View Financial HealthKOSE R.E.Ltd 配当と自社株買い配当金 基準チェック /36KOSE R.E.Ltd配当を支払う会社であり、現在の利回りは3.59%で、収益によって十分にカバーされています。主要情報3.6%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長4.0%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向31%最近の配当と自社株買いの更新Upcoming Dividend • Jan 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).Upcoming Dividend • Jan 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).Upcoming Dividend • Jan 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).すべての更新を表示Recent updatesお知らせ • Jul 09KOSE R.E. Co.,Ltd. to Report Q2, 2027 Results on Sep 10, 2026KOSE R.E. Co.,Ltd. announced that they will report Q2, 2027 results on Sep 10, 2026Reported Earnings • Jun 09First quarter 2027 earnings released: JP¥0.098 loss per share (vs JP¥9.85 loss in 1Q 2026)First quarter 2027 results: JP¥0.098 loss per share (improved from JP¥9.85 loss in 1Q 2026). Revenue: JP¥1.76b (up 82% from 1Q 2026). Net loss: JP¥1.00m (loss narrowed 99% from 1Q 2026). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥68.43 (vs JP¥33.57 in FY 2025)Full year 2026 results: EPS: JP¥68.43 (up from JP¥33.57 in FY 2025). Revenue: JP¥10.0b (up 31% from FY 2025). Net income: JP¥695.0m (up 104% from FY 2025). Profit margin: 6.9% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 12KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 23, 2026KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 23, 2026.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥641, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 4.4% over the past three years.分析記事 • Jan 29Here's What's Concerning About KOSE R.E.Ltd's (TSE:3246) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Upcoming Dividend • Jan 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).Reported Earnings • Dec 12Third quarter 2026 earnings released: JP¥4.23 loss per share (vs JP¥8.96 loss in 3Q 2025)Third quarter 2026 results: JP¥4.23 loss per share (improved from JP¥8.96 loss in 3Q 2025). Revenue: JP¥928.0m (down 1.3% from 3Q 2025). Net loss: JP¥43.0m (loss narrowed 53% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Oct 04KOSE R.E. Co.,Ltd. to Report Q3, 2026 Results on Dec 08, 2025KOSE R.E. Co.,Ltd. announced that they will report Q3, 2026 results on Dec 08, 2025分析記事 • Sep 21KOSE R.E.Ltd's (TSE:3246) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that KOSE R.E. Co.,Ltd.'s ( TSE:3246 ) recent earnings didn't contain any...Reported Earnings • Sep 10Second quarter 2026 earnings released: EPS: JP¥10.93 (vs JP¥17.13 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.93 (down from JP¥17.13 in 2Q 2025). Revenue: JP¥1.97b (down 12% from 2Q 2025). Net income: JP¥111.0m (down 36% from 2Q 2025). Profit margin: 5.6% (down from 7.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • Sep 10New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Paying a dividend despite having no free cash flows. Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (JP¥6.79b market cap, or US$46.1m).お知らせ • Jul 25KOSE R.E. Co.,Ltd. to Report Q2, 2026 Results on Sep 08, 2025KOSE R.E. Co.,Ltd. announced that they will report Q2, 2026 results on Sep 08, 2025New Risk • Jul 09New 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 5.8% 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. Payout ratio: 101% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (JP¥6.46b market cap, or US$43.9m).Reported Earnings • Jun 10First quarter 2026 earnings released: JP¥9.85 loss per share (vs JP¥0.06 profit in 1Q 2025)First quarter 2026 results: JP¥9.85 loss per share (down from JP¥0.06 profit in 1Q 2025). Revenue: JP¥965.0m (down 24% from 1Q 2025). Net loss: JP¥100.0m (flat on 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Apr 10KOSE R.E. Co.,Ltd. to Report Q1, 2026 Results on Jun 09, 2025KOSE R.E. Co.,Ltd. announced that they will report Q1, 2026 results on Jun 09, 2025分析記事 • Mar 22KOSE R.E.Ltd's (TSE:3246) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsKOSE R.E. Co.,Ltd.'s ( TSE:3246 ) recent weak earnings report didn't cause a big stock movement. However, we believe...Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥33.57 (vs JP¥124 in FY 2024)Full year 2025 results: EPS: JP¥33.57 (down from JP¥124 in FY 2024). Revenue: JP¥7.65b (down 25% from FY 2024). Net income: JP¥341.0m (down 73% from FY 2024). Profit margin: 4.5% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 13KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 24, 2025KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 24, 2025.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥639, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 22% over the past three years.分析記事 • Feb 02These Return Metrics Don't Make KOSE R.E.Ltd (TSE:3246) Look Too StrongWhen researching a stock for investment, what can tell us that the company is in decline? When we see a declining...お知らせ • Jan 25KOSE R.E. Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2025KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2025Upcoming Dividend • Jan 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 11Third quarter 2025 earnings released: JP¥8.96 loss per share (vs JP¥6.60 loss in 3Q 2024)Third quarter 2025 results: JP¥8.96 loss per share (further deteriorated from JP¥6.60 loss in 3Q 2024). Revenue: JP¥940.0m (up 13% from 3Q 2024). Net loss: JP¥91.0m (loss widened 36% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Oct 19KOSE R.E. Co.,Ltd. to Report Q3, 2025 Results on Dec 09, 2024KOSE R.E. Co.,Ltd. announced that they will report Q3, 2025 results on Dec 09, 2024分析記事 • Sep 19KOSE R.E.Ltd's (TSE:3246) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that KOSE R.E. Co.,Ltd.'s ( TSE:3246 ) recent earnings didn't contain any...Reported Earnings • Sep 14Second quarter 2025 earnings released: EPS: JP¥17.13 (vs JP¥85.66 in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.13 (down from JP¥85.66 in 2Q 2024). Revenue: JP¥2.24b (down 56% from 2Q 2024). Net income: JP¥174.0m (down 80% from 2Q 2024). Profit margin: 7.8% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Aug 07KOSE R.E. Co.,Ltd.'s (TSE:3246) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 5.2x KOSE R.E. Co.,Ltd. ( TSE:3246 ) may be sending very bullish signals...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥560, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Negligible returns to shareholders over past three years.お知らせ • Jul 20KOSE R.E. Co.,Ltd. to Report Q2, 2025 Results on Sep 12, 2024KOSE R.E. Co.,Ltd. announced that they will report Q2, 2025 results on Sep 12, 2024Reported Earnings • Jun 11First quarter 2025 earnings released: EPS: JP¥0.06 (vs JP¥19.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥0.06 (down from JP¥19.20 in 1Q 2024). Revenue: JP¥1.27b (down 38% from 1Q 2024). Net income: JP¥0 (down JP¥195.0m from profit in 1Q 2024). Profit margin: 0% (down from 9.5% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28KOSE R.E. Co.,Ltd. to Report Q1, 2025 Results on Jun 10, 2024KOSE R.E. Co.,Ltd. announced that they will report Q1, 2025 results on Jun 10, 2024分析記事 • Mar 18KOSE R.E.Ltd's (TSE:3246) Returns Have Hit A WallFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥124 (vs JP¥124 in FY 2023)Full year 2024 results: EPS: JP¥124 (up from JP¥124 in FY 2023). Revenue: JP¥10.2b (down 7.6% from FY 2023). Net income: JP¥1.26b (flat on FY 2023). Profit margin: 12% (in line with FY 2023). 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 7% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 16KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 25, 2024KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 25, 2024.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥957, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 74% over the past three years.New Risk • Jan 30New 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 5.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥10.4b market cap, or US$70.6m).Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).お知らせ • Jan 21KOSE R.E. Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 14, 2024KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 14, 2024Reported Earnings • Dec 14Third quarter 2024 earnings released: JP¥6.60 loss per share (vs JP¥43.42 profit in 3Q 2023)Third quarter 2024 results: JP¥6.60 loss per share (down from JP¥43.42 profit in 3Q 2023). Revenue: JP¥832.0m (down 72% from 3Q 2023). Net loss: JP¥67.0m (down 115% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.New Risk • Nov 21New 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 5.4% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥10.5b market cap, or US$70.8m).お知らせ • Oct 28KOSE R.E. Co.,Ltd. to Report Q3, 2024 Results on Dec 11, 2023KOSE R.E. Co.,Ltd. announced that they will report Q3, 2024 results on Dec 11, 2023Reported Earnings • Sep 13Second quarter 2024 earnings released: EPS: JP¥85.66 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥85.66 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥5.07b (up 367% from 2Q 2023). Net income: JP¥870.0m (up JP¥819.0m from 2Q 2023). Profit margin: 17% (up from 4.7% 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 33% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29KOSE R.E. Co.,Ltd. to Report Q2, 2024 Results on Sep 11, 2023KOSE R.E. Co.,Ltd. announced that they will report Q2, 2024 results on Sep 11, 2023Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥19.20 (vs JP¥8.17 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.20 (up from JP¥8.17 in 1Q 2023). Revenue: JP¥2.06b (up 52% from 1Q 2023). Net income: JP¥195.0m (up 135% from 1Q 2023). Profit margin: 9.5% (up from 6.1% 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 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥124 (vs JP¥86.64 in FY 2022)Full year 2023 results: EPS: JP¥124 (up from JP¥86.64 in FY 2022). Revenue: JP¥11.0b (down 2.6% from FY 2022). Net income: JP¥1.26b (up 43% from FY 2022). Profit margin: 12% (up from 7.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥124 (vs JP¥86.64 in FY 2022)Full year 2023 results: EPS: JP¥124 (up from JP¥86.64 in FY 2022). Revenue: JP¥11.0b (down 2.6% from FY 2022). Net income: JP¥1.26b (up 43% from FY 2022). Profit margin: 12% (up from 7.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥736, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 32% over the past three years.Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Jan 15KOSE R.E. Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 13, 2023KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 13, 2023Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥43.42 (vs JP¥4.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.42 (up from JP¥4.92 in 3Q 2022). Revenue: JP¥2.96b (up 97% from 3Q 2022). Net income: JP¥441.0m (up JP¥391.0m from 3Q 2022). Profit margin: 15% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥43.42 (vs JP¥4.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.42 (up from JP¥4.92 in 3Q 2022). Revenue: JP¥2.96b (up 97% from 3Q 2022). Net income: JP¥441.0m (up JP¥391.0m from 3Q 2022). Profit margin: 15% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). Director Yasuo Morikawa was the last director to join the board, commencing their role in 2021. 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 • Oct 02KOSE R.E. Co.,Ltd. to Report Q3, 2023 Results on Dec 08, 2022KOSE R.E. Co.,Ltd. announced that they will report Q3, 2023 results on Dec 08, 2022Reported Earnings • Sep 10Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥8.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥8.76 in 2Q 2022). Revenue: JP¥1.09b (down 33% from 2Q 2022). Net income: JP¥51.0m (down 43% from 2Q 2022). Profit margin: 4.7% (down from 5.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Jul 09KOSE R.E. Co.,Ltd. to Report Q2, 2023 Results on Sep 08, 2022KOSE R.E. Co.,Ltd. announced that they will report Q2, 2023 results on Sep 08, 2022Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥8.17 (vs JP¥54.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.17 (down from JP¥54.05 in 1Q 2022). Revenue: JP¥1.35b (down 77% from 1Q 2022). Net income: JP¥83.0m (down 85% from 1Q 2022). Profit margin: 6.1% (down from 9.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). Director Yasuo Morikawa was the last director to join the board, commencing their role in 2021. 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 08KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2022KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2022.お知らせ • Apr 07KOSE R.E. Co.,Ltd. to Report Q1, 2023 Results on Jun 09, 2022KOSE R.E. Co.,Ltd. announced that they will report Q1, 2023 results on Jun 09, 2022Reported Earnings • Mar 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥86.64 (up from JP¥57.11 in FY 2021). Revenue: JP¥11.3b (up 20% from FY 2021). Net income: JP¥880.0m (up 52% from FY 2021). Profit margin: 7.8% (up from 6.2% in FY 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 fallen by 2% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Jan 28KOSE R.E. Co.,Ltd. to Report Fiscal Year 2022 Results on Mar 14, 2022KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2022 results on Mar 14, 2022Upcoming Dividend • Jan 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Reported Earnings • Dec 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥4.92 (down from JP¥12.11 in 3Q 2021). Revenue: JP¥1.51b (down 32% from 3Q 2021). Net income: JP¥50.0m (down 59% from 3Q 2021). Profit margin: 3.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 11First quarter 2022 earnings released: EPS JP¥54.05 (vs JP¥8.17 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.78b (up 172% from 1Q 2021). Net income: JP¥549.0m (up JP¥466.0m from 1Q 2021). Profit margin: 9.5% (up from 3.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Mar 14KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2021KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2021.Reported Earnings • Mar 14Full year 2021 earnings released: EPS JP¥57.11 (vs JP¥41.84 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥9.38b (up 3.5% from FY 2020). Net income: JP¥580.0m (up 37% from FY 2020). Profit margin: 6.2% (up from 4.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.Is New 90 Day High Low • Feb 26New 90-day low: JP¥579The company is down 1.0% from its price of JP¥584 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 16% over the same period.お知らせ • Feb 05KOSE R.E. Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 12, 2021KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 12, 2021Is New 90 Day High Low • Jan 04New 90-day high: JP¥667The company is up 17% from its price of JP¥572 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 22% over the same period.Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥12.11The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.21b (up 108% from 3Q 2020). Net income: JP¥123.0m (up JP¥182.0m from 3Q 2020). Profit margin: 5.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 01New 90-day high: JP¥592The company is up 20% from its price of JP¥494 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 11% over the same period.お知らせ • Oct 10KOSE R.E. Co.,Ltd. to Report Q3, 2021 Results on Dec 08, 2020KOSE R.E. Co.,Ltd. announced that they will report Q3, 2021 results on Dec 08, 2020決済の安定と成長配当データの取得安定した配当: 3246の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 3246の配当金は過去10年間にわたって増加しています。配当利回り対市場KOSE R.E.Ltd 配当利回り対市場3246 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3246)3.6%市場下位25% (JP)1.8%市場トップ25% (JP)3.8%業界平均 (Consumer Durables)1.6%アナリスト予想 (3246) (最長3年)n/a注目すべき配当: 3246の配当金 ( 3.59% ) はJP市場の配当金支払者の下位 25% ( 1.82% ) よりも高くなっています。高配当: 3246の配当金 ( 3.59% ) はJP市場の配当金支払者の上位 25% ( 3.79% ) と比較すると低いです。株主への利益配当収益カバレッジ: 3246の 配当性向 ( 30.7% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 3246は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management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2026/08/07 17:23終値2026/08/07 00:00収益2026/04/30年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋KOSE R.E. 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
Upcoming Dividend • Jan 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
Upcoming Dividend • Jan 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
Upcoming Dividend • Jan 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
お知らせ • Jul 09KOSE R.E. Co.,Ltd. to Report Q2, 2027 Results on Sep 10, 2026KOSE R.E. Co.,Ltd. announced that they will report Q2, 2027 results on Sep 10, 2026
Reported Earnings • Jun 09First quarter 2027 earnings released: JP¥0.098 loss per share (vs JP¥9.85 loss in 1Q 2026)First quarter 2027 results: JP¥0.098 loss per share (improved from JP¥9.85 loss in 1Q 2026). Revenue: JP¥1.76b (up 82% from 1Q 2026). Net loss: JP¥1.00m (loss narrowed 99% from 1Q 2026). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥68.43 (vs JP¥33.57 in FY 2025)Full year 2026 results: EPS: JP¥68.43 (up from JP¥33.57 in FY 2025). Revenue: JP¥10.0b (up 31% from FY 2025). Net income: JP¥695.0m (up 104% from FY 2025). Profit margin: 6.9% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 12KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 23, 2026KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 23, 2026.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥641, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 4.4% over the past three years.
分析記事 • Jan 29Here's What's Concerning About KOSE R.E.Ltd's (TSE:3246) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Upcoming Dividend • Jan 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
Reported Earnings • Dec 12Third quarter 2026 earnings released: JP¥4.23 loss per share (vs JP¥8.96 loss in 3Q 2025)Third quarter 2026 results: JP¥4.23 loss per share (improved from JP¥8.96 loss in 3Q 2025). Revenue: JP¥928.0m (down 1.3% from 3Q 2025). Net loss: JP¥43.0m (loss narrowed 53% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 04KOSE R.E. Co.,Ltd. to Report Q3, 2026 Results on Dec 08, 2025KOSE R.E. Co.,Ltd. announced that they will report Q3, 2026 results on Dec 08, 2025
分析記事 • Sep 21KOSE R.E.Ltd's (TSE:3246) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that KOSE R.E. Co.,Ltd.'s ( TSE:3246 ) recent earnings didn't contain any...
Reported Earnings • Sep 10Second quarter 2026 earnings released: EPS: JP¥10.93 (vs JP¥17.13 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.93 (down from JP¥17.13 in 2Q 2025). Revenue: JP¥1.97b (down 12% from 2Q 2025). Net income: JP¥111.0m (down 36% from 2Q 2025). Profit margin: 5.6% (down from 7.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • Sep 10New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Paying a dividend despite having no free cash flows. Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (JP¥6.79b market cap, or US$46.1m).
お知らせ • Jul 25KOSE R.E. Co.,Ltd. to Report Q2, 2026 Results on Sep 08, 2025KOSE R.E. Co.,Ltd. announced that they will report Q2, 2026 results on Sep 08, 2025
New Risk • Jul 09New 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 5.8% 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. Payout ratio: 101% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (JP¥6.46b market cap, or US$43.9m).
Reported Earnings • Jun 10First quarter 2026 earnings released: JP¥9.85 loss per share (vs JP¥0.06 profit in 1Q 2025)First quarter 2026 results: JP¥9.85 loss per share (down from JP¥0.06 profit in 1Q 2025). Revenue: JP¥965.0m (down 24% from 1Q 2025). Net loss: JP¥100.0m (flat on 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Apr 10KOSE R.E. Co.,Ltd. to Report Q1, 2026 Results on Jun 09, 2025KOSE R.E. Co.,Ltd. announced that they will report Q1, 2026 results on Jun 09, 2025
分析記事 • Mar 22KOSE R.E.Ltd's (TSE:3246) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsKOSE R.E. Co.,Ltd.'s ( TSE:3246 ) recent weak earnings report didn't cause a big stock movement. However, we believe...
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥33.57 (vs JP¥124 in FY 2024)Full year 2025 results: EPS: JP¥33.57 (down from JP¥124 in FY 2024). Revenue: JP¥7.65b (down 25% from FY 2024). Net income: JP¥341.0m (down 73% from FY 2024). Profit margin: 4.5% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 13KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 24, 2025KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 24, 2025.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥639, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 22% over the past three years.
分析記事 • Feb 02These Return Metrics Don't Make KOSE R.E.Ltd (TSE:3246) Look Too StrongWhen researching a stock for investment, what can tell us that the company is in decline? When we see a declining...
お知らせ • Jan 25KOSE R.E. Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2025KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2025
Upcoming Dividend • Jan 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 11Third quarter 2025 earnings released: JP¥8.96 loss per share (vs JP¥6.60 loss in 3Q 2024)Third quarter 2025 results: JP¥8.96 loss per share (further deteriorated from JP¥6.60 loss in 3Q 2024). Revenue: JP¥940.0m (up 13% from 3Q 2024). Net loss: JP¥91.0m (loss widened 36% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Oct 19KOSE R.E. Co.,Ltd. to Report Q3, 2025 Results on Dec 09, 2024KOSE R.E. Co.,Ltd. announced that they will report Q3, 2025 results on Dec 09, 2024
分析記事 • Sep 19KOSE R.E.Ltd's (TSE:3246) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that KOSE R.E. Co.,Ltd.'s ( TSE:3246 ) recent earnings didn't contain any...
Reported Earnings • Sep 14Second quarter 2025 earnings released: EPS: JP¥17.13 (vs JP¥85.66 in 2Q 2024)Second quarter 2025 results: EPS: JP¥17.13 (down from JP¥85.66 in 2Q 2024). Revenue: JP¥2.24b (down 56% from 2Q 2024). Net income: JP¥174.0m (down 80% from 2Q 2024). Profit margin: 7.8% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Aug 07KOSE R.E. Co.,Ltd.'s (TSE:3246) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 5.2x KOSE R.E. Co.,Ltd. ( TSE:3246 ) may be sending very bullish signals...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥560, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Negligible returns to shareholders over past three years.
お知らせ • Jul 20KOSE R.E. Co.,Ltd. to Report Q2, 2025 Results on Sep 12, 2024KOSE R.E. Co.,Ltd. announced that they will report Q2, 2025 results on Sep 12, 2024
Reported Earnings • Jun 11First quarter 2025 earnings released: EPS: JP¥0.06 (vs JP¥19.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥0.06 (down from JP¥19.20 in 1Q 2024). Revenue: JP¥1.27b (down 38% from 1Q 2024). Net income: JP¥0 (down JP¥195.0m from profit in 1Q 2024). Profit margin: 0% (down from 9.5% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28KOSE R.E. Co.,Ltd. to Report Q1, 2025 Results on Jun 10, 2024KOSE R.E. Co.,Ltd. announced that they will report Q1, 2025 results on Jun 10, 2024
分析記事 • Mar 18KOSE R.E.Ltd's (TSE:3246) Returns Have Hit A WallFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥124 (vs JP¥124 in FY 2023)Full year 2024 results: EPS: JP¥124 (up from JP¥124 in FY 2023). Revenue: JP¥10.2b (down 7.6% from FY 2023). Net income: JP¥1.26b (flat on FY 2023). Profit margin: 12% (in line with FY 2023). 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 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 16KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 25, 2024KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 25, 2024.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥957, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 11x in the Consumer Durables industry in Japan. Total returns to shareholders of 74% over the past three years.
New Risk • Jan 30New 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 5.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥10.4b market cap, or US$70.6m).
Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
お知らせ • Jan 21KOSE R.E. Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 14, 2024KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 14, 2024
Reported Earnings • Dec 14Third quarter 2024 earnings released: JP¥6.60 loss per share (vs JP¥43.42 profit in 3Q 2023)Third quarter 2024 results: JP¥6.60 loss per share (down from JP¥43.42 profit in 3Q 2023). Revenue: JP¥832.0m (down 72% from 3Q 2023). Net loss: JP¥67.0m (down 115% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 21New 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 5.4% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥10.5b market cap, or US$70.8m).
お知らせ • Oct 28KOSE R.E. Co.,Ltd. to Report Q3, 2024 Results on Dec 11, 2023KOSE R.E. Co.,Ltd. announced that they will report Q3, 2024 results on Dec 11, 2023
Reported Earnings • Sep 13Second quarter 2024 earnings released: EPS: JP¥85.66 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥85.66 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥5.07b (up 367% from 2Q 2023). Net income: JP¥870.0m (up JP¥819.0m from 2Q 2023). Profit margin: 17% (up from 4.7% 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 33% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29KOSE R.E. Co.,Ltd. to Report Q2, 2024 Results on Sep 11, 2023KOSE R.E. Co.,Ltd. announced that they will report Q2, 2024 results on Sep 11, 2023
Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥19.20 (vs JP¥8.17 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.20 (up from JP¥8.17 in 1Q 2023). Revenue: JP¥2.06b (up 52% from 1Q 2023). Net income: JP¥195.0m (up 135% from 1Q 2023). Profit margin: 9.5% (up from 6.1% 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 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥124 (vs JP¥86.64 in FY 2022)Full year 2023 results: EPS: JP¥124 (up from JP¥86.64 in FY 2022). Revenue: JP¥11.0b (down 2.6% from FY 2022). Net income: JP¥1.26b (up 43% from FY 2022). Profit margin: 12% (up from 7.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥124 (vs JP¥86.64 in FY 2022)Full year 2023 results: EPS: JP¥124 (up from JP¥86.64 in FY 2022). Revenue: JP¥11.0b (down 2.6% from FY 2022). Net income: JP¥1.26b (up 43% from FY 2022). Profit margin: 12% (up from 7.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥736, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 10x in the Consumer Durables industry in Japan. Total returns to shareholders of 32% over the past three years.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Jan 15KOSE R.E. Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 13, 2023KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 13, 2023
Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥43.42 (vs JP¥4.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.42 (up from JP¥4.92 in 3Q 2022). Revenue: JP¥2.96b (up 97% from 3Q 2022). Net income: JP¥441.0m (up JP¥391.0m from 3Q 2022). Profit margin: 15% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥43.42 (vs JP¥4.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥43.42 (up from JP¥4.92 in 3Q 2022). Revenue: JP¥2.96b (up 97% from 3Q 2022). Net income: JP¥441.0m (up JP¥391.0m from 3Q 2022). Profit margin: 15% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). Director Yasuo Morikawa was the last director to join the board, commencing their role in 2021. 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 • Oct 02KOSE R.E. Co.,Ltd. to Report Q3, 2023 Results on Dec 08, 2022KOSE R.E. Co.,Ltd. announced that they will report Q3, 2023 results on Dec 08, 2022
Reported Earnings • Sep 10Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥8.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥8.76 in 2Q 2022). Revenue: JP¥1.09b (down 33% from 2Q 2022). Net income: JP¥51.0m (down 43% from 2Q 2022). Profit margin: 4.7% (down from 5.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Jul 09KOSE R.E. Co.,Ltd. to Report Q2, 2023 Results on Sep 08, 2022KOSE R.E. Co.,Ltd. announced that they will report Q2, 2023 results on Sep 08, 2022
Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥8.17 (vs JP¥54.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.17 (down from JP¥54.05 in 1Q 2022). Revenue: JP¥1.35b (down 77% from 1Q 2022). Net income: JP¥83.0m (down 85% from 1Q 2022). Profit margin: 6.1% (down from 9.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). Director Yasuo Morikawa was the last director to join the board, commencing their role in 2021. 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 08KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2022KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2022.
お知らせ • Apr 07KOSE R.E. Co.,Ltd. to Report Q1, 2023 Results on Jun 09, 2022KOSE R.E. Co.,Ltd. announced that they will report Q1, 2023 results on Jun 09, 2022
Reported Earnings • Mar 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥86.64 (up from JP¥57.11 in FY 2021). Revenue: JP¥11.3b (up 20% from FY 2021). Net income: JP¥880.0m (up 52% from FY 2021). Profit margin: 7.8% (up from 6.2% in FY 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 fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Jan 28KOSE R.E. Co.,Ltd. to Report Fiscal Year 2022 Results on Mar 14, 2022KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2022 results on Mar 14, 2022
Upcoming Dividend • Jan 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Reported Earnings • Dec 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥4.92 (down from JP¥12.11 in 3Q 2021). Revenue: JP¥1.51b (down 32% from 3Q 2021). Net income: JP¥50.0m (down 59% from 3Q 2021). Profit margin: 3.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 11First quarter 2022 earnings released: EPS JP¥54.05 (vs JP¥8.17 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.78b (up 172% from 1Q 2021). Net income: JP¥549.0m (up JP¥466.0m from 1Q 2021). Profit margin: 9.5% (up from 3.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Mar 14KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2021KOSE R.E. Co.,Ltd., Annual General Meeting, Apr 27, 2021.
Reported Earnings • Mar 14Full year 2021 earnings released: EPS JP¥57.11 (vs JP¥41.84 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥9.38b (up 3.5% from FY 2020). Net income: JP¥580.0m (up 37% from FY 2020). Profit margin: 6.2% (up from 4.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.
Is New 90 Day High Low • Feb 26New 90-day low: JP¥579The company is down 1.0% from its price of JP¥584 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 16% over the same period.
お知らせ • Feb 05KOSE R.E. Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 12, 2021KOSE R.E. Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 12, 2021
Is New 90 Day High Low • Jan 04New 90-day high: JP¥667The company is up 17% from its price of JP¥572 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 22% over the same period.
Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥12.11The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.21b (up 108% from 3Q 2020). Net income: JP¥123.0m (up JP¥182.0m from 3Q 2020). Profit margin: 5.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 01New 90-day high: JP¥592The company is up 20% from its price of JP¥494 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 11% over the same period.
お知らせ • Oct 10KOSE R.E. Co.,Ltd. to Report Q3, 2021 Results on Dec 08, 2020KOSE R.E. Co.,Ltd. announced that they will report Q3, 2021 results on Dec 08, 2020