View ValuationLook Holdings 将来の成長Future 基準チェック /06現在、 Look Holdingsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Luxury 収益成長11.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 27Look Holdings Incorporated to Report Q2, 2026 Results on Aug 06, 2026Look Holdings Incorporated announced that they will report Q2, 2026 results on Aug 06, 2026Reported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥89.37 (vs JP¥48.57 in 1Q 2025)First quarter 2026 results: EPS: JP¥89.37 (up from JP¥48.57 in 1Q 2025). Revenue: JP¥13.6b (up 7.1% from 1Q 2025). Net income: JP¥669.0m (up 85% from 1Q 2025). Profit margin: 4.9% (up from 2.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • Feb 16New major risk - Revenue and earnings growthEarnings have declined by 0.6% 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 0.6% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (118% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥198 (vs JP¥260 in FY 2024)Full year 2025 results: EPS: JP¥198 (down from JP¥260 in FY 2024). Revenue: JP¥52.1b (down 4.8% from FY 2024). Net income: JP¥1.47b (down 23% from FY 2024). Profit margin: 2.8% (down from 3.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 13Look Holdings Incorporated, Annual General Meeting, Mar 27, 2026Look Holdings Incorporated, Annual General Meeting, Mar 27, 2026.お知らせ • Dec 26Look Holdings Incorporated to Report Fiscal Year 2025 Results on Feb 13, 2026Look Holdings Incorporated announced that they will report fiscal year 2025 results on Feb 13, 2026Upcoming Dividend • Dec 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: JP¥11.10 (vs JP¥37.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.10 (down from JP¥37.73 in 3Q 2024). Revenue: JP¥12.2b (up 1.8% from 3Q 2024). Net income: JP¥83.0m (down 70% from 3Q 2024). Profit margin: 0.7% (down from 2.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Sep 26Look Holdings Incorporated to Report Q3, 2025 Results on Nov 11, 2025Look Holdings Incorporated announced that they will report Q3, 2025 results on Nov 11, 2025Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: JP¥23.75 (vs JP¥5.27 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.75 (up from JP¥5.27 in 2Q 2024). Revenue: JP¥11.6b (down 14% from 2Q 2024). Net income: JP¥177.0m (up 354% from 2Q 2024). Profit margin: 1.5% (up from 0.3% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Jun 26Look Holdings Incorporated to Report Q2, 2025 Results on Aug 07, 2025Look Holdings Incorporated announced that they will report Q2, 2025 results on Aug 07, 2025Reported Earnings • May 15First quarter 2025 earnings released: EPS: JP¥48.57 (vs JP¥90.37 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.57 (down from JP¥90.37 in 1Q 2024). Revenue: JP¥12.7b (down 9.1% from 1Q 2024). Net income: JP¥361.0m (down 46% from 1Q 2024). Profit margin: 2.8% (down from 4.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Mar 26Look Holdings Incorporated to Report Q1, 2025 Results on May 13, 2025Look Holdings Incorporated announced that they will report Q1, 2025 results on May 13, 2025Reported Earnings • Feb 17Full year 2024 earnings released: EPS: JP¥260 (vs JP¥333 in FY 2023)Full year 2024 results: EPS: JP¥260 (down from JP¥333 in FY 2023). Revenue: JP¥54.7b (down 1.3% from FY 2023). Net income: JP¥1.93b (down 22% from FY 2023). Profit margin: 3.5% (down from 4.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Feb 14Look Holdings Incorporated, Annual General Meeting, Mar 28, 2025Look Holdings Incorporated, Annual General Meeting, Mar 28, 2025.お知らせ • Jan 03Look Holdings Incorporated to Report Fiscal Year 2024 Results on Feb 14, 2025Look Holdings Incorporated announced that they will report fiscal year 2024 results on Feb 14, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 30% and the cash payout ratio is 80%. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: JP¥37.73 (vs JP¥78.02 in 3Q 2023)Third quarter 2024 results: EPS: JP¥37.73 (down from JP¥78.02 in 3Q 2023). Revenue: JP¥12.0b (down 6.4% from 3Q 2023). Net income: JP¥280.0m (down 51% from 3Q 2023). Profit margin: 2.3% (down from 4.5% in 3Q 2023). The decrease in margin was driven by lower revenue. 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 21% per year, which means it is well ahead of earnings.お知らせ • Sep 26Look Holdings Incorporated to Report Q3, 2024 Results on Nov 11, 2024Look Holdings Incorporated announced that they will report Q3, 2024 results on Nov 11, 2024お知らせ • Jun 27Look Holdings Incorporated to Report Q2, 2024 Results on Aug 07, 2024Look Holdings Incorporated announced that they will report Q2, 2024 results on Aug 07, 2024Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥90.37 (vs JP¥118 in 1Q 2023)First quarter 2024 results: EPS: JP¥90.37 (down from JP¥118 in 1Q 2023). Revenue: JP¥13.9b (flat on 1Q 2023). Net income: JP¥668.0m (down 23% from 1Q 2023). Profit margin: 4.8% (down from 6.2% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 27Look Holdings Incorporated to Report Q1, 2024 Results on May 13, 2024Look Holdings Incorporated announced that they will report Q1, 2024 results on May 13, 2024Reported Earnings • Feb 20Full year 2023 earnings released: EPS: JP¥333 (vs JP¥355 in FY 2022)Full year 2023 results: EPS: JP¥333 (down from JP¥355 in FY 2022). Revenue: JP¥55.5b (up 1.4% from FY 2022). Net income: JP¥2.46b (down 7.8% from FY 2022). Profit margin: 4.4% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.お知らせ • Feb 16Look Holdings Incorporated, Annual General Meeting, Mar 28, 2024Look Holdings Incorporated, Annual General Meeting, Mar 28, 2024.お知らせ • Dec 27Look Holdings Incorporated to Report Fiscal Year 2023 Results on Feb 14, 2024Look Holdings Incorporated announced that they will report fiscal year 2023 results on Feb 14, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥70.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,357, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 152% over the past three years.Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: JP¥78.02 (vs JP¥126 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.02 (down from JP¥126 in 3Q 2022). Revenue: JP¥12.8b (down 1.9% from 3Q 2022). Net income: JP¥576.0m (down 39% from 3Q 2022). Profit margin: 4.5% (down from 7.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 01Look Holdings Incorporated to Report Q3, 2023 Results on Nov 10, 2023Look Holdings Incorporated announced that they will report Q3, 2023 results on Nov 10, 2023New Risk • Aug 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (263% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥14.5b market cap, or US$99.8m).New Risk • Aug 10New 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 6.6% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥38.28 (vs JP¥69.03 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.28 (down from JP¥69.03 in 2Q 2022). Revenue: JP¥13.1b (flat on 2Q 2022). Net income: JP¥282.0m (down 46% from 2Q 2022). Profit margin: 2.1% (down from 4.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 41% per year and the company’s share price has also increased by 41% per year.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,093, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 13x in the Luxury industry in Japan. Total returns to shareholders of 207% over the past three years.お知らせ • Jul 30Look Holdings Incorporated to Report Q2, 2023 Results on Aug 08, 2023Look Holdings Incorporated announced that they will report Q2, 2023 results on Aug 08, 2023Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥118 (vs JP¥110 in 1Q 2022)First quarter 2023 results: EPS: JP¥118 (up from JP¥110 in 1Q 2022). Revenue: JP¥14.0b (up 6.8% from 1Q 2022). Net income: JP¥871.0m (up 4.8% from 1Q 2022). Profit margin: 6.2% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 44% per year.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥355 (vs JP¥260 in FY 2021)Full year 2022 results: EPS: JP¥355 (up from JP¥260 in FY 2021). Revenue: JP¥54.7b (up 33% from FY 2021). Net income: JP¥2.67b (up 34% from FY 2021). Profit margin: 4.9% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: JP¥355 (vs JP¥260 in FY 2021)Full year 2022 results: EPS: JP¥355 (up from JP¥260 in FY 2021). Revenue: JP¥54.7b (up 33% from FY 2021). Net income: JP¥2.67b (up 34% from FY 2021). Profit margin: 4.9% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,166, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 129% over the past three years.お知らせ • Jan 29Look Holdings Incorporated to Report Fiscal Year 2022 Results on Feb 14, 2023Look Holdings Incorporated announced that they will report fiscal year 2022 results on Feb 14, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 8.7% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Kazuhiko Fukuchi was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥126 (vs JP¥2.73 in 3Q 2021)Third quarter 2022 results: EPS: JP¥126 (up from JP¥2.73 in 3Q 2021). Revenue: JP¥13.1b (up 45% from 3Q 2021). Net income: JP¥949.0m (up JP¥928.0m from 3Q 2021). Profit margin: 7.2% (up from 0.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: JP¥69.03 (vs JP¥28.83 in 2Q 2021)Second quarter 2022 results: EPS: JP¥69.03 (up from JP¥28.83 in 2Q 2021). Revenue: JP¥13.1b (up 43% from 2Q 2021). Net income: JP¥523.0m (up 136% from 2Q 2021). Profit margin: 4.0% (up from 2.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • May 15First quarter 2022 earnings released: EPS: JP¥111 (vs JP¥72.79 in 1Q 2021)First quarter 2022 results: EPS: JP¥111 (up from JP¥72.79 in 1Q 2021). Revenue: JP¥13.1b (up 27% from 1Q 2021). Net income: JP¥841.0m (up 50% from 1Q 2021). Profit margin: 6.4% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. 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.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Kazuhiko Fukuchi was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥260 (up from JP¥56.06 in FY 2020). Revenue: JP¥41.1b (up 11% from FY 2020). Net income: JP¥1.99b (up 362% from FY 2020). Profit margin: 4.8% (up from 1.2% in FY 2020). 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 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,532, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 21% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥2.73 (vs JP¥2.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥9.05b (up 2.4% from 3Q 2020). Net income: JP¥21.0m (up 11% from 3Q 2020). Profit margin: 0.2% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS JP¥28.83 (vs JP¥33.83 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥9.14b (up 22% from 2Q 2020). Net income: JP¥222.0m (up JP¥482.0m from 2Q 2020). Profit margin: 2.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% 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 15First quarter 2021 earnings released: EPS JP¥72.79 (vs JP¥60.56 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥10.3b (up 9.6% from 1Q 2020). Net income: JP¥560.0m (up JP¥1.03b from 1Q 2020). Profit margin: 5.4% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥56.06 (vs JP¥255 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥37.0b (down 16% from FY 2019). Net income: JP¥431.0m (down 78% from FY 2019). Profit margin: 1.2% (down from 4.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 20Full year 2020 earnings released: EPS JP¥56.06 (vs JP¥255 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥37.0b (down 16% from FY 2019). Net income: JP¥431.0m (down 78% from FY 2019). Profit margin: 1.2% (down from 4.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% 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.Is New 90 Day High Low • Feb 18New 90-day high: JP¥1,112The company is up 9.0% from its price of JP¥1,022 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 9.0% over the same period.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,112, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 18x in the Luxury industry in Japan. Total return to shareholders over the past three years is a loss of 23%.Is New 90 Day High Low • Jan 20New 90-day low: JP¥913The company is down 5.0% from its price of JP¥962 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is down 2.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Look Holdings は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:8029 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202653,0141,782N/AN/AN/A12/31/202552,1171,4741,5832,546N/A9/30/202551,7471,559N/AN/AN/A6/30/202551,5321,7566331,622N/A3/31/202553,4691,618N/AN/AN/A12/31/202454,7391,9251,3562,452N/A9/30/202455,0661,716N/AN/AN/A6/30/202455,8892,0129332,378N/A3/31/202455,4602,255N/AN/AN/A12/31/202355,4752,458-2941,142N/A9/30/202355,3692,091N/AN/AN/A6/30/202355,6232,4641961,111N/A3/31/202355,5732,705N/AN/AN/A12/31/202254,6872,6652,0032,840N/A9/30/202251,8013,491N/AN/AN/A6/30/202247,7432,5633,7834,884N/A3/31/202243,8142,262N/AN/AN/A12/31/202141,0651,9913,0534,047N/A9/30/202139,7681,940N/AN/AN/A6/30/202139,5571,9382,6473,713N/A3/31/202137,9221,456N/AN/AN/A12/31/202037,014431-1851,950N/A9/30/202037,884953N/AN/AN/A6/30/202039,522759-2,856-739N/A3/31/202041,9051,049N/AN/AN/A12/31/201943,9091,953N/A998N/A9/30/201944,4141,911N/AN/AN/A6/30/201943,8242,240N/A1,701N/A3/31/201943,8862,388N/AN/AN/A12/31/201844,0152,166N/A1,759N/A9/30/201843,3021,364N/AN/AN/A6/30/201843,5021,378N/A1,207N/A3/31/201843,3491,300N/AN/AN/A12/31/201743,0401,536N/A1,484N/A9/30/201743,0211,288N/AN/AN/A6/30/201742,9711,098N/A2,732N/A3/31/201742,933679N/AN/AN/A12/31/201642,624256N/A1,315N/A9/30/201642,962126N/AN/AN/A6/30/201643,28056N/A376N/A3/31/201644,438311N/AN/AN/A12/31/201546,002441N/A843N/A9/30/201546,913692N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8029の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 8029の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 8029の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 8029の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 8029の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8029の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/16 09:24終値2026/07/16 00:00収益2026/03/31年間収益2025/12/31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Look Holdings Incorporated 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
お知らせ • Jun 27Look Holdings Incorporated to Report Q2, 2026 Results on Aug 06, 2026Look Holdings Incorporated announced that they will report Q2, 2026 results on Aug 06, 2026
Reported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥89.37 (vs JP¥48.57 in 1Q 2025)First quarter 2026 results: EPS: JP¥89.37 (up from JP¥48.57 in 1Q 2025). Revenue: JP¥13.6b (up 7.1% from 1Q 2025). Net income: JP¥669.0m (up 85% from 1Q 2025). Profit margin: 4.9% (up from 2.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • Feb 16New major risk - Revenue and earnings growthEarnings have declined by 0.6% 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 0.6% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (118% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥198 (vs JP¥260 in FY 2024)Full year 2025 results: EPS: JP¥198 (down from JP¥260 in FY 2024). Revenue: JP¥52.1b (down 4.8% from FY 2024). Net income: JP¥1.47b (down 23% from FY 2024). Profit margin: 2.8% (down from 3.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 13Look Holdings Incorporated, Annual General Meeting, Mar 27, 2026Look Holdings Incorporated, Annual General Meeting, Mar 27, 2026.
お知らせ • Dec 26Look Holdings Incorporated to Report Fiscal Year 2025 Results on Feb 13, 2026Look Holdings Incorporated announced that they will report fiscal year 2025 results on Feb 13, 2026
Upcoming Dividend • Dec 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: JP¥11.10 (vs JP¥37.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.10 (down from JP¥37.73 in 3Q 2024). Revenue: JP¥12.2b (up 1.8% from 3Q 2024). Net income: JP¥83.0m (down 70% from 3Q 2024). Profit margin: 0.7% (down from 2.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Sep 26Look Holdings Incorporated to Report Q3, 2025 Results on Nov 11, 2025Look Holdings Incorporated announced that they will report Q3, 2025 results on Nov 11, 2025
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: JP¥23.75 (vs JP¥5.27 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.75 (up from JP¥5.27 in 2Q 2024). Revenue: JP¥11.6b (down 14% from 2Q 2024). Net income: JP¥177.0m (up 354% from 2Q 2024). Profit margin: 1.5% (up from 0.3% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Jun 26Look Holdings Incorporated to Report Q2, 2025 Results on Aug 07, 2025Look Holdings Incorporated announced that they will report Q2, 2025 results on Aug 07, 2025
Reported Earnings • May 15First quarter 2025 earnings released: EPS: JP¥48.57 (vs JP¥90.37 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.57 (down from JP¥90.37 in 1Q 2024). Revenue: JP¥12.7b (down 9.1% from 1Q 2024). Net income: JP¥361.0m (down 46% from 1Q 2024). Profit margin: 2.8% (down from 4.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Mar 26Look Holdings Incorporated to Report Q1, 2025 Results on May 13, 2025Look Holdings Incorporated announced that they will report Q1, 2025 results on May 13, 2025
Reported Earnings • Feb 17Full year 2024 earnings released: EPS: JP¥260 (vs JP¥333 in FY 2023)Full year 2024 results: EPS: JP¥260 (down from JP¥333 in FY 2023). Revenue: JP¥54.7b (down 1.3% from FY 2023). Net income: JP¥1.93b (down 22% from FY 2023). Profit margin: 3.5% (down from 4.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Feb 14Look Holdings Incorporated, Annual General Meeting, Mar 28, 2025Look Holdings Incorporated, Annual General Meeting, Mar 28, 2025.
お知らせ • Jan 03Look Holdings Incorporated to Report Fiscal Year 2024 Results on Feb 14, 2025Look Holdings Incorporated announced that they will report fiscal year 2024 results on Feb 14, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 30% and the cash payout ratio is 80%. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: JP¥37.73 (vs JP¥78.02 in 3Q 2023)Third quarter 2024 results: EPS: JP¥37.73 (down from JP¥78.02 in 3Q 2023). Revenue: JP¥12.0b (down 6.4% from 3Q 2023). Net income: JP¥280.0m (down 51% from 3Q 2023). Profit margin: 2.3% (down from 4.5% in 3Q 2023). The decrease in margin was driven by lower revenue. 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 21% per year, which means it is well ahead of earnings.
お知らせ • Sep 26Look Holdings Incorporated to Report Q3, 2024 Results on Nov 11, 2024Look Holdings Incorporated announced that they will report Q3, 2024 results on Nov 11, 2024
お知らせ • Jun 27Look Holdings Incorporated to Report Q2, 2024 Results on Aug 07, 2024Look Holdings Incorporated announced that they will report Q2, 2024 results on Aug 07, 2024
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥90.37 (vs JP¥118 in 1Q 2023)First quarter 2024 results: EPS: JP¥90.37 (down from JP¥118 in 1Q 2023). Revenue: JP¥13.9b (flat on 1Q 2023). Net income: JP¥668.0m (down 23% from 1Q 2023). Profit margin: 4.8% (down from 6.2% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 27Look Holdings Incorporated to Report Q1, 2024 Results on May 13, 2024Look Holdings Incorporated announced that they will report Q1, 2024 results on May 13, 2024
Reported Earnings • Feb 20Full year 2023 earnings released: EPS: JP¥333 (vs JP¥355 in FY 2022)Full year 2023 results: EPS: JP¥333 (down from JP¥355 in FY 2022). Revenue: JP¥55.5b (up 1.4% from FY 2022). Net income: JP¥2.46b (down 7.8% from FY 2022). Profit margin: 4.4% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Feb 16Look Holdings Incorporated, Annual General Meeting, Mar 28, 2024Look Holdings Incorporated, Annual General Meeting, Mar 28, 2024.
お知らせ • Dec 27Look Holdings Incorporated to Report Fiscal Year 2023 Results on Feb 14, 2024Look Holdings Incorporated announced that they will report fiscal year 2023 results on Feb 14, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥70.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,357, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 152% over the past three years.
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: JP¥78.02 (vs JP¥126 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.02 (down from JP¥126 in 3Q 2022). Revenue: JP¥12.8b (down 1.9% from 3Q 2022). Net income: JP¥576.0m (down 39% from 3Q 2022). Profit margin: 4.5% (down from 7.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 01Look Holdings Incorporated to Report Q3, 2023 Results on Nov 10, 2023Look Holdings Incorporated announced that they will report Q3, 2023 results on Nov 10, 2023
New Risk • Aug 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (263% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥14.5b market cap, or US$99.8m).
New Risk • Aug 10New 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 6.6% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥38.28 (vs JP¥69.03 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.28 (down from JP¥69.03 in 2Q 2022). Revenue: JP¥13.1b (flat on 2Q 2022). Net income: JP¥282.0m (down 46% from 2Q 2022). Profit margin: 2.1% (down from 4.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 41% per year and the company’s share price has also increased by 41% per year.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,093, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 13x in the Luxury industry in Japan. Total returns to shareholders of 207% over the past three years.
お知らせ • Jul 30Look Holdings Incorporated to Report Q2, 2023 Results on Aug 08, 2023Look Holdings Incorporated announced that they will report Q2, 2023 results on Aug 08, 2023
Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥118 (vs JP¥110 in 1Q 2022)First quarter 2023 results: EPS: JP¥118 (up from JP¥110 in 1Q 2022). Revenue: JP¥14.0b (up 6.8% from 1Q 2022). Net income: JP¥871.0m (up 4.8% from 1Q 2022). Profit margin: 6.2% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 44% per year.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥355 (vs JP¥260 in FY 2021)Full year 2022 results: EPS: JP¥355 (up from JP¥260 in FY 2021). Revenue: JP¥54.7b (up 33% from FY 2021). Net income: JP¥2.67b (up 34% from FY 2021). Profit margin: 4.9% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: JP¥355 (vs JP¥260 in FY 2021)Full year 2022 results: EPS: JP¥355 (up from JP¥260 in FY 2021). Revenue: JP¥54.7b (up 33% from FY 2021). Net income: JP¥2.67b (up 34% from FY 2021). Profit margin: 4.9% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,166, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 129% over the past three years.
お知らせ • Jan 29Look Holdings Incorporated to Report Fiscal Year 2022 Results on Feb 14, 2023Look Holdings Incorporated announced that they will report fiscal year 2022 results on Feb 14, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 8.7% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Kazuhiko Fukuchi was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥126 (vs JP¥2.73 in 3Q 2021)Third quarter 2022 results: EPS: JP¥126 (up from JP¥2.73 in 3Q 2021). Revenue: JP¥13.1b (up 45% from 3Q 2021). Net income: JP¥949.0m (up JP¥928.0m from 3Q 2021). Profit margin: 7.2% (up from 0.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.
Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: JP¥69.03 (vs JP¥28.83 in 2Q 2021)Second quarter 2022 results: EPS: JP¥69.03 (up from JP¥28.83 in 2Q 2021). Revenue: JP¥13.1b (up 43% from 2Q 2021). Net income: JP¥523.0m (up 136% from 2Q 2021). Profit margin: 4.0% (up from 2.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • May 15First quarter 2022 earnings released: EPS: JP¥111 (vs JP¥72.79 in 1Q 2021)First quarter 2022 results: EPS: JP¥111 (up from JP¥72.79 in 1Q 2021). Revenue: JP¥13.1b (up 27% from 1Q 2021). Net income: JP¥841.0m (up 50% from 1Q 2021). Profit margin: 6.4% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. 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.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Kazuhiko Fukuchi was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥260 (up from JP¥56.06 in FY 2020). Revenue: JP¥41.1b (up 11% from FY 2020). Net income: JP¥1.99b (up 362% from FY 2020). Profit margin: 4.8% (up from 1.2% in FY 2020). 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 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,532, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 21% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥2.73 (vs JP¥2.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥9.05b (up 2.4% from 3Q 2020). Net income: JP¥21.0m (up 11% from 3Q 2020). Profit margin: 0.2% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS JP¥28.83 (vs JP¥33.83 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥9.14b (up 22% from 2Q 2020). Net income: JP¥222.0m (up JP¥482.0m from 2Q 2020). Profit margin: 2.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% 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 15First quarter 2021 earnings released: EPS JP¥72.79 (vs JP¥60.56 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥10.3b (up 9.6% from 1Q 2020). Net income: JP¥560.0m (up JP¥1.03b from 1Q 2020). Profit margin: 5.4% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥56.06 (vs JP¥255 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥37.0b (down 16% from FY 2019). Net income: JP¥431.0m (down 78% from FY 2019). Profit margin: 1.2% (down from 4.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 20Full year 2020 earnings released: EPS JP¥56.06 (vs JP¥255 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥37.0b (down 16% from FY 2019). Net income: JP¥431.0m (down 78% from FY 2019). Profit margin: 1.2% (down from 4.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% 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.
Is New 90 Day High Low • Feb 18New 90-day high: JP¥1,112The company is up 9.0% from its price of JP¥1,022 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,112, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 18x in the Luxury industry in Japan. Total return to shareholders over the past three years is a loss of 23%.
Is New 90 Day High Low • Jan 20New 90-day low: JP¥913The company is down 5.0% from its price of JP¥962 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is down 2.0% over the same period.