View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsYasue 将来の成長Future 基準チェック /06現在、 Yasueの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Durables 収益成長13.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 10Yasue Corporation, Annual General Meeting, Mar 11, 2025Yasue Corporation, Annual General Meeting, Mar 11, 2025.お知らせ • Jan 17Yasue Corporation to Delist from Standard Section of the Tokyo Stock Exchange, Effective February 12, 2025Yasue Corporation will be delisted from Standard Section of the Tokyo Stock Exchange effective from February 12, 2025, due to acquisition by a demand for share, etc. cash-out.New Risk • Jan 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% 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 Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.4% net profit margin). Shareholders have been diluted in the past year (26% increase in shares outstanding). Market cap is less than US$100m (JP¥3.55b market cap, or US$22.5m).お知らせ • Dec 03Yasue Corporation to Report Fiscal Year 2024 Results on Feb 10, 2025Yasue Corporation announced that they will report fiscal year 2024 results on Feb 10, 2025分析記事 • Nov 12Optimistic Investors Push Yasue Corporation (TSE:1439) Shares Up 42% But Growth Is LackingYasue Corporation ( TSE:1439 ) shares have continued their recent momentum with a 42% gain in the last month alone...Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: JP¥15.10 (vs JP¥65.82 in 3Q 2023)Third quarter 2024 results: EPS: JP¥15.10 (down from JP¥65.82 in 3Q 2023). Revenue: JP¥2.13b (flat on 3Q 2023). Net income: JP¥20.0m (down 77% from 3Q 2023). Profit margin: 0.9% (down from 4.1% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.分析記事 • Nov 08Here's Why Yasue (TSE:1439) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Nov 08New 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 Japanese stocks, typically moving 8.7% 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 Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥2.53b market cap, or US$16.6m).Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,915, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 101% over the past three years.お知らせ • Aug 27Yasue Corporation to Report Q3, 2024 Results on Nov 12, 2024Yasue Corporation announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥3.02 (vs JP¥11.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.02 (down from JP¥11.35 in 2Q 2023). Revenue: JP¥1.68b (up 2.6% from 2Q 2023). Net income: JP¥4.00m (down 73% from 2Q 2023). Profit margin: 0.2% (down from 0.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 07Slowing Rates Of Return At Yasue (TSE:1439) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,200, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 15% over the past three years.Reported Earnings • May 13First quarter 2024 earnings released: JP¥2.27 loss per share (vs JP¥16.71 profit in 1Q 2023)First quarter 2024 results: JP¥2.27 loss per share (down from JP¥16.71 profit in 1Q 2023). Revenue: JP¥1.55b (flat on 1Q 2023). Net loss: JP¥3.00m (down 114% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24Yasue Corporation to Report Q1, 2024 Results on May 10, 2024Yasue Corporation announced that they will report Q1, 2024 results on May 10, 2024Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥154 (vs JP¥104 in FY 2022)Full year 2023 results: EPS: JP¥154 (up from JP¥104 in FY 2022). Revenue: JP¥7.40b (up 5.0% from FY 2022). Net income: JP¥204.0m (up 51% from FY 2022). Profit margin: 2.8% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11Yasue Corporation, Annual General Meeting, Mar 27, 2024Yasue Corporation, Annual General Meeting, Mar 27, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 March 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).お知らせ • Dec 05Yasue Corporation to Report Fiscal Year 2023 Results on Feb 09, 2024Yasue Corporation announced that they will report fiscal year 2023 results on Feb 09, 2024Reported Earnings • Nov 13Third quarter 2023 earnings released: EPS: JP¥65.82 (vs JP¥13.01 in 3Q 2022)Third quarter 2023 results: EPS: JP¥65.82 (up from JP¥13.01 in 3Q 2022). Revenue: JP¥2.14b (up 31% from 3Q 2022). Net income: JP¥87.0m (up 412% from 3Q 2022). Profit margin: 4.1% (up from 1.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 30Yasue Corporation to Report Q3, 2023 Results on Nov 10, 2023Yasue Corporation announced that they will report Q3, 2023 results on Nov 10, 2023New Risk • Aug 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 0.2% per year over the past 5 years. High level of non-cash earnings (20% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥1.59b market cap, or US$11.0m).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: JP¥11.35 (vs JP¥16.08 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.35 (up from JP¥16.08 loss in 2Q 2022). Revenue: JP¥1.63b (down 4.6% from 2Q 2022). Net income: JP¥15.0m (up JP¥36.0m from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,399, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 55% over the past three years.お知らせ • May 31Yasue Corporation to Report Q2, 2023 Results on Aug 09, 2023Yasue Corporation announced that they will report Q2, 2023 results on Aug 09, 2023Reported Earnings • May 17First quarter 2023 earnings released: EPS: JP¥16.71 (vs JP¥11.58 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.71 (up from JP¥11.58 in 1Q 2022). Revenue: JP¥1.56b (up 4.2% from 1Q 2022). Net income: JP¥22.0m (up 47% from 1Q 2022). Profit margin: 1.4% (up from 1.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15Yasue Corporation to Report Q1, 2023 Results on May 12, 2023Yasue Corporation announced that they will report Q1, 2023 results on May 12, 2023Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥104 (vs JP¥69.66 in FY 2021)Full year 2022 results: EPS: JP¥104 (up from JP¥69.66 in FY 2021). Revenue: JP¥7.05b (up 1.9% from FY 2021). Net income: JP¥135.0m (up 50% from FY 2021). Profit margin: 1.9% (up from 1.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% 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 12Yasue Corporation, Annual General Meeting, Mar 29, 2023Yasue Corporation, Annual General Meeting, Mar 29, 2023.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,459, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 29% over the past three years.Buying Opportunity • Jan 22Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be JP¥1,466, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 12%.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,111, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 9x in the Consumer Durables industry in Japan. Total loss to shareholders of 14% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 March 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).お知らせ • Dec 06Yasue Corporation to Report Fiscal Year 2022 Results on Feb 10, 2023Yasue Corporation announced that they will report fiscal year 2022 results on Feb 10, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Aug 28Yasue Corporation to Report Q3, 2022 Results on Nov 09, 2022Yasue Corporation announced that they will report Q3, 2022 results on Nov 09, 2022Reported Earnings • Aug 11Second quarter 2022 earnings released: JP¥16.08 loss per share (vs JP¥19.38 profit in 2Q 2021)Second quarter 2022 results: JP¥16.08 loss per share (down from JP¥19.38 profit in 2Q 2021). Revenue: JP¥1.71b (up 7.2% from 2Q 2021). Net loss: JP¥21.0m (down 184% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • May 29Yasue Corporation to Report Q2, 2022 Results on Aug 09, 2022Yasue Corporation announced that they will report Q2, 2022 results on Aug 09, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Feb 27Yasue Corporation to Report Q1, 2022 Results on May 13, 2022Yasue Corporation announced that they will report Q1, 2022 results on May 13, 2022お知らせ • Feb 12Yasue Corporation, Annual General Meeting, Mar 29, 2022Yasue Corporation, Annual General Meeting, Mar 29, 2022.Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥69.66 (up from JP¥10.12 loss in FY 2020). Revenue: JP¥6.91b (up 28% from FY 2020). Net income: JP¥90.0m (up JP¥103.0m from FY 2020). Profit margin: 1.3% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 March 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 15First half 2021 earnings released: EPS JP¥20.93 (vs JP¥53.67 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: JP¥3.19b (up 38% from 1H 2020). Net income: JP¥27.0m (up JP¥96.0m from 1H 2020). Profit margin: 0.8% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% 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.分析記事 • Apr 22Does Yasue (TYO:1439) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Apr 04Full year 2020 earnings released: JP¥10.12 loss per share (vs JP¥94.66 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: JP¥5.40b (up 6.7% from FY 2019). Net loss: JP¥13.0m (down 111% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Mar 18Returns On Capital At Yasue (TYO:1439) Paint An Interesting PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...お知らせ • Mar 03Yasue Corporation to Report Q1, 2021 Results on May 14, 2021Yasue Corporation announced that they will report Q1, 2021 results on May 14, 2021Is New 90 Day High Low • Feb 26New 90-day high: JP¥1,059The company is up 5.0% from its price of JP¥1,010 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 16% over the same period.分析記事 • Feb 11Are Dividend Investors Making A Mistake With Yasue Corporation (TYO:1439)?Is Yasue Corporation ( TYO:1439 ) a good dividend stock? How can we tell? Dividend paying companies with growing...お知らせ • Feb 11Yasue Corporation, Annual General Meeting, Mar 26, 2021Yasue Corporation, Annual General Meeting, Mar 26, 2021.Reported Earnings • Feb 11Full year 2020 earnings released: JP¥10.12 loss per share (vs JP¥94.66 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: JP¥5.40b (up 6.7% from FY 2019). Net loss: JP¥13.0m (down 111% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 10New 90-day high: JP¥1,058The company is up 2.0% from its price of JP¥1,036 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 26% over the same period.分析記事 • Dec 27Does Yasue (TYO:1439) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Dec 22Upcoming Dividend of JP¥18.00 Per ShareWill be paid on the 12th of March to those who are registered shareholders by the 29th of December. The trailing yield of 4.5% is in the top quartile of Japanese dividend payers (3.0%), and it is higher than industry peers (1.4%).Is New 90 Day High Low • Dec 15New 90-day low: JP¥1,000The company is down 4.0% from its price of JP¥1,040 on 16 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period.Reported Earnings • Nov 11Third quarter 2020 earnings released: JP¥27.32 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: JP¥1.10b (down 23% from 3Q 2019). Net loss: JP¥35.0m (down 153% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 26% 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 • Oct 02Yasue Corporation (JASDAQ:1439) agreed to acquire Mima Co., Ltd. from Konosuke Mima and other two individual shareholders for approximately ¥270 million.Yasue Corporation (JASDAQ:1439) agreed to acquire Mima Co., Ltd. from Konosuke Mima and other two individual shareholders for approximately ¥270 million on October 1, 2020. As part of the consideration Yasue Corporation will acquire 200 shares in Mima Co., Ltd. As part of the transaction Yasue Corporation will acquire 88% stake from Konosuke Mima and 12% stake from other two individual shareholders in Mima Co., Ltd. The total consideration amount includes ¥240 million advisory expenses. In the September 30, 2019 Mima Co., Ltd. reported net worth of ¥93 million, total assets of ¥465 million, sales of ¥862 million, operating income of ¥63 million and net income of ¥45 million. Board of directors of Yasue Corporation resolved the transaction. The planned share acquisition date is October 14, 2020.Is New 90 Day High Low • Sep 29New 90-day high: JP¥1,086The company is up 19% from its price of JP¥914 on 01 July 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 7.0% over the same period.お知らせ • Sep 12Yasue Corporation to Report Q3, 2020 Results on Nov 10, 2020Yasue Corporation announced that they will report Q3, 2020 results on Nov 10, 2020お知らせ • Jul 05Yasue Corporation to Report Q2, 2020 Results on Aug 07, 2020Yasue Corporation announced that they will report Q2, 2020 results on Aug 07, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Yasue は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:1439 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20248,082202N/AN/AN/A9/30/20247,424101N/AN/AN/A6/30/20247,434168208357N/A3/31/20247,391179N/AN/AN/A12/31/20237,399204233322N/A9/30/20237,539248N/AN/AN/A6/30/20237,030178-145-113N/A3/31/20237,108142N/AN/AN/A12/31/20227,046135-290-182N/A9/30/20226,95774N/AN/AN/A6/30/20226,92557173335N/A3/31/20226,810103N/AN/AN/A12/31/20216,91390476586N/A9/30/20216,769118N/AN/AN/A6/30/20216,27683352458N/A3/31/20215,85252N/AN/AN/A12/31/20205,396-13124248N/A9/30/20204,687-59N/AN/AN/A6/30/20205,02442-220-154N/A3/31/20205,15471N/AN/AN/A12/31/20195,059123-165-137N/A9/30/20195,545216N/AN/AN/A6/30/20195,170157151192N/A3/31/20194,901127N/AN/AN/A12/31/20184,781140-318N/A9/30/20184,20483N/AN/AN/A12/31/20173,77552N/A-159N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1439の予測収益成長が 貯蓄率 ( 0.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 1439の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 1439の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 1439の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 1439の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1439の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance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2025/02/12 12:23終値2025/02/10 00:00収益2024/12/31年間収益2024/12/31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Yasue Corporation 0 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。0
お知らせ • Feb 10Yasue Corporation, Annual General Meeting, Mar 11, 2025Yasue Corporation, Annual General Meeting, Mar 11, 2025.
お知らせ • Jan 17Yasue Corporation to Delist from Standard Section of the Tokyo Stock Exchange, Effective February 12, 2025Yasue Corporation will be delisted from Standard Section of the Tokyo Stock Exchange effective from February 12, 2025, due to acquisition by a demand for share, etc. cash-out.
New Risk • Jan 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% 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 Share price has been highly volatile over the past 3 months (8.5% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.4% net profit margin). Shareholders have been diluted in the past year (26% increase in shares outstanding). Market cap is less than US$100m (JP¥3.55b market cap, or US$22.5m).
お知らせ • Dec 03Yasue Corporation to Report Fiscal Year 2024 Results on Feb 10, 2025Yasue Corporation announced that they will report fiscal year 2024 results on Feb 10, 2025
分析記事 • Nov 12Optimistic Investors Push Yasue Corporation (TSE:1439) Shares Up 42% But Growth Is LackingYasue Corporation ( TSE:1439 ) shares have continued their recent momentum with a 42% gain in the last month alone...
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: JP¥15.10 (vs JP¥65.82 in 3Q 2023)Third quarter 2024 results: EPS: JP¥15.10 (down from JP¥65.82 in 3Q 2023). Revenue: JP¥2.13b (flat on 3Q 2023). Net income: JP¥20.0m (down 77% from 3Q 2023). Profit margin: 0.9% (down from 4.1% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.
分析記事 • Nov 08Here's Why Yasue (TSE:1439) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Nov 08New 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 Japanese stocks, typically moving 8.7% 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 Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥2.53b market cap, or US$16.6m).
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,915, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 101% over the past three years.
お知らせ • Aug 27Yasue Corporation to Report Q3, 2024 Results on Nov 12, 2024Yasue Corporation announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥3.02 (vs JP¥11.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.02 (down from JP¥11.35 in 2Q 2023). Revenue: JP¥1.68b (up 2.6% from 2Q 2023). Net income: JP¥4.00m (down 73% from 2Q 2023). Profit margin: 0.2% (down from 0.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 07Slowing Rates Of Return At Yasue (TSE:1439) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,200, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 15% over the past three years.
Reported Earnings • May 13First quarter 2024 earnings released: JP¥2.27 loss per share (vs JP¥16.71 profit in 1Q 2023)First quarter 2024 results: JP¥2.27 loss per share (down from JP¥16.71 profit in 1Q 2023). Revenue: JP¥1.55b (flat on 1Q 2023). Net loss: JP¥3.00m (down 114% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24Yasue Corporation to Report Q1, 2024 Results on May 10, 2024Yasue Corporation announced that they will report Q1, 2024 results on May 10, 2024
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥154 (vs JP¥104 in FY 2022)Full year 2023 results: EPS: JP¥154 (up from JP¥104 in FY 2022). Revenue: JP¥7.40b (up 5.0% from FY 2022). Net income: JP¥204.0m (up 51% from FY 2022). Profit margin: 2.8% (up from 1.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11Yasue Corporation, Annual General Meeting, Mar 27, 2024Yasue Corporation, Annual General Meeting, Mar 27, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥35.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 March 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
お知らせ • Dec 05Yasue Corporation to Report Fiscal Year 2023 Results on Feb 09, 2024Yasue Corporation announced that they will report fiscal year 2023 results on Feb 09, 2024
Reported Earnings • Nov 13Third quarter 2023 earnings released: EPS: JP¥65.82 (vs JP¥13.01 in 3Q 2022)Third quarter 2023 results: EPS: JP¥65.82 (up from JP¥13.01 in 3Q 2022). Revenue: JP¥2.14b (up 31% from 3Q 2022). Net income: JP¥87.0m (up 412% from 3Q 2022). Profit margin: 4.1% (up from 1.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 30Yasue Corporation to Report Q3, 2023 Results on Nov 10, 2023Yasue Corporation announced that they will report Q3, 2023 results on Nov 10, 2023
New Risk • Aug 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings have declined by 0.2% per year over the past 5 years. High level of non-cash earnings (20% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥1.59b market cap, or US$11.0m).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: JP¥11.35 (vs JP¥16.08 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.35 (up from JP¥16.08 loss in 2Q 2022). Revenue: JP¥1.63b (down 4.6% from 2Q 2022). Net income: JP¥15.0m (up JP¥36.0m from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,399, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 55% over the past three years.
お知らせ • May 31Yasue Corporation to Report Q2, 2023 Results on Aug 09, 2023Yasue Corporation announced that they will report Q2, 2023 results on Aug 09, 2023
Reported Earnings • May 17First quarter 2023 earnings released: EPS: JP¥16.71 (vs JP¥11.58 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.71 (up from JP¥11.58 in 1Q 2022). Revenue: JP¥1.56b (up 4.2% from 1Q 2022). Net income: JP¥22.0m (up 47% from 1Q 2022). Profit margin: 1.4% (up from 1.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15Yasue Corporation to Report Q1, 2023 Results on May 12, 2023Yasue Corporation announced that they will report Q1, 2023 results on May 12, 2023
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥104 (vs JP¥69.66 in FY 2021)Full year 2022 results: EPS: JP¥104 (up from JP¥69.66 in FY 2021). Revenue: JP¥7.05b (up 1.9% from FY 2021). Net income: JP¥135.0m (up 50% from FY 2021). Profit margin: 1.9% (up from 1.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% 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 12Yasue Corporation, Annual General Meeting, Mar 29, 2023Yasue Corporation, Annual General Meeting, Mar 29, 2023.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,459, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 29% over the past three years.
Buying Opportunity • Jan 22Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be JP¥1,466, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 12%.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,111, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 9x in the Consumer Durables industry in Japan. Total loss to shareholders of 14% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 March 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
お知らせ • Dec 06Yasue Corporation to Report Fiscal Year 2022 Results on Feb 10, 2023Yasue Corporation announced that they will report fiscal year 2022 results on Feb 10, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Aug 28Yasue Corporation to Report Q3, 2022 Results on Nov 09, 2022Yasue Corporation announced that they will report Q3, 2022 results on Nov 09, 2022
Reported Earnings • Aug 11Second quarter 2022 earnings released: JP¥16.08 loss per share (vs JP¥19.38 profit in 2Q 2021)Second quarter 2022 results: JP¥16.08 loss per share (down from JP¥19.38 profit in 2Q 2021). Revenue: JP¥1.71b (up 7.2% from 2Q 2021). Net loss: JP¥21.0m (down 184% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • May 29Yasue Corporation to Report Q2, 2022 Results on Aug 09, 2022Yasue Corporation announced that they will report Q2, 2022 results on Aug 09, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Feb 27Yasue Corporation to Report Q1, 2022 Results on May 13, 2022Yasue Corporation announced that they will report Q1, 2022 results on May 13, 2022
お知らせ • Feb 12Yasue Corporation, Annual General Meeting, Mar 29, 2022Yasue Corporation, Annual General Meeting, Mar 29, 2022.
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥69.66 (up from JP¥10.12 loss in FY 2020). Revenue: JP¥6.91b (up 28% from FY 2020). Net income: JP¥90.0m (up JP¥103.0m from FY 2020). Profit margin: 1.3% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 March 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 15First half 2021 earnings released: EPS JP¥20.93 (vs JP¥53.67 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: JP¥3.19b (up 38% from 1H 2020). Net income: JP¥27.0m (up JP¥96.0m from 1H 2020). Profit margin: 0.8% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% 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.
分析記事 • Apr 22Does Yasue (TYO:1439) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Apr 04Full year 2020 earnings released: JP¥10.12 loss per share (vs JP¥94.66 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: JP¥5.40b (up 6.7% from FY 2019). Net loss: JP¥13.0m (down 111% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 18Returns On Capital At Yasue (TYO:1439) Paint An Interesting PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
お知らせ • Mar 03Yasue Corporation to Report Q1, 2021 Results on May 14, 2021Yasue Corporation announced that they will report Q1, 2021 results on May 14, 2021
Is New 90 Day High Low • Feb 26New 90-day high: JP¥1,059The company is up 5.0% from its price of JP¥1,010 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 16% over the same period.
分析記事 • Feb 11Are Dividend Investors Making A Mistake With Yasue Corporation (TYO:1439)?Is Yasue Corporation ( TYO:1439 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
お知らせ • Feb 11Yasue Corporation, Annual General Meeting, Mar 26, 2021Yasue Corporation, Annual General Meeting, Mar 26, 2021.
Reported Earnings • Feb 11Full year 2020 earnings released: JP¥10.12 loss per share (vs JP¥94.66 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: JP¥5.40b (up 6.7% from FY 2019). Net loss: JP¥13.0m (down 111% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 10New 90-day high: JP¥1,058The company is up 2.0% from its price of JP¥1,036 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 26% over the same period.
分析記事 • Dec 27Does Yasue (TYO:1439) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥18.00 Per ShareWill be paid on the 12th of March to those who are registered shareholders by the 29th of December. The trailing yield of 4.5% is in the top quartile of Japanese dividend payers (3.0%), and it is higher than industry peers (1.4%).
Is New 90 Day High Low • Dec 15New 90-day low: JP¥1,000The company is down 4.0% from its price of JP¥1,040 on 16 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period.
Reported Earnings • Nov 11Third quarter 2020 earnings released: JP¥27.32 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: JP¥1.10b (down 23% from 3Q 2019). Net loss: JP¥35.0m (down 153% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 26% 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 • Oct 02Yasue Corporation (JASDAQ:1439) agreed to acquire Mima Co., Ltd. from Konosuke Mima and other two individual shareholders for approximately ¥270 million.Yasue Corporation (JASDAQ:1439) agreed to acquire Mima Co., Ltd. from Konosuke Mima and other two individual shareholders for approximately ¥270 million on October 1, 2020. As part of the consideration Yasue Corporation will acquire 200 shares in Mima Co., Ltd. As part of the transaction Yasue Corporation will acquire 88% stake from Konosuke Mima and 12% stake from other two individual shareholders in Mima Co., Ltd. The total consideration amount includes ¥240 million advisory expenses. In the September 30, 2019 Mima Co., Ltd. reported net worth of ¥93 million, total assets of ¥465 million, sales of ¥862 million, operating income of ¥63 million and net income of ¥45 million. Board of directors of Yasue Corporation resolved the transaction. The planned share acquisition date is October 14, 2020.
Is New 90 Day High Low • Sep 29New 90-day high: JP¥1,086The company is up 19% from its price of JP¥914 on 01 July 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 7.0% over the same period.
お知らせ • Sep 12Yasue Corporation to Report Q3, 2020 Results on Nov 10, 2020Yasue Corporation announced that they will report Q3, 2020 results on Nov 10, 2020
お知らせ • Jul 05Yasue Corporation to Report Q2, 2020 Results on Aug 07, 2020Yasue Corporation announced that they will report Q2, 2020 results on Aug 07, 2020