Buy Or Sell Opportunity • May 25
Now 20% overvalued Over the last 90 days, the stock has fallen 13% to JP¥751. The fair value is estimated to be JP¥624, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 35%. Reported Earnings • Apr 16
Full year 2026 earnings released: EPS: JP¥159 (vs JP¥55.77 in FY 2025) Full year 2026 results: EPS: JP¥159 (up from JP¥55.77 in FY 2025). Revenue: JP¥16.2b (up 22% from FY 2025). Net income: JP¥1.33b (up 44% from FY 2025). Profit margin: 8.2% (up from 7.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year whereas the company’s share price has increased by 46% per year. Annuncio • Apr 14
SK Japan Co.,Ltd., Annual General Meeting, May 28, 2026 SK Japan Co.,Ltd., Annual General Meeting, May 28, 2026. Annuncio • Apr 07
SK Japan Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026 SK Japan Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026 New Risk • Mar 23
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 6.4% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (JP¥12.2b market cap, or US$77.1m). Upcoming Dividend • Feb 19
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 14 May 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.2%). Reported Earnings • Jan 15
Third quarter 2026 earnings released: EPS: JP¥37.79 (vs JP¥34.45 in 3Q 2025) Third quarter 2026 results: EPS: JP¥37.79 (up from JP¥34.45 in 3Q 2025). Revenue: JP¥3.76b (up 13% from 3Q 2025). Net income: JP¥317.0m (up 11% from 3Q 2025). Profit margin: 8.4% (down from 8.6% 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 36% per year whereas the company’s share price has increased by 40% per year. Annuncio • Nov 13
SK Japan Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026 SK Japan Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026 Reported Earnings • Oct 15
Second quarter 2026 earnings released: EPS: JP¥50.93 (vs JP¥23.42 in 2Q 2025) Second quarter 2026 results: EPS: JP¥50.93 (up from JP¥23.42 in 2Q 2025). Revenue: JP¥4.11b (up 17% from 2Q 2025). Net income: JP¥427.0m (up 119% from 2Q 2025). Profit margin: 10% (up from 5.6% 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 36% per year whereas the company’s share price has increased by 38% per year. New Risk • Oct 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥10.9b market cap, or US$71.6m). Upcoming Dividend • Aug 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 11 November 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%). Annuncio • Jul 30
SK Japan Co.,Ltd. to Report Q2, 2026 Results on Oct 14, 2025 SK Japan Co.,Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025 Reported Earnings • Jul 16
First quarter 2026 earnings released: EPS: JP¥33.69 (vs JP¥26.70 in 1Q 2025) First quarter 2026 results: EPS: JP¥33.69 (up from JP¥26.70 in 1Q 2025). Revenue: JP¥3.49b (up 24% from 1Q 2025). Net income: JP¥282.0m (up 27% from 1Q 2025). Profit margin: 8.1% (up from 7.9% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 33% per year. Reported Earnings • Jun 04
Full year 2025 earnings released: EPS: JP¥112 (vs JP¥90.91 in FY 2024) Full year 2025 results: EPS: JP¥112 (up from JP¥90.91 in FY 2024). Revenue: JP¥13.3b (up 25% from FY 2024). Net income: JP¥929.0m (up 23% from FY 2024). Profit margin: 7.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 26
SK Japan Co.,Ltd. to Report Q1, 2026 Results on Jul 14, 2025 SK Japan Co.,Ltd. announced that they will report Q1, 2026 results on Jul 14, 2025 Reported Earnings • Apr 15
Full year 2025 earnings released: EPS: JP¥112 (vs JP¥90.91 in FY 2024) Full year 2025 results: EPS: JP¥112 (up from JP¥90.91 in FY 2024). Revenue: JP¥13.3b (up 25% from FY 2024). Net income: JP¥929.0m (up 23% from FY 2024). Profit margin: 7.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 14
SK Japan Co.,Ltd., Annual General Meeting, May 29, 2025 SK Japan Co.,Ltd., Annual General Meeting, May 29, 2025. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥597, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 13x in the Leisure industry in Japan. Total returns to shareholders of 46% over the past three years. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%). Annuncio • Feb 14
SK Japan Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025 SK Japan Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025 Reported Earnings • Jan 15
Third quarter 2025 earnings released: EPS: JP¥34.45 (vs JP¥18.16 in 3Q 2024) Third quarter 2025 results: EPS: JP¥34.45 (up from JP¥18.16 in 3Q 2024). Revenue: JP¥3.34b (up 34% from 3Q 2024). Net income: JP¥287.0m (up 90% from 3Q 2024). Profit margin: 8.6% (up from 6.1% 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 33% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥862, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 15x in the Leisure industry in Japan. Total returns to shareholders of 117% over the past three years. New Risk • Jan 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥6.57b market cap, or US$41.6m). Annuncio • Oct 29
SK Japan Co.,Ltd. to Report Q3, 2025 Results on Jan 14, 2025 SK Japan Co.,Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025 Reported Earnings • Oct 16
Second quarter 2025 earnings released: EPS: JP¥23.42 (vs JP¥29.13 in 2Q 2024) Second quarter 2025 results: EPS: JP¥23.42 (down from JP¥29.13 in 2Q 2024). Revenue: JP¥3.51b (up 28% from 2Q 2024). Net income: JP¥195.0m (down 19% from 2Q 2024). Profit margin: 5.6% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 November 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%). Annuncio • Aug 20
SK Japan Co.,Ltd. to Report Q2, 2025 Results on Oct 11, 2024 SK Japan Co.,Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024 Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to JP¥591, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 11x in the Leisure industry in Japan. Total returns to shareholders of 42% over the past three years. Reported Earnings • Jul 16
First quarter 2025 earnings released: EPS: JP¥26.70 (vs JP¥25.36 in 1Q 2024) First quarter 2025 results: EPS: JP¥26.70 (up from JP¥25.36 in 1Q 2024). Revenue: JP¥2.81b (up 16% from 1Q 2024). Net income: JP¥222.0m (up 5.7% from 1Q 2024). Profit margin: 7.9% (down from 8.6% in 1Q 2024). The decrease in margin was driven by higher expenses. 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 18% per year, which means it is significantly lagging earnings growth. New Risk • Jun 11
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 5.7% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥7.34b market cap, or US$46.7m). Reported Earnings • Jun 06
Full year 2024 earnings released: EPS: JP¥90.91 (vs JP¥45.87 in FY 2023) Full year 2024 results: EPS: JP¥90.91 (up from JP¥45.87 in FY 2023). Revenue: JP¥10.6b (up 9.1% from FY 2023). Net income: JP¥755.0m (up 99% from FY 2023). Profit margin: 7.1% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 24% per year. Annuncio • May 03
SK Japan Co.,Ltd. to Report Q1, 2025 Results on Jul 12, 2024 SK Japan Co.,Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024 Reported Earnings • Apr 14
Full year 2024 earnings released: EPS: JP¥90.91 (vs JP¥45.87 in FY 2023) Full year 2024 results: EPS: JP¥90.91 (up from JP¥45.87 in FY 2023). Revenue: JP¥10.6b (up 9.1% from FY 2023). Net income: JP¥755.0m (up 99% from FY 2023). Profit margin: 7.1% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 19% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 14
SK Japan Co.,Ltd., Annual General Meeting, May 30, 2024 SK Japan Co.,Ltd., Annual General Meeting, May 30, 2024. Annuncio • Feb 21
SK Japan Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024 SK Japan Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 16 May 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%). Reported Earnings • Jan 14
Third quarter 2024 earnings released: EPS: JP¥18.16 (vs JP¥10.28 in 3Q 2023) Third quarter 2024 results: EPS: JP¥18.16 (up from JP¥10.28 in 3Q 2023). Revenue: JP¥2.48b (down 5.6% from 3Q 2023). Net income: JP¥151.0m (up 78% from 3Q 2023). Profit margin: 6.1% (up from 3.2% 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 26% per year whereas the company’s share price has increased by 22% per year. Annuncio • Nov 01
SK Japan Co.,Ltd. to Report Q3, 2024 Results on Jan 12, 2024 SK Japan Co.,Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024 Reported Earnings • Oct 15
Second quarter 2024 earnings released: EPS: JP¥29.13 (vs JP¥13.68 in 2Q 2023) Second quarter 2024 results: EPS: JP¥29.13 (up from JP¥13.68 in 2Q 2023). Revenue: JP¥2.75b (up 17% from 2Q 2023). Net income: JP¥242.0m (up 114% from 2Q 2023). Profit margin: 8.8% (up from 4.8% in 2Q 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 increased by 29% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Oct 13
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.4% average weekly change). Earnings have declined by 16% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥6.20b market cap, or US$41.4m). Upcoming Dividend • Aug 23
Upcoming dividend of JP¥7.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 14 November 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%). Annuncio • Aug 09
SK Japan Co.,Ltd. to Report Q2, 2024 Results on Oct 13, 2023 SK Japan Co.,Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023 Reported Earnings • Jul 16
First quarter 2024 earnings released: EPS: JP¥25.36 (vs JP¥15.15 in 1Q 2023) First quarter 2024 results: EPS: JP¥25.36 (up from JP¥15.15 in 1Q 2023). Revenue: JP¥2.43b (up 13% from 1Q 2023). Net income: JP¥210.0m (up 68% from 1Q 2023). Profit margin: 8.6% (up from 5.8% 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 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥647, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 16x in the Leisure industry in Japan. Total returns to shareholders of 142% over the past three years. Reported Earnings • Jun 02
Full year 2023 earnings released: EPS: JP¥45.87 (vs JP¥40.52 in FY 2022) Full year 2023 results: EPS: JP¥45.87 (up from JP¥40.52 in FY 2022). Revenue: JP¥9.73b (up 50% from FY 2022). Net income: JP¥379.0m (up 14% from FY 2022). Profit margin: 3.9% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Annuncio • May 20
SK Japan Co.,Ltd. to Report Q1, 2024 Results on Jul 14, 2023 SK Japan Co.,Ltd. announced that they will report Q1, 2024 results on Jul 14, 2023 Reported Earnings • Apr 16
Full year 2023 earnings released: EPS: JP¥45.87 (vs JP¥40.52 in FY 2022) Full year 2023 results: EPS: JP¥45.87 (up from JP¥40.52 in FY 2022). Revenue: JP¥9.73b (up 50% from FY 2022). Net income: JP¥379.0m (up 14% from FY 2022). Profit margin: 3.9% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥6.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 10% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%). Annuncio • Feb 08
SK Japan Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023 SK Japan Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023 Reported Earnings • Jan 13
Third quarter 2023 earnings released: EPS: JP¥10.28 (vs JP¥12.17 in 3Q 2022) Third quarter 2023 results: EPS: JP¥10.28 (down from JP¥12.17 in 3Q 2022). Revenue: JP¥2.63b (up 65% from 3Q 2022). Net income: JP¥85.0m (down 15% from 3Q 2022). Profit margin: 3.2% (down from 6.3% in 3Q 2022). 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 3% per year, which means it is well ahead of earnings. 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. 4 non-independent directors. Independent Outside Director Takashi Miyahira 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. Annuncio • Nov 04
SK Japan Co.,Ltd. to Report Q3, 2023 Results on Jan 12, 2023 SK Japan Co.,Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023 Reported Earnings • Oct 17
Second quarter 2023 earnings released: EPS: JP¥13.68 (vs JP¥8.29 in 2Q 2022) Second quarter 2023 results: EPS: JP¥13.68 (up from JP¥8.29 in 2Q 2022). Revenue: JP¥2.35b (up 58% from 2Q 2022). Net income: JP¥113.0m (up 66% from 2Q 2022). Profit margin: 4.8% (up from 4.6% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Buying Opportunity • Oct 14
Now 29% undervalued Over the last 90 days, the stock is up 22%. The fair value is estimated to be JP¥787, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 23%. Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥658, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 16x in the Leisure industry in Japan. Total returns to shareholders of 72% over the past three years. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%). Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥555, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 15x in the Leisure industry in Japan. Total returns to shareholders of 47% over the past three years. Annuncio • Aug 03
SK Japan Co.,Ltd. to Report Q2, 2023 Results on Oct 14, 2022 SK Japan Co.,Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022 Reported Earnings • Jul 17
First quarter 2023 earnings released: EPS: JP¥15.15 (vs JP¥11.41 in 1Q 2022) First quarter 2023 results: EPS: JP¥15.15 (up from JP¥11.41 in 1Q 2022). Revenue: JP¥2.16b (up 48% from 1Q 2022). Net income: JP¥125.0m (up 32% from 1Q 2022). Profit margin: 5.8% (down from 6.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Buying Opportunity • Jul 15
Now 21% undervalued Over the last 90 days, the stock is up 5.3%. The fair value is estimated to be JP¥581, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Earnings per share has declined by 28%. Buying Opportunity • Jun 28
Now 20% undervalued Over the last 90 days, the stock is up 1.1%. The fair value is estimated to be JP¥576, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Earnings per share has declined by 28%. Buying Opportunity • Jun 07
Now 20% undervalued Over the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥575, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Earnings per share has declined by 28%. Reported Earnings • Jun 03
Full year 2022 earnings released: EPS: JP¥40.52 (vs JP¥33.78 in FY 2021) Full year 2022 results: EPS: JP¥40.52 (up from JP¥33.78 in FY 2021). Revenue: JP¥6.50b (up 21% from FY 2021). Net income: JP¥334.0m (up 17% from FY 2021). Profit margin: 5.1% (down from 5.3% 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 28% 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. Annuncio • May 12
SK Japan Co.,Ltd. to Report Q1, 2023 Results on Jul 14, 2022 SK Japan Co.,Ltd. announced that they will report Q1, 2023 results on Jul 14, 2022 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. 3 non-independent directors. Independent Outside Director Takashi Miyahira 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. Annuncio • Apr 16
SK Japan Co.,Ltd., Annual General Meeting, May 27, 2022 SK Japan Co.,Ltd., Annual General Meeting, May 27, 2022. Reported Earnings • Apr 15
Full year 2022 earnings released: EPS: JP¥40.52 (vs JP¥33.78 in FY 2021) Full year 2022 results: EPS: JP¥40.52 (up from JP¥33.78 in FY 2021). Revenue: JP¥6.50b (up 21% from FY 2021). Net income: JP¥334.0m (up 17% from FY 2021). Profit margin: 5.1% (down from 5.3% 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 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Feb 18
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 May 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.2%). Annuncio • Feb 06
SK Japan Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022 SK Japan Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022 Reported Earnings • Jan 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥12.17 (up from JP¥9.60 in 3Q 2021). Revenue: JP¥1.59b (up 34% from 3Q 2021). Net income: JP¥100.0m (up 24% from 3Q 2021). Profit margin: 6.3% (down from 6.8% in 3Q 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 fallen by 32% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Annuncio • Nov 27
Round One Corporation (TSE:4680) completed the acquisition of 32.83% stake in SK Japan Co.,Ltd. (TSE:7608) from Yasuko Kubo and Chiaki Kubo. Round One Corporation (TSE:4680) signed a share transfer agreement to acquire 32.83% stake in SK Japan Co.,Ltd. (TSE:7608) from Yasuko Kubo and Chiaki Kubo for ¥1.3 billion on October 22, 2021. Purchase price is set to ¥466 per share. Transaction is expected to close on November 25, 2021.
Round One Corporation (TSE:4680) completed the acquisition of 32.83% stake in SK Japan Co.,Ltd. (TSE:7608) from Yasuko Kubo and Chiaki Kubo on November 25, 2021. Valuation Update With 7 Day Price Move • Oct 25
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥546, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 16x in the Leisure industry in Japan. Total loss to shareholders of 32% over the past three years. Reported Earnings • Oct 15
Second quarter 2022 earnings released: EPS JP¥8.29 (vs JP¥11.26 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.49b (down 6.0% from 2Q 2021). Net income: JP¥68.0m (down 28% from 2Q 2021). Profit margin: 4.6% (down from 6.0% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥570, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 17x in the Leisure industry in Japan. Total loss to shareholders of 3.8% over the past three years. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 30 August 2021. Payment date: 16 November 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.2%). Reported Earnings • Jul 16
First quarter 2022 earnings released: EPS JP¥11.41 (vs JP¥1.90 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.46b (up 18% from 1Q 2021). Net income: JP¥95.0m (up 494% from 1Q 2021). Profit margin: 6.5% (up from 1.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% 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. Reported Earnings • Jun 02
Full year 2021 earnings released: EPS JP¥33.78 (vs JP¥62.98 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.36b (down 19% from FY 2020). Net income: JP¥285.0m (down 46% from FY 2020). Profit margin: 5.3% (down from 8.0% 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 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Annuncio • Apr 18
SK Japan Co.,Ltd. (TSE:7608) announces an Equity Buyback for 250,000 shares, for ¥150 million. SK Japan Co.,Ltd. (TSE:7608) announces a share repurchase program. Under the program, the company will repurchase 250,000 shares, representing 2.96% of the outstanding shares for ¥150 million. The program will run until May 14, 2021. Reported Earnings • Apr 17
Full year 2021 earnings released: EPS JP¥33.78 (vs JP¥62.98 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥5.36b (down 19% from FY 2020). Net income: JP¥285.0m (down 46% from FY 2020). Profit margin: 5.3% (down from 8.0% 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 25% 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. Annuncio • Feb 04
SK Japan Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021 SK Japan Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021 Is New 90 Day High Low • Jan 17
New 90-day low: JP¥419 The company is down 3.0% from its price of JP¥430 on 19 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 18% over the same period. Reported Earnings • Jan 15
Third quarter 2021 earnings released: EPS JP¥9.60 The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.19b (down 21% from 3Q 2020). Net income: JP¥81.0m (down 39% from 3Q 2020). Profit margin: 6.8% (down from 8.8% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥516, the stock is trading at a trailing P/E ratio of 13.5x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 30x in the Leisure industry in Japan. Total returns to shareholders over the past three years are 16%. Valuation Update With 7 Day Price Move • Dec 10
Market pulls back on stock over the past week After last week's 17% share price decline to JP¥433, the stock is trading at a trailing P/E ratio of 11.3x, down from the previous P/E ratio of 13.6x. This compares to an average P/E of 30x in the Leisure industry in Japan. Total return to shareholders over the past three years is a loss of 10%. Annuncio • Aug 24
SK Japan Co.,Ltd. to Report Q2, 2021 Results on Oct 14, 2020 SK Japan Co.,Ltd. announced that they will report Q2, 2021 results on Oct 14, 2020