Yondoshi Holdings（8008）株式概要株式会社ヨンドシーホールディングスは、宝飾品、衣料品、バッグなどの企画、製造、卸売、小売を国内外に展開している。 詳細8008 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績3/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より10.2%で取引されている 収益は年間7.97%増加すると予測されています 過去1年間で収益は30.1%増加しました リスク分析4.66%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見る8008 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.82k41.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture071b2016201920222025202620282031Revenue JP¥71.1bEarnings JP¥1.8bAdvancedSet Fair ValueView all narrativesYondoshi Holdings Inc. 競合他社Tsutsumi JewelryLtdSymbol: TSE:7937Market cap: JP¥43.2bNagahoriSymbol: TSE:8139Market cap: JP¥44.0bSanyo ShokaiSymbol: TSE:8011Market cap: JP¥37.4bSankyo SeikoSymbol: TSE:8018Market cap: JP¥33.2b価格と性能株価の高値、安値、推移の概要Yondoshi Holdings過去の株価現在の株価JP¥1,823.0052週高値JP¥1,928.0052週安値JP¥1,688.00ベータ0.141ヶ月の変化-1.83%3ヶ月変化-3.19%1年変化5.13%3年間の変化2.59%5年間の変化-2.20%IPOからの変化65.73%最新ニュースBuy Or Sell Opportunity • Apr 13Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,878. The fair value is estimated to be JP¥1,523, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 0.6% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.Reported Earnings • Apr 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥83.46 (up from JP¥64.16 in FY 2025). Revenue: JP¥70.0b (up 52% from FY 2025). Net income: JP¥1.79b (up 30% from FY 2025). Profit margin: 2.6% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to stay flat during the next 2 years compared to a 8.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 11Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026.お知らせ • Apr 03Yondoshi Holdings Inc. to Report Fiscal Year 2026 Results on Apr 10, 2026Yondoshi Holdings Inc. announced that they will report fiscal year 2026 results on Apr 10, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).分析記事 • Feb 16Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 1st of June. Based on this payment, the...最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Apr 13Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,878. The fair value is estimated to be JP¥1,523, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 0.6% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.Reported Earnings • Apr 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥83.46 (up from JP¥64.16 in FY 2025). Revenue: JP¥70.0b (up 52% from FY 2025). Net income: JP¥1.79b (up 30% from FY 2025). Profit margin: 2.6% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to stay flat during the next 2 years compared to a 8.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 11Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026.お知らせ • Apr 03Yondoshi Holdings Inc. to Report Fiscal Year 2026 Results on Apr 10, 2026Yondoshi Holdings Inc. announced that they will report fiscal year 2026 results on Apr 10, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).分析記事 • Feb 16Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 1st of June. Based on this payment, the...お知らせ • Feb 16+ 1 more updateYondoshi Holdings Inc. to Report Q3, 2027 Results on Jan 08, 2027Yondoshi Holdings Inc. announced that they will report Q3, 2027 results on Jan 08, 2027New Risk • Jan 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 3.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.4% net profit margin).Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥15.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.65 (up from JP¥15.70 in 3Q 2025). Revenue: JP¥18.3b (up 88% from 3Q 2025). Net income: JP¥465.0m (up 38% from 3Q 2025). Profit margin: 2.5% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.分析記事 • Nov 08Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 1st of June. This means the annual payment is...Declared Dividend • Nov 08First half dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 33% to bring the payout ratio under control. EPS is expected to grow by 58% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • Oct 17Solid Earnings May Not Tell The Whole Story For Yondoshi Holdings (TSE:8008)Yondoshi Holdings Inc.'s ( TSE:8008 ) robust recent earnings didn't do much to move the stock. However the statutory...Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥16.72 (vs JP¥6.80 in 2Q 2025)Second quarter 2026 results: EPS: JP¥16.72 (up from JP¥6.80 in 2Q 2025). Revenue: JP¥16.8b (up 72% from 2Q 2025). Net income: JP¥359.0m (up 146% from 2Q 2025). Profit margin: 2.1% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.Upcoming Dividend • Aug 21Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 10 November 2025. The company is paying out more than 100% of its profits and is paying out 81% of its cash flow. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Aug 08Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 10th of November. This means the annual...お知らせ • Aug 01Yondoshi Holdings Inc. to Report Q2, 2026 Results on Oct 10, 2025Yondoshi Holdings Inc. announced that they will report Q2, 2026 results on Oct 10, 2025分析記事 • Jul 24Yondoshi Holdings (TSE:8008) Has Announced A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 10th of...Major Estimate Revision • Jul 24Consensus revenue estimates increase by 49%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥42.6b to JP¥63.3b. EPS estimate fell from JP¥74.60 to JP¥65.20. Net income forecast to grow 20% next year vs 8.9% growth forecast for Luxury industry in Japan. Consensus price target down from JP¥2,000 to JP¥1,800. Share price was steady at JP¥1,732 over the past week.Buy Or Sell Opportunity • Jul 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.2% to JP¥1,749. The fair value is estimated to be JP¥1,452, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 7.0%. Revenue is forecast to decline by 17% in a year. Earnings are forecast to grow by 32% in the next year.Reported Earnings • Jul 13First quarter 2026 earnings released: EPS: JP¥19.66 (vs JP¥24.47 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.66 (down from JP¥24.47 in 1Q 2025). Revenue: JP¥15.7b (up 62% from 1Q 2025). Net income: JP¥422.0m (down 20% from 1Q 2025). Profit margin: 2.7% (down from 5.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.4% p.a. on average during the next 2 years, while revenues in the Luxury industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 7% 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.分析記事 • Jul 10Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 10th of November. This means the annual...お知らせ • Jul 10Yondoshi Holdings Inc. Provides Consolidated Earnings Guidance for the Interim Period and Fiscal Year Ending February 28, 2026Yondoshi Holdings Inc. provided consolidated earnings guidance for the interim period and fiscal Year Ending February 28, 2026. For the interim period, the company expects Operating Revenues of JPY 32,000 million, Operating Income of JPY 1,200 million, Profit attributable to owners of parent of JPY 700 million and Net Income per Share of JPY 32.61. For the full year, the company expects Operating Revenues of JPY 66,000 million, Operating Income of JPY 2,800 million, Profit attributable to owners of parent of JPY 1,600 million, and Net Income per Share of JPY 74.54.分析記事 • Jun 18Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...Declared Dividend • Jun 18Final dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 28th August 2025 Payment date: 10th November 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 44% to bring the payout ratio under control. However, EPS has declined by 11% over the last 5 years so the company would need to reverse this trend.Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥64.16 (vs JP¥60.62 in FY 2024)Full year 2025 results: EPS: JP¥64.16 (up from JP¥60.62 in FY 2024). Revenue: JP¥45.9b (up 16% from FY 2024). Net income: JP¥1.38b (up 5.9% from FY 2024). Profit margin: 3.0% (down from 3.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% 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 • May 14Yondoshi Holdings Inc. to Report Q1, 2026 Results on Jul 10, 2025Yondoshi Holdings Inc. announced that they will report Q1, 2026 results on Jul 10, 2025Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥64.16 (vs JP¥60.62 in FY 2024)Full year 2025 results: EPS: JP¥64.16 (up from JP¥60.62 in FY 2024). Revenue: JP¥45.9b (up 16% from FY 2024). Net income: JP¥1.38b (up 5.9% from FY 2024). Profit margin: 3.0% (down from 3.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Apr 11+ 2 more updatesYondoshi Holdings Inc., Annual General Meeting, May 29, 2025Yondoshi Holdings Inc., Annual General Meeting, May 29, 2025.Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥1,700. The fair value is estimated to be JP¥2,159, 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. Earnings per share has declined by 3.0%.New Risk • Mar 26New major risk - Revenue and earnings growthEarnings have declined by 14% 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 Risk Earnings have declined by 14% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (128% payout ratio).お知らせ • Mar 05Yondoshi Holdings Inc. to Report Q3, 2026 Results on Jan 09, 2026Yondoshi Holdings Inc. announced that they will report Q3, 2026 results on Jan 09, 2026Upcoming Dividend • Feb 20Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 02 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).分析記事 • Feb 07Yondoshi Holdings (TSE:8008) Has Affirmed Its Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...お知らせ • Feb 03Yondoshi Holdings Inc. to Report Fiscal Year 2025 Results on Apr 11, 2025Yondoshi Holdings Inc. announced that they will report fiscal year 2025 results on Apr 11, 2025分析記事 • Jan 24Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 2nd of June...Reported Earnings • Jan 12Third quarter 2025 earnings released: EPS: JP¥15.70 (vs JP¥10.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.70 (up from JP¥10.49 in 3Q 2024). Revenue: JP¥9.73b (up 1.5% from 3Q 2024). Net income: JP¥337.0m (up 50% from 3Q 2024). Profit margin: 3.5% (up from 2.3% in 3Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • Jan 10Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend on the 2nd of June, with...お知らせ • Jan 10Yondoshi Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Yondoshi Holdings Inc. revised consolidated earnings guidance for the fiscal Year Ending February 28, 2025. For the full year, the company expects Operating Revenues of JPY 46,000 million, Operating Income of JPY 2,100 million, Profit attributable to owners of parent of JPY 1,400 million, and Net Income per Share of JPY 65.06 against previous forecast of Operating Revenues of JPY 41,000 million, Operating Income of JPY 2,350 million, Profit attributable to owners of parent of JPY 1,600 million, and Net Income per Share of JPY 74.58. Reason for the Revision: In terms of progress against the full-year consolidated earnings forecast for the fiscal year ending February 2025, announced on April 12, 2024, the Apparel Business is expected to secure increases in revenue and earnings. In the Brand Business, however, while sales to female customers have been steadily increasing on the implementation of various measures to emphasize experience value, sales to male customers during the Christmas sales season, the period of peak demand, declined from the previous fiscal year. In addition, the Company plans to incorporate the results of RASIN Co. Ltd., which was made a subsidiary on December 2, 2024, into its consolidated financial results from the fourth quarter of Fiscal 2024. As a result of incorporating these results, including the recording of expenses related to the business integration, the full-year consolidated earnings forecast is being revised from the forecast at the time of the previous announcement.分析記事 • Nov 27Yondoshi Holdings (TSE:8008) Is Paying Out A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...お知らせ • Nov 27Yondoshi Holdings Inc. to Report Q3, 2025 Results on Jan 10, 2025Yondoshi Holdings Inc. announced that they will report Q3, 2025 results on Jan 10, 2025分析記事 • Nov 10Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 2nd of June...Declared Dividend • Nov 09First half dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 27th February 2025 Payment date: 2nd June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (209% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 133% to bring the payout ratio under control. EPS is expected to grow by 50% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Oct 14Second quarter 2025 earnings released: EPS: JP¥15.64 (vs JP¥9.05 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.64 (up from JP¥9.05 in 2Q 2024). Revenue: JP¥9.73b (up 2.2% from 2Q 2024). Net income: JP¥335.5m (up 73% from 2Q 2024). Profit margin: 3.4% (up from 2.0% in 2Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.お知らせ • Oct 12Yondoshi Holdings Inc. Announces Dividend for the Second Quarter Ended August 31, 2024, Payable on November 8, 2024Yondoshi Holdings Inc. announced dividend of JPY 41.50 per share for the second quarter ended August 31, 2024 as compared to dividend Of JPY 41.50 per share a year ago. Dividend payment commencement date (planned): November 8, 2024.お知らせ • Oct 11Yondoshi Holdings Inc. (TSE:8008) agreed to acquire 97.20% stake in RASIN Co., Ltd. from Ant Capital Partners No. 6 Investment Limited Partnership, managed by Ant Capital Partners Co., Ltd. and MOMENTUM VI, L.P. for ¥10.5 billion.Yondoshi Holdings Inc. (TSE:8008) agreed to acquire 97.20% stake in RASIN Co., Ltd. from Ant Capital Partners No. 6 Investment Limited Partnership, managed by Ant Capital Partners Co., Ltd. and MOMENTUM VI, L.P. for ¥10.5 billion on October 11, 2024. For the period ending February 29, 2024, RASIN Co., Ltd. reported total revenue of ¥18.58 billion, EBIT of ¥18.58 billion and net income of ¥869 million. As of February 29, 2024, RASIN Co., Ltd. reported total assets of ¥9.5 billion and total common equity of ¥4.47 billion. The expected completion of the transaction is December 2, 2024.お知らせ • Aug 27Yondoshi Holdings Inc. to Report Q2, 2025 Results on Oct 11, 2024Yondoshi Holdings Inc. announced that they will report Q2, 2025 results on Oct 11, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 11 November 2024. Payout ratio is a comfortable 67% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Aug 19Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...分析記事 • Jul 26Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc.'s ( TSE:8008 ) investors are due to receive a payment of ¥41.50 per share on 11th of November...Reported Earnings • Jul 15First quarter 2025 earnings released: EPS: JP¥24.47 (vs JP¥23.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.47 (up from JP¥23.41 in 1Q 2024). Revenue: JP¥9.69b (up 1.1% from 1Q 2024). Net income: JP¥525.0m (up 4.6% from 1Q 2024). Profit margin: 5.4% (up from 5.2% in 1Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Jul 12Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 11th of November. The dividend yield will be...お知らせ • Jul 11+ 1 more updateYondoshi Holdings Inc. Provides Consolidated Earnings Guidance for Interim Period and Fiscal Year Ending February 29, 2025Yondoshi Holdings Inc. provided consolidated earnings guidance for the interim period and fiscal Year Ending February 29, 2025. For the interim period, the company expects Operating Revenues of JPY 20,000 million, Operating Income of JPY 1,000 million, Profit attributable to owners of parent of JPY 750 million, and Net Income per Share of JPY 34.96 .For the full year, the company expects Operating Revenues of JPY 41,000 million, Operating Income of JPY 2,350 million, Profit attributable to owners of parent of JPY 1,600 million, and Net Income per Share of JPY 74.58 .分析記事 • Jun 22Yondoshi Holdings (TSE:8008) Has Affirmed Its Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 11th of...分析記事 • Jun 08Yondoshi Holdings' (TSE:8008) Dividend Will Be ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend on the 11th of November...Declared Dividend • Jun 06Final dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 29th August 2024 Payment date: 11th November 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (134% earnings payout ratio) nor is it covered by cash flows (112% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 49% to bring the payout ratio under control. EPS is expected to grow by 21% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥60.62 (up from JP¥53.59 in FY 2023). Revenue: JP¥39.5b (flat on FY 2023). Net income: JP¥1.30b (up 13% from FY 2023). Profit margin: 3.3% (up from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.3%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. 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 • May 30Yondoshi Holdings Inc. Announces Board and Committee ChangesYondoshi Holdings Inc. announced established an independent committee based on the Continuation of Measures to Respond to Large- Scale Purchases of the company's Shares (Takeover Defense Measures), the continuation of which was approved at the 72nd Ordinary General Meeting of Shareholders held on May 26, 2022. Two members of this committee, Mr. Toyomasa Akiyama and Mr. Naoki Kodama, retired from their positionsas outside director and Audit & Supervisory Board Member at the conclusion of the 74th Ordinary General Meeting of Shareholders held on May 30, 2024, and as such, their terms of office as Independent Committee members ended as of the same date. Of note, Mr. Kodama was newly appointed as an Outside Director at the General Meeting of Shareholders. Accordingly, at a meeting of the board of directors held on May 30, 2024, the company resolved to appoint Mr. Hiroshi Kawazoe, who was appointed as an Outside Director and Audit & Supervisory Board Member at the 74th Ordinary General Meeting of Shareholders, as a member of the Independent Committee. Hiroshi KAWAZOE: Apr. 1978 Joined the Tokyo Regional Taxation Bureau; Jul 2017, Deputy Assistant Regional Commissioner, First Taxation Department, Tokyo Regional Taxation Bureau; Jul 2018 District Director, Kojimachi Tax Office; Aug. 2019 Registered as a Certified Public Tax Accountant (current); Nov. 2022 Outside Auditor, Kanki Publishing Co. Ltd. (current).分析記事 • Apr 19Yondoshi Holdings (TSE:8008) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from Yondoshi Holdings Inc. ( TSE:8008 ) despite...Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥60.62 (up from JP¥53.59 in FY 2023). Revenue: JP¥39.5b (flat on FY 2023). Net income: JP¥1.30b (up 13% from FY 2023). Profit margin: 3.3% (up from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.3%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Apr 13Yondoshi Holdings Inc., Annual General Meeting, May 30, 2024Yondoshi Holdings Inc., Annual General Meeting, May 30, 2024. Agenda: To consider election and resignation of directors; and to consider other matters.Upcoming Dividend • Feb 21Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. The company is paying out more than 100% of its profits and is paying out 84% of its cash flow. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (10%).Major Estimate Revision • Feb 15Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥40.9b to JP¥39.6b. EPS estimate also fell from JP¥70.00 per share to JP¥56.00 per share. Net income forecast to grow 7.1% next year vs 11% growth forecast for Luxury industry in Japan. Consensus price target up from JP¥1,800 to JP¥2,000. Share price was steady at JP¥1,921 over the past week.お知らせ • Jan 31Yondoshi Holdings Inc. to Report Fiscal Year 2024 Results on Apr 12, 2024Yondoshi Holdings Inc. announced that they will report fiscal year 2024 results on Apr 12, 2024お知らせ • Jan 11Yondoshi Holdings Inc. Announces Executive ChangesYondoshi Holdings Inc. at a meeting of its Board of Directors held on January 9, 2024, resolved to make the following changes in organizational structure and personnel. The Directors effective March 1, 2024. Ichiro Okafuji as Representative Senior Managing Director from Representative Senior Managing Director and Senior Managing Executive Officer responsible for Operations; Masahiko Nishimura as Managing Director and Managing Executive Officer responsible for Operations and General Manager, Finance Dept. (concurrent) from Managing Director and Managing Executive Officer responsible for Finance. Executive Officers (Effective March 1, 2024), Hiroki Minagawa as Executive Officer responsible for F.D.C. Products Inc. Kazumasa Fukuhara as Executive Officer, General Manager, operations Dept. from Executive Officer, General Manager, Corporate Planning Dept. Management Personnel (General Manager) (Effective March 1, 2024) Yasufumi Kozuka as Head of Corporate Planning Office from General Manager, Finance Dept.Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥10.49 (vs JP¥10.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.49 (down from JP¥10.54 in 3Q 2023). Revenue: JP¥9.59b (down 3.0% from 3Q 2023). Net income: JP¥225.0m (flat on 3Q 2023). Profit margin: 2.3% (in line with 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. 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 • Jan 09+ 1 more updateYondoshi Holdings Inc. Provides Dividend Guidance for the Fiscal Year 2023Yondoshi Holdings Inc. provided dividend guidance of JPY 41.50 per share for the fiscal year 2023 as compared to paid dividend of JPY 41.50 per share for the fiscal year 2022.お知らせ • Nov 29Yondoshi Holdings Inc. to Report Q3, 2024 Results on Jan 09, 2024Yondoshi Holdings Inc. announced that they will report Q3, 2024 results on Jan 09, 2024Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥9.05 (vs JP¥5.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.05 (up from JP¥5.22 in 2Q 2023). Revenue: JP¥9.53b (up 3.6% from 2Q 2023). Net income: JP¥194.0m (up 73% from 2Q 2023). Profit margin: 2.0% (up from 1.2% in 2Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 26Yondoshi Holdings Inc. Revises Earnings Guidance for the First Half Ending August 31, 2023Yondoshi Holdings Inc. revised earnings guidance for the first half ending August 31, 2023. For the period, the company now expects net sales of JPY 19,100 million, operating income of JPY 1,070 million, profit attributable to owners of parent of JPY 700 million and net income per share of JPY 32.64 against previous forecast for net sales of JPY 19,000 million, operating income of JPY 800 million, profit attributable to owners of parent of JPY 550 million and net income per share of JPY 25.65.Upcoming Dividend • Aug 23Upcoming dividend of JP¥41.50 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 13 November 2023. The company is paying out more than 100% of its profits and is paying out 86% of its cash flow. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).お知らせ • Aug 11Yondoshi Holdings Inc. to Report Q2, 2024 Results on Oct 06, 2023Yondoshi Holdings Inc. announced that they will report Q2, 2024 results on Oct 06, 2023New Risk • Jul 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (142% payout ratio). Large one-off items impacting financial results.お知らせ • Jul 07+ 1 more updateYondoshi Holdings Inc. Provides Consolidated Earnings Guidance for the Interim and Full Fiscal Year Ending February 29, 2024Yondoshi Holdings Inc. provided consolidated earnings guidance for the Interim and Full Fiscal year ending February 29, 2024. For the interim period, company expects Net Sales of JPY 19,000 million, Operating Income of JPY 800 million, Profit attributable to owners of parent of JPY 550 million and Net Income per Share of JPY 25.65.For the full year, company expects Net Sales of JPY 40,000 million, Operating Income of JPY 2,100 million, Profit attributable to owners of parent of JPY 1,300 million, Net Income per Share of JPY 60.63.Reported Earnings • Jul 07First quarter 2024 earnings released: EPS: JP¥23.41 (vs JP¥18.71 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.41 (up from JP¥18.71 in 1Q 2023). Revenue: JP¥9.59b (up 2.8% from 1Q 2023). Net income: JP¥502.0m (up 25% from 1Q 2023). Profit margin: 5.2% (up from 4.3% in 1Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 30Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥53.59 (down from JP¥69.53 in FY 2022). Revenue: JP¥39.5b (up 3.8% from FY 2022). Net income: JP¥1.15b (down 23% from FY 2022). Profit margin: 2.9% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 4.5%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% 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 • May 28Yondoshi Holdings Inc. to Report Q1, 2024 Results on Jul 06, 2023Yondoshi Holdings Inc. announced that they will report Q1, 2024 results on Jul 06, 2023Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥53.59 (down from JP¥69.53 in FY 2022). Revenue: JP¥39.5b (up 3.8% from FY 2022). Net income: JP¥1.15b (down 23% from FY 2022). Profit margin: 2.9% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 4.5%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Feb 20Upcoming dividend of JP¥41.50 per share at 4.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).Major Estimate Revision • Feb 09Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥41.0b to JP¥40.0b. EPS estimate also fell from JP¥83.90 per share to JP¥51.30 per share. Net income forecast to shrink 9.4% next year vs 32% growth forecast for Luxury industry in Japan . Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,770 over the past week.お知らせ • Feb 08Yondoshi Holdings Inc. to Report Fiscal Year 2023 Results on Apr 14, 2023Yondoshi Holdings Inc. announced that they will report fiscal year 2023 results on Apr 14, 2023Reported Earnings • Jan 07Third quarter 2023 earnings released: EPS: JP¥10.54 (vs JP¥14.93 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.54 (down from JP¥14.93 in 3Q 2022). Revenue: JP¥9.89b (up 3.5% from 3Q 2022). Net income: JP¥226.0m (down 29% from 3Q 2022). Profit margin: 2.3% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Jan 07+ 1 more updateYondoshi Holdings Inc. Announces Changes in Personnel, Effective March 1, 2023Yondoshi Holdings Inc. announced changes in personnel Effective March 1, 2023 with Hiroshi Arai as Executive Officer responsible for AS'TY Inc.; Kazumasa Fukuhara as Executive Officer, General Manager, Corporate Planning Dept. from General Manager, Corporate Planning Dept.お知らせ • Jan 06Yondoshi Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Yondoshi Holdings Inc. revised consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expected net sales to be JPY 40,000 million as compared to previous guidance of JPY 40,500 million; Operating income to be JPY 2,000 million as compared to previous guidance of JPY 2,700 million; Profit attributable to owners of parent to be JPY 1,100 million as compared to previous guidance of JPY 1,800 million; and Net income per share to be JPY 51.30 as compared to previous guidance of JPY 83.96.お知らせ • Nov 30Yondoshi Holdings Inc. to Report Q3, 2023 Results on Jan 06, 2023Yondoshi Holdings Inc. announced that they will report Q3, 2023 results on Jan 06, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Naoki Kodama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 09Second quarter 2023 earnings released: EPS: JP¥11.96 (vs JP¥1.03 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.96 (up from JP¥1.03 in 2Q 2022). Revenue: JP¥9.26b (up 2.3% from 2Q 2022). Net income: JP¥256.5m (up JP¥234.5m from 2Q 2022). Profit margin: 2.8% (up from 0.2% in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Oct 07+ 1 more updateYondoshi Holdings Inc. Provides Dividend Guidance for the Second Quarter and for the Year Ending February 28, 2023Yondoshi Holdings Inc. provided dividend guidance for the second quarter and for the year ending February 28, 2023. For the end of second quarter, the company expects to pay dividend of JPY 41.50 per share compared to JPY 41.50 per share for the same period last year. For the year ending February 28, 2023, the company expects to pay dividend of JPY 41.50 per share compared to JPY 41.50 per share for the same period last year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 14 November 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).お知らせ • Aug 05Yondoshi Holdings Inc. to Report Q2, 2023 Results on Oct 07, 2022Yondoshi Holdings Inc. announced that they will report Q2, 2023 results on Oct 07, 2022Reported Earnings • Jul 09First quarter 2023 earnings released: EPS: JP¥18.71 (vs JP¥12.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.71 (up from JP¥12.05 in 1Q 2022). Revenue: JP¥9.32b (up 7.0% from 1Q 2022). Net income: JP¥401.0m (up 55% from 1Q 2022). Profit margin: 4.3% (up from 3.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.7%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.株主還元8008JP LuxuryJP 市場7D0.5%-0.5%-0.5%1Y5.1%34.0%41.3%株主還元を見る業界別リターン: 8008過去 1 年間で34 % の収益を上げたJP Luxury業界を下回りました。リターン対市場: 8008は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 8008's price volatile compared to industry and market?8008 volatility8008 Average Weekly Movement2.8%Luxury Industry Average Movement4.5%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 8008 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8008の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19501,076Hidetoshi Masudayondoshi.co.jp株式会社ヨンドシー・ホールディングスは、宝飾品、衣料品、バッグなどの企画、製造、卸売、小売を日本および海外で行っている。同社は主に「4℃」の名称で宝飾品を提供している。また、紳士・婦人服、高級時計の企画・デザイン・製造も行っている。また、ファッション専門店の運営や不動産賃貸事業も行っている。さらに、「パレット」ブランドのアパレル専門店網の運営にも携わっている。同社の前身は株式会社エフアンドエーアクアホールディングスであり、2013年9月に株式会社ヨンドシーホールディングスに商号変更した。株式会社よんどしホールディングスは1950年に設立され、東京に本社を置いている。もっと見るYondoshi Holdings Inc. 基礎のまとめYondoshi Holdings の収益と売上を時価総額と比較するとどうか。8008 基礎統計学時価総額JP¥39.15b収益（TTM）JP¥1.79b売上高(TTM)JP¥69.96b21.8xPER（株価収益率0.6xP/Sレシオ8008 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8008 損益計算書（TTM）収益JP¥69.96b売上原価JP¥46.71b売上総利益JP¥23.25bその他の費用JP¥21.46b収益JP¥1.79b直近の収益報告Feb 28, 2026次回決算日Jul 10, 2026一株当たり利益（EPS）83.45グロス・マージン33.23%純利益率2.56%有利子負債／自己資本比率31.4%8008 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.7%現在の配当利回り99%配当性向8008 配当は確実ですか？8008 配当履歴とベンチマークを見る8008 、いつまでに購入すれば配当金を受け取れますか？Yondoshi Holdings 配当日配当落ち日Feb 26 2026配当支払日May 29 2026配当落ちまでの日数86 days配当支払日までの日数6 days8008 配当は確実ですか？8008 配当履歴とベンチマークを見るView Valuation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2026/05/22 18:47終値2026/05/22 00:00収益2026/02/28年間収益2026/02/28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Yondoshi Holdings Inc. 1 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。4 アナリスト機関Keita IkedaDaiwa Securities Co. Ltd.Atsushi KanekoMarusan Securities Co. Ltd.Hajime IkeuchiNomura Securities Co. Ltd.1 その他のアナリストを表示
Buy Or Sell Opportunity • Apr 13Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,878. The fair value is estimated to be JP¥1,523, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 0.6% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
Reported Earnings • Apr 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥83.46 (up from JP¥64.16 in FY 2025). Revenue: JP¥70.0b (up 52% from FY 2025). Net income: JP¥1.79b (up 30% from FY 2025). Profit margin: 2.6% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to stay flat during the next 2 years compared to a 8.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 11Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026.
お知らせ • Apr 03Yondoshi Holdings Inc. to Report Fiscal Year 2026 Results on Apr 10, 2026Yondoshi Holdings Inc. announced that they will report fiscal year 2026 results on Apr 10, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
分析記事 • Feb 16Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 1st of June. Based on this payment, the...
Buy Or Sell Opportunity • Apr 13Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,878. The fair value is estimated to be JP¥1,523, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 0.6% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
Reported Earnings • Apr 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥83.46 (up from JP¥64.16 in FY 2025). Revenue: JP¥70.0b (up 52% from FY 2025). Net income: JP¥1.79b (up 30% from FY 2025). Profit margin: 2.6% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to stay flat during the next 2 years compared to a 8.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 11Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026Yondoshi Holdings Inc., Annual General Meeting, May 28, 2026.
お知らせ • Apr 03Yondoshi Holdings Inc. to Report Fiscal Year 2026 Results on Apr 10, 2026Yondoshi Holdings Inc. announced that they will report fiscal year 2026 results on Apr 10, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
分析記事 • Feb 16Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 1st of June. Based on this payment, the...
お知らせ • Feb 16+ 1 more updateYondoshi Holdings Inc. to Report Q3, 2027 Results on Jan 08, 2027Yondoshi Holdings Inc. announced that they will report Q3, 2027 results on Jan 08, 2027
New Risk • Jan 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 3.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.4% net profit margin).
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥21.65 (vs JP¥15.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥21.65 (up from JP¥15.70 in 3Q 2025). Revenue: JP¥18.3b (up 88% from 3Q 2025). Net income: JP¥465.0m (up 38% from 3Q 2025). Profit margin: 2.5% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
分析記事 • Nov 08Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 1st of June. This means the annual payment is...
Declared Dividend • Nov 08First half dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 33% to bring the payout ratio under control. EPS is expected to grow by 58% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • Oct 17Solid Earnings May Not Tell The Whole Story For Yondoshi Holdings (TSE:8008)Yondoshi Holdings Inc.'s ( TSE:8008 ) robust recent earnings didn't do much to move the stock. However the statutory...
Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥16.72 (vs JP¥6.80 in 2Q 2025)Second quarter 2026 results: EPS: JP¥16.72 (up from JP¥6.80 in 2Q 2025). Revenue: JP¥16.8b (up 72% from 2Q 2025). Net income: JP¥359.0m (up 146% from 2Q 2025). Profit margin: 2.1% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 10 November 2025. The company is paying out more than 100% of its profits and is paying out 81% of its cash flow. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Aug 08Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 10th of November. This means the annual...
お知らせ • Aug 01Yondoshi Holdings Inc. to Report Q2, 2026 Results on Oct 10, 2025Yondoshi Holdings Inc. announced that they will report Q2, 2026 results on Oct 10, 2025
分析記事 • Jul 24Yondoshi Holdings (TSE:8008) Has Announced A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 10th of...
Major Estimate Revision • Jul 24Consensus revenue estimates increase by 49%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥42.6b to JP¥63.3b. EPS estimate fell from JP¥74.60 to JP¥65.20. Net income forecast to grow 20% next year vs 8.9% growth forecast for Luxury industry in Japan. Consensus price target down from JP¥2,000 to JP¥1,800. Share price was steady at JP¥1,732 over the past week.
Buy Or Sell Opportunity • Jul 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.2% to JP¥1,749. The fair value is estimated to be JP¥1,452, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 7.0%. Revenue is forecast to decline by 17% in a year. Earnings are forecast to grow by 32% in the next year.
Reported Earnings • Jul 13First quarter 2026 earnings released: EPS: JP¥19.66 (vs JP¥24.47 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.66 (down from JP¥24.47 in 1Q 2025). Revenue: JP¥15.7b (up 62% from 1Q 2025). Net income: JP¥422.0m (down 20% from 1Q 2025). Profit margin: 2.7% (down from 5.4% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.4% p.a. on average during the next 2 years, while revenues in the Luxury industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 7% 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.
分析記事 • Jul 10Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 10th of November. This means the annual...
お知らせ • Jul 10Yondoshi Holdings Inc. Provides Consolidated Earnings Guidance for the Interim Period and Fiscal Year Ending February 28, 2026Yondoshi Holdings Inc. provided consolidated earnings guidance for the interim period and fiscal Year Ending February 28, 2026. For the interim period, the company expects Operating Revenues of JPY 32,000 million, Operating Income of JPY 1,200 million, Profit attributable to owners of parent of JPY 700 million and Net Income per Share of JPY 32.61. For the full year, the company expects Operating Revenues of JPY 66,000 million, Operating Income of JPY 2,800 million, Profit attributable to owners of parent of JPY 1,600 million, and Net Income per Share of JPY 74.54.
分析記事 • Jun 18Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...
Declared Dividend • Jun 18Final dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 28th August 2025 Payment date: 10th November 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 44% to bring the payout ratio under control. However, EPS has declined by 11% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥64.16 (vs JP¥60.62 in FY 2024)Full year 2025 results: EPS: JP¥64.16 (up from JP¥60.62 in FY 2024). Revenue: JP¥45.9b (up 16% from FY 2024). Net income: JP¥1.38b (up 5.9% from FY 2024). Profit margin: 3.0% (down from 3.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% 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 • May 14Yondoshi Holdings Inc. to Report Q1, 2026 Results on Jul 10, 2025Yondoshi Holdings Inc. announced that they will report Q1, 2026 results on Jul 10, 2025
Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥64.16 (vs JP¥60.62 in FY 2024)Full year 2025 results: EPS: JP¥64.16 (up from JP¥60.62 in FY 2024). Revenue: JP¥45.9b (up 16% from FY 2024). Net income: JP¥1.38b (up 5.9% from FY 2024). Profit margin: 3.0% (down from 3.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Apr 11+ 2 more updatesYondoshi Holdings Inc., Annual General Meeting, May 29, 2025Yondoshi Holdings Inc., Annual General Meeting, May 29, 2025.
Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥1,700. The fair value is estimated to be JP¥2,159, 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. Earnings per share has declined by 3.0%.
New Risk • Mar 26New major risk - Revenue and earnings growthEarnings have declined by 14% 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 Risk Earnings have declined by 14% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (128% payout ratio).
お知らせ • Mar 05Yondoshi Holdings Inc. to Report Q3, 2026 Results on Jan 09, 2026Yondoshi Holdings Inc. announced that they will report Q3, 2026 results on Jan 09, 2026
Upcoming Dividend • Feb 20Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 02 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
分析記事 • Feb 07Yondoshi Holdings (TSE:8008) Has Affirmed Its Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...
お知らせ • Feb 03Yondoshi Holdings Inc. to Report Fiscal Year 2025 Results on Apr 11, 2025Yondoshi Holdings Inc. announced that they will report fiscal year 2025 results on Apr 11, 2025
分析記事 • Jan 24Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 2nd of June...
Reported Earnings • Jan 12Third quarter 2025 earnings released: EPS: JP¥15.70 (vs JP¥10.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.70 (up from JP¥10.49 in 3Q 2024). Revenue: JP¥9.73b (up 1.5% from 3Q 2024). Net income: JP¥337.0m (up 50% from 3Q 2024). Profit margin: 3.5% (up from 2.3% in 3Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • Jan 10Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend on the 2nd of June, with...
お知らせ • Jan 10Yondoshi Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Yondoshi Holdings Inc. revised consolidated earnings guidance for the fiscal Year Ending February 28, 2025. For the full year, the company expects Operating Revenues of JPY 46,000 million, Operating Income of JPY 2,100 million, Profit attributable to owners of parent of JPY 1,400 million, and Net Income per Share of JPY 65.06 against previous forecast of Operating Revenues of JPY 41,000 million, Operating Income of JPY 2,350 million, Profit attributable to owners of parent of JPY 1,600 million, and Net Income per Share of JPY 74.58. Reason for the Revision: In terms of progress against the full-year consolidated earnings forecast for the fiscal year ending February 2025, announced on April 12, 2024, the Apparel Business is expected to secure increases in revenue and earnings. In the Brand Business, however, while sales to female customers have been steadily increasing on the implementation of various measures to emphasize experience value, sales to male customers during the Christmas sales season, the period of peak demand, declined from the previous fiscal year. In addition, the Company plans to incorporate the results of RASIN Co. Ltd., which was made a subsidiary on December 2, 2024, into its consolidated financial results from the fourth quarter of Fiscal 2024. As a result of incorporating these results, including the recording of expenses related to the business integration, the full-year consolidated earnings forecast is being revised from the forecast at the time of the previous announcement.
分析記事 • Nov 27Yondoshi Holdings (TSE:8008) Is Paying Out A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...
お知らせ • Nov 27Yondoshi Holdings Inc. to Report Q3, 2025 Results on Jan 10, 2025Yondoshi Holdings Inc. announced that they will report Q3, 2025 results on Jan 10, 2025
分析記事 • Nov 10Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 2nd of June...
Declared Dividend • Nov 09First half dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 27th February 2025 Payment date: 2nd June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (209% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 133% to bring the payout ratio under control. EPS is expected to grow by 50% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Oct 14Second quarter 2025 earnings released: EPS: JP¥15.64 (vs JP¥9.05 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.64 (up from JP¥9.05 in 2Q 2024). Revenue: JP¥9.73b (up 2.2% from 2Q 2024). Net income: JP¥335.5m (up 73% from 2Q 2024). Profit margin: 3.4% (up from 2.0% in 2Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Oct 12Yondoshi Holdings Inc. Announces Dividend for the Second Quarter Ended August 31, 2024, Payable on November 8, 2024Yondoshi Holdings Inc. announced dividend of JPY 41.50 per share for the second quarter ended August 31, 2024 as compared to dividend Of JPY 41.50 per share a year ago. Dividend payment commencement date (planned): November 8, 2024.
お知らせ • Oct 11Yondoshi Holdings Inc. (TSE:8008) agreed to acquire 97.20% stake in RASIN Co., Ltd. from Ant Capital Partners No. 6 Investment Limited Partnership, managed by Ant Capital Partners Co., Ltd. and MOMENTUM VI, L.P. for ¥10.5 billion.Yondoshi Holdings Inc. (TSE:8008) agreed to acquire 97.20% stake in RASIN Co., Ltd. from Ant Capital Partners No. 6 Investment Limited Partnership, managed by Ant Capital Partners Co., Ltd. and MOMENTUM VI, L.P. for ¥10.5 billion on October 11, 2024. For the period ending February 29, 2024, RASIN Co., Ltd. reported total revenue of ¥18.58 billion, EBIT of ¥18.58 billion and net income of ¥869 million. As of February 29, 2024, RASIN Co., Ltd. reported total assets of ¥9.5 billion and total common equity of ¥4.47 billion. The expected completion of the transaction is December 2, 2024.
お知らせ • Aug 27Yondoshi Holdings Inc. to Report Q2, 2025 Results on Oct 11, 2024Yondoshi Holdings Inc. announced that they will report Q2, 2025 results on Oct 11, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 11 November 2024. Payout ratio is a comfortable 67% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Aug 19Yondoshi Holdings (TSE:8008) Will Pay A Dividend Of ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the...
分析記事 • Jul 26Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc.'s ( TSE:8008 ) investors are due to receive a payment of ¥41.50 per share on 11th of November...
Reported Earnings • Jul 15First quarter 2025 earnings released: EPS: JP¥24.47 (vs JP¥23.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.47 (up from JP¥23.41 in 1Q 2024). Revenue: JP¥9.69b (up 1.1% from 1Q 2024). Net income: JP¥525.0m (up 4.6% from 1Q 2024). Profit margin: 5.4% (up from 5.2% in 1Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Jul 12Yondoshi Holdings (TSE:8008) Is Due To Pay A Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) will pay a dividend of ¥41.50 on the 11th of November. The dividend yield will be...
お知らせ • Jul 11+ 1 more updateYondoshi Holdings Inc. Provides Consolidated Earnings Guidance for Interim Period and Fiscal Year Ending February 29, 2025Yondoshi Holdings Inc. provided consolidated earnings guidance for the interim period and fiscal Year Ending February 29, 2025. For the interim period, the company expects Operating Revenues of JPY 20,000 million, Operating Income of JPY 1,000 million, Profit attributable to owners of parent of JPY 750 million, and Net Income per Share of JPY 34.96 .For the full year, the company expects Operating Revenues of JPY 41,000 million, Operating Income of JPY 2,350 million, Profit attributable to owners of parent of JPY 1,600 million, and Net Income per Share of JPY 74.58 .
分析記事 • Jun 22Yondoshi Holdings (TSE:8008) Has Affirmed Its Dividend Of ¥41.50Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend of ¥41.50 per share on the 11th of...
分析記事 • Jun 08Yondoshi Holdings' (TSE:8008) Dividend Will Be ¥41.50The board of Yondoshi Holdings Inc. ( TSE:8008 ) has announced that it will pay a dividend on the 11th of November...
Declared Dividend • Jun 06Final dividend of JP¥41.50 announcedDividend of JP¥41.50 is the same as last year. Ex-date: 29th August 2024 Payment date: 11th November 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (134% earnings payout ratio) nor is it covered by cash flows (112% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 49% to bring the payout ratio under control. EPS is expected to grow by 21% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥60.62 (up from JP¥53.59 in FY 2023). Revenue: JP¥39.5b (flat on FY 2023). Net income: JP¥1.30b (up 13% from FY 2023). Profit margin: 3.3% (up from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.3%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. 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 • May 30Yondoshi Holdings Inc. Announces Board and Committee ChangesYondoshi Holdings Inc. announced established an independent committee based on the Continuation of Measures to Respond to Large- Scale Purchases of the company's Shares (Takeover Defense Measures), the continuation of which was approved at the 72nd Ordinary General Meeting of Shareholders held on May 26, 2022. Two members of this committee, Mr. Toyomasa Akiyama and Mr. Naoki Kodama, retired from their positionsas outside director and Audit & Supervisory Board Member at the conclusion of the 74th Ordinary General Meeting of Shareholders held on May 30, 2024, and as such, their terms of office as Independent Committee members ended as of the same date. Of note, Mr. Kodama was newly appointed as an Outside Director at the General Meeting of Shareholders. Accordingly, at a meeting of the board of directors held on May 30, 2024, the company resolved to appoint Mr. Hiroshi Kawazoe, who was appointed as an Outside Director and Audit & Supervisory Board Member at the 74th Ordinary General Meeting of Shareholders, as a member of the Independent Committee. Hiroshi KAWAZOE: Apr. 1978 Joined the Tokyo Regional Taxation Bureau; Jul 2017, Deputy Assistant Regional Commissioner, First Taxation Department, Tokyo Regional Taxation Bureau; Jul 2018 District Director, Kojimachi Tax Office; Aug. 2019 Registered as a Certified Public Tax Accountant (current); Nov. 2022 Outside Auditor, Kanki Publishing Co. Ltd. (current).
分析記事 • Apr 19Yondoshi Holdings (TSE:8008) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from Yondoshi Holdings Inc. ( TSE:8008 ) despite...
Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥60.62 (up from JP¥53.59 in FY 2023). Revenue: JP¥39.5b (flat on FY 2023). Net income: JP¥1.30b (up 13% from FY 2023). Profit margin: 3.3% (up from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.3%. Revenue is forecast to grow 2.2% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Apr 13Yondoshi Holdings Inc., Annual General Meeting, May 30, 2024Yondoshi Holdings Inc., Annual General Meeting, May 30, 2024. Agenda: To consider election and resignation of directors; and to consider other matters.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. The company is paying out more than 100% of its profits and is paying out 84% of its cash flow. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (10%).
Major Estimate Revision • Feb 15Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥40.9b to JP¥39.6b. EPS estimate also fell from JP¥70.00 per share to JP¥56.00 per share. Net income forecast to grow 7.1% next year vs 11% growth forecast for Luxury industry in Japan. Consensus price target up from JP¥1,800 to JP¥2,000. Share price was steady at JP¥1,921 over the past week.
お知らせ • Jan 31Yondoshi Holdings Inc. to Report Fiscal Year 2024 Results on Apr 12, 2024Yondoshi Holdings Inc. announced that they will report fiscal year 2024 results on Apr 12, 2024
お知らせ • Jan 11Yondoshi Holdings Inc. Announces Executive ChangesYondoshi Holdings Inc. at a meeting of its Board of Directors held on January 9, 2024, resolved to make the following changes in organizational structure and personnel. The Directors effective March 1, 2024. Ichiro Okafuji as Representative Senior Managing Director from Representative Senior Managing Director and Senior Managing Executive Officer responsible for Operations; Masahiko Nishimura as Managing Director and Managing Executive Officer responsible for Operations and General Manager, Finance Dept. (concurrent) from Managing Director and Managing Executive Officer responsible for Finance. Executive Officers (Effective March 1, 2024), Hiroki Minagawa as Executive Officer responsible for F.D.C. Products Inc. Kazumasa Fukuhara as Executive Officer, General Manager, operations Dept. from Executive Officer, General Manager, Corporate Planning Dept. Management Personnel (General Manager) (Effective March 1, 2024) Yasufumi Kozuka as Head of Corporate Planning Office from General Manager, Finance Dept.
Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥10.49 (vs JP¥10.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.49 (down from JP¥10.54 in 3Q 2023). Revenue: JP¥9.59b (down 3.0% from 3Q 2023). Net income: JP¥225.0m (flat on 3Q 2023). Profit margin: 2.3% (in line with 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. 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 • Jan 09+ 1 more updateYondoshi Holdings Inc. Provides Dividend Guidance for the Fiscal Year 2023Yondoshi Holdings Inc. provided dividend guidance of JPY 41.50 per share for the fiscal year 2023 as compared to paid dividend of JPY 41.50 per share for the fiscal year 2022.
お知らせ • Nov 29Yondoshi Holdings Inc. to Report Q3, 2024 Results on Jan 09, 2024Yondoshi Holdings Inc. announced that they will report Q3, 2024 results on Jan 09, 2024
Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥9.05 (vs JP¥5.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.05 (up from JP¥5.22 in 2Q 2023). Revenue: JP¥9.53b (up 3.6% from 2Q 2023). Net income: JP¥194.0m (up 73% from 2Q 2023). Profit margin: 2.0% (up from 1.2% in 2Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 26Yondoshi Holdings Inc. Revises Earnings Guidance for the First Half Ending August 31, 2023Yondoshi Holdings Inc. revised earnings guidance for the first half ending August 31, 2023. For the period, the company now expects net sales of JPY 19,100 million, operating income of JPY 1,070 million, profit attributable to owners of parent of JPY 700 million and net income per share of JPY 32.64 against previous forecast for net sales of JPY 19,000 million, operating income of JPY 800 million, profit attributable to owners of parent of JPY 550 million and net income per share of JPY 25.65.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥41.50 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 13 November 2023. The company is paying out more than 100% of its profits and is paying out 86% of its cash flow. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).
お知らせ • Aug 11Yondoshi Holdings Inc. to Report Q2, 2024 Results on Oct 06, 2023Yondoshi Holdings Inc. announced that they will report Q2, 2024 results on Oct 06, 2023
New Risk • Jul 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (142% payout ratio). Large one-off items impacting financial results.
お知らせ • Jul 07+ 1 more updateYondoshi Holdings Inc. Provides Consolidated Earnings Guidance for the Interim and Full Fiscal Year Ending February 29, 2024Yondoshi Holdings Inc. provided consolidated earnings guidance for the Interim and Full Fiscal year ending February 29, 2024. For the interim period, company expects Net Sales of JPY 19,000 million, Operating Income of JPY 800 million, Profit attributable to owners of parent of JPY 550 million and Net Income per Share of JPY 25.65.For the full year, company expects Net Sales of JPY 40,000 million, Operating Income of JPY 2,100 million, Profit attributable to owners of parent of JPY 1,300 million, Net Income per Share of JPY 60.63.
Reported Earnings • Jul 07First quarter 2024 earnings released: EPS: JP¥23.41 (vs JP¥18.71 in 1Q 2023)First quarter 2024 results: EPS: JP¥23.41 (up from JP¥18.71 in 1Q 2023). Revenue: JP¥9.59b (up 2.8% from 1Q 2023). Net income: JP¥502.0m (up 25% from 1Q 2023). Profit margin: 5.2% (up from 4.3% in 1Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 30Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥53.59 (down from JP¥69.53 in FY 2022). Revenue: JP¥39.5b (up 3.8% from FY 2022). Net income: JP¥1.15b (down 23% from FY 2022). Profit margin: 2.9% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 4.5%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% 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 • May 28Yondoshi Holdings Inc. to Report Q1, 2024 Results on Jul 06, 2023Yondoshi Holdings Inc. announced that they will report Q1, 2024 results on Jul 06, 2023
Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥53.59 (down from JP¥69.53 in FY 2022). Revenue: JP¥39.5b (up 3.8% from FY 2022). Net income: JP¥1.15b (down 23% from FY 2022). Profit margin: 2.9% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 4.5%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥41.50 per share at 4.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
Major Estimate Revision • Feb 09Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥41.0b to JP¥40.0b. EPS estimate also fell from JP¥83.90 per share to JP¥51.30 per share. Net income forecast to shrink 9.4% next year vs 32% growth forecast for Luxury industry in Japan . Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,770 over the past week.
お知らせ • Feb 08Yondoshi Holdings Inc. to Report Fiscal Year 2023 Results on Apr 14, 2023Yondoshi Holdings Inc. announced that they will report fiscal year 2023 results on Apr 14, 2023
Reported Earnings • Jan 07Third quarter 2023 earnings released: EPS: JP¥10.54 (vs JP¥14.93 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.54 (down from JP¥14.93 in 3Q 2022). Revenue: JP¥9.89b (up 3.5% from 3Q 2022). Net income: JP¥226.0m (down 29% from 3Q 2022). Profit margin: 2.3% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 07+ 1 more updateYondoshi Holdings Inc. Announces Changes in Personnel, Effective March 1, 2023Yondoshi Holdings Inc. announced changes in personnel Effective March 1, 2023 with Hiroshi Arai as Executive Officer responsible for AS'TY Inc.; Kazumasa Fukuhara as Executive Officer, General Manager, Corporate Planning Dept. from General Manager, Corporate Planning Dept.
お知らせ • Jan 06Yondoshi Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Yondoshi Holdings Inc. revised consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expected net sales to be JPY 40,000 million as compared to previous guidance of JPY 40,500 million; Operating income to be JPY 2,000 million as compared to previous guidance of JPY 2,700 million; Profit attributable to owners of parent to be JPY 1,100 million as compared to previous guidance of JPY 1,800 million; and Net income per share to be JPY 51.30 as compared to previous guidance of JPY 83.96.
お知らせ • Nov 30Yondoshi Holdings Inc. to Report Q3, 2023 Results on Jan 06, 2023Yondoshi Holdings Inc. announced that they will report Q3, 2023 results on Jan 06, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Naoki Kodama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 09Second quarter 2023 earnings released: EPS: JP¥11.96 (vs JP¥1.03 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.96 (up from JP¥1.03 in 2Q 2022). Revenue: JP¥9.26b (up 2.3% from 2Q 2022). Net income: JP¥256.5m (up JP¥234.5m from 2Q 2022). Profit margin: 2.8% (up from 0.2% in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 07+ 1 more updateYondoshi Holdings Inc. Provides Dividend Guidance for the Second Quarter and for the Year Ending February 28, 2023Yondoshi Holdings Inc. provided dividend guidance for the second quarter and for the year ending February 28, 2023. For the end of second quarter, the company expects to pay dividend of JPY 41.50 per share compared to JPY 41.50 per share for the same period last year. For the year ending February 28, 2023, the company expects to pay dividend of JPY 41.50 per share compared to JPY 41.50 per share for the same period last year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 14 November 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
お知らせ • Aug 05Yondoshi Holdings Inc. to Report Q2, 2023 Results on Oct 07, 2022Yondoshi Holdings Inc. announced that they will report Q2, 2023 results on Oct 07, 2022
Reported Earnings • Jul 09First quarter 2023 earnings released: EPS: JP¥18.71 (vs JP¥12.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥18.71 (up from JP¥12.05 in 1Q 2022). Revenue: JP¥9.32b (up 7.0% from 1Q 2022). Net income: JP¥401.0m (up 55% from 1Q 2022). Profit margin: 4.3% (up from 3.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.7%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
