.0m (down 28% from FY 2020). Profit margin: 4.9% (down from 6.5% 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 2% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jul 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 July 2021. Payment date: 29 October 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (3.0%). Reported Earnings • Jun 11
Third quarter 2021 earnings released: EPS JP¥7.89 (vs JP¥5.19 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.51b (down 4.4% from 3Q 2020). Net income: JP¥117.0m (up 52% from 3Q 2020). Profit margin: 7.8% (up from 4.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year. Reported Earnings • Mar 14
Second quarter 2021 earnings released: EPS JP¥9.71 (vs JP¥3.64 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.41b (up 17% from 2Q 2020). Net income: JP¥144.0m (up 167% from 2Q 2020). Profit margin: 10% (up from 4.5% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Mar 12
New 90-day high: JP¥215 The company is up 6.0% from its price of JP¥203 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 11% over the same period. Ankündigung • Feb 03
Ohmori Co.,Ltd. to Report Q2, 2021 Results on Mar 12, 2021 Ohmori Co.,Ltd. announced that they will report Q2, 2021 results on Mar 12, 2021 Is New 90 Day High Low • Dec 17
New 90-day low: JP¥200 The company is down 9.0% from its price of JP¥220 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 1.0% over the same period. Reported Earnings • Dec 11
First quarter 2021 earnings released: EPS JP¥3.17 The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥955.0m (down 18% from 1Q 2020). Net income: JP¥47.0m (down 80% from 1Q 2020). Profit margin: 4.9% (down from 20% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Ankündigung • Aug 09
Ohmori Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 14, 2020 Ohmori Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 14, 2020