View Financial HealthOhara 配当と自社株買い配当金 基準チェック /36Ohara配当を支払う会社であり、現在の利回りは1.92%で、収益によって十分にカバーされています。主要情報1.9%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り1.9%配当成長5.4%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向34%最近の配当と自社株買いの更新Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.9%).Declared Dividend • Jun 17Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 30th October 2024 Payment date: 28th January 2025 Dividend yield will be 301%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (342% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 145% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Oct 23Upcoming dividend of JP¥20.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 29 January 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.9%).Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 28 January 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (1.3%).すべての更新を表示Recent updatesお知らせ • Dec 11+ 1 more updateOhara Inc., Annual General Meeting, Jan 30, 2026Ohara Inc., Annual General Meeting, Jan 30, 2026.お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2025 Results on Dec 11, 2025Ohara Inc. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Dec 11, 2025お知らせ • Jul 30Ohara Inc. to Report Q3, 2025 Results on Sep 12, 2025Ohara Inc. announced that they will report Q3, 2025 results on Sep 12, 2025お知らせ • Apr 29Ohara Inc. to Report Q2, 2025 Results on Jun 13, 2025Ohara Inc. announced that they will report Q2, 2025 results on Jun 13, 2025お知らせ • Jan 28Ohara Inc. to Report Q1, 2025 Results on Mar 14, 2025Ohara Inc. announced that they will report Q1, 2025 results on Mar 14, 2025お知らせ • Dec 12Ohara Inc., Annual General Meeting, Jan 29, 2025Ohara Inc., Annual General Meeting, Jan 29, 2025.お知らせ • Oct 29Ohara Inc. to Report Fiscal Year 2024 Results on Dec 12, 2024Ohara Inc. announced that they will report fiscal year 2024 results on Dec 12, 2024Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.9%).Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥23.31 (vs JP¥13.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.31 (up from JP¥13.71 in 3Q 2023). Revenue: JP¥7.59b (up 10% from 3Q 2023). Net income: JP¥568.0m (up 70% from 3Q 2023). Profit margin: 7.5% (up from 4.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €6.25, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 35% over the past three years.お知らせ • Jul 27Ohara Inc. to Report Q3, 2024 Results on Sep 13, 2024Ohara Inc. announced that they will report Q3, 2024 results on Sep 13, 2024Declared Dividend • Jun 17Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 30th October 2024 Payment date: 28th January 2025 Dividend yield will be 301%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (342% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 145% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥20.07 (vs JP¥25.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.07 (down from JP¥25.33 in 2Q 2023). Revenue: JP¥6.90b (down 8.1% from 2Q 2023). Net income: JP¥489.0m (down 21% from 2Q 2023). Profit margin: 7.1% (down from 8.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Apr 29Ohara Inc. to Report Q2, 2024 Results on Jun 14, 2024Ohara Inc. announced that they will report Q2, 2024 results on Jun 14, 2024Reported Earnings • Mar 10First quarter 2024 earnings released: EPS: JP¥4.76 (vs JP¥24.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.76 (down from JP¥24.76 in 1Q 2023). Revenue: JP¥6.35b (down 9.9% from 1Q 2023). Net income: JP¥116.0m (down 81% from 1Q 2023). Profit margin: 1.8% (down from 8.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Board Change • Feb 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yukako Makino was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 28Ohara Inc. to Report Q1, 2024 Results on Mar 08, 2024Ohara Inc. announced that they will report Q1, 2024 results on Mar 08, 2024お知らせ • Dec 16Ohara Inc., Annual General Meeting, Jan 25, 2024Ohara Inc., Annual General Meeting, Jan 25, 2024.Reported Earnings • Dec 15Full year 2023 earnings released: EPS: JP¥64.53 (vs JP¥86.89 in FY 2022)Full year 2023 results: EPS: JP¥64.53 (down from JP¥86.89 in FY 2022). Revenue: JP¥28.1b (flat on FY 2022). Net income: JP¥1.57b (down 26% from FY 2022). Profit margin: 5.6% (down from 7.5% in FY 2022).お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2023 Results on Dec 14, 2023Ohara Inc. announced that they will report fiscal year 2023 results on Dec 14, 2023Upcoming Dividend • Oct 23Upcoming dividend of JP¥20.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 29 January 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.9%).Reported Earnings • Sep 11Third quarter 2023 earnings released: EPS: JP¥13.71 (vs JP¥24.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.71 (down from JP¥24.23 in 3Q 2022). Revenue: JP¥6.89b (down 6.5% from 3Q 2022). Net income: JP¥334.0m (down 43% from 3Q 2022). Profit margin: 4.8% (down from 8.0% in 3Q 2022). The decrease in margin was driven by lower revenue.お知らせ • Jul 29Ohara Inc. to Report Q3, 2023 Results on Sep 08, 2023Ohara Inc. announced that they will report Q3, 2023 results on Sep 08, 2023Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €10.20, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 26% over the past year.Reported Earnings • Jun 12Second quarter 2023 earnings released: EPS: JP¥25.33 (vs JP¥17.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.33 (up from JP¥17.41 in 2Q 2022). Revenue: JP¥7.51b (up 9.1% from 2Q 2022). Net income: JP¥617.0m (up 46% from 2Q 2022). Profit margin: 8.2% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue.Reported Earnings • Mar 12First quarter 2023 earnings released: EPS: JP¥24.76 (vs JP¥23.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.76 (up from JP¥23.00 in 1Q 2022). Revenue: JP¥7.04b (up 5.1% from 1Q 2022). Net income: JP¥603.0m (up 7.7% from 1Q 2022). Profit margin: 8.6% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Jan 28Ohara Inc. to Report Q1, 2023 Results on Mar 10, 2023Ohara Inc. announced that they will report Q1, 2023 results on Mar 10, 2023Reported Earnings • Dec 18Full year 2022 earnings released: EPS: JP¥86.89 (vs JP¥59.97 in FY 2021)Full year 2022 results: EPS: JP¥86.89 (up from JP¥59.97 in FY 2021). Revenue: JP¥28.3b (up 20% from FY 2021). Net income: JP¥2.12b (up 45% from FY 2021). Profit margin: 7.5% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • Dec 17Ohara Inc., Annual General Meeting, Jan 26, 2023Ohara Inc., Annual General Meeting, Jan 26, 2023.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Oct 22Ohara Inc. to Report Fiscal Year 2022 Results on Dec 15, 2022Ohara Inc. announced that they will report fiscal year 2022 results on Dec 15, 2022Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 28 January 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (1.3%).Reported Earnings • Sep 11Third quarter 2022 earnings released: EPS: JP¥24.23 (vs JP¥22.34 in 3Q 2021)Third quarter 2022 results: EPS: JP¥24.23 (up from JP¥22.34 in 3Q 2021). Revenue: JP¥7.37b (up 14% from 3Q 2021). Net income: JP¥590.0m (up 8.5% from 3Q 2021). Profit margin: 8.0% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses.お知らせ • Jul 28Ohara Inc. to Report Q3, 2022 Results on Sep 09, 2022Ohara Inc. announced that they will report Q3, 2022 results on Sep 09, 2022Reported Earnings • Jun 13Second quarter 2022 earnings released: EPS: JP¥17.41 (vs JP¥13.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥17.41 (up from JP¥13.60 in 2Q 2021). Revenue: JP¥6.89b (up 21% from 2Q 2021). Net income: JP¥424.0m (up 28% from 2Q 2021). Profit margin: 6.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.6% compared to a 19% growth forecast for the industry in Germany.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 20Ohara Inc. to Report Q2, 2022 Results on Jun 10, 2022Ohara Inc. announced that they will report Q2, 2022 results on Jun 10, 2022Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to €9.75, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 21x in the Electronic industry in Germany. Total loss to shareholders of 23% over the past year.Reported Earnings • Mar 13First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: JP¥23.00 (up from JP¥1.60 loss in 1Q 2021). Revenue: JP¥6.70b (up 38% from 1Q 2021). Net income: JP¥560.0m (up JP¥599.0m from 1Q 2021). Profit margin: 8.4% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is expected to shrink by 1.8% compared to a 23% growth forecast for the industry in Germany.お知らせ • Feb 03Ohara Inc. to Report Q1, 2022 Results on Mar 11, 2022Ohara Inc. announced that they will report Q1, 2022 results on Mar 11, 2022Reported Earnings • Dec 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥59.97 (up from JP¥174 loss in FY 2020). Revenue: JP¥23.5b (up 32% from FY 2020). Net income: JP¥1.46b (up JP¥5.70b from FY 2020). Profit margin: 6.2% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is expected to shrink by 2.6% compared to a 26% growth forecast for the industry in Germany.Reported Earnings • Sep 16Third quarter 2021 earnings released: EPS JP¥22.34 (vs JP¥16.72 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.50b (up 63% from 3Q 2020). Net income: JP¥544.0m (up JP¥951.0m from 3Q 2020). Profit margin: 8.4% (up from net loss in 3Q 2020).Reported Earnings • Jun 13Second quarter 2021 earnings released: EPS JP¥13.60 (vs JP¥20.38 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥5.68b (up 13% from 2Q 2020). Net income: JP¥331.0m (up JP¥827.0m from 2Q 2020). Profit margin: 5.8% (up from net loss in 2Q 2020).Reported Earnings • Mar 14First quarter 2021 earnings released: JP¥1.60 loss per share (vs JP¥26.21 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: JP¥4.86b (up 10.0% from 1Q 2020). Net loss: JP¥39.0m (loss narrowed 94% from 1Q 2020).Reported Earnings • Feb 03Full year 2020 earnings released: JP¥174 loss per share (vs JP¥19.15 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥17.9b (down 24% from FY 2019). Net loss: JP¥4.24b (down JP¥4.71b from profit in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 16%, compared to a 22% growth forecast for the Electronic industry in Germany.お知らせ • Jan 28Ohara Inc. to Report Q1, 2021 Results on Mar 12, 2021Ohara Inc. announced that they will report Q1, 2021 results on Mar 12, 2021決済の安定と成長配当データの取得安定した配当: 9IEの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 9IEの配当金は過去10年間にわたって増加しています。配当利回り対市場Ohara 配当利回り対市場9IE 配当利回りは市場と比べてどうか?セグメント配当利回り会社 (9IE)1.9%市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Electronic)1.0%アナリスト予想 (9IE) (最長3年)1.9%注目すべき配当: 9IEの配当金 ( 1.92% ) はGerman市場の配当金支払者の下位 25% ( 1.5% ) よりも高くなっています。高配当: 9IEの配当金 ( 1.92% ) はGerman市場の配当金支払者の上位 25% ( 4.62% ) と比較すると低いです。株主への利益配当収益カバレッジ: 9IEの 配当性向 ( 34.4% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 9IEは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/07 16:52終値2026/05/07 00:00収益2026/01/31年間収益2025/10/31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Ohara Inc. 1 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。7 アナリスト機関Hisanori ShimoiCitigroup IncNanako ImazuCLSAToshiya HariGoldman Sachs4 その他のアナリストを表示
Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.9%).
Declared Dividend • Jun 17Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 30th October 2024 Payment date: 28th January 2025 Dividend yield will be 301%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (342% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 145% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥20.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 29 January 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.9%).
Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 28 January 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (1.3%).
お知らせ • Dec 11+ 1 more updateOhara Inc., Annual General Meeting, Jan 30, 2026Ohara Inc., Annual General Meeting, Jan 30, 2026.
お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2025 Results on Dec 11, 2025Ohara Inc. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Dec 11, 2025
お知らせ • Jul 30Ohara Inc. to Report Q3, 2025 Results on Sep 12, 2025Ohara Inc. announced that they will report Q3, 2025 results on Sep 12, 2025
お知らせ • Apr 29Ohara Inc. to Report Q2, 2025 Results on Jun 13, 2025Ohara Inc. announced that they will report Q2, 2025 results on Jun 13, 2025
お知らせ • Jan 28Ohara Inc. to Report Q1, 2025 Results on Mar 14, 2025Ohara Inc. announced that they will report Q1, 2025 results on Mar 14, 2025
お知らせ • Dec 12Ohara Inc., Annual General Meeting, Jan 29, 2025Ohara Inc., Annual General Meeting, Jan 29, 2025.
お知らせ • Oct 29Ohara Inc. to Report Fiscal Year 2024 Results on Dec 12, 2024Ohara Inc. announced that they will report fiscal year 2024 results on Dec 12, 2024
Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 28 January 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.9%).
Reported Earnings • Sep 17Third quarter 2024 earnings released: EPS: JP¥23.31 (vs JP¥13.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.31 (up from JP¥13.71 in 3Q 2023). Revenue: JP¥7.59b (up 10% from 3Q 2023). Net income: JP¥568.0m (up 70% from 3Q 2023). Profit margin: 7.5% (up from 4.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €6.25, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 35% over the past three years.
お知らせ • Jul 27Ohara Inc. to Report Q3, 2024 Results on Sep 13, 2024Ohara Inc. announced that they will report Q3, 2024 results on Sep 13, 2024
Declared Dividend • Jun 17Dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 30th October 2024 Payment date: 28th January 2025 Dividend yield will be 301%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (342% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 145% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥20.07 (vs JP¥25.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.07 (down from JP¥25.33 in 2Q 2023). Revenue: JP¥6.90b (down 8.1% from 2Q 2023). Net income: JP¥489.0m (down 21% from 2Q 2023). Profit margin: 7.1% (down from 8.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29Ohara Inc. to Report Q2, 2024 Results on Jun 14, 2024Ohara Inc. announced that they will report Q2, 2024 results on Jun 14, 2024
Reported Earnings • Mar 10First quarter 2024 earnings released: EPS: JP¥4.76 (vs JP¥24.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.76 (down from JP¥24.76 in 1Q 2023). Revenue: JP¥6.35b (down 9.9% from 1Q 2023). Net income: JP¥116.0m (down 81% from 1Q 2023). Profit margin: 1.8% (down from 8.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Board Change • Feb 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Yukako Makino was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 28Ohara Inc. to Report Q1, 2024 Results on Mar 08, 2024Ohara Inc. announced that they will report Q1, 2024 results on Mar 08, 2024
お知らせ • Dec 16Ohara Inc., Annual General Meeting, Jan 25, 2024Ohara Inc., Annual General Meeting, Jan 25, 2024.
Reported Earnings • Dec 15Full year 2023 earnings released: EPS: JP¥64.53 (vs JP¥86.89 in FY 2022)Full year 2023 results: EPS: JP¥64.53 (down from JP¥86.89 in FY 2022). Revenue: JP¥28.1b (flat on FY 2022). Net income: JP¥1.57b (down 26% from FY 2022). Profit margin: 5.6% (down from 7.5% in FY 2022).
お知らせ • Oct 28Ohara Inc. to Report Fiscal Year 2023 Results on Dec 14, 2023Ohara Inc. announced that they will report fiscal year 2023 results on Dec 14, 2023
Upcoming Dividend • Oct 23Upcoming dividend of JP¥20.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 29 January 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.9%).
Reported Earnings • Sep 11Third quarter 2023 earnings released: EPS: JP¥13.71 (vs JP¥24.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.71 (down from JP¥24.23 in 3Q 2022). Revenue: JP¥6.89b (down 6.5% from 3Q 2022). Net income: JP¥334.0m (down 43% from 3Q 2022). Profit margin: 4.8% (down from 8.0% in 3Q 2022). The decrease in margin was driven by lower revenue.
お知らせ • Jul 29Ohara Inc. to Report Q3, 2023 Results on Sep 08, 2023Ohara Inc. announced that they will report Q3, 2023 results on Sep 08, 2023
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €10.20, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 26% over the past year.
Reported Earnings • Jun 12Second quarter 2023 earnings released: EPS: JP¥25.33 (vs JP¥17.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.33 (up from JP¥17.41 in 2Q 2022). Revenue: JP¥7.51b (up 9.1% from 2Q 2022). Net income: JP¥617.0m (up 46% from 2Q 2022). Profit margin: 8.2% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 12First quarter 2023 earnings released: EPS: JP¥24.76 (vs JP¥23.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.76 (up from JP¥23.00 in 1Q 2022). Revenue: JP¥7.04b (up 5.1% from 1Q 2022). Net income: JP¥603.0m (up 7.7% from 1Q 2022). Profit margin: 8.6% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Jan 28Ohara Inc. to Report Q1, 2023 Results on Mar 10, 2023Ohara Inc. announced that they will report Q1, 2023 results on Mar 10, 2023
Reported Earnings • Dec 18Full year 2022 earnings released: EPS: JP¥86.89 (vs JP¥59.97 in FY 2021)Full year 2022 results: EPS: JP¥86.89 (up from JP¥59.97 in FY 2021). Revenue: JP¥28.3b (up 20% from FY 2021). Net income: JP¥2.12b (up 45% from FY 2021). Profit margin: 7.5% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • Dec 17Ohara Inc., Annual General Meeting, Jan 26, 2023Ohara Inc., Annual General Meeting, Jan 26, 2023.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Oct 22Ohara Inc. to Report Fiscal Year 2022 Results on Dec 15, 2022Ohara Inc. announced that they will report fiscal year 2022 results on Dec 15, 2022
Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 28 January 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (1.3%).
Reported Earnings • Sep 11Third quarter 2022 earnings released: EPS: JP¥24.23 (vs JP¥22.34 in 3Q 2021)Third quarter 2022 results: EPS: JP¥24.23 (up from JP¥22.34 in 3Q 2021). Revenue: JP¥7.37b (up 14% from 3Q 2021). Net income: JP¥590.0m (up 8.5% from 3Q 2021). Profit margin: 8.0% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • Jul 28Ohara Inc. to Report Q3, 2022 Results on Sep 09, 2022Ohara Inc. announced that they will report Q3, 2022 results on Sep 09, 2022
Reported Earnings • Jun 13Second quarter 2022 earnings released: EPS: JP¥17.41 (vs JP¥13.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥17.41 (up from JP¥13.60 in 2Q 2021). Revenue: JP¥6.89b (up 21% from 2Q 2021). Net income: JP¥424.0m (up 28% from 2Q 2021). Profit margin: 6.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 5.6% compared to a 19% growth forecast for the industry in Germany.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. President, CEO & Director Hirokazu Saito was the last director to join the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 20Ohara Inc. to Report Q2, 2022 Results on Jun 10, 2022Ohara Inc. announced that they will report Q2, 2022 results on Jun 10, 2022
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to €9.75, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 21x in the Electronic industry in Germany. Total loss to shareholders of 23% over the past year.
Reported Earnings • Mar 13First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: JP¥23.00 (up from JP¥1.60 loss in 1Q 2021). Revenue: JP¥6.70b (up 38% from 1Q 2021). Net income: JP¥560.0m (up JP¥599.0m from 1Q 2021). Profit margin: 8.4% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is expected to shrink by 1.8% compared to a 23% growth forecast for the industry in Germany.
お知らせ • Feb 03Ohara Inc. to Report Q1, 2022 Results on Mar 11, 2022Ohara Inc. announced that they will report Q1, 2022 results on Mar 11, 2022
Reported Earnings • Dec 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥59.97 (up from JP¥174 loss in FY 2020). Revenue: JP¥23.5b (up 32% from FY 2020). Net income: JP¥1.46b (up JP¥5.70b from FY 2020). Profit margin: 6.2% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is expected to shrink by 2.6% compared to a 26% growth forecast for the industry in Germany.
Reported Earnings • Sep 16Third quarter 2021 earnings released: EPS JP¥22.34 (vs JP¥16.72 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.50b (up 63% from 3Q 2020). Net income: JP¥544.0m (up JP¥951.0m from 3Q 2020). Profit margin: 8.4% (up from net loss in 3Q 2020).
Reported Earnings • Jun 13Second quarter 2021 earnings released: EPS JP¥13.60 (vs JP¥20.38 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥5.68b (up 13% from 2Q 2020). Net income: JP¥331.0m (up JP¥827.0m from 2Q 2020). Profit margin: 5.8% (up from net loss in 2Q 2020).
Reported Earnings • Mar 14First quarter 2021 earnings released: JP¥1.60 loss per share (vs JP¥26.21 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: JP¥4.86b (up 10.0% from 1Q 2020). Net loss: JP¥39.0m (loss narrowed 94% from 1Q 2020).
Reported Earnings • Feb 03Full year 2020 earnings released: JP¥174 loss per share (vs JP¥19.15 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥17.9b (down 24% from FY 2019). Net loss: JP¥4.24b (down JP¥4.71b from profit in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 16%, compared to a 22% growth forecast for the Electronic industry in Germany.
お知らせ • Jan 28Ohara Inc. to Report Q1, 2021 Results on Mar 12, 2021Ohara Inc. announced that they will report Q1, 2021 results on Mar 12, 2021