ARE Holdings（A19）株式概要AREホールディングスは、日本、アジア、北米で貴金属・レアメタルのリサイクル・販売を行っている。 詳細A19 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績3/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より39.6%で取引されている 収益は年間7.77%増加すると予測されています 過去1年間で収益は70.7%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析高いレベルの非現金収入 負債は営業キャッシュフローで十分にカバーされていない 3.82%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るA19 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€19.2028.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b973b2016201920222025202620282031Revenue JP¥972.6bEarnings JP¥41.7bAdvancedSet Fair ValueView all narrativesARE Holdings, Inc. 競合他社AlzChem GroupSymbol: XTRA:ACTMarket cap: €1.7bSalzgitterSymbol: XTRA:SZGMarket cap: €3.1bAurubisSymbol: XTRA:NDAMarket cap: €8.7bEisen- und HüttenwerkeSymbol: DB:EISMarket cap: €239.4m価格と性能株価の高値、安値、推移の概要ARE Holdings過去の株価現在の株価JP¥19.2052週高値JP¥25.4052週安値JP¥10.40ベータ0.651ヶ月の変化-0.52%3ヶ月変化-17.24%1年変化82.86%3年間の変化50.00%5年間の変化10.34%IPOからの変化66.96%最新ニュースお知らせ • May 01ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026.お知らせ • Feb 10ARE Holdings, Inc. to Report Fiscal Year 2026 Results on May 01, 2026ARE Holdings, Inc. announced that they will report fiscal year 2026 results on May 01, 2026Declared Dividend • Dec 30First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 335%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (41% 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 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 05ARE Holdings, Inc. to Report Q3, 2026 Results on Feb 03, 2026ARE Holdings, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026お知らせ • Aug 04ARE Holdings, Inc. to Report Q2, 2026 Results on Oct 29, 2025ARE Holdings, Inc. announced that they will report Q2, 2026 results on Oct 29, 2025お知らせ • May 02ARE Holdings, Inc. to Report Q1, 2026 Results on Jul 30, 2025ARE Holdings, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025最新情報をもっと見るRecent updatesお知らせ • May 01ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026.お知らせ • Feb 10ARE Holdings, Inc. to Report Fiscal Year 2026 Results on May 01, 2026ARE Holdings, Inc. announced that they will report fiscal year 2026 results on May 01, 2026Declared Dividend • Dec 30First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 335%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (41% 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 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 05ARE Holdings, Inc. to Report Q3, 2026 Results on Feb 03, 2026ARE Holdings, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026お知らせ • Aug 04ARE Holdings, Inc. to Report Q2, 2026 Results on Oct 29, 2025ARE Holdings, Inc. announced that they will report Q2, 2026 results on Oct 29, 2025お知らせ • May 02ARE Holdings, Inc. to Report Q1, 2026 Results on Jul 30, 2025ARE Holdings, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025お知らせ • Apr 25ARE Holdings, Inc., Annual General Meeting, Jun 17, 2025ARE Holdings, Inc., Annual General Meeting, Jun 17, 2025.お知らせ • Feb 12ARE Holdings, Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025ARE Holdings, Inc. announced that they will report fiscal year 2025 results on Apr 25, 2025お知らせ • Jan 29+ 1 more updateARE Holdings, Inc. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025ARE Holdings, Inc. provided consolidated earnings guidance for the full year ending March 31, 2025. For the year, the company expects revenue of JPY 480,000 million, operating profit of JPY 18,000 million and profit attributable to owners of parent of JPY 13,148 million or JPY 172.53 per basic share.お知らせ • Dec 13ARE Holdings, Inc. to Report Q3, 2025 Results on Jan 29, 2025ARE Holdings, Inc. announced that they will report Q3, 2025 results on Jan 29, 2025Declared Dividend • Nov 17First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 4th June 2025 Dividend yield will be 376%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (161% 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. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥44.58 (vs JP¥37.36 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.58 (up from JP¥37.36 in 2Q 2024). Revenue: JP¥148.1b (up 73% from 2Q 2024). Net income: JP¥3.41b (up 19% from 2Q 2024). Profit margin: 2.3% (down from 3.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has fallen by 42% 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.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.2%).お知らせ • Aug 28ARE Holdings, Inc. to Report Q2, 2025 Results on Oct 30, 2024ARE Holdings, Inc. announced that they will report Q2, 2025 results on Oct 30, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥41.83 (vs JP¥31.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥41.83 (up from JP¥31.26 in 1Q 2024). Revenue: JP¥92.3b (up 39% from 1Q 2024). Net income: JP¥3.20b (up 33% from 1Q 2024). Profit margin: 3.5% (in line with 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 18th November 2024 Dividend yield will be 347%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (145% 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. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥111 (vs JP¥141 in FY 2023)Full year 2024 results: EPS: JP¥111 (down from JP¥141 in FY 2023). Revenue: JP¥322.3b (up 10% from FY 2023). Net income: JP¥8.51b (down 22% from FY 2023). Profit margin: 2.6% (down from 3.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Jun 14ARE Holdings, Inc. to Report Q1, 2025 Results on Jul 31, 2024ARE Holdings, Inc. announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • Apr 26Full year 2024 earnings released: EPS: JP¥111 (vs JP¥141 in FY 2023)Full year 2024 results: EPS: JP¥111 (down from JP¥141 in FY 2023). Revenue: JP¥322.3b (up 10% from FY 2023). Net income: JP¥8.51b (down 22% from FY 2023). Profit margin: 2.6% (down from 3.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 1.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Apr 26+ 1 more updateARE Holdings, Inc., Annual General Meeting, Jun 18, 2024ARE Holdings, Inc., Annual General Meeting, Jun 18, 2024.お知らせ • Apr 02Renatus Co.,Ltd completed the acquisition of Japan Waste Corporation from ARE Holdings, Inc. (TSE:5857)Renatus Co.,Ltd agreed to acquire Japan Waste Corporation from ARE Holdings, Inc. (TSE:5857) on October 26, 2023. As of March 31, 2023, Japan Waste Corporation reported net assets of ¥41.5 billion, total assets of ¥110 billion, net sales of ¥280 billion, operating profit of ¥17.4 billion, and net income of ¥12.7 billion. The agreement is expected to be signed in the End of February, 2024, and the deal is expected to be completed in the end of March, 2024. Renatus Co.,Ltd completed the acquisition of Japan Waste Corporation from ARE Holdings, Inc. (TSE:5857) on March 31, 2024.お知らせ • Mar 27ARE Holdings, Inc. Announces Change of Corporate Officers, as of April 1,2024ARE Holdings, Inc. announced changes in Directors and Officers of the Company and Group Companies effective as of April 1,2024, it Newly appointed Yoshihito Iwasa also announced Hiroyuki Nakanishi and Shohei Yasuda is Retiring.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.3%).お知らせ • Mar 02ARE Holdings, Inc. to Report Fiscal Year 2024 Results on Apr 25, 2024ARE Holdings, Inc. announced that they will report fiscal year 2024 results on Apr 25, 2024お知らせ • Feb 29ARE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending in March 2024ARE Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending in March 2024. The company announced that, as stated in the "Notice on Conclusion of Basic Agreement on Share Exchange between Japan Waste, Consolidated Subsidiary, and Renatus Co. Ltd." dated October 26, 2023, the Company concluded a basic agreement with Renatus Co. Ltd. (hereinafter "Renatus") and J-STAR NO.5-A, LP to conduct a share exchange (hereinafter the "Share Exchange") in which Renatus would become the wholly owning parent company, and consolidated subsidiary, Japan Waste Corporation (hereinafter "Japan Waste"), would become the wholly owned subsidiary company, as of the same day. Due to the Share Exchange, Japan Waste will be classified as discontinued operations from the fourth quarter of the fiscal year ending March 2024. The impact of the Share Exchange on the Company's consolidated financial performance for the fiscal year ending in March 2024 is expected to be the decreases in revenue and operating profit from continued operations by approximately JPY 16,500 million and JPY 3,200 million, respectively.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥23.98 (vs JP¥37.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.98 (down from JP¥37.59 in 3Q 2023). Revenue: JP¥83.2b (up 14% from 3Q 2023). Net income: JP¥1.84b (down 36% from 3Q 2023). Profit margin: 2.2% (down from 3.9% in 3Q 2023). Revenue is forecast to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. 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 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 01+ 1 more updateAsahi Holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024Asahi Holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year ending March 31, 2024, the company expects revenue of JPY 290,000 million, operating profit of JPY 19,000 million and profit attributable to owners of parent of JPY 13,200 million or JPY 172.23 per basic share.お知らせ • Dec 30ARE Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024ARE Holdings, Inc. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥37.36 (vs JP¥38.93 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.36 (down from JP¥38.93 in 2Q 2023). Revenue: JP¥85.4b (up 17% from 2Q 2023). Net income: JP¥2.86b (down 5.4% from 2Q 2023). Profit margin: 3.4% (down from 4.1% in 2Q 2023). Revenue is forecast to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 23% 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.Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 4.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 20 November 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).お知らせ • Aug 27ARE Holdings, Inc. to Report Q2, 2024 Results on Oct 26, 2023ARE Holdings, Inc. announced that they will report Q2, 2024 results on Oct 26, 2023New Risk • Jul 30New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥31.26 (vs JP¥54.27 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.26 (down from JP¥54.27 in 1Q 2023). Revenue: JP¥66.5b (up 11% from 1Q 2023). Net income: JP¥2.40b (down 44% from 1Q 2023). Profit margin: 3.6% (down from 7.1% in 1Q 2023). Revenue is forecast to decline by 5.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥141 (vs JP¥238 in FY 2022)Full year 2023 results: EPS: JP¥141 (down from JP¥238 in FY 2022). Revenue: JP¥292.4b (up 52% from FY 2022). Net income: JP¥10.9b (down 42% from FY 2022). Profit margin: 3.7% (down from 9.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 4.6% p.a. on average during the next 3 years compared to a 1.0% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.お知らせ • May 31Asahi Holdings, Inc. to Report Q1, 2024 Results on Jul 27, 2023Asahi Holdings, Inc. announced that they will report Q1, 2024 results on Jul 27, 2023お知らせ • May 20Asahi Holdings, Inc. Announces Notice on the Change of DirectorsAsahi Holdings, Inc. announces that the Company has decided to submit a proposal for "Candidate for Director (excluding Directors who are Audit and Supervisory Committee Members)" and "Candidates for Directors who are Audit and Supervisory Committee Members" to the 14th Annual General Meeting of Shareholders to be convened on June 20, 2023. The Company also announces Directors and Officers of the Company and Group Companies scheduled to be appointed on June 20, 2023. Directors Planning to Retire (Scheduled on June 20, 2023). Name: Mitsuharu Terayama, Yuji Kimura, Kyoko Kanazawa. Current Position: Director and Chairman, Outside Director /Audit and Supervisory Committee Member, Outside Director /Audit and Supervisory Committee Member.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥141 (vs JP¥238 in FY 2022)Full year 2023 results: EPS: JP¥141 (down from JP¥238 in FY 2022). Revenue: JP¥292.4b (up 52% from FY 2022). Net income: JP¥10.9b (down 42% from FY 2022). Profit margin: 3.7% (down from 9.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 5.1% p.a. on average during the next 2 years compared to a 1.3% decline forecast for the Metals and Mining industry in Europe. 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 8% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥37.59 (vs JP¥49.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.59 (down from JP¥49.77 in 3Q 2022). Revenue: JP¥73.2b (up 54% from 3Q 2022). Net income: JP¥2.88b (down 26% from 3Q 2022). Profit margin: 3.9% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 1.6% p.a. on average during the next 3 years compared to a 2.3% decline forecast for the Metals and Mining industry in Europe. 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 8% per year.お知らせ • Feb 01+ 1 more updateAsahi Holdings, Inc. Provides Dividend Guidance for the Full Year Ending March 31, 2023Asahi Holdings, Inc. provides dividend guidance for the full year ending March 31, 2023. For the period, the company expects to pay JPY 45.00 against JPY 45.00 paid a year ago.お知らせ • Dec 17Asahi Holdings, Inc. to Report Q3, 2023 Results on Jan 31, 2023Asahi Holdings, Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥38.93 (vs JP¥61.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.93 (down from JP¥61.09 in 2Q 2022). Revenue: JP¥72.9b (up 57% from 2Q 2022). Net income: JP¥3.03b (down 37% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥38.93 (vs JP¥61.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.93 (down from JP¥61.09 in 2Q 2022). Revenue: JP¥72.9b (up 57% from 2Q 2022). Net income: JP¥3.03b (down 37% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe.お知らせ • Oct 28+ 1 more updateAsahi Holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Asahi Holdings, Inc. provided consolidated earnings guidance for the Year ending March 31, 2023. For the year, the company expects to revenue of JPY 270,000 million, Operating profit JPY 24,000 million, Profit attributable to owners of parent JPY 15,600 million, and Basic earnings per share of JPY 201.52.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 21 November 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (10%).お知らせ • Sep 11Asahi Holdings, Inc. to Report Q2, 2023 Results on Oct 27, 2022Asahi Holdings, Inc. announced that they will report Q2, 2023 results on Oct 27, 2022お知らせ • Aug 19Asahi Holdings, Inc. (TSE:5857) announces an Equity Buyback for 2,000,000 shares, for ¥4,106 million.Asahi Holdings, Inc. (TSE:5857) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.51% of its issued share capital (excluding treasury stock), for ¥4,106 million. The shares will be repurchased at a price of ¥2,053 per share. The purpose of the program is to improve capital efficiency and enable a flexible capital policy that responds to changes in the business environment. The program will run until August 19, 2022. As of March 31, 2022, the company had 79,641,051 shares in issue (excluding treasury stock) and 67,637 shares in treasury.Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥54.27 (vs JP¥61.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.27 (down from JP¥61.53 in 1Q 2022). Revenue: JP¥59.7b (up 19% from 1Q 2022). Net income: JP¥4.27b (down 12% from 1Q 2022). Profit margin: 7.1% (down from 9.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.2%, compared to a 25% growth forecast for the industry in Germany.お知らせ • Jul 29+ 1 more updateAsahi Holdings, Inc. Announces Dividend Guidance for the Second Quarter and Full Year of 2023Asahi Holdings, Inc. announced dividend guidance for the second quarter and full year of 2023. For the second quarter, the company expects second quarter dividend of JPY 45 compared to JPY 45 a year ago. For the year 2023, the company expects to pay year-end dividend of JPY 45 compared to JPY 45 a year ago.お知らせ • Jun 29Asahi Holdings, Inc. to Report Q1, 2023 Results on Jul 28, 2022Asahi Holdings, Inc. announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • Jun 19Full year 2022 earnings released: EPS: JP¥238 (vs JP¥327 in FY 2021)Full year 2022 results: EPS: JP¥238 (down from JP¥327 in FY 2021). Revenue: JP¥192.4b (up 17% from FY 2021). Net income: JP¥18.7b (down 27% from FY 2021). Profit margin: 9.7% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 32% growth forecast for the mining industry in Germany.Reported Earnings • Apr 29Full year 2022 earnings released: EPS: JP¥238 (vs JP¥327 in FY 2021)Full year 2022 results: EPS: JP¥238 (down from JP¥327 in FY 2021). Revenue: JP¥192.4b (up 17% from FY 2021). Net income: JP¥18.7b (down 27% from FY 2021). Profit margin: 9.7% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.9%, compared to a 33% growth forecast for the mining industry in Germany.お知らせ • Apr 08Asahi Holdings, Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022Asahi Holdings, Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).Buying Opportunity • Mar 08Now 22% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥22.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% per annum over the last 3 years. Earnings per share has grown by 47% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €18.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.33 per share.お知らせ • Jan 30Asahi Holdings, Inc. Announces Dividend Guidance for Year End and Annual Dividend Ending March 31, 2022Asahi Holdings, Inc. announced dividend guidance for Year end and annual dividend ending March 31, 2022. For the year end the company expected dividend of JPY 45.00 per share.For the Annual, the company expected dividend of JPY 90.00 per share.Reported Earnings • Jan 30Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥49.77 (up from JP¥47.37 in 3Q 2021). Revenue: JP¥47.6b (up 16% from 3Q 2021). Net income: JP¥3.91b (up 5.0% from 3Q 2021). Profit margin: 8.2% (down from 9.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.6%, compared to a 16% growth forecast for the industry in Germany.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥61.09 (vs JP¥58.45 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥46.4b (up 16% from 2Q 2021). Net income: JP¥4.81b (up 4.6% from 2Q 2021). Profit margin: 10% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 20 November 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (7.2%).Reported Earnings • Jul 29First quarter 2022 earnings released: EPS JP¥61.53 (vs JP¥46.15 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥50.4b (up 29% from 1Q 2021). Net income: JP¥4.84b (up 33% from 1Q 2021). Profit margin: 9.6% (in line with 1Q 2021).Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥654 (vs JP¥145 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥164.8b (up 22% from FY 2020). Net income: JP¥25.7b (up 125% from FY 2020). Profit margin: 16% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥654 (vs JP¥145 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥164.8b (up 22% from FY 2020). Net income: JP¥25.7b (up 125% from FY 2020). Profit margin: 16% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥90.00 Per ShareWill be paid on the 27th of May to those who are registered shareholders by the 30th of March. The trailing yield of 4.0% is in the top quartile of German dividend payers (3.3%), but it is lower than industry peers (4.8%).お知らせ • Mar 21Asahi Holdings, Inc. to Report Fiscal Year 2021 Results on Apr 27, 2021Asahi Holdings, Inc. announced that they will report fiscal year 2021 results on Apr 27, 2021Is New 90 Day High Low • Feb 02New 90-day high: €34.00The company is up 13% from its price of €30.00 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 64% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.13 per share.Reported Earnings • Jan 31Third quarter 2021 earnings released: EPS JP¥94.74 (vs JP¥85.26 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥40.9b (up 7.3% from 3Q 2020). Net income: JP¥3.73b (up 11% from 3Q 2020). Profit margin: 9.1% (up from 8.8% in 3Q 2020). The increase in margin was driven by higher revenue.お知らせ • Jan 31Asahi Holdings, Inc. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2021Asahi Holdings, Inc. revised consolidated earnings guidance for the year ending March 31, 2021. The company now expects revenue of JPY 165,000 million, operating profit of JPY 24,000 million, profit attributable to owners of the parent of JPY 25,000 million and basic earnings per share of JPY 635.35 compared to previous forecast of revenue of JPY 165,000 million, operating profit of JPY 21,000 million, profit attributable to owners of the parent of JPY 14,000 million and basic earnings per share of JPY 355.79.Is New 90 Day High Low • Jan 09New 90-day high: €32.20The company is up 15% from its price of €28.00 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 51% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €177 per share.お知らせ • Dec 23Asahi Holdings, Inc. to Report Q3, 2021 Results on Jan 29, 2021Asahi Holdings, Inc. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Nov 27New 90-day low: €25.60The company is down 5.0% from its price of €27.00 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 3.0% over the same period.Is New 90 Day High Low • Oct 29New 90-day high: €30.20The company is up 6.0% from its price of €28.60 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period.お知らせ • Sep 26Asahi Holdings, Inc. to Report Q2, 2021 Results on Oct 28, 2020Asahi Holdings, Inc. announced that they will report Q2, 2021 results on Oct 28, 2020Is New 90 Day High Low • Sep 18New 90-day high: €29.00The company is up 31% from its price of €22.20 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 17% over the same period.株主還元A19DE Metals and MiningDE 市場7D-7.7%0.05%3.2%1Y82.9%84.0%2.5%株主還元を見る業界別リターン: A19過去 1 年間で84 % の収益を上げたGerman Metals and Mining業界を下回りました。リターン対市場: A19過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is A19's price volatile compared to industry and market?A19 volatilityA19 Average Weekly Movement8.6%Metals and Mining Industry Average Movement10.5%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: A19 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: A19の 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1952979Tomoya Higashiurawww.are-holdings.comAREホールディングスは日本、アジア、北米で貴金属・レアメタルのリサイクル・販売を行っている。貴金属事業と環境保全事業の2つのセグメントで事業を展開している。Eスクラップ、歯科、宝飾、メッキ処理、精密洗浄、触媒など様々な産業分野で使用される金、銀、パラジウム、プラチナなど様々な金属をリサイクルし、販売している。また、金・銀などの貴金属の精製・加工、廃油・汚泥、木くず、耐火レンガ、ガラス製品、廃酸・試薬、アルカリ、汚泥などのリサイクルも行っている。また、産業廃棄物の収集・運搬・処理も行っている。旧社名はアサヒホールディングス(株)で、2023年6月に社名をAREホールディングス(株)に変更した。同社は1952年に設立され、神戸に本社を置く。もっと見るARE Holdings, Inc. 基礎のまとめARE Holdings の収益と売上を時価総額と比較するとどうか。A19 基礎統計学時価総額€1.60b収益（TTM）€132.31m売上高(TTM)€3.09b12.1xPER（株価収益率0.5xP/SレシオA19 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A19 損益計算書（TTM）収益JP¥569.99b売上原価JP¥525.17b売上総利益JP¥44.82bその他の費用JP¥20.38b収益JP¥24.44b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）291.75グロス・マージン7.86%純利益率4.29%有利子負債／自己資本比率79.5%A19 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.8%現在の配当利回り40%配当性向A19 配当は確実ですか？A19 配当履歴とベンチマークを見るA19 、いつまでに購入すれば配当金を受け取れますか？ARE Holdings 配当日配当落ち日Mar 30 2026配当支払日Jun 02 2026配当落ちまでの日数55 days配当支払日までの日数9 daysA19 配当は確実ですか？A19 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 01:13終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ARE Holdings, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Jiro KojimaDaiwa Securities Co. Ltd.Takashi WatanabeGoldman SachsKoichi HariyaIchiyoshi Research Institute Inc.5 その他のアナリストを表示
お知らせ • May 01ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026.
お知らせ • Feb 10ARE Holdings, Inc. to Report Fiscal Year 2026 Results on May 01, 2026ARE Holdings, Inc. announced that they will report fiscal year 2026 results on May 01, 2026
Declared Dividend • Dec 30First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 335%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (41% 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 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 05ARE Holdings, Inc. to Report Q3, 2026 Results on Feb 03, 2026ARE Holdings, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026
お知らせ • Aug 04ARE Holdings, Inc. to Report Q2, 2026 Results on Oct 29, 2025ARE Holdings, Inc. announced that they will report Q2, 2026 results on Oct 29, 2025
お知らせ • May 02ARE Holdings, Inc. to Report Q1, 2026 Results on Jul 30, 2025ARE Holdings, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • May 01ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026ARE Holdings, Inc., Annual General Meeting, Jun 16, 2026.
お知らせ • Feb 10ARE Holdings, Inc. to Report Fiscal Year 2026 Results on May 01, 2026ARE Holdings, Inc. announced that they will report fiscal year 2026 results on May 01, 2026
Declared Dividend • Dec 30First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 335%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (41% 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 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 05ARE Holdings, Inc. to Report Q3, 2026 Results on Feb 03, 2026ARE Holdings, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026
お知らせ • Aug 04ARE Holdings, Inc. to Report Q2, 2026 Results on Oct 29, 2025ARE Holdings, Inc. announced that they will report Q2, 2026 results on Oct 29, 2025
お知らせ • May 02ARE Holdings, Inc. to Report Q1, 2026 Results on Jul 30, 2025ARE Holdings, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • Apr 25ARE Holdings, Inc., Annual General Meeting, Jun 17, 2025ARE Holdings, Inc., Annual General Meeting, Jun 17, 2025.
お知らせ • Feb 12ARE Holdings, Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025ARE Holdings, Inc. announced that they will report fiscal year 2025 results on Apr 25, 2025
お知らせ • Jan 29+ 1 more updateARE Holdings, Inc. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025ARE Holdings, Inc. provided consolidated earnings guidance for the full year ending March 31, 2025. For the year, the company expects revenue of JPY 480,000 million, operating profit of JPY 18,000 million and profit attributable to owners of parent of JPY 13,148 million or JPY 172.53 per basic share.
お知らせ • Dec 13ARE Holdings, Inc. to Report Q3, 2025 Results on Jan 29, 2025ARE Holdings, Inc. announced that they will report Q3, 2025 results on Jan 29, 2025
Declared Dividend • Nov 17First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 4th June 2025 Dividend yield will be 376%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (161% 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. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥44.58 (vs JP¥37.36 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.58 (up from JP¥37.36 in 2Q 2024). Revenue: JP¥148.1b (up 73% from 2Q 2024). Net income: JP¥3.41b (up 19% from 2Q 2024). Profit margin: 2.3% (down from 3.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has fallen by 42% 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.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.2%).
お知らせ • Aug 28ARE Holdings, Inc. to Report Q2, 2025 Results on Oct 30, 2024ARE Holdings, Inc. announced that they will report Q2, 2025 results on Oct 30, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥41.83 (vs JP¥31.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥41.83 (up from JP¥31.26 in 1Q 2024). Revenue: JP¥92.3b (up 39% from 1Q 2024). Net income: JP¥3.20b (up 33% from 1Q 2024). Profit margin: 3.5% (in line with 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 18th November 2024 Dividend yield will be 347%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (145% 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. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥111 (vs JP¥141 in FY 2023)Full year 2024 results: EPS: JP¥111 (down from JP¥141 in FY 2023). Revenue: JP¥322.3b (up 10% from FY 2023). Net income: JP¥8.51b (down 22% from FY 2023). Profit margin: 2.6% (down from 3.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 14ARE Holdings, Inc. to Report Q1, 2025 Results on Jul 31, 2024ARE Holdings, Inc. announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • Apr 26Full year 2024 earnings released: EPS: JP¥111 (vs JP¥141 in FY 2023)Full year 2024 results: EPS: JP¥111 (down from JP¥141 in FY 2023). Revenue: JP¥322.3b (up 10% from FY 2023). Net income: JP¥8.51b (down 22% from FY 2023). Profit margin: 2.6% (down from 3.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 1.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 26+ 1 more updateARE Holdings, Inc., Annual General Meeting, Jun 18, 2024ARE Holdings, Inc., Annual General Meeting, Jun 18, 2024.
お知らせ • Apr 02Renatus Co.,Ltd completed the acquisition of Japan Waste Corporation from ARE Holdings, Inc. (TSE:5857)Renatus Co.,Ltd agreed to acquire Japan Waste Corporation from ARE Holdings, Inc. (TSE:5857) on October 26, 2023. As of March 31, 2023, Japan Waste Corporation reported net assets of ¥41.5 billion, total assets of ¥110 billion, net sales of ¥280 billion, operating profit of ¥17.4 billion, and net income of ¥12.7 billion. The agreement is expected to be signed in the End of February, 2024, and the deal is expected to be completed in the end of March, 2024. Renatus Co.,Ltd completed the acquisition of Japan Waste Corporation from ARE Holdings, Inc. (TSE:5857) on March 31, 2024.
お知らせ • Mar 27ARE Holdings, Inc. Announces Change of Corporate Officers, as of April 1,2024ARE Holdings, Inc. announced changes in Directors and Officers of the Company and Group Companies effective as of April 1,2024, it Newly appointed Yoshihito Iwasa also announced Hiroyuki Nakanishi and Shohei Yasuda is Retiring.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.3%).
お知らせ • Mar 02ARE Holdings, Inc. to Report Fiscal Year 2024 Results on Apr 25, 2024ARE Holdings, Inc. announced that they will report fiscal year 2024 results on Apr 25, 2024
お知らせ • Feb 29ARE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending in March 2024ARE Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending in March 2024. The company announced that, as stated in the "Notice on Conclusion of Basic Agreement on Share Exchange between Japan Waste, Consolidated Subsidiary, and Renatus Co. Ltd." dated October 26, 2023, the Company concluded a basic agreement with Renatus Co. Ltd. (hereinafter "Renatus") and J-STAR NO.5-A, LP to conduct a share exchange (hereinafter the "Share Exchange") in which Renatus would become the wholly owning parent company, and consolidated subsidiary, Japan Waste Corporation (hereinafter "Japan Waste"), would become the wholly owned subsidiary company, as of the same day. Due to the Share Exchange, Japan Waste will be classified as discontinued operations from the fourth quarter of the fiscal year ending March 2024. The impact of the Share Exchange on the Company's consolidated financial performance for the fiscal year ending in March 2024 is expected to be the decreases in revenue and operating profit from continued operations by approximately JPY 16,500 million and JPY 3,200 million, respectively.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥23.98 (vs JP¥37.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.98 (down from JP¥37.59 in 3Q 2023). Revenue: JP¥83.2b (up 14% from 3Q 2023). Net income: JP¥1.84b (down 36% from 3Q 2023). Profit margin: 2.2% (down from 3.9% in 3Q 2023). Revenue is forecast to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. 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 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 01+ 1 more updateAsahi Holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024Asahi Holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year ending March 31, 2024, the company expects revenue of JPY 290,000 million, operating profit of JPY 19,000 million and profit attributable to owners of parent of JPY 13,200 million or JPY 172.23 per basic share.
お知らせ • Dec 30ARE Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024ARE Holdings, Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥37.36 (vs JP¥38.93 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.36 (down from JP¥38.93 in 2Q 2023). Revenue: JP¥85.4b (up 17% from 2Q 2023). Net income: JP¥2.86b (down 5.4% from 2Q 2023). Profit margin: 3.4% (down from 4.1% in 2Q 2023). Revenue is forecast to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 23% 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.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 4.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 20 November 2023. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).
お知らせ • Aug 27ARE Holdings, Inc. to Report Q2, 2024 Results on Oct 26, 2023ARE Holdings, Inc. announced that they will report Q2, 2024 results on Oct 26, 2023
New Risk • Jul 30New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥31.26 (vs JP¥54.27 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.26 (down from JP¥54.27 in 1Q 2023). Revenue: JP¥66.5b (up 11% from 1Q 2023). Net income: JP¥2.40b (down 44% from 1Q 2023). Profit margin: 3.6% (down from 7.1% in 1Q 2023). Revenue is forecast to decline by 5.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥141 (vs JP¥238 in FY 2022)Full year 2023 results: EPS: JP¥141 (down from JP¥238 in FY 2022). Revenue: JP¥292.4b (up 52% from FY 2022). Net income: JP¥10.9b (down 42% from FY 2022). Profit margin: 3.7% (down from 9.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 4.6% p.a. on average during the next 3 years compared to a 1.0% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
お知らせ • May 31Asahi Holdings, Inc. to Report Q1, 2024 Results on Jul 27, 2023Asahi Holdings, Inc. announced that they will report Q1, 2024 results on Jul 27, 2023
お知らせ • May 20Asahi Holdings, Inc. Announces Notice on the Change of DirectorsAsahi Holdings, Inc. announces that the Company has decided to submit a proposal for "Candidate for Director (excluding Directors who are Audit and Supervisory Committee Members)" and "Candidates for Directors who are Audit and Supervisory Committee Members" to the 14th Annual General Meeting of Shareholders to be convened on June 20, 2023. The Company also announces Directors and Officers of the Company and Group Companies scheduled to be appointed on June 20, 2023. Directors Planning to Retire (Scheduled on June 20, 2023). Name: Mitsuharu Terayama, Yuji Kimura, Kyoko Kanazawa. Current Position: Director and Chairman, Outside Director /Audit and Supervisory Committee Member, Outside Director /Audit and Supervisory Committee Member.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥141 (vs JP¥238 in FY 2022)Full year 2023 results: EPS: JP¥141 (down from JP¥238 in FY 2022). Revenue: JP¥292.4b (up 52% from FY 2022). Net income: JP¥10.9b (down 42% from FY 2022). Profit margin: 3.7% (down from 9.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 5.1% p.a. on average during the next 2 years compared to a 1.3% decline forecast for the Metals and Mining industry in Europe. 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 8% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥37.59 (vs JP¥49.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.59 (down from JP¥49.77 in 3Q 2022). Revenue: JP¥73.2b (up 54% from 3Q 2022). Net income: JP¥2.88b (down 26% from 3Q 2022). Profit margin: 3.9% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 1.6% p.a. on average during the next 3 years compared to a 2.3% decline forecast for the Metals and Mining industry in Europe. 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 8% per year.
お知らせ • Feb 01+ 1 more updateAsahi Holdings, Inc. Provides Dividend Guidance for the Full Year Ending March 31, 2023Asahi Holdings, Inc. provides dividend guidance for the full year ending March 31, 2023. For the period, the company expects to pay JPY 45.00 against JPY 45.00 paid a year ago.
お知らせ • Dec 17Asahi Holdings, Inc. to Report Q3, 2023 Results on Jan 31, 2023Asahi Holdings, Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥38.93 (vs JP¥61.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.93 (down from JP¥61.09 in 2Q 2022). Revenue: JP¥72.9b (up 57% from 2Q 2022). Net income: JP¥3.03b (down 37% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥38.93 (vs JP¥61.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.93 (down from JP¥61.09 in 2Q 2022). Revenue: JP¥72.9b (up 57% from 2Q 2022). Net income: JP¥3.03b (down 37% from 2Q 2022). Profit margin: 4.1% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe.
お知らせ • Oct 28+ 1 more updateAsahi Holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Asahi Holdings, Inc. provided consolidated earnings guidance for the Year ending March 31, 2023. For the year, the company expects to revenue of JPY 270,000 million, Operating profit JPY 24,000 million, Profit attributable to owners of parent JPY 15,600 million, and Basic earnings per share of JPY 201.52.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 21 November 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (10%).
お知らせ • Sep 11Asahi Holdings, Inc. to Report Q2, 2023 Results on Oct 27, 2022Asahi Holdings, Inc. announced that they will report Q2, 2023 results on Oct 27, 2022
お知らせ • Aug 19Asahi Holdings, Inc. (TSE:5857) announces an Equity Buyback for 2,000,000 shares, for ¥4,106 million.Asahi Holdings, Inc. (TSE:5857) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.51% of its issued share capital (excluding treasury stock), for ¥4,106 million. The shares will be repurchased at a price of ¥2,053 per share. The purpose of the program is to improve capital efficiency and enable a flexible capital policy that responds to changes in the business environment. The program will run until August 19, 2022. As of March 31, 2022, the company had 79,641,051 shares in issue (excluding treasury stock) and 67,637 shares in treasury.
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥54.27 (vs JP¥61.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.27 (down from JP¥61.53 in 1Q 2022). Revenue: JP¥59.7b (up 19% from 1Q 2022). Net income: JP¥4.27b (down 12% from 1Q 2022). Profit margin: 7.1% (down from 9.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.2%, compared to a 25% growth forecast for the industry in Germany.
お知らせ • Jul 29+ 1 more updateAsahi Holdings, Inc. Announces Dividend Guidance for the Second Quarter and Full Year of 2023Asahi Holdings, Inc. announced dividend guidance for the second quarter and full year of 2023. For the second quarter, the company expects second quarter dividend of JPY 45 compared to JPY 45 a year ago. For the year 2023, the company expects to pay year-end dividend of JPY 45 compared to JPY 45 a year ago.
お知らせ • Jun 29Asahi Holdings, Inc. to Report Q1, 2023 Results on Jul 28, 2022Asahi Holdings, Inc. announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • Jun 19Full year 2022 earnings released: EPS: JP¥238 (vs JP¥327 in FY 2021)Full year 2022 results: EPS: JP¥238 (down from JP¥327 in FY 2021). Revenue: JP¥192.4b (up 17% from FY 2021). Net income: JP¥18.7b (down 27% from FY 2021). Profit margin: 9.7% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 32% growth forecast for the mining industry in Germany.
Reported Earnings • Apr 29Full year 2022 earnings released: EPS: JP¥238 (vs JP¥327 in FY 2021)Full year 2022 results: EPS: JP¥238 (down from JP¥327 in FY 2021). Revenue: JP¥192.4b (up 17% from FY 2021). Net income: JP¥18.7b (down 27% from FY 2021). Profit margin: 9.7% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.9%, compared to a 33% growth forecast for the mining industry in Germany.
お知らせ • Apr 08Asahi Holdings, Inc. to Report Fiscal Year 2022 Results on Apr 27, 2022Asahi Holdings, Inc. announced that they will report fiscal year 2022 results on Apr 27, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).
Buying Opportunity • Mar 08Now 22% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥22.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% per annum over the last 3 years. Earnings per share has grown by 47% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €18.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.33 per share.
お知らせ • Jan 30Asahi Holdings, Inc. Announces Dividend Guidance for Year End and Annual Dividend Ending March 31, 2022Asahi Holdings, Inc. announced dividend guidance for Year end and annual dividend ending March 31, 2022. For the year end the company expected dividend of JPY 45.00 per share.For the Annual, the company expected dividend of JPY 90.00 per share.
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥49.77 (up from JP¥47.37 in 3Q 2021). Revenue: JP¥47.6b (up 16% from 3Q 2021). Net income: JP¥3.91b (up 5.0% from 3Q 2021). Profit margin: 8.2% (down from 9.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.6%, compared to a 16% growth forecast for the industry in Germany.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥61.09 (vs JP¥58.45 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥46.4b (up 16% from 2Q 2021). Net income: JP¥4.81b (up 4.6% from 2Q 2021). Profit margin: 10% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 20 November 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (7.2%).
Reported Earnings • Jul 29First quarter 2022 earnings released: EPS JP¥61.53 (vs JP¥46.15 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥50.4b (up 29% from 1Q 2021). Net income: JP¥4.84b (up 33% from 1Q 2021). Profit margin: 9.6% (in line with 1Q 2021).
Reported Earnings • Jun 20Full year 2021 earnings released: EPS JP¥654 (vs JP¥145 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥164.8b (up 22% from FY 2020). Net income: JP¥25.7b (up 125% from FY 2020). Profit margin: 16% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥654 (vs JP¥145 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥164.8b (up 22% from FY 2020). Net income: JP¥25.7b (up 125% from FY 2020). Profit margin: 16% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥90.00 Per ShareWill be paid on the 27th of May to those who are registered shareholders by the 30th of March. The trailing yield of 4.0% is in the top quartile of German dividend payers (3.3%), but it is lower than industry peers (4.8%).
お知らせ • Mar 21Asahi Holdings, Inc. to Report Fiscal Year 2021 Results on Apr 27, 2021Asahi Holdings, Inc. announced that they will report fiscal year 2021 results on Apr 27, 2021
Is New 90 Day High Low • Feb 02New 90-day high: €34.00The company is up 13% from its price of €30.00 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 64% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.13 per share.
Reported Earnings • Jan 31Third quarter 2021 earnings released: EPS JP¥94.74 (vs JP¥85.26 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥40.9b (up 7.3% from 3Q 2020). Net income: JP¥3.73b (up 11% from 3Q 2020). Profit margin: 9.1% (up from 8.8% in 3Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Jan 31Asahi Holdings, Inc. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2021Asahi Holdings, Inc. revised consolidated earnings guidance for the year ending March 31, 2021. The company now expects revenue of JPY 165,000 million, operating profit of JPY 24,000 million, profit attributable to owners of the parent of JPY 25,000 million and basic earnings per share of JPY 635.35 compared to previous forecast of revenue of JPY 165,000 million, operating profit of JPY 21,000 million, profit attributable to owners of the parent of JPY 14,000 million and basic earnings per share of JPY 355.79.
Is New 90 Day High Low • Jan 09New 90-day high: €32.20The company is up 15% from its price of €28.00 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 51% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €177 per share.
お知らせ • Dec 23Asahi Holdings, Inc. to Report Q3, 2021 Results on Jan 29, 2021Asahi Holdings, Inc. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Nov 27New 90-day low: €25.60The company is down 5.0% from its price of €27.00 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Oct 29New 90-day high: €30.20The company is up 6.0% from its price of €28.60 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period.
お知らせ • Sep 26Asahi Holdings, Inc. to Report Q2, 2021 Results on Oct 28, 2020Asahi Holdings, Inc. announced that they will report Q2, 2021 results on Oct 28, 2020
Is New 90 Day High Low • Sep 18New 90-day high: €29.00The company is up 31% from its price of €22.20 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 17% over the same period.
