Reported Earnings • Jul 13
Third quarter 2026 earnings released: EPS: JP¥59.84 (vs JP¥76.48 in 3Q 2025) Third quarter 2026 results: EPS: JP¥59.84 (down from JP¥76.48 in 3Q 2025). Revenue: JP¥23.4b (up 5.5% from 3Q 2025). Net income: JP¥802.7m (down 22% from 3Q 2025). Profit margin: 3.4% (down from 4.6% 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 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • May 08
First half dividend of JP¥62.00 announced Shareholders will receive a dividend of JP¥62.00. Ex-date: 28th August 2026 Payment date: 24th November 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 11
Second quarter 2026 earnings released: EPS: JP¥92.59 (vs JP¥76.29 in 2Q 2025) Second quarter 2026 results: EPS: JP¥92.59 (up from JP¥76.29 in 2Q 2025). Revenue: JP¥25.1b (up 9.2% from 2Q 2025). Net income: JP¥1.24b (up 22% from 2Q 2025). Profit margin: 5.0% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Apr 03
Shinwa Co., Ltd. to Report Q2, 2026 Results on Apr 10, 2026 Shinwa Co., Ltd. announced that they will report Q2, 2026 results on Apr 10, 2026 Upcoming Dividend • Feb 19
Upcoming dividend of JP¥62.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%). Reported Earnings • Jan 14
First quarter 2026 earnings released: EPS: JP¥60.52 (vs JP¥47.56 in 1Q 2025) First quarter 2026 results: EPS: JP¥60.52 (up from JP¥47.56 in 1Q 2025). Revenue: JP¥19.7b (up 2.3% from 1Q 2025). Net income: JP¥811.0m (up 27% from 1Q 2025). Profit margin: 4.1% (up from 3.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Declared Dividend • Dec 11
Final dividend increased to JP¥62.00 Dividend of JP¥62.00 is 11% higher than last year. Ex-date: 26th February 2026 Payment date: 7th May 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Annonce • Nov 06
Shinwa Co., Ltd. to Report Q1, 2026 Results on Jan 13, 2026 Shinwa Co., Ltd. announced that they will report Q1, 2026 results on Jan 13, 2026 Reported Earnings • Oct 15
Full year 2025 earnings released: EPS: JP¥247 (vs JP¥204 in FY 2024) Full year 2025 results: EPS: JP¥247 (up from JP¥204 in FY 2024). Revenue: JP¥86.1b (up 11% from FY 2024). Net income: JP¥3.31b (up 21% from FY 2024). Profit margin: 3.8% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Annonce • Oct 14
Shinwa Co., Ltd., Annual General Meeting, Nov 20, 2025 Shinwa Co., Ltd., Annual General Meeting, Nov 20, 2025. Upcoming Dividend • Aug 21
Upcoming dividend of JP¥56.00 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%). Annonce • Aug 01
Shinwa Co., Ltd. to Report Fiscal Year 2025 Results on Oct 14, 2025 Shinwa Co., Ltd. announced that they will report fiscal year 2025 results on Oct 14, 2025 Reported Earnings • Jul 14
Third quarter 2025 earnings released: EPS: JP¥76.47 (vs JP¥40.11 in 3Q 2024) Third quarter 2025 results: EPS: JP¥76.47 (up from JP¥40.11 in 3Q 2024). Revenue: JP¥22.2b (up 20% from 3Q 2024). Net income: JP¥1.03b (up 91% from 3Q 2024). Profit margin: 4.6% (up from 2.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Annonce • May 15
Shinwa Co., Ltd. (TSE:7607) announces an Equity Buyback for 430,000 shares, representing 3.05% for ¥300 million. Shinwa Co., Ltd. (TSE:7607) announces a share repurchase program. Under the program, the company will repurchase up to 430,000 shares, representing 3.05% for ¥300 million. The purpose of the buyback is to implement a flexible capital policy in response to changes in the business environment and to return profits to shareholders. The program will expire on September 30, 2025. As of March 31, 2025, the company had 14,103,000 shares in issue(excluding treasury stock) and 180,434 shares in treasury. Annonce • May 09
Shinwa Co., Ltd. to Report Q3, 2025 Results on Jul 11, 2025 Shinwa Co., Ltd. announced that they will report Q3, 2025 results on Jul 11, 2025 Declared Dividend • May 08
First half dividend of JP¥56.00 announced Shareholders will receive a dividend of JP¥56.00. Ex-date: 28th August 2025 Payment date: 25th November 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Reported Earnings • Apr 12
Second quarter 2025 earnings released: EPS: JP¥76.28 (vs JP¥58.86 in 2Q 2024) Second quarter 2025 results: EPS: JP¥76.28 (up from JP¥58.86 in 2Q 2024). Revenue: JP¥22.9b (up 7.0% from 2Q 2024). Net income: JP¥1.02b (up 30% from 2Q 2024). Profit margin: 4.5% (up from 3.7% in 2Q 2024). The increase in margin was driven by higher revenue. 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 13% per year, which means it is well ahead of earnings. Annonce • Apr 11
Shinwa Co., Ltd. Announces Dividend for the Second Quarter Ended February 28, 2025, Payable on May 7, 2025 Shinwa Co., Ltd. announced dividend for the second quarter ended February 28, 2025 of JPY 56.00 per share compared to JPY 50.00 per share a year ago. Scheduled date to commence dividend payments is May 7, 2025. Annonce • Apr 08
Shinwa Co., Ltd. (TSE:7607) agreed to acquire OHTORIKINZOKU KOGYO CO,.LTD. Shinwa Co., Ltd. (TSE:7607) agreed to acquire OHTORIKINZOKU KOGYO CO,.LTD. on April 4, 2025.
The expected completion of the transaction is May 1, 2025. Annonce • Feb 20
Shinwa Co., Ltd. to Report Q2, 2025 Results on Apr 11, 2025 Shinwa Co., Ltd. announced that they will report Q2, 2025 results on Apr 11, 2025 Upcoming Dividend • Feb 20
Upcoming dividend of JP¥56.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%). Reported Earnings • Jan 14
First quarter 2025 earnings released: EPS: JP¥47.56 (vs JP¥36.41 in 1Q 2024) First quarter 2025 results: EPS: JP¥47.56 (up from JP¥36.41 in 1Q 2024). Revenue: JP¥19.3b (up 13% from 1Q 2024). Net income: JP¥636.8m (up 31% from 1Q 2024). Profit margin: 3.3% (up from 2.9% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Declared Dividend • Dec 19
Final dividend of JP¥56.00 announced Shareholders will receive a dividend of JP¥56.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 44% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.9% EPS decline seen over the last 5 years. Annonce • Nov 22
Shinwa Co., Ltd. to Report Q1, 2025 Results on Jan 10, 2025 Shinwa Co., Ltd. announced that they will report Q1, 2025 results on Jan 10, 2025 Reported Earnings • Oct 18
Full year 2024 earnings released: EPS: JP¥204 (vs JP¥268 in FY 2023) Full year 2024 results: EPS: JP¥204 (down from JP¥268 in FY 2023). Revenue: JP¥77.8b (up 2.3% from FY 2023). Net income: JP¥2.73b (down 24% from FY 2023). Profit margin: 3.5% (down from 4.7% in FY 2023). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is well ahead of earnings. Annonce • Oct 15
Shinwa Co., Ltd., Annual General Meeting, Nov 21, 2024 Shinwa Co., Ltd., Annual General Meeting, Nov 21, 2024. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 17 November 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.7%). Annonce • Aug 10
Shinwa Co., Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024 Shinwa Co., Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024 New Risk • Jul 16
New major risk - Revenue and earnings growth Earnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows. Reported Earnings • Jul 16
Third quarter 2024 earnings released: EPS: JP¥40.10 (vs JP¥41.11 in 3Q 2023) Third quarter 2024 results: EPS: JP¥40.10 (down from JP¥41.11 in 3Q 2023). Revenue: JP¥18.6b (up 9.3% from 3Q 2023). Net income: JP¥537.0m (down 2.4% from 3Q 2023). Profit margin: 2.9% (down from 3.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Annonce • May 23
Shinwa Co., Ltd. to Report Q3, 2024 Results on Jul 12, 2024 Shinwa Co., Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024 Declared Dividend • Apr 14
First half dividend of JP¥50.00 announced Shareholders will receive a dividend of JP¥50.00. Ex-date: 29th August 2024 Payment date: 17th November 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (28% 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 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is more than the 7.3% EPS decline seen over the last 5 years. Reported Earnings • Apr 12
Second quarter 2024 earnings released: EPS: JP¥58.86 (vs JP¥58.54 in 2Q 2023) Second quarter 2024 results: EPS: JP¥58.86 (up from JP¥58.54 in 2Q 2023). Revenue: JP¥21.4b (up 22% from 2Q 2023). Net income: JP¥788.0m (flat on 2Q 2023). Profit margin: 3.7% (down from 4.4% 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 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Feb 21
Shinwa Co., Ltd. to Report Q2, 2024 Results on Apr 11, 2024 Shinwa Co., Ltd. announced that they will report Q2, 2024 results on Apr 11, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.0%). Reported Earnings • Jan 13
First quarter 2024 earnings released: EPS: JP¥36.41 (vs JP¥113 in 1Q 2023) First quarter 2024 results: EPS: JP¥36.41 (down from JP¥113 in 1Q 2023). Revenue: JP¥17.0b (down 29% from 1Q 2023). Net income: JP¥487.0m (down 68% from 1Q 2023). Profit margin: 2.9% (down from 6.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year. Annonce • Nov 17
Shinwa Co., Ltd. to Report Q1, 2024 Results on Jan 11, 2024 Shinwa Co., Ltd. announced that they will report Q1, 2024 results on Jan 11, 2024 Reported Earnings • Oct 15
Full year 2023 earnings released: EPS: JP¥268 (vs JP¥283 in FY 2022) Full year 2023 results: EPS: JP¥268 (down from JP¥283 in FY 2022). Revenue: JP¥76.1b (up 7.1% from FY 2022). Net income: JP¥3.59b (down 5.3% from FY 2022). Profit margin: 4.7% (down from 5.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year. Annonce • Oct 15
Shinwa Co., Ltd., Annual General Meeting, Nov 16, 2023 Shinwa Co., Ltd., Annual General Meeting, Nov 16, 2023. Annonce • Aug 25
Shinwa Co., Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023 Shinwa Co., Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023 Upcoming Dividend • Aug 23
Upcoming dividend of JP¥36.00 per share at 3.8% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 18 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.3%). Annonce • May 25
Shinwa Co., Ltd. to Report Q3, 2023 Results on Jul 10, 2023 Shinwa Co., Ltd. announced that they will report Q3, 2023 results on Jul 10, 2023 Reported Earnings • Apr 12
Second quarter 2023 earnings released: EPS: JP¥58.54 (vs JP¥87.64 in 2Q 2022) Second quarter 2023 results: EPS: JP¥58.54 (down from JP¥87.64 in 2Q 2022). Revenue: JP¥17.6b (down 12% from 2Q 2022). Net income: JP¥783.0m (down 33% from 2Q 2022). Profit margin: 4.4% (down from 5.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥36.00 per share at 3.4% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 26% 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 • Jan 13
First quarter 2023 earnings released: EPS: JP¥113 (vs JP¥63.67 in 1Q 2022) First quarter 2023 results: EPS: JP¥113 (up from JP¥63.67 in 1Q 2022). Revenue: JP¥23.9b (up 39% from 1Q 2022). Net income: JP¥1.51b (up 77% from 1Q 2022). Profit margin: 6.3% (up from 4.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Annonce • Nov 25
Shinwa Co., Ltd. to Report Q1, 2023 Results on Jan 12, 2023 Shinwa Co., Ltd. announced that they will report Q1, 2023 results on Jan 12, 2023 Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Full Time Audit and Supervisory Board Member & Director Tsuneari Moteki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 13
Full year 2022 earnings released: EPS: JP¥283 (vs JP¥207 in FY 2021) Full year 2022 results: EPS: JP¥283 (up from JP¥207 in FY 2021). Revenue: JP¥71.1b (up 16% from FY 2021). Net income: JP¥3.78b (up 37% from FY 2021). Profit margin: 5.3% (up from 4.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Buying Opportunity • Oct 11
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.0%. The fair value is estimated to be JP¥2,722, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥37.00 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 19 November 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%). Buying Opportunity • Aug 18
Now 21% undervalued Over the last 90 days, the stock is up 9.7%. The fair value is estimated to be JP¥2,909, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Annonce • Aug 11
Shinwa Co., Ltd. to Report Fiscal Year 2022 Results on Oct 11, 2022 Shinwa Co., Ltd. announced that they will report fiscal year 2022 results on Oct 11, 2022 Reported Earnings • Jul 13
Third quarter 2022 earnings released: EPS: JP¥87.69 (vs JP¥53.70 in 3Q 2021) Third quarter 2022 results: EPS: JP¥87.69 (up from JP¥53.70 in 3Q 2021). Revenue: JP¥18.1b (up 18% from 3Q 2021). Net income: JP¥1.17b (up 64% from 3Q 2021). Profit margin: 6.5% (up from 4.7% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.3% compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat. Annonce • May 18
Shinwa Co., Ltd. to Report Q3, 2022 Results on Jul 11, 2022 Shinwa Co., Ltd. announced that they will report Q3, 2022 results on Jul 11, 2022 Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Full Time Audit and Supervisory Board Member & Director Tsuneari Moteki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 12
Second quarter 2022 earnings: EPS and revenues exceed analyst expectations Second quarter 2022 results: EPS: JP¥87.63 (up from JP¥57.17 in 2Q 2021). Revenue: JP¥19.9b (up 27% from 2Q 2021). Net income: JP¥1.17b (up 54% from 2Q 2021). Profit margin: 5.9% (up from 4.9% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year. Annonce • Feb 24
Shinwa Co., Ltd. to Report Q2, 2022 Results on Apr 11, 2022 Shinwa Co., Ltd. announced that they will report Q2, 2022 results on Apr 11, 2022 Upcoming Dividend • Feb 18
Upcoming dividend of JP¥37.00 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 10 May 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.9%). Annonce • Jan 16
Shinwa Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ended February 28, 2022 and Full Year Ending August 31, 2022 Shinwa Co., Ltd. provided Consolidated earnings Guidance for the Six months ended February 28, 2022 and Full year ending August 31, 2022. For the six months, the company’s Net sales expected to be of JPY 33,000 Million. Operating profit expected to be of JPY 2,018 Million. Profit attributable to owners of parent expected to be of JPY 1440 Million. Basic earnings per share expected to be of JPY 107.91. For the Full year, the company’s Net sales expected to be of JPY 67,000 Million. Operating profit expected to be of JPY 4,300 Million. Profit attributable to owners of parent expected to be of JPY 3,000 Million. Basic earnings per share expected to be of JPY 224.72. Reported Earnings • Jan 12
First quarter 2022 earnings: EPS and revenues exceed analyst expectations First quarter 2022 results: EPS: JP¥63.67 (up from JP¥33.67 in 1Q 2021). Revenue: JP¥17.2b (up 32% from 1Q 2021). Net income: JP¥850.0m (up 89% from 1Q 2021). Profit margin: 4.9% (up from 3.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 4.0%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Price Target Changed • Oct 25
Price target increased to JP¥2,280 Up from JP¥2,130, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥2,192. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥235 for next year compared to JP¥207 last year. Reported Earnings • Oct 12
Full year 2021 earnings released: EPS JP¥207 (vs JP¥248 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥61.2b (down 10% from FY 2020). Net income: JP¥2.77b (down 16% from FY 2020). Profit margin: 4.5% (down from 4.9% in FY 2020). 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 but the company’s share price has remained flat, which means it is well ahead of earnings. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 30 August 2021. Payment date: 20 November 2021. Trailing yield: 3.1%. Within top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.6%). Reported Earnings • Jul 16
Third quarter 2021 earnings released: EPS JP¥53.70 (vs JP¥50.54 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥15.3b (flat on 3Q 2020). Net income: JP¥717.0m (up 6.4% from 3Q 2020). Profit margin: 4.7% (up from 4.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 2% per year. Annonce • May 15
Shinwa Co., Ltd. (TSE:7607) announces an Equity Buyback for 380,000 shares, representing 2.69% for ¥300 million. Shinwa Co., Ltd. (TSE:7607) announces a share repurchase program. Under the program, the company will repurchase up to 380,000 shares, representing 2.69% for ¥300 million. The purpose of the program is to implement agile capital policies in response to changes in the business environment and returning profits to shareholders. The program will expire on August 31, 2021. As of March 31, 2021, the company had 14,103,000 shares in issue(excluding treasury stock) and no shares in treasury. Reported Earnings • Apr 15
Second quarter 2021 earnings released: EPS JP¥57.16 (vs JP¥85.79 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥15.7b (down 27% from 2Q 2020). Net income: JP¥763.0m (down 33% from 2Q 2020). Profit margin: 4.9% (down from 5.3% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year. Annonce • Feb 27
Shinwa Co., Ltd. to Report Q2, 2021 Results on Apr 12, 2021 Shinwa Co., Ltd. announced that they will report Q2, 2021 results on Apr 12, 2021 Is New 90 Day High Low • Feb 25
New 90-day low: JP¥2,088 The company is down 4.0% from its price of JP¥2,181 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 8.0% over the same period. Analyst Estimate Surprise Post Earnings • Jan 19
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 0.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is expected to shrink by 5.7% compared to a 6.8% growth forecast for the Machinery industry in Japan. Analyst Estimate Surprise Post Earnings • Jan 15
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 0.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is expected to shrink by 5.7% compared to a 6.7% growth forecast for the Machinery industry in Japan. Reported Earnings • Jan 14
First quarter 2021 earnings released: EPS JP¥33.67 The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥13.0b (down 18% from 1Q 2020). Net income: JP¥449.0m (down 22% from 1Q 2020). Profit margin: 3.5% (down from 3.7% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Annonce • Nov 19
Shinwa Co., Ltd. to Report Q1, 2021 Results on Jan 12, 2021 Shinwa Co., Ltd. announced that they will report Q1, 2021 results on Jan 12, 2021