Annonce • Jul 09
SHIMAMURA Co., Ltd. to Report Q2, 2027 Results on Sep 28, 2026 SHIMAMURA Co., Ltd. announced that they will report Q2, 2027 results on Sep 28, 2026 Reported Earnings • Jul 01
First quarter 2027 earnings: EPS and revenues exceed analyst expectations First quarter 2027 results: EPS: JP¥61.92 (up from JP¥48.98 in 1Q 2026). Revenue: JP¥182.0b (up 8.1% from 1Q 2026). Net income: JP¥12.9b (up 19% from 1Q 2026). Profit margin: 7.1% (up from 6.4% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Specialty Retail industry in Japan. 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 • Jun 17
Final dividend of JP¥40.00 announced Shareholders will receive a dividend of JP¥40.00. Ex-date: 19th August 2026 Payment date: 2nd November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 60% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Apr 02
Full year 2026 earnings: EPS exceeds analyst expectations Full year 2026 results: EPS: JP¥607 (up from JP¥190 in FY 2025). Revenue: JP¥701.4b (up 5.2% from FY 2025). Net income: JP¥44.5b (up 6.1% from FY 2025). Profit margin: 6.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 200%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Price Target Changed • Apr 01
Price target increased by 16% to JP¥4,068 Up from JP¥3,498, the current price target is an average from 11 analysts. New target price is 23% above last closing price of JP¥3,312. Stock is up 9.2% over the past year. The company is forecast to post earnings per share of JP¥203 for next year compared to JP¥190 last year. Annonce • Mar 30
SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026 SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026. Upcoming Dividend • Feb 12
Upcoming dividend of JP¥105 per share Eligible shareholders must have bought the stock before 19 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%). Annonce • Jan 29
Shimamura Co., Ltd. Announces Board Changes , Effective February 21, 2026 SHIMAMURA Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on January 26, 2026, to changes in Executive Officers. Name: Shintaro Seki; New Position and Assignment: Senior Executive Officer; Supervising General Administration; Department, and Accounting Department. Current Position and Assignment: Executive Officer; In charge of Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Name: Tsuyoki Saito; New Position and Assignment: Executive Officer; Supervising Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Current Position and Assignment:Executive Officer; Supervising Systems Department and E-Commerce Business. Name: Junji Ishibashi; New Position and Assignment: Executive Officer, In charge of Avail Business; Current Position and Assignment: General Manager of Shimamura Merchandise Department 4. Name: Kazuhide Yanagisawa; New Position and Assignment: Executive Officer, In charge of Divalo Business; Current Position and Assignment: General Manager of Chambre Merchandise Department 2. Name: Yuuki Endo; New Position and Assignment: Executive Officer, In charge of Systems Department; Current Position and Assignment: General Manager of Systems Department 2. Kiyoshi Fujioka, Executive Officer, will depart his position as Executive Officer effective February 21, 2026. Annonce • Jan 27
SHIMAMURA Co., Ltd. (TSE:8227) announces an Equity Buyback for 4,300,000 shares, representing 5.85% for ¥45,666 million. SHIMAMURA Co., Ltd. (TSE:8227) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 5.85% issued share capital (excluding treasury stocks) for ¥45,666 million. The shares will be repurchased at ¥10,620 per share. The purpose of the program is to improve management indicators per share and achieving sustainable growth and medium - to long-term enhancement of corporate value. As of August 20, 2025, the company had 73,507,129 shares outstanding excluding treasury shares and had 319,469 shares in treasury. Reported Earnings • Dec 23
Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2026 results: EPS: JP¥167 (up from JP¥157 in 3Q 2025). Revenue: JP¥182.3b (up 8.8% from 3Q 2025). Net income: JP¥12.2b (up 6.0% from 3Q 2025). Profit margin: 6.7% (down from 6.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Dec 18
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 1.3% to JP¥11,015. The fair value is estimated to be JP¥9,140, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period. Declared Dividend • Nov 01
First half dividend of JP¥105 announced Shareholders will receive a dividend of JP¥105. Ex-date: 19th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Sep 30
Second quarter 2026 earnings: EPS misses analyst expectations Second quarter 2026 results: EPS: JP¥165 (up from JP¥159 in 2Q 2025). Revenue: JP¥175.9b (up 5.6% from 2Q 2025). Net income: JP¥12.1b (up 3.7% from 2Q 2025). Profit margin: 6.9% (down from 7.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Sep 19
SHIMAMURA Co., Ltd. to Report Q3, 2026 Results on Dec 22, 2025 SHIMAMURA Co., Ltd. announced that they will report Q3, 2026 results on Dec 22, 2025 Annonce • Jul 15
SHIMAMURA Co., Ltd. to Report Q2, 2026 Results on Sep 29, 2025 SHIMAMURA Co., Ltd. announced that they will report Q2, 2026 results on Sep 29, 2025 Reported Earnings • Jul 01
First quarter 2026 earnings: EPS exceeds analyst expectations First quarter 2026 results: EPS: JP¥147 (up from JP¥142 in 1Q 2025). Revenue: JP¥168.4b (up 2.2% from 1Q 2025). Net income: JP¥10.8b (up 3.5% from 1Q 2025). Profit margin: 6.4% (up from 6.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jun 21
Final dividend of JP¥100.00 announced Shareholders will receive a dividend of JP¥100.00. Ex-date: 19th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annonce • Apr 28
SHIMAMURA Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025 SHIMAMURA Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025 Buy Or Sell Opportunity • Apr 07
Now 23% undervalued Over the last 90 days, the stock has risen 3.4% to JP¥9,046. The fair value is estimated to be JP¥11,689, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period. Reported Earnings • Apr 02
Full year 2025 earnings: Revenues and EPS in line with analyst expectations Full year 2025 results: EPS: JP¥570 (up from JP¥545 in FY 2024). Revenue: JP¥666.7b (up 4.8% from FY 2024). Net income: JP¥41.9b (up 4.5% from FY 2024). Profit margin: 6.3% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Mar 31
SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025 SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025. Buy Or Sell Opportunity • Mar 21
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.5% to JP¥8,429. The fair value is estimated to be JP¥10,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period. Upcoming Dividend • Feb 12
Upcoming dividend of JP¥95.00 per share Eligible shareholders must have bought the stock before 19 February 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Annonce • Feb 03
SHIMAMURA Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2025 SHIMAMURA Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2025 Reported Earnings • Dec 26
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: JP¥157 (down from JP¥165 in 3Q 2024). Revenue: JP¥167.6b (up 2.7% from 3Q 2024). Net income: JP¥11.5b (down 4.7% from 3Q 2024). Profit margin: 6.9% (down from 7.4% in 3Q 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 1.3%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. 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 23% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Nov 22
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 4.1% to JP¥7,987. The fair value is estimated to be JP¥6,556, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period. Declared Dividend • Nov 01
First half dividend of JP¥95.00 announced Shareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annonce • Oct 29
SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Dec 23, 2024 SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Dec 23, 2024 Declared Dividend • Oct 02
First half dividend of JP¥95.00 announced Shareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 02
Second quarter 2025 earnings: EPS exceeds analyst expectations Second quarter 2025 results: EPS: JP¥159 (up from JP¥149 in 2Q 2024). Revenue: JP¥166.5b (up 4.0% from 2Q 2024). Net income: JP¥11.7b (up 6.8% from 2Q 2024). Profit margin: 7.0% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. 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 19% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Aug 12
Upcoming dividend of JP¥95.00 per share Eligible shareholders must have bought the stock before 19 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%). Annonce • Jul 25
SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Sep 30, 2024 SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Sep 30, 2024 Reported Earnings • Jun 25
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: JP¥142 (up from JP¥136 in 1Q 2024). Revenue: JP¥164.8b (up 4.7% from 1Q 2024). Net income: JP¥10.4b (up 4.0% from 1Q 2024). Profit margin: 6.3% (down from 6.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. 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 12% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jun 06
Final dividend of JP¥95.00 announced Shareholders will receive a dividend of JP¥95.00. Ex-date: 19th August 2024 Payment date: 31st October 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 43% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range. Buy Or Sell Opportunity • May 08
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.4% to JP¥7,674. The fair value is estimated to be JP¥9,597, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period. Annonce • Apr 22
SHIMAMURA Co., Ltd. to Report Q1, 2025 Results on Jun 24, 2024 SHIMAMURA Co., Ltd. announced that they will report Q1, 2025 results on Jun 24, 2024 Annonce • Apr 02
SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024 SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024. Reported Earnings • Apr 02
Full year 2024 earnings: Revenues and EPS in line with analyst expectations Full year 2024 results: EPS: JP¥1,091 (up from JP¥517 in FY 2023). Revenue: JP¥636.5b (up 3.1% from FY 2023). Net income: JP¥40.1b (up 5.4% from FY 2023). Profit margin: 6.3% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Feb 12
Upcoming dividend of JP¥140 per share at 1.7% yield Eligible shareholders must have bought the stock before 19 February 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%). Annonce • Feb 01
SHIMAMURA Co., Ltd. to Report Q4, 2024 Results on Apr 01, 2024 SHIMAMURA Co., Ltd. announced that they will report Q4, 2024 results on Apr 01, 2024 Annonce • Dec 26
Shimamura Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2024 SHIMAMURA Co., Ltd. provided dividend guidance for the fiscal Year ending February 20, 2024. For the year-end, company expects dividend of JPY 140.00 per share compared to JPY 140.00 per share a year ago. Reported Earnings • Dec 26
Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2024 results: EPS: JP¥330 (up from JP¥302 in 3Q 2023). Revenue: JP¥163.2b (flat on 3Q 2023). Net income: JP¥12.1b (up 9.3% from 3Q 2023). Profit margin: 7.4% (up from 6.8% in 3Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year. Reported Earnings • Oct 05
Second quarter 2024 earnings: EPS exceeds analyst expectations Second quarter 2024 results: EPS: JP¥297 (up from JP¥283 in 2Q 2023). Revenue: JP¥160.1b (up 5.1% from 2Q 2023). Net income: JP¥10.9b (up 5.0% from 2Q 2023). Profit margin: 6.8% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Aug 10
Upcoming dividend of JP¥130 per share at 1.8% yield Eligible shareholders must have bought the stock before 17 August 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%). Annonce • Aug 08
SHIMAMURA Co., Ltd. to Report Q2, 2024 Results on Oct 02, 2023 SHIMAMURA Co., Ltd. announced that they will report Q2, 2024 results on Oct 02, 2023 Reported Earnings • Jun 27
First quarter 2024 earnings: EPS exceeds analyst expectations First quarter 2024 results: EPS: JP¥273 (down from JP¥278 in 1Q 2023). Revenue: JP¥157.4b (up 5.2% from 1Q 2023). Net income: JP¥10.0b (down 1.8% from 1Q 2023). Profit margin: 6.4% (down from 6.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 04
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: EPS: JP¥1,035 (up from JP¥964 in FY 2022). Revenue: JP¥617.5b (up 5.6% from FY 2022). Net income: JP¥38.0b (up 7.3% from FY 2022). Profit margin: 6.2% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail 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 30% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Feb 10
Upcoming dividend of JP¥130 per share at 2.0% yield Eligible shareholders must have bought the stock before 17 February 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%). Annonce • Jan 24
SHIMAMURA Co., Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2023 SHIMAMURA Co., Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2023 Buying Opportunity • Jan 04
Now 21% undervalued Over the last 90 days, the stock is up 8.5%. The fair value is estimated to be JP¥16,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is forecast to decline by 0.2% per annum over the same time period. Reported Earnings • Dec 27
Third quarter 2023 earnings: Revenues and EPS in line with analyst expectations Third quarter 2023 results: EPS: JP¥302 (up from JP¥258 in 3Q 2022). Revenue: JP¥162.9b (up 6.8% from 3Q 2022). Net income: JP¥11.1b (up 17% from 3Q 2022). Profit margin: 6.8% (up from 6.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. 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. 6 experienced directors. 6 highly experienced directors. No independent directors (9 non-independent directors). External Director Hidezo Terai 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. Annonce • Oct 25
SHIMAMURA Co., Ltd. to Report Q3, 2023 Results on Dec 26, 2022 SHIMAMURA Co., Ltd. announced that they will report Q3, 2023 results on Dec 26, 2022 Reported Earnings • Oct 05
Second quarter 2023 earnings: EPS exceeds analyst expectations Second quarter 2023 results: EPS: JP¥283 (up from JP¥233 in 2Q 2022). Revenue: JP¥152.4b (up 7.1% from 2Q 2022). Net income: JP¥10.4b (up 22% from 2Q 2022). Profit margin: 6.8% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Aug 11
Upcoming dividend of JP¥120 per share Eligible shareholders must have bought the stock before 18 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Annonce • Aug 02
SHIMAMURA Co., Ltd. to Report Q2, 2023 Results on Oct 03, 2022 SHIMAMURA Co., Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022 Reported Earnings • Jun 29
First quarter 2023 earnings: EPS exceeds analyst expectations First quarter 2023 results: EPS: JP¥278 (up from JP¥242 in 1Q 2022). Revenue: JP¥149.7b (up 4.8% from 1Q 2022). Net income: JP¥10.2b (up 15% from 1Q 2022). Profit margin: 6.8% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 2.1%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. 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. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidezo Terai 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.