View ValuationSaibo 将来の成長Future 基準チェック /06現在、 Saibo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11.8%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 updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥82.93 (vs JP¥65.79 in FY 2025)Full year 2026 results: EPS: JP¥82.93 (up from JP¥65.79 in FY 2025). Revenue: JP¥10.3b (flat on FY 2025). Net income: JP¥1.07b (up 24% from FY 2025). Profit margin: 10% (up from 8.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.お知らせ • May 14Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Feb 17We Like The Quality Of Saibo's (TSE:3123) EarningsInvestors signalled that they were pleased with Saibo Co., Ltd.'s ( TSE:3123 ) most recent earnings report. This...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥17.30 (vs JP¥0.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.30 (up from JP¥0.99 in 3Q 2025). Revenue: JP¥2.39b (down 4.7% from 3Q 2025). Net income: JP¥223.0m (up JP¥210.0m from 3Q 2025). Profit margin: 9.3% (up from 0.5% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.お知らせ • Feb 10Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, representing 1.55% for ¥134.2 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.55% of its issued share capital (excluding treasury stock), for ¥134.2 million. The shares will be repurchased at ¥671 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 12, 2026. As of January 31, 2026, the company had 12,891,679 shares in issue (excluding treasury stock) and 708,321 shares in treasury.お知らせ • Dec 04Saibo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Saibo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.71 (up from JP¥15.60 in 2Q 2025). Revenue: JP¥2.61b (flat on 2Q 2025). Net income: JP¥499.0m (up 145% from 2Q 2025). Profit margin: 19% (up from 7.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).お知らせ • Sep 05Saibo Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Saibo Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥22.20 (vs JP¥28.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.20 (down from JP¥28.37 in 1Q 2025). Revenue: JP¥2.82b (up 7.1% from 1Q 2025). Net income: JP¥286.0m (down 23% from 1Q 2025). Profit margin: 10% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.お知らせ • Jun 05Saibo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Saibo Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥65.79 (vs JP¥71.70 in FY 2024)Full year 2025 results: EPS: JP¥65.79 (down from JP¥71.70 in FY 2024). Revenue: JP¥10.3b (down 9.8% from FY 2024). Net income: JP¥859.0m (down 9.1% from FY 2024). Profit margin: 8.3% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 15% 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 15Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Mar 06Saibo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Saibo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥0.99 (vs JP¥14.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.99 (down from JP¥14.54 in 3Q 2024). Revenue: JP¥2.51b (down 6.2% from 3Q 2024). Net income: JP¥13.0m (down 93% from 3Q 2024). Profit margin: 0.5% (down from 7.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% 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 07Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, for ¥95.6 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.53% of its issued share capital (excluding treasury stock), for ¥95.6 million. The shares will be repurchased at ¥478 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. As of January 31, 2025, the company had 13,084,679 shares in issue (excluding treasury stock) and 515,321 shares in treasury.お知らせ • Dec 05Saibo Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Saibo Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥6.12b market cap, or US$39.2m).Reported Earnings • Nov 11Second quarter 2025 earnings released: EPS: JP¥15.60 (vs JP¥18.69 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.60 (down from JP¥18.69 in 2Q 2024). Revenue: JP¥2.58b (flat on 2Q 2024). Net income: JP¥204.0m (down 17% from 2Q 2024). Profit margin: 7.9% (down from 9.5% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 27Saibo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Saibo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥28.37 (vs JP¥20.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.37 (up from JP¥20.81 in 1Q 2024). Revenue: JP¥2.64b (down 12% from 1Q 2024). Net income: JP¥371.0m (up 35% from 1Q 2024). Profit margin: 14% (up from 9.1% 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 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06Is Saibo (TSE:3123) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥421, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 1.2% over the past three years.Buy Or Sell Opportunity • Aug 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥472. The fair value is estimated to be JP¥601, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 27%.お知らせ • Jun 08Saibo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Saibo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥71.70 (vs JP¥55.47 in FY 2023)Full year 2024 results: EPS: JP¥71.70 (up from JP¥55.47 in FY 2023). Revenue: JP¥11.4b (up 12% from FY 2023). Net income: JP¥945.0m (up 29% from FY 2023). Profit margin: 8.3% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).お知らせ • Mar 07Saibo Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Saibo Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥14.54 (vs JP¥15.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.54 (down from JP¥15.06 in 3Q 2023). Revenue: JP¥2.68b (up 2.5% from 3Q 2023). Net income: JP¥192.0m (down 3.5% from 3Q 2023). Profit margin: 7.2% (down from 7.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% 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 • Dec 08Saibo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Saibo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥18.69 (vs JP¥12.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.69 (up from JP¥12.94 in 2Q 2023). Revenue: JP¥2.61b (up 7.1% from 2Q 2023). Net income: JP¥247.0m (up 44% from 2Q 2023). Profit margin: 9.5% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).お知らせ • Sep 06Saibo Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Saibo Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥20.81 (vs JP¥8.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.81 (up from JP¥8.86 in 1Q 2023). Revenue: JP¥3.01b (up 9.7% from 1Q 2023). Net income: JP¥275.0m (up 135% from 1Q 2023). Profit margin: 9.1% (up from 4.3% in 1Q 2023). The increase in margin was driven by higher revenue. 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 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06Saibo Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Saibo Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥55.47 (vs JP¥37.77 in FY 2022)Full year 2023 results: EPS: JP¥55.47 (up from JP¥37.77 in FY 2022). Revenue: JP¥10.2b (up 14% from FY 2022). Net income: JP¥733.0m (up 47% from FY 2022). Profit margin: 7.2% (up from 5.6% 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 53% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than 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¥15.06 (vs JP¥14.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥15.06 (up from JP¥14.38 in 3Q 2022). Revenue: JP¥2.61b (up 13% from 3Q 2022). Net income: JP¥199.0m (up 4.7% from 3Q 2022). Profit margin: 7.6% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Dec 08Saibo Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Saibo Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 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. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥12.94 (vs JP¥14.91 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.94 (down from JP¥14.91 in 2Q 2022). Revenue: JP¥2.43b (up 13% from 2Q 2022). Net income: JP¥171.0m (down 13% from 2Q 2022). Profit margin: 7.0% (down from 9.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.0%).お知らせ • Sep 09Saibo Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Saibo Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥8.86 (vs JP¥7.57 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥8.86 (up from JP¥7.57 loss in 1Q 2022). Revenue: JP¥2.74b (up 18% from 1Q 2022). Net income: JP¥117.0m (up JP¥217.0m from 1Q 2022). Profit margin: 4.3% (up from net loss in 1Q 2022). The move to profitability 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 fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 11Saibo Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Saibo Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 20Full year 2022 earnings released: EPS: JP¥37.77 (vs JP¥44.47 in FY 2021)Full year 2022 results: EPS: JP¥37.77 (down from JP¥44.47 in FY 2021). Revenue: JP¥8.96b (up 33% from FY 2021). Net income: JP¥499.0m (down 15% from FY 2021). Profit margin: 5.6% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 18Saibo Co., Ltd., Annual General Meeting, Jun 29, 2022Saibo Co., Ltd., Annual General Meeting, Jun 29, 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. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. 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 • Apr 07Saibo Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Saibo Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.38 (up from JP¥9.62 in 3Q 2021). Revenue: JP¥2.32b (up 44% from 3Q 2021). Net income: JP¥190.0m (up 50% from 3Q 2021). Profit margin: 8.2% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥14.91 (vs JP¥11.97 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.15b (up 34% from 2Q 2021). Net income: JP¥197.0m (up 25% from 2Q 2021). Profit margin: 9.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 15First quarter 2022 earnings released: JP¥7.57 loss per share (vs JP¥5.76 profit in 1Q 2021)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥2.32b (up 36% from 1Q 2021). Net loss: JP¥100.0m (down 232% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 20Full year 2021 earnings released: EPS JP¥44.47 (vs JP¥4.93 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥6.73b (down 12% from FY 2020). Net income: JP¥587.0m (up JP¥652.0m from FY 2020). Profit margin: 8.7% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).お知らせ • Mar 21Saibo Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Saibo Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Mar 15New 90-day high: JP¥469The company is up 7.0% from a price of JP¥438 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Exceeded the Luxury industry, which is up 5.0% over the same period.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥9.62 (vs JP¥7.43 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.61b (down 8.7% from 3Q 2020). Net income: JP¥127.0m (up 30% from 3Q 2020). Profit margin: 7.9% (up from 5.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 27New 90-day high: JP¥451The company is up 10.0% from its price of JP¥410 on 29 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 1.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: JP¥440The company is up 2.0% from its price of JP¥430 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 1.0% over the same period.お知らせ • Dec 19Saibo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Saibo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Dec 14New 90-day high: JP¥437The company is up 4.0% from its price of JP¥421 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 4.0% over the same period.お知らせ • Sep 25Saibo Co., Ltd. to Report Q2, 2021 Results on Oct 11, 2020Saibo Co., Ltd. announced that they will report Q2, 2021 results on Oct 11, 2020お知らせ • Jun 21Saibo Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Saibo Co., 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、Saibo 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:3123 - 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3/31/202610,3491,0678902,094N/A12/31/202510,3881,2791,2582,431N/A9/30/202510,5051,0691,5492,321N/A6/30/202510,4837741,1651,874N/A3/31/202510,2978591,9552,371N/A12/31/202410,8628192,1022,409N/A9/30/202411,0299982,0452,378N/A6/30/202411,0501,0412,7723,110N/A3/31/202411,4229451,9352,266N/A12/31/202310,6859601,4451,788N/A9/30/202310,6209671,3371,708N/A6/30/202310,4488915841,029N/A3/31/202310,1827331,9332,295N/A12/31/20229,9626992,4362,777N/A9/30/20229,6706901,9842,465N/A6/30/20229,3837162,7853,247N/A3/31/20228,958499-1,0552,039N/A12/31/20218,595513-12,7241,599N/A9/30/20217,884450-12,1921,865N/A6/30/20217,339411-12,2041,760N/A3/31/20216,729587-10,0732,135N/A12/31/20206,786343-1501,842N/A9/30/20206,939314-8411,201N/A6/30/20207,209-105-2,700803N/A3/31/20207,601-65-1,933738N/A12/31/20197,75424N/A1,027N/A9/30/20197,99891N/A757N/A6/30/20198,192177N/A1,058N/A3/31/20198,438-79N/A784N/A12/31/20188,456-230N/A832N/A9/30/20188,452-553N/A892N/A6/30/20188,392-376N/A569N/A3/31/20188,311-59N/A322N/A12/31/20178,30955N/A135N/A9/30/20178,325373N/A278N/A6/30/20178,226553N/A375N/A3/31/20178,300824N/A777N/A12/31/20168,369818N/A1,238N/A9/30/20168,363721N/A1,457N/A6/30/20168,378683N/A1,509N/A3/31/20168,247506N/A1,339N/A12/31/20158,059587N/A1,042N/A9/30/20158,076785N/A852N/A6/30/20158,060830N/A846N/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: 3123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: 3123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: 3123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: 3123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: 3123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: 3123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2026/05/26 18:49終値2026/05/26 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Saibo Co., 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。0
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥82.93 (vs JP¥65.79 in FY 2025)Full year 2026 results: EPS: JP¥82.93 (up from JP¥65.79 in FY 2025). Revenue: JP¥10.3b (flat on FY 2025). Net income: JP¥1.07b (up 24% from FY 2025). Profit margin: 10% (up from 8.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.
お知らせ • May 14Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Feb 17We Like The Quality Of Saibo's (TSE:3123) EarningsInvestors signalled that they were pleased with Saibo Co., Ltd.'s ( TSE:3123 ) most recent earnings report. This...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥17.30 (vs JP¥0.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.30 (up from JP¥0.99 in 3Q 2025). Revenue: JP¥2.39b (down 4.7% from 3Q 2025). Net income: JP¥223.0m (up JP¥210.0m from 3Q 2025). Profit margin: 9.3% (up from 0.5% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Feb 10Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, representing 1.55% for ¥134.2 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.55% of its issued share capital (excluding treasury stock), for ¥134.2 million. The shares will be repurchased at ¥671 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 12, 2026. As of January 31, 2026, the company had 12,891,679 shares in issue (excluding treasury stock) and 708,321 shares in treasury.
お知らせ • Dec 04Saibo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Saibo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.71 (up from JP¥15.60 in 2Q 2025). Revenue: JP¥2.61b (flat on 2Q 2025). Net income: JP¥499.0m (up 145% from 2Q 2025). Profit margin: 19% (up from 7.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
お知らせ • Sep 05Saibo Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Saibo Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥22.20 (vs JP¥28.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.20 (down from JP¥28.37 in 1Q 2025). Revenue: JP¥2.82b (up 7.1% from 1Q 2025). Net income: JP¥286.0m (down 23% from 1Q 2025). Profit margin: 10% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
お知らせ • Jun 05Saibo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Saibo Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥65.79 (vs JP¥71.70 in FY 2024)Full year 2025 results: EPS: JP¥65.79 (down from JP¥71.70 in FY 2024). Revenue: JP¥10.3b (down 9.8% from FY 2024). Net income: JP¥859.0m (down 9.1% from FY 2024). Profit margin: 8.3% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 15% 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 15Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Mar 06Saibo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Saibo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥0.99 (vs JP¥14.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.99 (down from JP¥14.54 in 3Q 2024). Revenue: JP¥2.51b (down 6.2% from 3Q 2024). Net income: JP¥13.0m (down 93% from 3Q 2024). Profit margin: 0.5% (down from 7.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% 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 07Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, for ¥95.6 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.53% of its issued share capital (excluding treasury stock), for ¥95.6 million. The shares will be repurchased at ¥478 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. As of January 31, 2025, the company had 13,084,679 shares in issue (excluding treasury stock) and 515,321 shares in treasury.
お知らせ • Dec 05Saibo Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Saibo Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥6.12b market cap, or US$39.2m).
Reported Earnings • Nov 11Second quarter 2025 earnings released: EPS: JP¥15.60 (vs JP¥18.69 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.60 (down from JP¥18.69 in 2Q 2024). Revenue: JP¥2.58b (flat on 2Q 2024). Net income: JP¥204.0m (down 17% from 2Q 2024). Profit margin: 7.9% (down from 9.5% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 27Saibo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Saibo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥28.37 (vs JP¥20.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.37 (up from JP¥20.81 in 1Q 2024). Revenue: JP¥2.64b (down 12% from 1Q 2024). Net income: JP¥371.0m (up 35% from 1Q 2024). Profit margin: 14% (up from 9.1% 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 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06Is Saibo (TSE:3123) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥421, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 1.2% over the past three years.
Buy Or Sell Opportunity • Aug 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥472. The fair value is estimated to be JP¥601, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 27%.
お知らせ • Jun 08Saibo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Saibo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥71.70 (vs JP¥55.47 in FY 2023)Full year 2024 results: EPS: JP¥71.70 (up from JP¥55.47 in FY 2023). Revenue: JP¥11.4b (up 12% from FY 2023). Net income: JP¥945.0m (up 29% from FY 2023). Profit margin: 8.3% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).
お知らせ • Mar 07Saibo Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Saibo Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥14.54 (vs JP¥15.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.54 (down from JP¥15.06 in 3Q 2023). Revenue: JP¥2.68b (up 2.5% from 3Q 2023). Net income: JP¥192.0m (down 3.5% from 3Q 2023). Profit margin: 7.2% (down from 7.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% 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 • Dec 08Saibo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Saibo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥18.69 (vs JP¥12.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.69 (up from JP¥12.94 in 2Q 2023). Revenue: JP¥2.61b (up 7.1% from 2Q 2023). Net income: JP¥247.0m (up 44% from 2Q 2023). Profit margin: 9.5% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
お知らせ • Sep 06Saibo Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Saibo Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥20.81 (vs JP¥8.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.81 (up from JP¥8.86 in 1Q 2023). Revenue: JP¥3.01b (up 9.7% from 1Q 2023). Net income: JP¥275.0m (up 135% from 1Q 2023). Profit margin: 9.1% (up from 4.3% in 1Q 2023). The increase in margin was driven by higher revenue. 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 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06Saibo Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Saibo Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥55.47 (vs JP¥37.77 in FY 2022)Full year 2023 results: EPS: JP¥55.47 (up from JP¥37.77 in FY 2022). Revenue: JP¥10.2b (up 14% from FY 2022). Net income: JP¥733.0m (up 47% from FY 2022). Profit margin: 7.2% (up from 5.6% 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 53% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than 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¥15.06 (vs JP¥14.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥15.06 (up from JP¥14.38 in 3Q 2022). Revenue: JP¥2.61b (up 13% from 3Q 2022). Net income: JP¥199.0m (up 4.7% from 3Q 2022). Profit margin: 7.6% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Dec 08Saibo Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Saibo Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 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. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥12.94 (vs JP¥14.91 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.94 (down from JP¥14.91 in 2Q 2022). Revenue: JP¥2.43b (up 13% from 2Q 2022). Net income: JP¥171.0m (down 13% from 2Q 2022). Profit margin: 7.0% (down from 9.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.0%).
お知らせ • Sep 09Saibo Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Saibo Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥8.86 (vs JP¥7.57 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥8.86 (up from JP¥7.57 loss in 1Q 2022). Revenue: JP¥2.74b (up 18% from 1Q 2022). Net income: JP¥117.0m (up JP¥217.0m from 1Q 2022). Profit margin: 4.3% (up from net loss in 1Q 2022). The move to profitability 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 fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 11Saibo Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Saibo Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 20Full year 2022 earnings released: EPS: JP¥37.77 (vs JP¥44.47 in FY 2021)Full year 2022 results: EPS: JP¥37.77 (down from JP¥44.47 in FY 2021). Revenue: JP¥8.96b (up 33% from FY 2021). Net income: JP¥499.0m (down 15% from FY 2021). Profit margin: 5.6% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 18Saibo Co., Ltd., Annual General Meeting, Jun 29, 2022Saibo Co., Ltd., Annual General Meeting, Jun 29, 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. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. 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 • Apr 07Saibo Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Saibo Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.38 (up from JP¥9.62 in 3Q 2021). Revenue: JP¥2.32b (up 44% from 3Q 2021). Net income: JP¥190.0m (up 50% from 3Q 2021). Profit margin: 8.2% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥14.91 (vs JP¥11.97 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.15b (up 34% from 2Q 2021). Net income: JP¥197.0m (up 25% from 2Q 2021). Profit margin: 9.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 15First quarter 2022 earnings released: JP¥7.57 loss per share (vs JP¥5.76 profit in 1Q 2021)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥2.32b (up 36% from 1Q 2021). Net loss: JP¥100.0m (down 232% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 20Full year 2021 earnings released: EPS JP¥44.47 (vs JP¥4.93 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥6.73b (down 12% from FY 2020). Net income: JP¥587.0m (up JP¥652.0m from FY 2020). Profit margin: 8.7% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).
お知らせ • Mar 21Saibo Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Saibo Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Mar 15New 90-day high: JP¥469The company is up 7.0% from a price of JP¥438 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Exceeded the Luxury industry, which is up 5.0% over the same period.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥9.62 (vs JP¥7.43 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.61b (down 8.7% from 3Q 2020). Net income: JP¥127.0m (up 30% from 3Q 2020). Profit margin: 7.9% (up from 5.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 27New 90-day high: JP¥451The company is up 10.0% from its price of JP¥410 on 29 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: JP¥440The company is up 2.0% from its price of JP¥430 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 1.0% over the same period.
お知らせ • Dec 19Saibo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Saibo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Dec 14New 90-day high: JP¥437The company is up 4.0% from its price of JP¥421 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 4.0% over the same period.
お知らせ • Sep 25Saibo Co., Ltd. to Report Q2, 2021 Results on Oct 11, 2020Saibo Co., Ltd. announced that they will report Q2, 2021 results on Oct 11, 2020
お知らせ • Jun 21Saibo Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Saibo Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020