ALCONIX（3036）株式概要アルコニックスは、非鉄金属製品の輸出入および国内外への販売を行っています。 詳細3036 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績4/6財務の健全性4/6配当金3/6報酬株価収益率（ 13.4 x） JP市場（ 13.8 x）を下回っています。収益は年間10.67%増加すると予測されています 過去1年間で収益は16.5%増加しました リスク分析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 3.62%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3036 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 ValueJP¥Current PriceJP¥2.49k18.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0267b2016201920222025202620282031Revenue JP¥267.4bEarnings JP¥6.8bAdvancedSet Fair ValueView all narrativesALCONIX Corporation 競合他社NICHIDENSymbol: TSE:9902Market cap: JP¥76.0bWakitaLTDSymbol: TSE:8125Market cap: JP¥86.0bShinshoSymbol: TSE:8075Market cap: JP¥63.3bKanadenSymbol: TSE:8081Market cap: JP¥56.1b価格と性能株価の高値、安値、推移の概要ALCONIX過去の株価現在の株価JP¥2,489.0052週高値JP¥3,310.0052週安値JP¥1,832.00ベータ0.571ヶ月の変化0.08%3ヶ月変化-9.09%1年変化35.27%3年間の変化79.58%5年間の変化68.29%IPOからの変化342.49%最新ニュースReported Earnings • Jun 23Full year 2026 earnings released: EPS: JP¥187 (vs JP¥159 in FY 2025)Full year 2026 results: EPS: JP¥187 (up from JP¥159 in FY 2025). Revenue: JP¥219.7b (up 12% from FY 2025). Net income: JP¥5.60b (up 17% from FY 2025). Profit margin: 2.5% (up from 2.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.New Risk • Jun 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.0% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.分析記事 • May 24ALCONIX's (TSE:3036) Earnings Are Weaker Than They SeemDespite announcing strong earnings, ALCONIX Corporation's ( TSE:3036 ) stock was sluggish. Our analysis uncovered some...お知らせ • May 15ALCONIX Corporation, Annual General Meeting, Jun 24, 2026ALCONIX Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • May 09ALCONIX Corporation to Report Fiscal Year 2026 Results on May 15, 2026ALCONIX Corporation announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.97 (vs JP¥30.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.97 (up from JP¥30.20 in 3Q 2025). Revenue: JP¥55.8b (up 9.0% from 3Q 2025). Net income: JP¥2.37b (up 160% from 3Q 2025). Profit margin: 4.3% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesReported Earnings • Jun 23Full year 2026 earnings released: EPS: JP¥187 (vs JP¥159 in FY 2025)Full year 2026 results: EPS: JP¥187 (up from JP¥159 in FY 2025). Revenue: JP¥219.7b (up 12% from FY 2025). Net income: JP¥5.60b (up 17% from FY 2025). Profit margin: 2.5% (up from 2.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.New Risk • Jun 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.0% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.分析記事 • May 24ALCONIX's (TSE:3036) Earnings Are Weaker Than They SeemDespite announcing strong earnings, ALCONIX Corporation's ( TSE:3036 ) stock was sluggish. Our analysis uncovered some...お知らせ • May 15ALCONIX Corporation, Annual General Meeting, Jun 24, 2026ALCONIX Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • May 09ALCONIX Corporation to Report Fiscal Year 2026 Results on May 15, 2026ALCONIX Corporation announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.97 (vs JP¥30.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.97 (up from JP¥30.20 in 3Q 2025). Revenue: JP¥55.8b (up 9.0% from 3Q 2025). Net income: JP¥2.37b (up 160% from 3Q 2025). Profit margin: 4.3% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 05ALCONIX Corporation to Report Q3, 2026 Results on Feb 09, 2026ALCONIX Corporation announced that they will report Q3, 2026 results on Feb 09, 2026Declared Dividend • Nov 26First half dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥43.53 (vs JP¥45.42 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.53 (down from JP¥45.42 in 2Q 2025). Revenue: JP¥49.5b (flat on 2Q 2025). Net income: JP¥1.31b (down 4.8% from 2Q 2025). Profit margin: 2.6% (down from 2.8% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Oct 04ALCONIX Corporation to Report Q2, 2026 Results on Nov 06, 2025ALCONIX Corporation announced that they will report Q2, 2026 results on Nov 06, 2025分析記事 • Sep 27ALCONIX (TSE:3036) Has Announced A Dividend Of ¥42.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th of November...分析記事 • Sep 11ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...分析記事 • Aug 28ALCONIX's (TSE:3036) Dividend Will Be ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...分析記事 • Aug 10ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥42.33 (vs JP¥42.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.33 (down from JP¥42.77 in 1Q 2025). Revenue: JP¥52.5b (up 14% from 1Q 2025). Net income: JP¥1.27b (down 1.7% from 1Q 2025). Profit margin: 2.4% (down from 2.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.分析記事 • Jul 27ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th...Board Change • Jul 18Less 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. 4 non-independent directors. Independent Outside Director Hideki Matsuo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Jul 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...Declared Dividend • Jul 09Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (76% 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 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jun 19ALCONIX Corporation to Report Q1, 2026 Results on Aug 05, 2025ALCONIX Corporation announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • May 15We Think ALCONIX (TSE:3036) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • May 15ALCONIX Corporation, Annual General Meeting, Jun 18, 2025ALCONIX Corporation, Annual General Meeting, Jun 18, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Mar 05ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th...お知らせ • Mar 05ALCONIX Corporation to Report Fiscal Year 2025 Results on May 15, 2025ALCONIX Corporation announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥30.20 (vs JP¥29.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.20 (up from JP¥29.36 in 3Q 2024). Revenue: JP¥51.2b (up 8.7% from 3Q 2024). Net income: JP¥913.0m (up 3.2% from 3Q 2024). Profit margin: 1.8% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Feb 11ALCONIX Corporation (TSE:3036) announces an Equity Buyback for 350,000 shares, for ¥525 million.ALCONIX Corporation (TSE:3036) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares for ¥525 million. The repurchase price will be ¥1,500 per share.分析記事 • Feb 10ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...分析記事 • Jan 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...お知らせ • Jan 17ALCONIX Corporation to Report Q3, 2025 Results on Feb 10, 2025ALCONIX Corporation announced that they will report Q3, 2025 results on Feb 10, 2025分析記事 • Jan 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...分析記事 • Dec 30ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...分析記事 • Nov 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...Declared Dividend • Nov 27First half dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 14% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.9% EPS decline seen over the last 5 years.New Risk • Nov 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% 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 (12% operating cash flow to total debt). Earnings have declined by 1.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥45.42 (vs JP¥35.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.42 (up from JP¥35.12 in 2Q 2024). Revenue: JP¥49.8b (up 20% from 2Q 2024). Net income: JP¥1.37b (up 30% from 2Q 2024). Profit margin: 2.8% (up from 2.6% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Oct 06ALCONIX Corporation to Report Q2, 2025 Results on Nov 06, 2024ALCONIX Corporation announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥42.77 (vs JP¥28.50 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.77 (up from JP¥28.50 in 1Q 2024). Revenue: JP¥45.9b (up 8.2% from 1Q 2024). Net income: JP¥1.29b (up 50% from 1Q 2024). Profit margin: 2.8% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total loss to shareholders of 11% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 42% to shift the payout ratio to a potentially unsustainable range, which is more than the 19% EPS decline seen over the last 5 years.お知らせ • Jun 30ALCONIX Corporation to Report Q1, 2025 Results on Aug 05, 2024ALCONIX Corporation announced that they will report Q1, 2025 results on Aug 05, 2024分析記事 • Jun 27Some Investors May Be Willing To Look Past ALCONIX's (TSE:3036) Soft EarningsSoft earnings didn't appear to concern ALCONIX Corporation's ( TSE:3036 ) shareholders over the last week. We did some...Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • May 17ALCONIX Corporation, Annual General Meeting, Jun 19, 2024ALCONIX Corporation, Annual General Meeting, Jun 19, 2024.お知らせ • May 16+ 2 more updatesALCONIX Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 20, 2024ALCONIX Corporation announced dividend of JPY 28.00 per share for the fiscal year ended March 31, 2024 against JPY 28.00 per share paid a year ago. Scheduled commencement date of payment of dividends is June 20, 2024.分析記事 • Mar 25ALCONIX's (TSE:3036) Dividend Will Be ¥27.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. The...お知らせ • Mar 24ALCONIX Corporation to Report Fiscal Year 2024 Results on May 15, 2024ALCONIX Corporation announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).分析記事 • Feb 29ALCONIX (TSE:3036) Will Pay A Dividend Of ¥27.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 24th of June, with...お知らせ • Feb 29ALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding familyALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding family on February 27, 2024.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥29.36 (vs JP¥31.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.36 (down from JP¥31.59 in 3Q 2023). Revenue: JP¥47.1b (up 8.3% from 3Q 2023). Net income: JP¥885.0m (down 6.9% from 3Q 2023). Profit margin: 1.9% (down from 2.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Dec 28ALCONIX Corporation to Report Q3, 2024 Results on Feb 08, 2024ALCONIX Corporation announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥35.12 (vs JP¥47.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.12 (down from JP¥47.29 in 2Q 2023). Revenue: JP¥41.4b (down 8.8% from 2Q 2023). Net income: JP¥1.06b (down 26% from 2Q 2023). Profit margin: 2.6% (down from 3.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥27.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥28.50 (vs JP¥90.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.50 (down from JP¥90.39 in 1Q 2023). Revenue: JP¥42.4b (down 9.5% from 1Q 2023). Net income: JP¥858.0m (down 68% from 1Q 2023). Profit margin: 2.0% (down from 5.8% 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 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jul 06ALCONIX Corporation to Report Q1, 2024 Results on Aug 07, 2023ALCONIX Corporation announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 12ALCONIX Corporation, Annual General Meeting, Jun 21, 2023ALCONIX Corporation, Annual General Meeting, Jun 21, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.8%).Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥31.59 (vs JP¥76.81 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.59 (down from JP¥76.81 in 3Q 2022). Revenue: JP¥43.5b (up 9.8% from 3Q 2022). Net income: JP¥951.0m (down 53% from 3Q 2022). Profit margin: 2.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08+ 1 more updateALCONIX Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ALCONIX Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 26.00 per share.お知らせ • Jan 06ALCONIX Corporation to Report Q3, 2023 Results on Feb 08, 2023ALCONIX Corporation announced that they will report Q3, 2023 results on Feb 08, 2023お知らせ • Dec 02ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022. ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade on November 30, 2022.Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). CEO & Chairman Masato Takei is the most experienced director on the board, commencing their role in 2009. Independent Director Yukiko Imazu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥47.29 (vs JP¥83.42 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.29 (down from JP¥83.42 in 2Q 2022). Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Nov 09+ 2 more updatesAlconix Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023; Payable on November 29, 2022ALCONIX Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the second quarter, the company decided to pay dividend JPY 26.00 against JPY 24.00 a year ago. Scheduled date of payment of dividend: November 29, 2022.お知らせ • Oct 05ALCONIX Corporation to Report Q2, 2023 Results on Nov 08, 2022ALCONIX Corporation announced that they will report Q2, 2023 results on Nov 08, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.6%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥90.39 (vs JP¥97.26 in 1Q 2022)First quarter 2023 results: EPS: JP¥90.39. Revenue: JP¥46.8b (up 27% from 1Q 2022). Net income: JP¥2.72b (up 12% from 1Q 2022). Profit margin: 5.8% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Aug 05+ 2 more updatesAlconix Corporation Provides Dividend Guidance for the Second Quarter of Fiscal Year 2023ALCONIX Corporation provided dividend guidance for the second quarter of fiscal year 2023. For the period, the company expects to pay dividend of JPY 26.00 per share against a paid dividend of JPY 24.00 per share a year ago.お知らせ • Jul 07ALCONIX Corporation to Report Q1, 2023 Results on Aug 05, 2022ALCONIX Corporation announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥283 (vs JP¥114 in FY 2021)Full year 2022 results: EPS: JP¥283 (up from JP¥114 in FY 2021). Revenue: JP¥156.3b (down 27% from FY 2021). Net income: JP¥7.51b (up 163% from FY 2021). Profit margin: 4.8% (up from 1.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 13+ 3 more updatesALCONIX Corporation, Annual General Meeting, Jun 22, 2022ALCONIX Corporation, Annual General Meeting, Jun 22, 2022.お知らせ • Apr 27ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022.Board Change • Apr 27No independent directorsThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. No independent directors (8 non-independent directors). CEO, President, MD & Director Masato Takei is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 07ALCONIX Corporation to Report Fiscal Year 2022 Results on May 13, 2022ALCONIX Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.4%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥76.81 (up from JP¥22.72 in 3Q 2021). Revenue: JP¥39.6b (down 30% from 3Q 2021). Net income: JP¥2.01b (up 254% from 3Q 2021). Profit margin: 5.1% (up from 1.0% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09+ 1 more updateALCONIX Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2022ALCONIX Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects to pay a year-end dividend of JPY 24.00 per share, compared with JPY 21.00 per share paid for the fiscal year ended March 31, 2021.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,305, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total returns to shareholders of 11% over the past three years.株主還元3036JP Trade DistributorsJP 市場7D5.6%-3.2%-3.0%1Y35.3%45.7%40.2%株主還元を見る業界別リターン: 3036過去 1 年間で45.7 % の収益を上げたJP Trade Distributors業界を下回りました。リターン対市場: 3036は、過去 1 年間で40.2 % のリターンを上げたJP市場を下回りました。価格変動Is 3036's price volatile compared to industry and market?3036 volatility3036 Average Weekly Movement4.8%Trade Distributors Industry Average Movement3.7%Market Average Movement4.4%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.3%安定した株価: 3036 、 JP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: 3036の 週次ボラティリティ ( 5% ) 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19813,098Hiroshi Teshirogiwww.alconix.comアルコニックス株式会社は、日本および海外で非鉄金属製品の輸出入および販売を行っている。4つのセグメントで事業を展開：電子・先端材料、アルミ・銅製品、機器・材料、金属加工の4つのセグメントで事業を展開している。同社は、電子材料・部品用材料、マイナー金属・レアアース原料（鉱石・地金）、電池関連部品・材料などの電子・先端材料の取引を行っている。また、製品の検査・測定に関わる機器・材料、自動車・半導体用材料、電子デバイス、半導体用メッキ材料、配電用バスバーの製造も行っている。また、通信機器などに使用される精密機構部品、半導体表面実装装置、自動車・産業機械業界向け製造装置用精密研削加工部品、自動車業界向け精密プレス金型・プレス部品、空調機器・自動車部品に使用される金属加工部品、精密コネクター金属端子部品のプレス加工、リチウムイオン電池・HDD部品のプレス加工・切削加工などの金属加工を行っている。旧社名は日商岩井アルコニックス株式会社で、2005年4月にアルコニックス株式会社に社名変更した。1981年に法人化され、東京に本社を置く。もっと見るALCONIX Corporation 基礎のまとめALCONIX の収益と売上を時価総額と比較するとどうか。3036 基礎統計学時価総額JP¥74.82b収益（TTM）JP¥5.60b売上高(TTM)JP¥219.72b13.4xPER（株価収益率0.3xP/Sレシオ3036 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3036 損益計算書（TTM）収益JP¥219.72b売上原価JP¥189.09b売上総利益JP¥30.63bその他の費用JP¥25.03b収益JP¥5.60b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）186.22グロス・マージン13.94%純利益率2.55%有利子負債／自己資本比率75.4%3036 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3.6%現在の配当利回り47%配当性向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2026/06/30 21:55終値2026/06/30 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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ALCONIX Corporation 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。2 アナリスト機関Katsuhiko IshibashiIchiyoshi Research Institute Inc.Naoki YamashiroMarusan Securities Co. Ltd.
Reported Earnings • Jun 23Full year 2026 earnings released: EPS: JP¥187 (vs JP¥159 in FY 2025)Full year 2026 results: EPS: JP¥187 (up from JP¥159 in FY 2025). Revenue: JP¥219.7b (up 12% from FY 2025). Net income: JP¥5.60b (up 17% from FY 2025). Profit margin: 2.5% (up from 2.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
New Risk • Jun 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.0% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
分析記事 • May 24ALCONIX's (TSE:3036) Earnings Are Weaker Than They SeemDespite announcing strong earnings, ALCONIX Corporation's ( TSE:3036 ) stock was sluggish. Our analysis uncovered some...
お知らせ • May 15ALCONIX Corporation, Annual General Meeting, Jun 24, 2026ALCONIX Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • May 09ALCONIX Corporation to Report Fiscal Year 2026 Results on May 15, 2026ALCONIX Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.97 (vs JP¥30.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.97 (up from JP¥30.20 in 3Q 2025). Revenue: JP¥55.8b (up 9.0% from 3Q 2025). Net income: JP¥2.37b (up 160% from 3Q 2025). Profit margin: 4.3% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 23Full year 2026 earnings released: EPS: JP¥187 (vs JP¥159 in FY 2025)Full year 2026 results: EPS: JP¥187 (up from JP¥159 in FY 2025). Revenue: JP¥219.7b (up 12% from FY 2025). Net income: JP¥5.60b (up 17% from FY 2025). Profit margin: 2.5% (up from 2.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
New Risk • Jun 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.0% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
分析記事 • May 24ALCONIX's (TSE:3036) Earnings Are Weaker Than They SeemDespite announcing strong earnings, ALCONIX Corporation's ( TSE:3036 ) stock was sluggish. Our analysis uncovered some...
お知らせ • May 15ALCONIX Corporation, Annual General Meeting, Jun 24, 2026ALCONIX Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • May 09ALCONIX Corporation to Report Fiscal Year 2026 Results on May 15, 2026ALCONIX Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.97 (vs JP¥30.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.97 (up from JP¥30.20 in 3Q 2025). Revenue: JP¥55.8b (up 9.0% from 3Q 2025). Net income: JP¥2.37b (up 160% from 3Q 2025). Profit margin: 4.3% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 05ALCONIX Corporation to Report Q3, 2026 Results on Feb 09, 2026ALCONIX Corporation announced that they will report Q3, 2026 results on Feb 09, 2026
Declared Dividend • Nov 26First half dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥43.53 (vs JP¥45.42 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.53 (down from JP¥45.42 in 2Q 2025). Revenue: JP¥49.5b (flat on 2Q 2025). Net income: JP¥1.31b (down 4.8% from 2Q 2025). Profit margin: 2.6% (down from 2.8% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Oct 04ALCONIX Corporation to Report Q2, 2026 Results on Nov 06, 2025ALCONIX Corporation announced that they will report Q2, 2026 results on Nov 06, 2025
分析記事 • Sep 27ALCONIX (TSE:3036) Has Announced A Dividend Of ¥42.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th of November...
分析記事 • Sep 11ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...
分析記事 • Aug 28ALCONIX's (TSE:3036) Dividend Will Be ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...
分析記事 • Aug 10ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥42.33 (vs JP¥42.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.33 (down from JP¥42.77 in 1Q 2025). Revenue: JP¥52.5b (up 14% from 1Q 2025). Net income: JP¥1.27b (down 1.7% from 1Q 2025). Profit margin: 2.4% (down from 2.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
分析記事 • Jul 27ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th...
Board Change • Jul 18Less 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. 4 non-independent directors. Independent Outside Director Hideki Matsuo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...
Declared Dividend • Jul 09Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (76% 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 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jun 19ALCONIX Corporation to Report Q1, 2026 Results on Aug 05, 2025ALCONIX Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • May 15We Think ALCONIX (TSE:3036) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • May 15ALCONIX Corporation, Annual General Meeting, Jun 18, 2025ALCONIX Corporation, Annual General Meeting, Jun 18, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Mar 05ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th...
お知らせ • Mar 05ALCONIX Corporation to Report Fiscal Year 2025 Results on May 15, 2025ALCONIX Corporation announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥30.20 (vs JP¥29.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.20 (up from JP¥29.36 in 3Q 2024). Revenue: JP¥51.2b (up 8.7% from 3Q 2024). Net income: JP¥913.0m (up 3.2% from 3Q 2024). Profit margin: 1.8% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Feb 11ALCONIX Corporation (TSE:3036) announces an Equity Buyback for 350,000 shares, for ¥525 million.ALCONIX Corporation (TSE:3036) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares for ¥525 million. The repurchase price will be ¥1,500 per share.
分析記事 • Feb 10ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...
分析記事 • Jan 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...
お知らせ • Jan 17ALCONIX Corporation to Report Q3, 2025 Results on Feb 10, 2025ALCONIX Corporation announced that they will report Q3, 2025 results on Feb 10, 2025
分析記事 • Jan 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...
分析記事 • Dec 30ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...
分析記事 • Nov 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...
Declared Dividend • Nov 27First half dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 14% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.9% EPS decline seen over the last 5 years.
New Risk • Nov 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% 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 (12% operating cash flow to total debt). Earnings have declined by 1.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥45.42 (vs JP¥35.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.42 (up from JP¥35.12 in 2Q 2024). Revenue: JP¥49.8b (up 20% from 2Q 2024). Net income: JP¥1.37b (up 30% from 2Q 2024). Profit margin: 2.8% (up from 2.6% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 06ALCONIX Corporation to Report Q2, 2025 Results on Nov 06, 2024ALCONIX Corporation announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥42.77 (vs JP¥28.50 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.77 (up from JP¥28.50 in 1Q 2024). Revenue: JP¥45.9b (up 8.2% from 1Q 2024). Net income: JP¥1.29b (up 50% from 1Q 2024). Profit margin: 2.8% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total loss to shareholders of 11% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 42% to shift the payout ratio to a potentially unsustainable range, which is more than the 19% EPS decline seen over the last 5 years.
お知らせ • Jun 30ALCONIX Corporation to Report Q1, 2025 Results on Aug 05, 2024ALCONIX Corporation announced that they will report Q1, 2025 results on Aug 05, 2024
分析記事 • Jun 27Some Investors May Be Willing To Look Past ALCONIX's (TSE:3036) Soft EarningsSoft earnings didn't appear to concern ALCONIX Corporation's ( TSE:3036 ) shareholders over the last week. We did some...
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • May 17ALCONIX Corporation, Annual General Meeting, Jun 19, 2024ALCONIX Corporation, Annual General Meeting, Jun 19, 2024.
お知らせ • May 16+ 2 more updatesALCONIX Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 20, 2024ALCONIX Corporation announced dividend of JPY 28.00 per share for the fiscal year ended March 31, 2024 against JPY 28.00 per share paid a year ago. Scheduled commencement date of payment of dividends is June 20, 2024.
分析記事 • Mar 25ALCONIX's (TSE:3036) Dividend Will Be ¥27.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. The...
お知らせ • Mar 24ALCONIX Corporation to Report Fiscal Year 2024 Results on May 15, 2024ALCONIX Corporation announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
分析記事 • Feb 29ALCONIX (TSE:3036) Will Pay A Dividend Of ¥27.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 24th of June, with...
お知らせ • Feb 29ALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding familyALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding family on February 27, 2024.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥29.36 (vs JP¥31.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.36 (down from JP¥31.59 in 3Q 2023). Revenue: JP¥47.1b (up 8.3% from 3Q 2023). Net income: JP¥885.0m (down 6.9% from 3Q 2023). Profit margin: 1.9% (down from 2.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Dec 28ALCONIX Corporation to Report Q3, 2024 Results on Feb 08, 2024ALCONIX Corporation announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥35.12 (vs JP¥47.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.12 (down from JP¥47.29 in 2Q 2023). Revenue: JP¥41.4b (down 8.8% from 2Q 2023). Net income: JP¥1.06b (down 26% from 2Q 2023). Profit margin: 2.6% (down from 3.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥27.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥28.50 (vs JP¥90.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.50 (down from JP¥90.39 in 1Q 2023). Revenue: JP¥42.4b (down 9.5% from 1Q 2023). Net income: JP¥858.0m (down 68% from 1Q 2023). Profit margin: 2.0% (down from 5.8% 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 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jul 06ALCONIX Corporation to Report Q1, 2024 Results on Aug 07, 2023ALCONIX Corporation announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12ALCONIX Corporation, Annual General Meeting, Jun 21, 2023ALCONIX Corporation, Annual General Meeting, Jun 21, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.8%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥31.59 (vs JP¥76.81 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.59 (down from JP¥76.81 in 3Q 2022). Revenue: JP¥43.5b (up 9.8% from 3Q 2022). Net income: JP¥951.0m (down 53% from 3Q 2022). Profit margin: 2.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08+ 1 more updateALCONIX Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ALCONIX Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 26.00 per share.
お知らせ • Jan 06ALCONIX Corporation to Report Q3, 2023 Results on Feb 08, 2023ALCONIX Corporation announced that they will report Q3, 2023 results on Feb 08, 2023
お知らせ • Dec 02ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022. ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade on November 30, 2022.
Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). CEO & Chairman Masato Takei is the most experienced director on the board, commencing their role in 2009. Independent Director Yukiko Imazu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥47.29 (vs JP¥83.42 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.29 (down from JP¥83.42 in 2Q 2022). Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09+ 2 more updatesAlconix Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023; Payable on November 29, 2022ALCONIX Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the second quarter, the company decided to pay dividend JPY 26.00 against JPY 24.00 a year ago. Scheduled date of payment of dividend: November 29, 2022.
お知らせ • Oct 05ALCONIX Corporation to Report Q2, 2023 Results on Nov 08, 2022ALCONIX Corporation announced that they will report Q2, 2023 results on Nov 08, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.6%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥90.39 (vs JP¥97.26 in 1Q 2022)First quarter 2023 results: EPS: JP¥90.39. Revenue: JP¥46.8b (up 27% from 1Q 2022). Net income: JP¥2.72b (up 12% from 1Q 2022). Profit margin: 5.8% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Aug 05+ 2 more updatesAlconix Corporation Provides Dividend Guidance for the Second Quarter of Fiscal Year 2023ALCONIX Corporation provided dividend guidance for the second quarter of fiscal year 2023. For the period, the company expects to pay dividend of JPY 26.00 per share against a paid dividend of JPY 24.00 per share a year ago.
お知らせ • Jul 07ALCONIX Corporation to Report Q1, 2023 Results on Aug 05, 2022ALCONIX Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥283 (vs JP¥114 in FY 2021)Full year 2022 results: EPS: JP¥283 (up from JP¥114 in FY 2021). Revenue: JP¥156.3b (down 27% from FY 2021). Net income: JP¥7.51b (up 163% from FY 2021). Profit margin: 4.8% (up from 1.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13+ 3 more updatesALCONIX Corporation, Annual General Meeting, Jun 22, 2022ALCONIX Corporation, Annual General Meeting, Jun 22, 2022.
お知らせ • Apr 27ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022.
Board Change • Apr 27No independent directorsThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. No independent directors (8 non-independent directors). CEO, President, MD & Director Masato Takei is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 07ALCONIX Corporation to Report Fiscal Year 2022 Results on May 13, 2022ALCONIX Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.4%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥76.81 (up from JP¥22.72 in 3Q 2021). Revenue: JP¥39.6b (down 30% from 3Q 2021). Net income: JP¥2.01b (up 254% from 3Q 2021). Profit margin: 5.1% (up from 1.0% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09+ 1 more updateALCONIX Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2022ALCONIX Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects to pay a year-end dividend of JPY 24.00 per share, compared with JPY 21.00 per share paid for the fiscal year ended March 31, 2021.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥1,305, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total returns to shareholders of 11% over the past three years.
