View ValuationDaidoh 将来の成長Future 基準チェック /06現在、 Daidoh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12.0%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 • 20hDaidoh's (TSE:3205) Earnings Aren't As Good As They AppearDaidoh Limited's ( TSE:3205 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥767, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 240% over the past three years.Reported Earnings • May 15Full year 2026 earnings released: EPS: JP¥69.38 (vs JP¥91.62 loss in FY 2025)Full year 2026 results: EPS: JP¥69.38 (up from JP¥91.62 loss in FY 2025). Revenue: JP¥32.5b (up 14% from FY 2025). Net income: JP¥1.89b (up JP¥4.38b from FY 2025). Profit margin: 5.8% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.お知らせ • May 13Daidoh Limited, Annual General Meeting, Jun 26, 2026Daidoh Limited, Annual General Meeting, Jun 26, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 12%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Buy Or Sell Opportunity • Mar 03Now 40% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to JP¥803. The fair value is estimated to be JP¥1,330, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change).Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥6.40 loss per share (vs JP¥8.76 profit in 3Q 2025)Third quarter 2026 results: JP¥6.40 loss per share (down from JP¥8.76 profit in 3Q 2025). Revenue: JP¥8.89b (up 28% from 3Q 2025). Net loss: JP¥175.0m (down 174% from profit in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 154 percentage points per year, which is a significant difference in performance.お知らせ • Dec 23Daidoh Limited to Report Q3, 2026 Results on Feb 12, 2026Daidoh Limited announced that they will report Q3, 2026 results on Feb 12, 2026Buy Or Sell Opportunity • Dec 09Now 20% undervaluedOver the last 90 days, the stock has risen 8.5% to JP¥1,102. The fair value is estimated to be JP¥1,379, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Nov 19Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥1,082. The fair value is estimated to be JP¥1,372, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 18Risks To Shareholder Returns Are Elevated At These Prices For Daidoh Limited (TSE:3205)It's not a stretch to say that Daidoh Limited's ( TSE:3205 ) price-to-sales (or "P/S") ratio of 1.1x right now seems...Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥0.11 (vs JP¥4.95 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.11 (up from JP¥4.95 loss in 2Q 2025). Revenue: JP¥6.66b (down 2.6% from 2Q 2025). Net income: JP¥3.00m (up JP¥137.0m from 2Q 2025). Profit margin: 0% (up from net loss in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 62% per year, which means it is well ahead of earnings.お知らせ • Sep 27Daidoh Limited to Report Q2, 2026 Results on Nov 11, 2025Daidoh Limited announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: JP¥6.95 loss per share (vs JP¥2.53 loss in 1Q 2025)First quarter 2026 results: JP¥6.95 loss per share (further deteriorated from JP¥2.53 loss in 1Q 2025). Revenue: JP¥6.64b (down 3.5% from 1Q 2025). Net loss: JP¥189.0m (loss widened 178% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 84% per year, which means it is well ahead of earnings.Reported Earnings • Jul 05Full year 2025 earnings released: JP¥91.62 loss per share (vs JP¥10.19 profit in FY 2024)Full year 2025 results: JP¥91.62 loss per share (down from JP¥10.19 profit in FY 2024). Revenue: JP¥28.6b (flat on FY 2024). Net loss: JP¥2.48b (down JP¥2.77b from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 27Daidoh Limited to Report Q1, 2026 Results on Aug 07, 2025Daidoh Limited announced that they will report Q1, 2026 results on Aug 07, 2025New Risk • May 30New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 10% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).Reported Earnings • May 17Full year 2025 earnings released: JP¥91.62 loss per share (vs JP¥10.19 profit in FY 2024)Full year 2025 results: JP¥91.62 loss per share (down from JP¥10.19 profit in FY 2024). Revenue: JP¥28.6b (flat on FY 2024). Net loss: JP¥2.48b (down JP¥2.77b from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 15Would Daidoh (TSE:3205) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • May 13Daidoh Limited, Annual General Meeting, Jun 27, 2025Daidoh Limited, Annual General Meeting, Jun 27, 2025.分析記事 • Apr 02More Unpleasant Surprises Could Be In Store For Daidoh Limited's (TSE:3205) Shares After Tumbling 33%Daidoh Limited ( TSE:3205 ) shareholders won't be pleased to see that the share price has had a very rough month...New Risk • Mar 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).Valuation Update With 7 Day Price Move • Mar 28Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥926, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 631% over the past three years.Buy Or Sell Opportunity • Mar 26Now 22% undervaluedOver the last 90 days, the stock has risen 28% to JP¥1,152. The fair value is estimated to be JP¥1,469, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 5.0% but the company is not cash flow positive. Trailing yield: 8.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).Buy Or Sell Opportunity • Mar 07Now 21% undervaluedOver the last 90 days, the stock has risen 35% to JP¥1,176. The fair value is estimated to be JP¥1,485, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,187, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 732% over the past three years.Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥8.76 (vs JP¥13.88 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.76 (up from JP¥13.88 loss in 3Q 2024). Revenue: JP¥6.92b (flat on 3Q 2024). Net income: JP¥238.0m (up JP¥611.0m from 3Q 2024). Profit margin: 3.4% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 03Daidoh Limited to Report Q3, 2025 Results on Feb 12, 2025Daidoh Limited announced that they will report Q3, 2025 results on Feb 12, 2025分析記事 • Nov 22There Might Be More To Daidoh's (TSE:3205) Story Than Just Weak EarningsShareholders didn't appear too concerned by Daidoh Limited's ( TSE:3205 ) weak earnings. We did some digging, and we...New Risk • Nov 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 44% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (44% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.7% net profit margin).Reported Earnings • Nov 16Second quarter 2025 earnings released: JP¥4.94 loss per share (vs JP¥10.92 loss in 2Q 2024)Second quarter 2025 results: JP¥4.94 loss per share (improved from JP¥10.92 loss in 2Q 2024). Revenue: JP¥6.84b (flat on 2Q 2024). Net loss: JP¥134.0m (loss narrowed 58% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 73% per year.お知らせ • Sep 27Daidoh Limited to Report Q2, 2025 Results on Nov 12, 2024Daidoh Limited announced that they will report Q2, 2025 results on Nov 12, 2024分析記事 • Aug 05Not Many Are Piling Into Daidoh Limited (TSE:3205) Stock Yet As It Plummets 26%Daidoh Limited ( TSE:3205 ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 78.2x. Average trailing P/E is 18x in the Luxury industry in Japan. Total returns to shareholders of 382% over the past three years.お知らせ • Jul 13Daidoh Limited to Report Q1, 2025 Results on Aug 08, 2024Daidoh Limited announced that they will report Q1, 2025 results on Aug 08, 2024Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥945, the stock trades at a trailing P/E ratio of 71x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 445% over the past three years.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥780, the stock trades at a trailing P/E ratio of 58.6x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 345% over the past three years.分析記事 • Jun 19The Market Lifts Daidoh Limited (TSE:3205) Shares 27% But It Can Do MoreDaidoh Limited ( TSE:3205 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥640, the stock trades at a trailing P/E ratio of 48.1x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 265% over the past three years.分析記事 • May 22Daidoh's (TSE:3205) Weak Earnings May Only Reveal A Part Of The Whole PictureDaidoh Limited's ( TSE:3205 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...New Risk • May 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 76% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.1% average weekly change). High level of non-cash earnings (76% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥14.2b market cap, or US$91.5m).お知らせ • May 16Daidoh Limited, Annual General Meeting, Jun 27, 2024Daidoh Limited, Annual General Meeting, Jun 27, 2024.New Risk • Mar 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.4b (US$88.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.4b market cap, or US$88.3m).New Risk • Mar 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Large one-off items impacting financial results.お知らせ • Mar 29Daidoh Limited to Report Fiscal Year 2024 Results on May 14, 2024Daidoh Limited announced that they will report fiscal year 2024 results on May 14, 2024Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥611, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 228% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.7%).分析記事 • Feb 26Investors Still Aren't Entirely Convinced By Daidoh Limited's (TSE:3205) Revenues Despite 27% Price JumpDespite an already strong run, Daidoh Limited ( TSE:3205 ) shares have been powering on, with a gain of 27% in the last...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥605, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 221% over the past three years.Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥13.88 loss per share (vs JP¥2.38 loss in 3Q 2023)Third quarter 2024 results: JP¥13.88 loss per share (further deteriorated from JP¥2.38 loss in 3Q 2023). Revenue: JP¥6.93b (flat on 3Q 2023). Net loss: JP¥373.0m (loss widened 378% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥545, the stock trades at a trailing P/E ratio of 2.1x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 189% over the past three years.お知らせ • Jan 14Daidoh Limited to Report Q3, 2024 Results on Feb 09, 2024Daidoh Limited announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥9.94b market cap, or US$66.4m).Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥10.92 loss per share (vs JP¥13.93 loss in 2Q 2023)Second quarter 2024 results: JP¥10.92 loss per share (improved from JP¥13.93 loss in 2Q 2023). Revenue: JP¥6.90b (flat on 2Q 2023). Net loss: JP¥322.0m (loss narrowed 30% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 01Daidoh Limited to Report Q2, 2024 Results on Nov 10, 2023Daidoh Limited announced that they will report Q2, 2024 results on Nov 10, 2023お知らせ • Aug 25Daidoh Limited (TSE:3205) announces an Equity Buyback for 4,100,000 shares, for ¥1,176.7 million.Daidoh Limited (TSE:3205) announces a share repurchase program. Under the program, the company will repurchase 4,100,000 shares, representing 12.76% of the outstanding shares, at ¥287 per share for ¥1,176.70 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. As of June 30, 2023, the company had 32,140,565 shares outstanding and 3,556,332 shares in treasury.Reported Earnings • Aug 11First quarter 2024 earnings released: JP¥2.20 loss per share (vs JP¥7.29 loss in 1Q 2023)First quarter 2024 results: JP¥2.20 loss per share (improved from JP¥7.29 loss in 1Q 2023). Revenue: JP¥7.08b (up 17% from 1Q 2023). Net loss: JP¥68.0m (loss narrowed 72% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 21Daidoh Limited to Report Q1, 2024 Results on Aug 09, 2023Daidoh Limited announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥207 (vs JP¥108 loss in FY 2022)Full year 2023 results: EPS: JP¥207 (up from JP¥108 loss in FY 2022). Revenue: JP¥28.2b (up 15% from FY 2022). Net income: JP¥6.76b (up JP¥10.3b from FY 2022). Profit margin: 24% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥2.38 loss per share (vs JP¥5.53 loss in 3Q 2022)Third quarter 2023 results: JP¥2.38 loss per share (improved from JP¥5.53 loss in 3Q 2022). Revenue: JP¥6.97b (up 6.3% from 3Q 2022). Net loss: JP¥78.0m (loss narrowed 57% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Feb 11Daidoh Limited (TSE:3205) announces an Equity Buyback for 2,000,000 shares, representing 5.86% for ¥520 million.Daidoh Limited (TSE:3205) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 5.86% of the outstanding shares, at ¥260 per share for ¥520 million. 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 December 31, 2022, the company had 34,114,165 shares outstanding and 3,582,732 shares in treasury.お知らせ • Jan 27Daidoh Limited to Report Q3, 2023 Results on Feb 10, 2023Daidoh Limited announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥13.93 loss per share (vs JP¥23.91 loss in 2Q 2022)Second quarter 2023 results: JP¥13.93 loss per share (improved from JP¥23.91 loss in 2Q 2022). Revenue: JP¥6.84b (up 22% from 2Q 2022). Net loss: JP¥457.0m (loss narrowed 42% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Kensuke Narita was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥13.93 loss per share (vs JP¥23.91 loss in 2Q 2022)Second quarter 2023 results: JP¥13.93 loss per share (improved from JP¥23.91 loss in 2Q 2022). Revenue: JP¥6.84b (up 22% from 2Q 2022). Net loss: JP¥457.0m (loss narrowed 42% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Oct 02Daidoh Limited to Report Q2, 2023 Results on Nov 10, 2022Daidoh Limited announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥7.29 loss per share (vs JP¥20.65 loss in 1Q 2022)First quarter 2023 results: JP¥7.29 loss per share (up from JP¥20.65 loss in 1Q 2022). Revenue: JP¥6.06b (up 15% from 1Q 2022). Net loss: JP¥239.0m (loss narrowed 65% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Jul 03Daidoh Limited to Report Q1, 2023 Results on Aug 09, 2022Daidoh Limited announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 18Full year 2022 earnings released: JP¥108 loss per share (vs JP¥139 loss in FY 2021)Full year 2022 results: JP¥108 loss per share (up from JP¥139 loss in FY 2021). Revenue: JP¥24.6b (up 42% from FY 2021). Net loss: JP¥3.54b (loss narrowed 22% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • May 15Daidoh Limited, Annual General Meeting, Jun 29, 2022Daidoh Limited, Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Kensuke Narita was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Daidoh Limited to Report Fiscal Year 2022 Results on May 13, 2022Daidoh Limited announced that they will report fiscal year 2022 results on May 13, 2022Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥5.53 loss per share (up from JP¥27.32 loss in 3Q 2021). Revenue: JP¥6.56b (up 30% from 3Q 2021). Net loss: JP¥181.0m (loss narrowed 80% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: JP¥23.91 loss per share (vs JP¥24.49 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥5.62b (up 32% from 2Q 2021). Net loss: JP¥782.0m (loss narrowed 1.8% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 12First quarter 2022 earnings released: JP¥20.65 loss per share (vs JP¥52.76 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥5.25b (up 55% from 1Q 2021). Net loss: JP¥675.0m (loss narrowed 61% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • May 18Full year 2021 earnings released: JP¥139 loss per share (vs JP¥44.91 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥17.3b (down 27% from FY 2020). Net loss: JP¥4.51b (loss widened 210% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 11New 90-day high: JP¥199The company is up 2.0% from its price of JP¥195 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 4.0% over the same period.Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥27.31 loss per share (vs JP¥4.44 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥5.05b (down 13% from 3Q 2020). Net loss: JP¥890.0m (down JP¥1.03b from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31Daidoh Limited (TSE:3205) completed the acquisition of an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc.Daidoh Limited (TSE:3205) signed a basic agreement to acquire an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc. on November 9, 2020. Daidoh Limited will acquire 4050 shares and will own 80.5% stake post transaction. Brooks Brothers (Japan),Ltd. had net worth of ¥4.3 billion, total assets of ¥8.3 billion, sales of ¥10.6 billion, operating loss of ¥41 million, net loss of ¥264 million for the financial year ending July 2020. The Board of Daidoh Limited resolved the acquisition. Daidoh Limited (TSE:3205) completed the acquisition of an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc. on January 29, 2021.お知らせ • Dec 16Daidoh Limited to Report Q3, 2021 Results on Feb 10, 2021Daidoh Limited announced that they will report Q3, 2021 results on Feb 10, 2021Is New 90 Day High Low • Dec 08New 90-day low: JP¥194The company is down 2.0% from its price of JP¥198 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 2.0% over the same period.お知らせ • Nov 10Daidoh Limited (TSE:3205) signed a basic agreement to acquire additional an 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc.Daidoh Limited (TSE:3205) signed a basic agreement to acquire an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc. on November 9, 2020. Daidoh Limited will acquire 4050 shares and will own 80.5% stake post transaction. Brooks Brothers (Japan),Ltd. had net worth of ¥4.3 billion, total assets of ¥8.3 billion, sales of ¥10.6 billion, operating loss of ¥41 million, net loss of ¥264 million for the financial year ending July 2020. The Board of Daidoh Limited resolved the acquisition.お知らせ • Oct 01Daidoh Limited to Report Q2, 2021 Results on Nov 09, 2020Daidoh Limited announced that they will report Q2, 2021 results on Nov 09, 2020お知らせ • Jun 19Daidoh Limited to Report Q1, 2021 Results on Aug 06, 2020Daidoh Limited announced that they will report Q1, 2021 results on Aug 06, 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、Daidoh 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:3205 - 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3/31/202632,5021,893-189423N/A12/31/202530,157-2,880N/AN/AN/A9/30/202528,185-2,467-63589N/A6/30/202528,366-2,604N/AN/AN/A3/31/202528,609-2,483-338500N/A12/31/202428,4191,090N/AN/AN/A9/30/202428,434479-8,290-945N/A6/30/202428,499291N/AN/AN/A3/31/202428,697291-12,444-1,876N/A12/31/202329,2676,768N/AN/AN/A9/30/202329,3047,063-4,565-373N/A6/30/202329,2416,928N/AN/AN/A3/31/202328,2186,757-69119N/A12/31/202227,047-2,680N/AN/AN/A9/30/202226,633-2,783-1,004-220N/A6/30/202225,419-3,108N/AN/AN/A3/31/202224,609-3,544-1,273-481N/A12/31/202122,022-2,751N/AN/AN/A9/30/202120,515-3,460-890-372N/A6/30/202119,168-3,474N/AN/AN/A3/31/202117,299-4,513-33795N/A12/31/202018,267-4,475N/AN/AN/A9/30/202019,044-3,441309658N/A6/30/202021,162-3,032N/AN/AN/A3/31/202023,596-1,4579421,233N/A12/31/201924,655-205N/AN/AN/A9/30/201925,838-752N/A533N/A6/30/201926,118-661N/AN/AN/A3/31/201926,368-690N/A342N/A12/31/201826,777-92N/AN/AN/A9/30/201826,906577N/A1,184N/A6/30/201827,224-26N/AN/AN/A3/31/201827,272329N/A-876N/A12/31/201726,078-14N/AN/AN/A9/30/201724,871-698N/A-2,074N/A6/30/201722,542-910N/AN/AN/A3/31/201721,408-1,521N/A-770N/A12/31/201621,704-1,785N/AN/AN/A9/30/201622,202-888N/A3N/A6/30/201623,150-108N/AN/AN/A3/31/201623,81391N/A16N/A12/31/201524,252-232N/AN/AN/A9/30/201524,793198N/A484N/A6/30/201524,67383N/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: 3205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: 3205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: 3205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: 3205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: 3205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: 3205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2026/05/21 13:49終値2026/05/21 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Daidoh Limited 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
分析記事 • 20hDaidoh's (TSE:3205) Earnings Aren't As Good As They AppearDaidoh Limited's ( TSE:3205 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥767, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 240% over the past three years.
Reported Earnings • May 15Full year 2026 earnings released: EPS: JP¥69.38 (vs JP¥91.62 loss in FY 2025)Full year 2026 results: EPS: JP¥69.38 (up from JP¥91.62 loss in FY 2025). Revenue: JP¥32.5b (up 14% from FY 2025). Net income: JP¥1.89b (up JP¥4.38b from FY 2025). Profit margin: 5.8% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.
お知らせ • May 13Daidoh Limited, Annual General Meeting, Jun 26, 2026Daidoh Limited, Annual General Meeting, Jun 26, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 12%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Buy Or Sell Opportunity • Mar 03Now 40% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to JP¥803. The fair value is estimated to be JP¥1,330, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change).
Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥6.40 loss per share (vs JP¥8.76 profit in 3Q 2025)Third quarter 2026 results: JP¥6.40 loss per share (down from JP¥8.76 profit in 3Q 2025). Revenue: JP¥8.89b (up 28% from 3Q 2025). Net loss: JP¥175.0m (down 174% from profit in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 154 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 23Daidoh Limited to Report Q3, 2026 Results on Feb 12, 2026Daidoh Limited announced that they will report Q3, 2026 results on Feb 12, 2026
Buy Or Sell Opportunity • Dec 09Now 20% undervaluedOver the last 90 days, the stock has risen 8.5% to JP¥1,102. The fair value is estimated to be JP¥1,379, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Nov 19Now 21% undervaluedOver the last 90 days, the stock has risen 9.5% to JP¥1,082. The fair value is estimated to be JP¥1,372, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 18Risks To Shareholder Returns Are Elevated At These Prices For Daidoh Limited (TSE:3205)It's not a stretch to say that Daidoh Limited's ( TSE:3205 ) price-to-sales (or "P/S") ratio of 1.1x right now seems...
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥0.11 (vs JP¥4.95 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.11 (up from JP¥4.95 loss in 2Q 2025). Revenue: JP¥6.66b (down 2.6% from 2Q 2025). Net income: JP¥3.00m (up JP¥137.0m from 2Q 2025). Profit margin: 0% (up from net loss in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 62% per year, which means it is well ahead of earnings.
お知らせ • Sep 27Daidoh Limited to Report Q2, 2026 Results on Nov 11, 2025Daidoh Limited announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: JP¥6.95 loss per share (vs JP¥2.53 loss in 1Q 2025)First quarter 2026 results: JP¥6.95 loss per share (further deteriorated from JP¥2.53 loss in 1Q 2025). Revenue: JP¥6.64b (down 3.5% from 1Q 2025). Net loss: JP¥189.0m (loss widened 178% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 84% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 05Full year 2025 earnings released: JP¥91.62 loss per share (vs JP¥10.19 profit in FY 2024)Full year 2025 results: JP¥91.62 loss per share (down from JP¥10.19 profit in FY 2024). Revenue: JP¥28.6b (flat on FY 2024). Net loss: JP¥2.48b (down JP¥2.77b from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 27Daidoh Limited to Report Q1, 2026 Results on Aug 07, 2025Daidoh Limited announced that they will report Q1, 2026 results on Aug 07, 2025
New Risk • May 30New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 10% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).
Reported Earnings • May 17Full year 2025 earnings released: JP¥91.62 loss per share (vs JP¥10.19 profit in FY 2024)Full year 2025 results: JP¥91.62 loss per share (down from JP¥10.19 profit in FY 2024). Revenue: JP¥28.6b (flat on FY 2024). Net loss: JP¥2.48b (down JP¥2.77b from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 15Would Daidoh (TSE:3205) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • May 13Daidoh Limited, Annual General Meeting, Jun 27, 2025Daidoh Limited, Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 02More Unpleasant Surprises Could Be In Store For Daidoh Limited's (TSE:3205) Shares After Tumbling 33%Daidoh Limited ( TSE:3205 ) shareholders won't be pleased to see that the share price has had a very rough month...
New Risk • Mar 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥926, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 631% over the past three years.
Buy Or Sell Opportunity • Mar 26Now 22% undervaluedOver the last 90 days, the stock has risen 28% to JP¥1,152. The fair value is estimated to be JP¥1,469, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 5.0% but the company is not cash flow positive. Trailing yield: 8.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
Buy Or Sell Opportunity • Mar 07Now 21% undervaluedOver the last 90 days, the stock has risen 35% to JP¥1,176. The fair value is estimated to be JP¥1,485, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,187, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 732% over the past three years.
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥8.76 (vs JP¥13.88 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.76 (up from JP¥13.88 loss in 3Q 2024). Revenue: JP¥6.92b (flat on 3Q 2024). Net income: JP¥238.0m (up JP¥611.0m from 3Q 2024). Profit margin: 3.4% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 03Daidoh Limited to Report Q3, 2025 Results on Feb 12, 2025Daidoh Limited announced that they will report Q3, 2025 results on Feb 12, 2025
分析記事 • Nov 22There Might Be More To Daidoh's (TSE:3205) Story Than Just Weak EarningsShareholders didn't appear too concerned by Daidoh Limited's ( TSE:3205 ) weak earnings. We did some digging, and we...
New Risk • Nov 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 44% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (44% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.7% net profit margin).
Reported Earnings • Nov 16Second quarter 2025 earnings released: JP¥4.94 loss per share (vs JP¥10.92 loss in 2Q 2024)Second quarter 2025 results: JP¥4.94 loss per share (improved from JP¥10.92 loss in 2Q 2024). Revenue: JP¥6.84b (flat on 2Q 2024). Net loss: JP¥134.0m (loss narrowed 58% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 73% per year.
お知らせ • Sep 27Daidoh Limited to Report Q2, 2025 Results on Nov 12, 2024Daidoh Limited announced that they will report Q2, 2025 results on Nov 12, 2024
分析記事 • Aug 05Not Many Are Piling Into Daidoh Limited (TSE:3205) Stock Yet As It Plummets 26%Daidoh Limited ( TSE:3205 ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 78.2x. Average trailing P/E is 18x in the Luxury industry in Japan. Total returns to shareholders of 382% over the past three years.
お知らせ • Jul 13Daidoh Limited to Report Q1, 2025 Results on Aug 08, 2024Daidoh Limited announced that they will report Q1, 2025 results on Aug 08, 2024
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥945, the stock trades at a trailing P/E ratio of 71x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 445% over the past three years.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥780, the stock trades at a trailing P/E ratio of 58.6x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 345% over the past three years.
分析記事 • Jun 19The Market Lifts Daidoh Limited (TSE:3205) Shares 27% But It Can Do MoreDaidoh Limited ( TSE:3205 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥640, the stock trades at a trailing P/E ratio of 48.1x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 265% over the past three years.
分析記事 • May 22Daidoh's (TSE:3205) Weak Earnings May Only Reveal A Part Of The Whole PictureDaidoh Limited's ( TSE:3205 ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...
New Risk • May 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 76% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.1% average weekly change). High level of non-cash earnings (76% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥14.2b market cap, or US$91.5m).
お知らせ • May 16Daidoh Limited, Annual General Meeting, Jun 27, 2024Daidoh Limited, Annual General Meeting, Jun 27, 2024.
New Risk • Mar 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.4b (US$88.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.4b market cap, or US$88.3m).
New Risk • Mar 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Large one-off items impacting financial results.
お知らせ • Mar 29Daidoh Limited to Report Fiscal Year 2024 Results on May 14, 2024Daidoh Limited announced that they will report fiscal year 2024 results on May 14, 2024
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥611, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 228% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.7%).
分析記事 • Feb 26Investors Still Aren't Entirely Convinced By Daidoh Limited's (TSE:3205) Revenues Despite 27% Price JumpDespite an already strong run, Daidoh Limited ( TSE:3205 ) shares have been powering on, with a gain of 27% in the last...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥605, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 221% over the past three years.
Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥13.88 loss per share (vs JP¥2.38 loss in 3Q 2023)Third quarter 2024 results: JP¥13.88 loss per share (further deteriorated from JP¥2.38 loss in 3Q 2023). Revenue: JP¥6.93b (flat on 3Q 2023). Net loss: JP¥373.0m (loss widened 378% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥545, the stock trades at a trailing P/E ratio of 2.1x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 189% over the past three years.
お知らせ • Jan 14Daidoh Limited to Report Q3, 2024 Results on Feb 09, 2024Daidoh Limited announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 78% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (78% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥9.94b market cap, or US$66.4m).
Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥10.92 loss per share (vs JP¥13.93 loss in 2Q 2023)Second quarter 2024 results: JP¥10.92 loss per share (improved from JP¥13.93 loss in 2Q 2023). Revenue: JP¥6.90b (flat on 2Q 2023). Net loss: JP¥322.0m (loss narrowed 30% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 01Daidoh Limited to Report Q2, 2024 Results on Nov 10, 2023Daidoh Limited announced that they will report Q2, 2024 results on Nov 10, 2023
お知らせ • Aug 25Daidoh Limited (TSE:3205) announces an Equity Buyback for 4,100,000 shares, for ¥1,176.7 million.Daidoh Limited (TSE:3205) announces a share repurchase program. Under the program, the company will repurchase 4,100,000 shares, representing 12.76% of the outstanding shares, at ¥287 per share for ¥1,176.70 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. As of June 30, 2023, the company had 32,140,565 shares outstanding and 3,556,332 shares in treasury.
Reported Earnings • Aug 11First quarter 2024 earnings released: JP¥2.20 loss per share (vs JP¥7.29 loss in 1Q 2023)First quarter 2024 results: JP¥2.20 loss per share (improved from JP¥7.29 loss in 1Q 2023). Revenue: JP¥7.08b (up 17% from 1Q 2023). Net loss: JP¥68.0m (loss narrowed 72% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 21Daidoh Limited to Report Q1, 2024 Results on Aug 09, 2023Daidoh Limited announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥207 (vs JP¥108 loss in FY 2022)Full year 2023 results: EPS: JP¥207 (up from JP¥108 loss in FY 2022). Revenue: JP¥28.2b (up 15% from FY 2022). Net income: JP¥6.76b (up JP¥10.3b from FY 2022). Profit margin: 24% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥2.38 loss per share (vs JP¥5.53 loss in 3Q 2022)Third quarter 2023 results: JP¥2.38 loss per share (improved from JP¥5.53 loss in 3Q 2022). Revenue: JP¥6.97b (up 6.3% from 3Q 2022). Net loss: JP¥78.0m (loss narrowed 57% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 11Daidoh Limited (TSE:3205) announces an Equity Buyback for 2,000,000 shares, representing 5.86% for ¥520 million.Daidoh Limited (TSE:3205) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 5.86% of the outstanding shares, at ¥260 per share for ¥520 million. 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 December 31, 2022, the company had 34,114,165 shares outstanding and 3,582,732 shares in treasury.
お知らせ • Jan 27Daidoh Limited to Report Q3, 2023 Results on Feb 10, 2023Daidoh Limited announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥13.93 loss per share (vs JP¥23.91 loss in 2Q 2022)Second quarter 2023 results: JP¥13.93 loss per share (improved from JP¥23.91 loss in 2Q 2022). Revenue: JP¥6.84b (up 22% from 2Q 2022). Net loss: JP¥457.0m (loss narrowed 42% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Kensuke Narita was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥13.93 loss per share (vs JP¥23.91 loss in 2Q 2022)Second quarter 2023 results: JP¥13.93 loss per share (improved from JP¥23.91 loss in 2Q 2022). Revenue: JP¥6.84b (up 22% from 2Q 2022). Net loss: JP¥457.0m (loss narrowed 42% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 02Daidoh Limited to Report Q2, 2023 Results on Nov 10, 2022Daidoh Limited announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥7.29 loss per share (vs JP¥20.65 loss in 1Q 2022)First quarter 2023 results: JP¥7.29 loss per share (up from JP¥20.65 loss in 1Q 2022). Revenue: JP¥6.06b (up 15% from 1Q 2022). Net loss: JP¥239.0m (loss narrowed 65% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 03Daidoh Limited to Report Q1, 2023 Results on Aug 09, 2022Daidoh Limited announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 18Full year 2022 earnings released: JP¥108 loss per share (vs JP¥139 loss in FY 2021)Full year 2022 results: JP¥108 loss per share (up from JP¥139 loss in FY 2021). Revenue: JP¥24.6b (up 42% from FY 2021). Net loss: JP¥3.54b (loss narrowed 22% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • May 15Daidoh Limited, Annual General Meeting, Jun 29, 2022Daidoh Limited, Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Kensuke Narita was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Daidoh Limited to Report Fiscal Year 2022 Results on May 13, 2022Daidoh Limited announced that they will report fiscal year 2022 results on May 13, 2022
Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥5.53 loss per share (up from JP¥27.32 loss in 3Q 2021). Revenue: JP¥6.56b (up 30% from 3Q 2021). Net loss: JP¥181.0m (loss narrowed 80% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: JP¥23.91 loss per share (vs JP¥24.49 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥5.62b (up 32% from 2Q 2021). Net loss: JP¥782.0m (loss narrowed 1.8% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 12First quarter 2022 earnings released: JP¥20.65 loss per share (vs JP¥52.76 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥5.25b (up 55% from 1Q 2021). Net loss: JP¥675.0m (loss narrowed 61% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 18Full year 2021 earnings released: JP¥139 loss per share (vs JP¥44.91 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥17.3b (down 27% from FY 2020). Net loss: JP¥4.51b (loss widened 210% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 11New 90-day high: JP¥199The company is up 2.0% from its price of JP¥195 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 4.0% over the same period.
Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥27.31 loss per share (vs JP¥4.44 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥5.05b (down 13% from 3Q 2020). Net loss: JP¥890.0m (down JP¥1.03b from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31Daidoh Limited (TSE:3205) completed the acquisition of an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc.Daidoh Limited (TSE:3205) signed a basic agreement to acquire an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc. on November 9, 2020. Daidoh Limited will acquire 4050 shares and will own 80.5% stake post transaction. Brooks Brothers (Japan),Ltd. had net worth of ¥4.3 billion, total assets of ¥8.3 billion, sales of ¥10.6 billion, operating loss of ¥41 million, net loss of ¥264 million for the financial year ending July 2020. The Board of Daidoh Limited resolved the acquisition. Daidoh Limited (TSE:3205) completed the acquisition of an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc. on January 29, 2021.
お知らせ • Dec 16Daidoh Limited to Report Q3, 2021 Results on Feb 10, 2021Daidoh Limited announced that they will report Q3, 2021 results on Feb 10, 2021
Is New 90 Day High Low • Dec 08New 90-day low: JP¥194The company is down 2.0% from its price of JP¥198 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 2.0% over the same period.
お知らせ • Nov 10Daidoh Limited (TSE:3205) signed a basic agreement to acquire additional an 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc.Daidoh Limited (TSE:3205) signed a basic agreement to acquire an additional 40.5% stake in Brooks Brothers (Japan),Ltd. from Brooks Brothers Group, Inc. on November 9, 2020. Daidoh Limited will acquire 4050 shares and will own 80.5% stake post transaction. Brooks Brothers (Japan),Ltd. had net worth of ¥4.3 billion, total assets of ¥8.3 billion, sales of ¥10.6 billion, operating loss of ¥41 million, net loss of ¥264 million for the financial year ending July 2020. The Board of Daidoh Limited resolved the acquisition.
お知らせ • Oct 01Daidoh Limited to Report Q2, 2021 Results on Nov 09, 2020Daidoh Limited announced that they will report Q2, 2021 results on Nov 09, 2020
お知らせ • Jun 19Daidoh Limited to Report Q1, 2021 Results on Aug 06, 2020Daidoh Limited announced that they will report Q1, 2021 results on Aug 06, 2020