View Financial HealtheREXLtd 配当と自社株買い配当金 基準チェック /26eREXLtdは配当を支払う会社で、現在の利回りは1.24%ですが、利益によって十分にカバーされています。次の支払い日は 29th June, 2026で、権利落ち日は30th March, 2026 。主要情報1.2%配当利回り-3.0%バイバック利回り総株主利回り-1.8%将来の配当利回り2.5%配当成長9.6%次回配当支払日29 Jun 26配当落ち日30 Mar 26一株当たり配当金n/a配当性向60%最近の配当と自社株買いの更新お知らせ • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).すべての更新を表示Recent updatesお知らせ • May 12eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10eREX Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026eREX Co.,Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026お知らせ • Dec 27eREX Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026eREX Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Sep 01eREX Co.,Ltd. to Report Q2, 2026 Results on Nov 11, 2025eREX Co.,Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Jul 18eREX Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025eREX Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 12+ 3 more updateseREX Co.,Ltd., Annual General Meeting, Jun 24, 2025eREX Co.,Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Mar 27eREX Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025eREX Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.お知らせ • Dec 04eREX Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025eREX Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥0.81 loss per share (vs JP¥124 loss in 2Q 2024)Second quarter 2025 results: JP¥0.81 loss per share (improved from JP¥124 loss in 2Q 2024). Revenue: JP¥49.8b (down 23% from 2Q 2024). Net loss: JP¥60.0m (loss narrowed 99% from 2Q 2024). Revenue is expected to decline by 6.4% p.a. on average during the next 2 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.お知らせ • Oct 09eREX Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024eREX Co.,Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024お知らせ • Sep 25erex Co., Ltd. and Taiheiyo Cement Corporation Announce Complete PKS Co-Firing Testerex Co. Ltd. announced that a cofiring test of PKS (Palm Kernel Shell) has been conducted at the Itoigawa Power Plant, which is jointly operated by the Company and Taiheiyo Cement Corporation as follows: As part of efforts to address the social issue of achieving a de-carbonized society, the company is planning fuel conversion of coal-fired power plants in Japan. As a test to implement the plan, a co-firing test with coal using inexpensively procured PKS was conducted for eight days from September 6 to 13. The test operation was conducted with a maximum of approximately 30% PKS mixed with coal, and it was confirmed that stable firing and power generation were available. The company will continue to implement initiatives to achieve a de-carbonized society in Japan and abroad, with its biomass power generation business as a cornerstone. With regard to the fuel conversion of coal-fired power plants, the company will steadily proceed with the plan with the understanding and cooperation of local residents and other related parties.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥25.22 (vs JP¥64.09 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥25.22 (up from JP¥64.09 loss in 1Q 2024). Revenue: JP¥33.4b (down 40% from 1Q 2024). Net income: JP¥1.75b (up JP¥5.54b from 1Q 2024). Profit margin: 5.2% (up from net loss in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Aug 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €4.10. The fair value is estimated to be €5.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 28eREX Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024eREX Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding).お知らせ • May 28eREX Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the period, the company expects net sales of JPY 155,456 million, operating profit of JPY 5,378 million, profit attributable to owners of parent of JPY 1,885 million and basic earnings per share of JPY 31.75.お知らせ • May 15eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 13Full year 2024 earnings released: JP¥375 loss per share (vs JP¥155 profit in FY 2023)Full year 2024 results: JP¥375 loss per share (down from JP¥155 profit in FY 2023). Revenue: JP¥245.0b (down 17% from FY 2023). Net loss: JP¥22.3b (down 342% from profit in FY 2023). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 7.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31eREX Co.,Ltd. to Report Q4, 2024 Results on May 10, 2024eREX Co.,Ltd. announced that they will report Q4, 2024 results on May 10, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥79.66 loss per share (vs JP¥23.67 profit in 3Q 2023)Third quarter 2024 results: JP¥79.66 loss per share (down from JP¥23.67 profit in 3Q 2023). Revenue: JP¥63.4b (down 25% from 3Q 2023). Net loss: JP¥4.73b (down 437% from profit in 3Q 2023). Revenue is expected to decline by 7.7% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 9.5%.New Risk • Jan 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.お知らせ • Jan 09eREX Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024eREX Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.8% average weekly change).お知らせ • Sep 28eREX Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023eREX Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023New Risk • Aug 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Reported Earnings • Aug 13First quarter 2024 earnings released: JP¥64.09 loss per share (vs JP¥28.33 profit in 1Q 2023)First quarter 2024 results: JP¥64.09 loss per share (down from JP¥28.33 profit in 1Q 2023). Revenue: JP¥55.9b (down 4.7% from 1Q 2023). Net loss: JP¥3.80b (down 327% from profit in 1Q 2023). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 5.3%.お知らせ • Jun 28eREX Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023eREX Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 17eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥155 (vs JP¥163 in FY 2022)Full year 2023 results: EPS: JP¥155 (down from JP¥163 in FY 2022). Revenue: JP¥296.3b (up 29% from FY 2022). Net income: JP¥9.19b (down 4.8% from FY 2022). Profit margin: 3.1% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 3.0%.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €10.10, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Renewable Energy industry in Europe. Total loss to shareholders of 37% over the past year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥23.67 (vs JP¥60.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.67 (down from JP¥60.70 in 3Q 2022). Revenue: JP¥84.1b (up 23% from 3Q 2022). Net income: JP¥1.40b (down 61% from 3Q 2022). Profit margin: 1.7% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in Germany.お知らせ • Dec 28eREX Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023eREX Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥48.34 (vs JP¥59.07 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.34 (down from JP¥59.07 in 2Q 2022). Revenue: JP¥78.9b (up 60% from 2Q 2022). Net income: JP¥2.86b (down 18% from 2Q 2022). Profit margin: 3.6% (down from 7.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Renewable Energy industry in Germany.お知らせ • Oct 19eREX Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022eREX Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥28.33 (vs JP¥14.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.33 (up from JP¥14.13 in 1Q 2022). Revenue: JP¥58.7b (up 77% from 1Q 2022). Net income: JP¥1.68b (up 101% from 1Q 2022). Profit margin: 2.9% (up from 2.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 15% compared to a 14% decline forecast for the industry in Germany.お知らせ • Jun 29eREX Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022eREX Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to €15.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 16% over the past year.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥163 (vs JP¥116 in FY 2021)Full year 2022 results: EPS: JP¥163 (up from JP¥116 in FY 2021). Revenue: JP¥230.5b (up 63% from FY 2021). Net income: JP¥9.65b (up 54% from FY 2021). Profit margin: 4.2% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 2.0% compared to a 30% decline forecast for the industry in Germany.お知らせ • May 14eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08eREX Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022eREX Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to €14.70, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Renewable Energy industry in Europe.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥60.70 (up from JP¥22.92 in 3Q 2021). Revenue: JP¥68.3b (up 141% from 3Q 2021). Net income: JP¥3.59b (up 182% from 3Q 2021). Profit margin: 5.3% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 64%. Over the next year, revenue is expected to shrink by 17% compared to a 28% decline forecast for the industry in Germany.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥59.07 (vs JP¥42.56 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¥49.5b (up 72% from 2Q 2021). Net income: JP¥3.49b (up 61% from 2Q 2021). Profit margin: 7.1% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €20.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Renewable Energy industry in Europe.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥14.13 (vs JP¥10.08 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥33.2b (up 79% from 1Q 2021). Net income: JP¥833.0m (up 62% from 1Q 2021). Profit margin: 2.5% (down from 2.8% in 1Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥18.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.59 per share.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥19.94, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €31.82 per share.Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.決済の安定と成長配当データの取得安定した配当: 6HF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: 6HF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eREXLtd 配当利回り対市場6HF 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 (6HF)1.2%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Renewable Energy)2.2%アナリスト予想 (6HF) (最長3年)2.5%注目すべき配当: 6HFの配当金 ( 1.24% ) はGerman市場の配当金支払者の下位 25% ( 1.54% ) と比べると目立ったものではありません。高配当: 6HFの配当金 ( 1.24% ) はGerman市場の配当金支払者の上位 25% ( 4.55% ) 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: 6HFの配当金は、合理的な 配当性向 ( 59.6% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 6HF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2026/05/22 15:36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eREX Co.,Ltd. 2 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。10 アナリスト機関Citi ResearchCitigroup IncYui ShojiCitigroup Incnull nullDaiwa Securities Co. Ltd.7 その他のアナリストを表示
お知らせ • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).
お知らせ • May 12eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10eREX Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026eREX Co.,Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
お知らせ • Dec 27eREX Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026eREX Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Sep 01eREX Co.,Ltd. to Report Q2, 2026 Results on Nov 11, 2025eREX Co.,Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Jul 18eREX Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025eREX Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 12+ 3 more updateseREX Co.,Ltd., Annual General Meeting, Jun 24, 2025eREX Co.,Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 27eREX Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025eREX Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.
お知らせ • Dec 04eREX Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025eREX Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥0.81 loss per share (vs JP¥124 loss in 2Q 2024)Second quarter 2025 results: JP¥0.81 loss per share (improved from JP¥124 loss in 2Q 2024). Revenue: JP¥49.8b (down 23% from 2Q 2024). Net loss: JP¥60.0m (loss narrowed 99% from 2Q 2024). Revenue is expected to decline by 6.4% p.a. on average during the next 2 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 09eREX Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024eREX Co.,Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
お知らせ • Sep 25erex Co., Ltd. and Taiheiyo Cement Corporation Announce Complete PKS Co-Firing Testerex Co. Ltd. announced that a cofiring test of PKS (Palm Kernel Shell) has been conducted at the Itoigawa Power Plant, which is jointly operated by the Company and Taiheiyo Cement Corporation as follows: As part of efforts to address the social issue of achieving a de-carbonized society, the company is planning fuel conversion of coal-fired power plants in Japan. As a test to implement the plan, a co-firing test with coal using inexpensively procured PKS was conducted for eight days from September 6 to 13. The test operation was conducted with a maximum of approximately 30% PKS mixed with coal, and it was confirmed that stable firing and power generation were available. The company will continue to implement initiatives to achieve a de-carbonized society in Japan and abroad, with its biomass power generation business as a cornerstone. With regard to the fuel conversion of coal-fired power plants, the company will steadily proceed with the plan with the understanding and cooperation of local residents and other related parties.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥25.22 (vs JP¥64.09 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥25.22 (up from JP¥64.09 loss in 1Q 2024). Revenue: JP¥33.4b (down 40% from 1Q 2024). Net income: JP¥1.75b (up JP¥5.54b from 1Q 2024). Profit margin: 5.2% (up from net loss in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Aug 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €4.10. The fair value is estimated to be €5.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 28eREX Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024eREX Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding).
お知らせ • May 28eREX Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the period, the company expects net sales of JPY 155,456 million, operating profit of JPY 5,378 million, profit attributable to owners of parent of JPY 1,885 million and basic earnings per share of JPY 31.75.
お知らせ • May 15eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 13Full year 2024 earnings released: JP¥375 loss per share (vs JP¥155 profit in FY 2023)Full year 2024 results: JP¥375 loss per share (down from JP¥155 profit in FY 2023). Revenue: JP¥245.0b (down 17% from FY 2023). Net loss: JP¥22.3b (down 342% from profit in FY 2023). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 7.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31eREX Co.,Ltd. to Report Q4, 2024 Results on May 10, 2024eREX Co.,Ltd. announced that they will report Q4, 2024 results on May 10, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥79.66 loss per share (vs JP¥23.67 profit in 3Q 2023)Third quarter 2024 results: JP¥79.66 loss per share (down from JP¥23.67 profit in 3Q 2023). Revenue: JP¥63.4b (down 25% from 3Q 2023). Net loss: JP¥4.73b (down 437% from profit in 3Q 2023). Revenue is expected to decline by 7.7% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 9.5%.
New Risk • Jan 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
お知らせ • Jan 09eREX Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024eREX Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.8% average weekly change).
お知らせ • Sep 28eREX Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023eREX Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
New Risk • Aug 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Reported Earnings • Aug 13First quarter 2024 earnings released: JP¥64.09 loss per share (vs JP¥28.33 profit in 1Q 2023)First quarter 2024 results: JP¥64.09 loss per share (down from JP¥28.33 profit in 1Q 2023). Revenue: JP¥55.9b (down 4.7% from 1Q 2023). Net loss: JP¥3.80b (down 327% from profit in 1Q 2023). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 5.3%.
お知らせ • Jun 28eREX Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023eREX Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 17eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥155 (vs JP¥163 in FY 2022)Full year 2023 results: EPS: JP¥155 (down from JP¥163 in FY 2022). Revenue: JP¥296.3b (up 29% from FY 2022). Net income: JP¥9.19b (down 4.8% from FY 2022). Profit margin: 3.1% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 3.0%.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €10.10, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Renewable Energy industry in Europe. Total loss to shareholders of 37% over the past year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥23.67 (vs JP¥60.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.67 (down from JP¥60.70 in 3Q 2022). Revenue: JP¥84.1b (up 23% from 3Q 2022). Net income: JP¥1.40b (down 61% from 3Q 2022). Profit margin: 1.7% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in Germany.
お知らせ • Dec 28eREX Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023eREX Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥48.34 (vs JP¥59.07 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.34 (down from JP¥59.07 in 2Q 2022). Revenue: JP¥78.9b (up 60% from 2Q 2022). Net income: JP¥2.86b (down 18% from 2Q 2022). Profit margin: 3.6% (down from 7.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Renewable Energy industry in Germany.
お知らせ • Oct 19eREX Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022eREX Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥28.33 (vs JP¥14.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.33 (up from JP¥14.13 in 1Q 2022). Revenue: JP¥58.7b (up 77% from 1Q 2022). Net income: JP¥1.68b (up 101% from 1Q 2022). Profit margin: 2.9% (up from 2.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 15% compared to a 14% decline forecast for the industry in Germany.
お知らせ • Jun 29eREX Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022eREX Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to €15.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 16% over the past year.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥163 (vs JP¥116 in FY 2021)Full year 2022 results: EPS: JP¥163 (up from JP¥116 in FY 2021). Revenue: JP¥230.5b (up 63% from FY 2021). Net income: JP¥9.65b (up 54% from FY 2021). Profit margin: 4.2% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 2.0% compared to a 30% decline forecast for the industry in Germany.
お知らせ • May 14eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08eREX Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022eREX Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to €14.70, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Renewable Energy industry in Europe.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥60.70 (up from JP¥22.92 in 3Q 2021). Revenue: JP¥68.3b (up 141% from 3Q 2021). Net income: JP¥3.59b (up 182% from 3Q 2021). Profit margin: 5.3% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 64%. Over the next year, revenue is expected to shrink by 17% compared to a 28% decline forecast for the industry in Germany.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥59.07 (vs JP¥42.56 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¥49.5b (up 72% from 2Q 2021). Net income: JP¥3.49b (up 61% from 2Q 2021). Profit margin: 7.1% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €20.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Renewable Energy industry in Europe.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥14.13 (vs JP¥10.08 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥33.2b (up 79% from 1Q 2021). Net income: JP¥833.0m (up 62% from 1Q 2021). Profit margin: 2.5% (down from 2.8% in 1Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥18.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.59 per share.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥19.94, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €31.82 per share.
Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.