View ValuationShikibo 将来の成長Future 基準チェック /06現在、 Shikibo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Luxury 収益成長11.9%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分析記事 • May 23Shikibo (TSE:3109) Strong Profits May Be Masking Some Underlying IssuesShikibo Ltd.'s ( TSE:3109 ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥74.86 (vs JP¥72.72 in FY 2025)Full year 2026 results: EPS: JP¥74.86 (up from JP¥72.72 in FY 2025). Revenue: JP¥44.6b (up 14% from FY 2025). Net income: JP¥950.0m (up 3.9% from FY 2025). Profit margin: 2.1% (down from 2.3% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 14Shikibo Ltd., Annual General Meeting, Jun 26, 2026Shikibo Ltd., Annual General Meeting, Jun 26, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥57.51 (vs JP¥15.64 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.51 (up from JP¥15.64 in 3Q 2025). Revenue: JP¥9.88b (up 5.4% from 3Q 2025). Net income: JP¥730.0m (up 269% from 3Q 2025). Profit margin: 7.4% (up from 2.1% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Feb 06Shikibo (TSE:3109) Will Pay A Dividend Of ¥25.00The board of Shikibo Ltd. ( TSE:3109 ) has announced that it will pay a dividend on the 30th of June, with investors...分析記事 • Dec 05Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥25.00 on the 30th of June. This makes the dividend yield 4.9%, which...Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (33% 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 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 21Shikibo's (TSE:3109) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Shikibo Ltd.'s ( TSE:3109 ) stock hasn't moved much. Our analysis...Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥13.39 (vs JP¥9.20 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.39 (up from JP¥9.20 in 2Q 2025). Revenue: JP¥10.3b (up 7.0% from 2Q 2025). Net income: JP¥170.0m (up 47% from 2Q 2025). Profit margin: 1.7% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Nov 13Shikibo Ltd. to Report Q3, 2026 Results on Feb 12, 2026Shikibo Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026分析記事 • Sep 22Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00Shikibo Ltd.'s ( TSE:3109 ) investors are due to receive a payment of ¥25.00 per share on 4th of December. Based on...分析記事 • Sep 05Shikibo (TSE:3109) Will Pay A Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥25.00 on the 4th of December. Based on this payment, the dividend...分析記事 • Aug 22Shikibo (TSE:3109) Has Affirmed Its Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) has announced that it will pay a dividend of ¥25.00 per share on the 4th of December. Based...Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥13.81 (vs JP¥12.34 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.81 (up from JP¥12.34 in 1Q 2025). Revenue: JP¥9.49b (flat on 1Q 2025). Net income: JP¥175.0m (up 14% from 1Q 2025). Profit margin: 1.8% (up from 1.6% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 5% 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 • Aug 09Shikibo Ltd. to Report Q2, 2026 Results on Nov 11, 2025Shikibo Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025分析記事 • Jul 23Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00The board of Shikibo Ltd. ( TSE:3109 ) has announced that it will pay a dividend on the 4th of December, with investors...分析記事 • Jul 09Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥25.00 on the 4th of December. This means the annual payment is 5.1...Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio) and 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 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. However, EPS has declined by 4.1% over the last 5 years so the company would need to reverse this trend.Board Change • Jul 01Insufficient new 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. 1 highly experienced director. Independent Director Yasunori Uno was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 25Shikibo Ltd. (TSE:3109) signed of memorandum of understanding to acquire PT Unitika Trading Indonesia from Unitika Ltd. (TSE:3103).Shikibo Ltd. (TSE:3109) signed of memorandum of understanding to acquire PT Unitika Trading Indonesia from Unitika Ltd. (TSE:3103) on June 25, 2025. In a related transaction, Shikibo Ltd. also signed of memorandum of understanding to acquire Unitika's consolidated subsidiary Unitika Trading Co., Ltd. (UTC), part of the apparel textile business of UTC's subsidiaries UNITIKA (BEIJING) TRAIDING CO., LTD. and UNITIKA TRADING VIETNAM CO., LTD. The expected completion of the transaction is by end of December 2025.分析記事 • May 22Investors Shouldn't Be Too Comfortable With Shikibo's (TSE:3109) EarningsShikibo Ltd.'s ( TSE:3109 ) robust earnings report didn't manage to move the market for its stock. Our analysis...Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥72.72 (vs JP¥69.02 in FY 2024)Full year 2025 results: EPS: JP¥72.72 (up from JP¥69.02 in FY 2024). Revenue: JP¥39.1b (up 1.0% from FY 2024). Net income: JP¥914.0m (up 14% from FY 2024). Profit margin: 2.3% (up from 2.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Shikibo Ltd. to Report Q1, 2026 Results on Aug 08, 2025Shikibo Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 13Shikibo Ltd., Annual General Meeting, Jun 27, 2025Shikibo Ltd., Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Feb 28Shikibo Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Shikibo Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥15.64 (vs JP¥9.66 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.64 (up from JP¥9.66 in 3Q 2024). Revenue: JP¥9.37b (down 3.5% from 3Q 2024). Net income: JP¥198.0m (up 77% from 3Q 2024). Profit margin: 2.1% (up from 1.2% in 3Q 2024). The increase in margin was driven by lower 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 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (132% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 41% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 21Shikibo's (TSE:3109) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsShikibo Ltd.'s ( TSE:3109 ) recent weak earnings report didn't cause a big stock movement. We think that investors are...Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥9.20 (vs JP¥22.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.20 (down from JP¥22.17 in 2Q 2024). Revenue: JP¥9.62b (down 3.0% from 2Q 2024). Net income: JP¥116.0m (down 55% from 2Q 2024). Profit margin: 1.2% (down from 2.6% in 2Q 2024). The decrease in margin was driven by lower revenue. 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 3% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 14Shikibo Ltd. to Report Q3, 2025 Results on Feb 12, 2025Shikibo Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥15.56 (vs JP¥12.42 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.56 (up from JP¥12.42 in 1Q 2024). Revenue: JP¥9.29b (down 1.5% from 1Q 2024). Net income: JP¥192.0m (up 33% from 1Q 2024). Profit margin: 2.1% (up from 1.5% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 10Shikibo Ltd. to Report Q2, 2025 Results on Nov 11, 2024Shikibo Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024分析記事 • Aug 05What You Can Learn From Shikibo Ltd.'s (TSE:3109) P/EWith a price-to-earnings (or "P/E") ratio of 15.3x Shikibo Ltd. ( TSE:3109 ) may be sending bearish signals at the...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥973, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 20% over the past three years.お知らせ • May 25Shikibo Ltd. to Report Q1, 2025 Results on Aug 08, 2024Shikibo Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024分析記事 • May 22Shikibo's (TSE:3109) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Shikibo Ltd.'s ( TSE:3109 ) recent earnings didn't contain any surprises. We...Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥69.02 (vs JP¥135 in FY 2023)Full year 2024 results: EPS: JP¥69.02 (down from JP¥135 in FY 2023). Revenue: JP¥38.7b (up 2.1% from FY 2023). Net income: JP¥800.0m (down 49% from FY 2023). Profit margin: 2.1% (down from 4.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Shikibo Ltd., Annual General Meeting, Jun 27, 2024Shikibo Ltd., Annual General Meeting, Jun 27, 2024.New Risk • May 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (8.6% increase in shares outstanding). Market cap is less than US$100m (JP¥13.1b market cap, or US$84.5m).Buy Or Sell Opportunity • Apr 02Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,105. The fair value is estimated to be JP¥1,389, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 65%.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).分析記事 • Mar 17Shikibo (TSE:3109) Is Due To Pay A Dividend Of ¥50.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥50.00 on the 1st of July. This means the annual payment is 4.1% of...分析記事 • Mar 03Shikibo's (TSE:3109) Dividend Will Be ¥50.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥50.00 on the 1st of July. This means the annual payment is 4.1% of...お知らせ • Mar 02Shikibo Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Shikibo Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥9.66 (vs JP¥44.69 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.66 (down from JP¥44.69 in 3Q 2023). Revenue: JP¥9.71b (down 2.4% from 3Q 2023). Net income: JP¥112.0m (down 78% from 3Q 2023). Profit margin: 1.2% (down from 5.2% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 11Shikibo Ltd. to Report Q3, 2024 Results on Feb 08, 2024Shikibo Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥22.17 (vs JP¥19.58 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.17 (up from JP¥19.58 in 2Q 2023). Revenue: JP¥9.92b (flat on 2Q 2023). Net income: JP¥257.0m (up 13% from 2Q 2023). Profit margin: 2.6% (up from 2.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 61% 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 • Aug 10Shikibo Ltd. to Report Q2, 2024 Results on Nov 09, 2023Shikibo Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥12.42 (vs JP¥46.62 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.42 (down from JP¥46.62 in 1Q 2023). Revenue: JP¥9.43b (up 9.6% from 1Q 2023). Net income: JP¥144.0m (down 73% from 1Q 2023). Profit margin: 1.5% (down from 6.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Jun 15Less 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 Director Yasunori Uno was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 09Shikibo Ltd. to Report Q1, 2024 Results on Aug 08, 2023Shikibo Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥135 (vs JP¥4.37 in FY 2022)Full year 2023 results: EPS: JP¥135 (up from JP¥4.37 in FY 2022). Revenue: JP¥37.9b (up 6.2% from FY 2022). Net income: JP¥1.57b (up JP¥1.52b from FY 2022). Profit margin: 4.1% (up from 0.1% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 12Shikibo Ltd., Annual General Meeting, Jun 29, 2023Shikibo Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥44.69 (vs JP¥35.46 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥44.69 (up from JP¥35.46 loss in 3Q 2022). Revenue: JP¥9.95b (up 4.1% from 3Q 2022). Net income: JP¥518.0m (up JP¥921.0m from 3Q 2022). Profit margin: 5.2% (up from net loss in 3Q 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Nov 30Shikibo Ltd. to Report Q3, 2022 Results on Feb 08, 2023Shikibo Ltd. announced that they will report Q3, 2022 results on Feb 08, 2023Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥25.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.58 (down from JP¥25.46 in 2Q 2022). Revenue: JP¥9.90b (up 17% from 2Q 2022). Net income: JP¥227.0m (down 21% from 2Q 2022). Profit margin: 2.3% (down from 3.4% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥25.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.58 (down from JP¥25.46 in 2Q 2022). Revenue: JP¥9.90b (up 17% from 2Q 2022). Net income: JP¥227.0m (down 21% from 2Q 2022). Profit margin: 2.3% (down from 3.4% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buying Opportunity • Sep 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be JP¥1,130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.8% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Aug 28Shikibo Ltd. to Report Q2, 2023 Results on Nov 09, 2022Shikibo Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥46.62 (vs JP¥10.75 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.62 (up from JP¥10.75 in 1Q 2022). Revenue: JP¥8.60b (flat on 1Q 2022). Net income: JP¥540.0m (up 366% from 1Q 2022). Profit margin: 6.3% (up from 1.3% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 67% 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 • Jun 29Shikibo Ltd. to Report Q1, 2023 Results on Aug 09, 2022Shikibo Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥4.37 (vs JP¥0.83 in FY 2021)Full year 2022 results: EPS: JP¥4.37 (up from JP¥0.83 in FY 2021). Revenue: JP¥35.7b (up 6.4% from FY 2021). Net income: JP¥49.0m (up 444% from FY 2021). Profit margin: 0.1% (up from 0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 14Shikibo Ltd., Annual General Meeting, Jun 29, 2022Shikibo Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Morito Hata was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 07Shikibo Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Shikibo Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥35.46 loss per share (down from JP¥25.40 profit in 3Q 2021). Revenue: JP¥9.55b (up 8.2% from 3Q 2021). Net loss: JP¥403.0m (down 247% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥25.46 (vs JP¥6.95 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥8.49b (up 9.1% from 2Q 2021). Net income: JP¥288.0m (up 284% from 2Q 2021). Profit margin: 3.4% (up from 1.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).Is New 90 Day High Low • Feb 19New 90-day low: JP¥1,001The company is down 8.0% from its price of JP¥1,083 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 7.0% over the same period.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥25.40 (vs JP¥26.33 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥8.83b (down 9.7% from 3Q 2020). Net income: JP¥274.0m (down 3.5% from 3Q 2020). Profit margin: 3.1% (up from 2.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Dec 30Shikibo Ltd. to Report Q3, 2021 Results on Feb 09, 2021Shikibo Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021お知らせ • Jun 29+ 1 more updateShikibo Ltd. to Report Q1, 2021 Results on Aug 07, 2020Shikibo Ltd. announced that they will report Q1, 2021 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、Shikibo 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:3109 - 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3/31/202644,554950-616907N/A12/31/202540,4661,483N/AN/AN/A9/30/202539,957951-9372,013N/A6/30/202539,285897N/AN/AN/A3/31/202539,087914-8352,107N/A12/31/202437,905793N/AN/AN/A9/30/202438,2417074812,719N/A6/30/202438,540848N/AN/AN/A3/31/202438,6818007553,549N/A12/31/202338,502796N/AN/AN/A9/30/202338,7441,2021,1122,808N/A6/30/202338,7181,172N/AN/AN/A3/31/202337,8931,568-591,112N/A12/31/202237,4411,333N/AN/AN/A9/30/202237,0484121,3192,050N/A6/30/202235,646473N/AN/AN/A3/31/202235,670492,4202,988N/A12/31/202135,517-396N/AN/AN/A9/30/202134,7902812,1463,099N/A6/30/202134,08568N/AN/AN/A3/31/202133,51994472,775N/A12/31/202033,986558N/AN/AN/A9/30/202034,9305681672,528N/A6/30/202036,600741N/AN/AN/A3/31/202038,0379612622,818N/A12/31/201939,166-1,468N/AN/AN/A9/30/201939,771-1,584N/A2,260N/A6/30/201940,209-1,474N/AN/AN/A3/31/201940,804-1,425N/A3,043N/A12/31/201841,1061,243N/AN/AN/A9/30/201841,3001,420N/A3,020N/A6/30/201841,3981,486N/AN/AN/A3/31/201841,3571,499N/A1,828N/A12/31/201741,7501,499N/AN/AN/A9/30/201742,0611,725N/A2,804N/A6/30/201742,5191,707N/AN/AN/A3/31/201742,8521,664N/A3,412N/A12/31/201643,4681,559N/AN/AN/A9/30/201644,2361,419N/A3,917N/A6/30/201644,8011,307N/AN/AN/A3/31/201645,6761,296N/A4,284N/A12/31/201546,5031,269N/AN/AN/A9/30/201547,1331,125N/A2,513N/A6/30/201546,9111,144N/AN/AN/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: 3109の予測収益成長が 貯蓄率 ( 0.8% ) 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: 3109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: 3109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: 3109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: 3109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: 3109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2026/05/25 17:56終値2026/05/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shikibo Ltd. 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。1 アナリスト機関Takahiro MoriDaiwa Securities Co. Ltd.
分析記事 • May 23Shikibo (TSE:3109) Strong Profits May Be Masking Some Underlying IssuesShikibo Ltd.'s ( TSE:3109 ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥74.86 (vs JP¥72.72 in FY 2025)Full year 2026 results: EPS: JP¥74.86 (up from JP¥72.72 in FY 2025). Revenue: JP¥44.6b (up 14% from FY 2025). Net income: JP¥950.0m (up 3.9% from FY 2025). Profit margin: 2.1% (down from 2.3% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 14Shikibo Ltd., Annual General Meeting, Jun 26, 2026Shikibo Ltd., Annual General Meeting, Jun 26, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥57.51 (vs JP¥15.64 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.51 (up from JP¥15.64 in 3Q 2025). Revenue: JP¥9.88b (up 5.4% from 3Q 2025). Net income: JP¥730.0m (up 269% from 3Q 2025). Profit margin: 7.4% (up from 2.1% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Feb 06Shikibo (TSE:3109) Will Pay A Dividend Of ¥25.00The board of Shikibo Ltd. ( TSE:3109 ) has announced that it will pay a dividend on the 30th of June, with investors...
分析記事 • Dec 05Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥25.00 on the 30th of June. This makes the dividend yield 4.9%, which...
Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (33% 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 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 21Shikibo's (TSE:3109) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for Shikibo Ltd.'s ( TSE:3109 ) stock hasn't moved much. Our analysis...
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥13.39 (vs JP¥9.20 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.39 (up from JP¥9.20 in 2Q 2025). Revenue: JP¥10.3b (up 7.0% from 2Q 2025). Net income: JP¥170.0m (up 47% from 2Q 2025). Profit margin: 1.7% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Nov 13Shikibo Ltd. to Report Q3, 2026 Results on Feb 12, 2026Shikibo Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
分析記事 • Sep 22Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00Shikibo Ltd.'s ( TSE:3109 ) investors are due to receive a payment of ¥25.00 per share on 4th of December. Based on...
分析記事 • Sep 05Shikibo (TSE:3109) Will Pay A Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥25.00 on the 4th of December. Based on this payment, the dividend...
分析記事 • Aug 22Shikibo (TSE:3109) Has Affirmed Its Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) has announced that it will pay a dividend of ¥25.00 per share on the 4th of December. Based...
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥13.81 (vs JP¥12.34 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.81 (up from JP¥12.34 in 1Q 2025). Revenue: JP¥9.49b (flat on 1Q 2025). Net income: JP¥175.0m (up 14% from 1Q 2025). Profit margin: 1.8% (up from 1.6% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 5% 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 • Aug 09Shikibo Ltd. to Report Q2, 2026 Results on Nov 11, 2025Shikibo Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
分析記事 • Jul 23Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00The board of Shikibo Ltd. ( TSE:3109 ) has announced that it will pay a dividend on the 4th of December, with investors...
分析記事 • Jul 09Shikibo (TSE:3109) Is Paying Out A Dividend Of ¥25.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥25.00 on the 4th of December. This means the annual payment is 5.1...
Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio) and 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 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. However, EPS has declined by 4.1% over the last 5 years so the company would need to reverse this trend.
Board Change • Jul 01Insufficient new 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. 1 highly experienced director. Independent Director Yasunori Uno was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 25Shikibo Ltd. (TSE:3109) signed of memorandum of understanding to acquire PT Unitika Trading Indonesia from Unitika Ltd. (TSE:3103).Shikibo Ltd. (TSE:3109) signed of memorandum of understanding to acquire PT Unitika Trading Indonesia from Unitika Ltd. (TSE:3103) on June 25, 2025. In a related transaction, Shikibo Ltd. also signed of memorandum of understanding to acquire Unitika's consolidated subsidiary Unitika Trading Co., Ltd. (UTC), part of the apparel textile business of UTC's subsidiaries UNITIKA (BEIJING) TRAIDING CO., LTD. and UNITIKA TRADING VIETNAM CO., LTD. The expected completion of the transaction is by end of December 2025.
分析記事 • May 22Investors Shouldn't Be Too Comfortable With Shikibo's (TSE:3109) EarningsShikibo Ltd.'s ( TSE:3109 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥72.72 (vs JP¥69.02 in FY 2024)Full year 2025 results: EPS: JP¥72.72 (up from JP¥69.02 in FY 2024). Revenue: JP¥39.1b (up 1.0% from FY 2024). Net income: JP¥914.0m (up 14% from FY 2024). Profit margin: 2.3% (up from 2.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Shikibo Ltd. to Report Q1, 2026 Results on Aug 08, 2025Shikibo Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 13Shikibo Ltd., Annual General Meeting, Jun 27, 2025Shikibo Ltd., Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Feb 28Shikibo Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Shikibo Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥15.64 (vs JP¥9.66 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.64 (up from JP¥9.66 in 3Q 2024). Revenue: JP¥9.37b (down 3.5% from 3Q 2024). Net income: JP¥198.0m (up 77% from 3Q 2024). Profit margin: 2.1% (up from 1.2% in 3Q 2024). The increase in margin was driven by lower 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 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (132% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 41% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 21Shikibo's (TSE:3109) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsShikibo Ltd.'s ( TSE:3109 ) recent weak earnings report didn't cause a big stock movement. We think that investors are...
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥9.20 (vs JP¥22.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.20 (down from JP¥22.17 in 2Q 2024). Revenue: JP¥9.62b (down 3.0% from 2Q 2024). Net income: JP¥116.0m (down 55% from 2Q 2024). Profit margin: 1.2% (down from 2.6% in 2Q 2024). The decrease in margin was driven by lower revenue. 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 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 14Shikibo Ltd. to Report Q3, 2025 Results on Feb 12, 2025Shikibo Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥15.56 (vs JP¥12.42 in 1Q 2024)First quarter 2025 results: EPS: JP¥15.56 (up from JP¥12.42 in 1Q 2024). Revenue: JP¥9.29b (down 1.5% from 1Q 2024). Net income: JP¥192.0m (up 33% from 1Q 2024). Profit margin: 2.1% (up from 1.5% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 10Shikibo Ltd. to Report Q2, 2025 Results on Nov 11, 2024Shikibo Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
分析記事 • Aug 05What You Can Learn From Shikibo Ltd.'s (TSE:3109) P/EWith a price-to-earnings (or "P/E") ratio of 15.3x Shikibo Ltd. ( TSE:3109 ) may be sending bearish signals at the...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥973, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 20% over the past three years.
お知らせ • May 25Shikibo Ltd. to Report Q1, 2025 Results on Aug 08, 2024Shikibo Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
分析記事 • May 22Shikibo's (TSE:3109) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Shikibo Ltd.'s ( TSE:3109 ) recent earnings didn't contain any surprises. We...
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥69.02 (vs JP¥135 in FY 2023)Full year 2024 results: EPS: JP¥69.02 (down from JP¥135 in FY 2023). Revenue: JP¥38.7b (up 2.1% from FY 2023). Net income: JP¥800.0m (down 49% from FY 2023). Profit margin: 2.1% (down from 4.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Shikibo Ltd., Annual General Meeting, Jun 27, 2024Shikibo Ltd., Annual General Meeting, Jun 27, 2024.
New Risk • May 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (8.6% increase in shares outstanding). Market cap is less than US$100m (JP¥13.1b market cap, or US$84.5m).
Buy Or Sell Opportunity • Apr 02Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,105. The fair value is estimated to be JP¥1,389, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 65%.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).
分析記事 • Mar 17Shikibo (TSE:3109) Is Due To Pay A Dividend Of ¥50.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥50.00 on the 1st of July. This means the annual payment is 4.1% of...
分析記事 • Mar 03Shikibo's (TSE:3109) Dividend Will Be ¥50.00Shikibo Ltd. ( TSE:3109 ) will pay a dividend of ¥50.00 on the 1st of July. This means the annual payment is 4.1% of...
お知らせ • Mar 02Shikibo Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Shikibo Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥9.66 (vs JP¥44.69 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.66 (down from JP¥44.69 in 3Q 2023). Revenue: JP¥9.71b (down 2.4% from 3Q 2023). Net income: JP¥112.0m (down 78% from 3Q 2023). Profit margin: 1.2% (down from 5.2% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 11Shikibo Ltd. to Report Q3, 2024 Results on Feb 08, 2024Shikibo Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥22.17 (vs JP¥19.58 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.17 (up from JP¥19.58 in 2Q 2023). Revenue: JP¥9.92b (flat on 2Q 2023). Net income: JP¥257.0m (up 13% from 2Q 2023). Profit margin: 2.6% (up from 2.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 61% 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 • Aug 10Shikibo Ltd. to Report Q2, 2024 Results on Nov 09, 2023Shikibo Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥12.42 (vs JP¥46.62 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.42 (down from JP¥46.62 in 1Q 2023). Revenue: JP¥9.43b (up 9.6% from 1Q 2023). Net income: JP¥144.0m (down 73% from 1Q 2023). Profit margin: 1.5% (down from 6.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Jun 15Less 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 Director Yasunori Uno was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 09Shikibo Ltd. to Report Q1, 2024 Results on Aug 08, 2023Shikibo Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥135 (vs JP¥4.37 in FY 2022)Full year 2023 results: EPS: JP¥135 (up from JP¥4.37 in FY 2022). Revenue: JP¥37.9b (up 6.2% from FY 2022). Net income: JP¥1.57b (up JP¥1.52b from FY 2022). Profit margin: 4.1% (up from 0.1% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 12Shikibo Ltd., Annual General Meeting, Jun 29, 2023Shikibo Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥44.69 (vs JP¥35.46 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥44.69 (up from JP¥35.46 loss in 3Q 2022). Revenue: JP¥9.95b (up 4.1% from 3Q 2022). Net income: JP¥518.0m (up JP¥921.0m from 3Q 2022). Profit margin: 5.2% (up from net loss in 3Q 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Nov 30Shikibo Ltd. to Report Q3, 2022 Results on Feb 08, 2023Shikibo Ltd. announced that they will report Q3, 2022 results on Feb 08, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥25.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.58 (down from JP¥25.46 in 2Q 2022). Revenue: JP¥9.90b (up 17% from 2Q 2022). Net income: JP¥227.0m (down 21% from 2Q 2022). Profit margin: 2.3% (down from 3.4% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥19.58 (vs JP¥25.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.58 (down from JP¥25.46 in 2Q 2022). Revenue: JP¥9.90b (up 17% from 2Q 2022). Net income: JP¥227.0m (down 21% from 2Q 2022). Profit margin: 2.3% (down from 3.4% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buying Opportunity • Sep 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be JP¥1,130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.8% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Aug 28Shikibo Ltd. to Report Q2, 2023 Results on Nov 09, 2022Shikibo Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥46.62 (vs JP¥10.75 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.62 (up from JP¥10.75 in 1Q 2022). Revenue: JP¥8.60b (flat on 1Q 2022). Net income: JP¥540.0m (up 366% from 1Q 2022). Profit margin: 6.3% (up from 1.3% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 67% 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 • Jun 29Shikibo Ltd. to Report Q1, 2023 Results on Aug 09, 2022Shikibo Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥4.37 (vs JP¥0.83 in FY 2021)Full year 2022 results: EPS: JP¥4.37 (up from JP¥0.83 in FY 2021). Revenue: JP¥35.7b (up 6.4% from FY 2021). Net income: JP¥49.0m (up 444% from FY 2021). Profit margin: 0.1% (up from 0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 14Shikibo Ltd., Annual General Meeting, Jun 29, 2022Shikibo Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Morito Hata was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 07Shikibo Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Shikibo Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥35.46 loss per share (down from JP¥25.40 profit in 3Q 2021). Revenue: JP¥9.55b (up 8.2% from 3Q 2021). Net loss: JP¥403.0m (down 247% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥25.46 (vs JP¥6.95 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥8.49b (up 9.1% from 2Q 2021). Net income: JP¥288.0m (up 284% from 2Q 2021). Profit margin: 3.4% (up from 1.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).
Is New 90 Day High Low • Feb 19New 90-day low: JP¥1,001The company is down 8.0% from its price of JP¥1,083 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 7.0% over the same period.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥25.40 (vs JP¥26.33 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: JP¥8.83b (down 9.7% from 3Q 2020). Net income: JP¥274.0m (down 3.5% from 3Q 2020). Profit margin: 3.1% (up from 2.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 30Shikibo Ltd. to Report Q3, 2021 Results on Feb 09, 2021Shikibo Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
お知らせ • Jun 29+ 1 more updateShikibo Ltd. to Report Q1, 2021 Results on Aug 07, 2020Shikibo Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020