View Financial HealthDaio Paper 配当と自社株買い配当金 基準チェック /36Daio Paperは配当を支払う会社で、現在の利回りは1.52%ですが、利益によって十分にカバーされています。次の支払い日は 30th June, 2026で、権利落ち日は30th March, 2026 。主要情報1.5%配当利回り9.2%バイバック利回り総株主利回り10.8%将来の配当利回り1.8%配当成長6.1%次回配当支払日30 Jun 26配当落ち日30 Mar 26一株当たり配当金n/a配当性向60%最近の配当と自社株買いの更新分析記事 • Dec 03Daio Paper (TSE:3880) Has Announced A Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 29th of June...Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).分析記事 • Sep 22Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 3rd of December, with...分析記事 • Sep 03Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 3rd of...分析記事 • Jul 24Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. The dividend yield is 1.7...すべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥53.73 (up from JP¥67.29 loss in FY 2025). Revenue: JP¥666.8b (flat on FY 2025). Net income: JP¥8.89b (up JP¥20.1b from FY 2025). Profit margin: 1.3% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 15Daio Paper Corporation, Annual General Meeting, Jun 29, 2026Daio Paper Corporation, Annual General Meeting, Jun 29, 2026.お知らせ • May 09Daio Paper Corporation to Report Fiscal Year 2026 Results on May 15, 2026Daio Paper Corporation announced that they will report fiscal year 2026 results on May 15, 2026お知らせ • Mar 27Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026. Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. on March 27, 2026.お知らせ • Mar 18+ 1 more updateDaio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.65 (vs JP¥16.91 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.65 (up from JP¥16.91 loss in 3Q 2025). Revenue: JP¥173.7b (up 3.0% from 3Q 2025). Net income: JP¥4.44b (up JP¥7.25b from 3Q 2025). Profit margin: 2.6% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 10Getting In Cheap On Daio Paper Corporation (TSE:3880) Is UnlikelyWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...分析記事 • Jan 09Daio Paper Corporation (TSE:3880) Shares Could Be 29% Below Their Intrinsic Value EstimateKey Insights Daio Paper's estimated fair value is JP¥1,377 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Dec 03Daio Paper (TSE:3880) Has Announced A Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 29th of June...Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Dec 02Daio Paper Corporation to Report Q3, 2026 Results on Feb 13, 2026Daio Paper Corporation announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥24.33 (vs JP¥14.33 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.33 (up from JP¥14.33 loss in 2Q 2025). Revenue: JP¥161.1b (down 3.7% from 2Q 2025). Net income: JP¥4.05b (up JP¥6.43b from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Oct 30Daio Paper Corporation's (TSE:3880) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Daio Paper Corporation's ( TSE:3880 ) price-to-sales (or "P/S") ratio of 0.2x seems...Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).分析記事 • Sep 22Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 3rd of December, with...分析記事 • Sep 03Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 3rd of...お知らせ • Sep 03Daio Paper Corporation to Report Q2, 2026 Results on Nov 14, 2025Daio Paper Corporation announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.01 (vs JP¥6.51 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥2.01 (up from JP¥6.51 loss in 1Q 2025). Revenue: JP¥158.2b (down 4.8% from 1Q 2025). Net income: JP¥335.0m (up JP¥1.42b from 1Q 2025). Profit margin: 0.2% (up from net loss in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.分析記事 • Jul 24Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. The dividend yield is 1.7...分析記事 • Jul 10Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. This means the annual payment...Declared Dividend • Jul 09Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jun 03Daio Paper Corporation to Report Q1, 2026 Results on Aug 08, 2025Daio Paper Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: JP¥67.29 loss per share (down from JP¥27.10 profit in FY 2024). Revenue: JP¥668.9b (flat on FY 2024). Net loss: JP¥11.2b (down 348% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 58%. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • May 15Daio Paper Corporation, Annual General Meeting, Jun 26, 2025Daio Paper Corporation, Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.7%).分析記事 • Mar 15Daio Paper (TSE:3880) Will Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...お知らせ • Mar 08Daio Paper Corporation to Report Fiscal Year 2025 Results on May 15, 2025Daio Paper Corporation announced that they will report fiscal year 2025 results on May 15, 2025お知らせ • Mar 07Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880).Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880) on March 6, 2025. The expected completion of the transaction is June 11, 2025 to June 20, 2025.分析記事 • Mar 01Daio Paper (TSE:3880) Is Due To Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥16.91 loss per share (vs JP¥11.48 loss in 3Q 2024)Third quarter 2025 results: JP¥16.91 loss per share (further deteriorated from JP¥11.48 loss in 3Q 2024). Revenue: JP¥168.6b (down 2.3% from 3Q 2024). Net loss: JP¥2.81b (loss widened 47% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.分析記事 • Feb 14Daio Paper (TSE:3880) Will Pay A Dividend Of ¥9.00Daio Paper Corporation's ( TSE:3880 ) investors are due to receive a payment of ¥9.00 per share on 27th of June. This...お知らせ • Feb 14Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announced retirement of Yoichiro Yamakawa as Outside Audit & Supervisory Board member and retirement of Toshiki Yamagami. Current position: Managing Executive Officer President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.- New position President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.分析記事 • Jan 01Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...分析記事 • Dec 18Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥9.00 on the 27th of June. Based on this payment, the...分析記事 • Dec 04Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...Declared Dividend • Dec 04First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (8% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Dec 03Daio Paper Corporation to Report Q3, 2025 Results on Feb 14, 2025Daio Paper Corporation announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Nov 14Daio Paper (TSE:3880) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Sep 23Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).お知らせ • Aug 29Daio Paper Corporation to Report Q2, 2025 Results on Nov 14, 2024Daio Paper Corporation announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥6.51 loss per share (vs JP¥19.90 profit in 1Q 2024)First quarter 2025 results: JP¥6.51 loss per share (down from JP¥19.90 profit in 1Q 2024). Revenue: JP¥166.3b (up 2.6% from 1Q 2024). Net loss: JP¥1.08b (down 133% from profit in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 11Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.分析記事 • Jun 09Risks Still Elevated At These Prices As Daio Paper Corporation (TSE:3880) Shares Dive 25%The Daio Paper Corporation ( TSE:3880 ) share price has fared very poorly over the last month, falling by a substantial...Price Target Changed • Jun 04Price target decreased by 15% to JP¥1,125Down from JP¥1,325, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥865. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥67.90 for next year compared to JP¥27.10 last year.Major Estimate Revision • Jun 04Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥665.8b to JP¥685.0b. EPS estimate increased from JP¥61.60 to JP¥67.90 per share. Net income forecast to grow 151% next year vs 35% growth forecast for Forestry industry in Japan. Consensus price target down from JP¥1,325 to JP¥1,125. Share price fell 6.2% to JP¥865 over the past week.Reported Earnings • May 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥27.10 (up from JP¥209 loss in FY 2023). Revenue: JP¥671.7b (up 3.9% from FY 2023). Net income: JP¥4.51b (up JP¥39.2b from FY 2023). Profit margin: 0.7% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 132%. Revenue is forecast to stay flat during the next 2 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.お知らせ • May 17Daio Paper Corporation, Annual General Meeting, Jun 26, 2024Daio Paper Corporation, Annual General Meeting, Jun 26, 2024.Buy Or Sell Opportunity • May 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥980. The fair value is estimated to be JP¥1,251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 16+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the First Half and Full Year Ending March 31, 2025 and for the Full Year 2026Daio Paper Corporation provided consolidated earnings guidance for the first half and full year ending March 31, 2025 and for the full year 2026. For the first half, the company expects net sales of ¥335,000 million, operating profit of ¥3,000 million, loss attributable to owners of parent of ¥3,000 million and basic loss per share of ¥18.03.For the full year ending March 31, 2025, the company expects net sales of ¥700,000 million, operating profit of ¥15,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.For the full year 2026, the company expects net sales of ¥740.0 billion, operating profit of ¥30.0 billion.分析記事 • Mar 29Daio Paper Corporation's (TSE:3880) Share Price Could Signal Some RiskWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.9%).分析記事 • Mar 12Daio Paper (TSE:3880) Has Announced A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...お知らせ • Mar 02Daio Paper Corporation to Report Fiscal Year 2024 Results on May 15, 2024Daio Paper Corporation announced that they will report fiscal year 2024 results on May 15, 2024分析記事 • Feb 27Daio Paper's (TSE:3880) Dividend Will Be ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 1st of July, with...Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥11.48 loss per share (vs JP¥94.77 loss in 3Q 2023)Third quarter 2024 results: JP¥11.48 loss per share (improved from JP¥94.77 loss in 3Q 2023). Revenue: JP¥172.5b (flat on 3Q 2023). Net loss: JP¥1.91b (loss narrowed 88% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Feb 09+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Daio Paper Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of ¥670,000 million, operating profit of ¥14,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.Price Target Changed • Dec 23Price target decreased by 13% to JP¥1,167Down from JP¥1,343, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,137. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥8.28 next year compared to a net loss per share of JP¥209 last year.Price Target Changed • Dec 14Price target decreased by 10% to JP¥1,283Down from JP¥1,427, the current price target is an average from 3 analysts. New target price is 17% above last closing price of JP¥1,100. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of JP¥7.21 next year compared to a net loss per share of JP¥209 last year.Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥3.72 (vs JP¥58.20 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.72 (up from JP¥58.20 loss in 2Q 2023). Revenue: JP¥169.2b (up 4.9% from 2Q 2023). Net income: JP¥618.0m (up JP¥10.3b from 2Q 2023). Profit margin: 0.4% (up from net loss in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Nov 11+ 1 more updateDaio Paper Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2024, Payable on December 5, 2023; Provides Dividend Guidance for the Year Ending March 31, 2024Daio Paper Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2024. For the quarter, the company announced dividend of JPY 7.00 against JPY 7.00 a year ago. Payable on December 5, 2023.For the year ending March 31, 2024, the company expects to pay dividend of JPY 9.00 against JPY 9.00 a year ago.Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥19.90 (vs JP¥8.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.90 (up from JP¥8.20 in 1Q 2023). Revenue: JP¥162.0b (up 10.0% from 1Q 2023). Net income: JP¥3.31b (up 143% from 1Q 2023). Profit margin: 2.0% (up from 0.9% in 1Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).Price Target Changed • Jul 25Price target increased by 7.9% to JP¥1,160Up from JP¥1,075, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,151. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥30.39 next year compared to a net loss per share of JP¥209 last year.お知らせ • May 26Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announces that have resolved at the Board of Directors meeting held on May 12, 2023, to make changes to Representative Directors, etc. and partial change to the announcement "Changes of Directors, etc." dated March 9, 2023. 1. Reasons for Change to the Announcement "Change of Directors, etc." New position Advisor (part-time) Name: Toshihiro Adachi. Current position: Executive Vice President and Representative Director Executive Vice President Responsible for Corporate Unit, Risk & Compliance and Sustainability; General Manager of Business Administration Division, Corporate Unit. 4. Change of Executive Officers (Dated June 29, 2023) (1) Change of Executive Officers: New position Executive Officer Deputy General Manager of Resources and Materials Procurement Division <Responsible for Procurement Planning Division and Overseas Resources Division> Name: Mikiro Shiramine, > Junichi Ikawa: Executive Officer general Manager of Accounting Department, Business Administration Division, Corporate Unit.Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: JP¥209 loss per share (down from JP¥143 profit in FY 2022). Revenue: JP¥646.2b (up 5.5% from FY 2022). Net loss: JP¥34.7b (down 246% from profit in FY 2022). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Major Estimate Revision • May 16Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥34.16 to JP¥40.01. Revenue forecast unchanged at JP¥725.0b. Net income forecast to grow 74% next year vs 19% growth forecast for Forestry industry in Japan. Consensus price target of JP¥1,075 unchanged from last update. Share price fell 6.8% to JP¥1,058 over the past week.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.7%).Major Estimate Revision • Mar 04Consensus EPS estimates fall by 37%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -JP¥175 to -JP¥240 per share. Revenue forecast of JP¥653.4b unchanged since last update. Forestry industry in Japan expected to see average net income growth of 17% next year. Consensus price target down from JP¥1,223 to JP¥1,148. Share price was steady at JP¥1,065 over the past week.Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥94.78 loss per share (vs JP¥33.49 profit in 3Q 2022)Third quarter 2023 results: JP¥94.78 loss per share (down from JP¥33.49 profit in 3Q 2022). Revenue: JP¥172.2b (up 14% from 3Q 2022). Net loss: JP¥15.7b (down 383% from profit in 3Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Feb 10+ 1 more updateDaio Paper Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2023Daio Paper Corporation provided year end dividend guidance for the year ending March 31, 2023. For the period, the company expected dividend of JPY 9.00 per share compared to JPY 12.00 per share paid a year ago.Major Estimate Revision • Jan 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥168 to -JP¥150 per share. Revenue forecast steady at JP¥654.5b. Forestry industry in Japan expected to see average net income growth of 15% next year. Consensus price target down from JP¥1,340 to JP¥1,223. Share price was steady at JP¥998 over the past week.Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥29.82 to -JP¥26.50 per share. Revenue forecast unchanged from JP¥659.8b at last update. Forestry industry in Japan expected to see average net income growth of 9.5% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price fell 4.9% to JP¥1,052 over the past week.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. 7 non-independent directors. Independent Outside Director Naosuke Oda 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 • Nov 13Second quarter 2023 earnings released: JP¥58.20 loss per share (vs JP¥28.54 profit in 2Q 2022)Second quarter 2023 results: JP¥58.20 loss per share (down from JP¥28.54 profit in 2Q 2022). Revenue: JP¥161.4b (up 6.2% from 2Q 2022). Net loss: JP¥9.66b (down 304% from profit in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Oct 08Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -JP¥25.61 to -JP¥29.82 per share. Revenue forecast unchanged at JP¥660.7b. Forestry industry in Japan expected to see average net income growth of 21% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price was steady at JP¥1,178 over the past week.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and the cash payout ratio is 78%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).Major Estimate Revision • Sep 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥646.0b to JP¥655.6b. Now expected to report loss of -JP¥6.60 instead of JP¥31.41 per share profit. Forestry industry in Japan expected to see average net income decline 28% next year. Consensus price target down from JP¥1,655 to JP¥1,365. Share price was steady at JP¥1,208 over the past week.Price Target Changed • Sep 02Price target decreased to JP¥1,530Down from JP¥1,725, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥1,291. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥31.41 for next year compared to JP¥143 last year.お知らせ • Aug 28Daio Paper Corporation to Report Q3, 2023 Results on Feb 10, 2023Daio Paper Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥8.20 (vs JP¥40.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.20 (down from JP¥40.47 in 1Q 2022). Revenue: JP¥147.3b (up 1.6% from 1Q 2022). Net income: JP¥1.36b (down 80% from 1Q 2022). Profit margin: 0.9% (down from 4.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.3%, compared to a 6.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jul 09Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥51.43 to JP¥59.75. Revenue forecast steady at JP¥659.8b. Net income forecast to shrink 58% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,725 to JP¥1,655. Share price rose 2.3% to JP¥1,454 over the past week.Major Estimate Revision • Jun 16Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥646.0b to JP¥655.3b. EPS estimate increased from JP¥46.14 to JP¥51.43 per share. Net income forecast to shrink 64% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,725. Share price fell 4.2% to JP¥1,393 over the past week.Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥617.7b to JP¥646.0b. EPS estimate fell from JP¥129 to JP¥46.14 per share. Net income forecast to shrink 68% next year vs 20% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,998 to JP¥1,810. Share price rose 4.6% to JP¥1,438 over the past week.Price Target Changed • Jun 01Price target decreased to JP¥1,810Down from JP¥2,073, the current price target is an average from 4 analysts. New target price is 26% above last closing price of JP¥1,436. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥46.16 for next year compared to JP¥143 last year.Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥143 (up from JP¥139 in FY 2021). Revenue: JP¥612.3b (up 8.8% from FY 2021). Net income: JP¥23.7b (up 7.3% from FY 2021). Profit margin: 3.9% (in line with FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.4%, compared to a 3.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Haruko Ozeki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥2,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥33.49 (down from JP¥44.50 in 3Q 2021). Revenue: JP¥150.7b (flat on 3Q 2021). Net income: JP¥5.56b (down 25% from 3Q 2021). Profit margin: 3.7% (down from 4.9% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the next year, revenue is forecast to grow 1.6%, compared to a 2.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.決済の安定と成長配当データの取得安定した配当: 3880の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 3880の配当金は過去10年間にわたって増加しています。配当利回り対市場Daio Paper 配当利回り対市場3880 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3880)1.5%市場下位25% (JP)1.7%市場トップ25% (JP)3.7%業界平均 (Forestry)3.4%アナリスト予想 (3880) (最長3年)1.8%注目すべき配当: 3880の配当金 ( 1.52% ) はJP市場の配当金支払者の下位 25% ( 1.72% ) と比べると目立ったものではありません。高配当: 3880の配当金 ( 1.52% ) はJP市場の配当金支払者の上位 25% ( 3.75% ) と比較すると低いです。株主への利益配当収益カバレッジ: 3880の配当金は、合理的な 配当性向 ( 59.7% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: 3880は 現金配当性向 ( 6.5% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 15:54終値2026/05/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Daio Paper Corporation 3 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。7 アナリスト機関Akiko KuwaharaBofA Global ResearchJun KatoCLSANoritsugu HirakawaDaiwa Securities Co. Ltd.4 その他のアナリストを表示
分析記事 • Dec 03Daio Paper (TSE:3880) Has Announced A Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 29th of June...
Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).
分析記事 • Sep 22Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 3rd of December, with...
分析記事 • Sep 03Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 3rd of...
分析記事 • Jul 24Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. The dividend yield is 1.7...
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥53.73 (up from JP¥67.29 loss in FY 2025). Revenue: JP¥666.8b (flat on FY 2025). Net income: JP¥8.89b (up JP¥20.1b from FY 2025). Profit margin: 1.3% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 15Daio Paper Corporation, Annual General Meeting, Jun 29, 2026Daio Paper Corporation, Annual General Meeting, Jun 29, 2026.
お知らせ • May 09Daio Paper Corporation to Report Fiscal Year 2026 Results on May 15, 2026Daio Paper Corporation announced that they will report fiscal year 2026 results on May 15, 2026
お知らせ • Mar 27Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026. Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. on March 27, 2026.
お知らせ • Mar 18+ 1 more updateDaio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.65 (vs JP¥16.91 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.65 (up from JP¥16.91 loss in 3Q 2025). Revenue: JP¥173.7b (up 3.0% from 3Q 2025). Net income: JP¥4.44b (up JP¥7.25b from 3Q 2025). Profit margin: 2.6% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 10Getting In Cheap On Daio Paper Corporation (TSE:3880) Is UnlikelyWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...
分析記事 • Jan 09Daio Paper Corporation (TSE:3880) Shares Could Be 29% Below Their Intrinsic Value EstimateKey Insights Daio Paper's estimated fair value is JP¥1,377 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Dec 03Daio Paper (TSE:3880) Has Announced A Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 29th of June...
Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Dec 02Daio Paper Corporation to Report Q3, 2026 Results on Feb 13, 2026Daio Paper Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥24.33 (vs JP¥14.33 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.33 (up from JP¥14.33 loss in 2Q 2025). Revenue: JP¥161.1b (down 3.7% from 2Q 2025). Net income: JP¥4.05b (up JP¥6.43b from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Oct 30Daio Paper Corporation's (TSE:3880) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Daio Paper Corporation's ( TSE:3880 ) price-to-sales (or "P/S") ratio of 0.2x seems...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).
分析記事 • Sep 22Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 3rd of December, with...
分析記事 • Sep 03Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 3rd of...
お知らせ • Sep 03Daio Paper Corporation to Report Q2, 2026 Results on Nov 14, 2025Daio Paper Corporation announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.01 (vs JP¥6.51 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥2.01 (up from JP¥6.51 loss in 1Q 2025). Revenue: JP¥158.2b (down 4.8% from 1Q 2025). Net income: JP¥335.0m (up JP¥1.42b from 1Q 2025). Profit margin: 0.2% (up from net loss in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
分析記事 • Jul 24Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. The dividend yield is 1.7...
分析記事 • Jul 10Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. This means the annual payment...
Declared Dividend • Jul 09Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jun 03Daio Paper Corporation to Report Q1, 2026 Results on Aug 08, 2025Daio Paper Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: JP¥67.29 loss per share (down from JP¥27.10 profit in FY 2024). Revenue: JP¥668.9b (flat on FY 2024). Net loss: JP¥11.2b (down 348% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 58%. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • May 15Daio Paper Corporation, Annual General Meeting, Jun 26, 2025Daio Paper Corporation, Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.7%).
分析記事 • Mar 15Daio Paper (TSE:3880) Will Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...
お知らせ • Mar 08Daio Paper Corporation to Report Fiscal Year 2025 Results on May 15, 2025Daio Paper Corporation announced that they will report fiscal year 2025 results on May 15, 2025
お知らせ • Mar 07Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880).Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880) on March 6, 2025. The expected completion of the transaction is June 11, 2025 to June 20, 2025.
分析記事 • Mar 01Daio Paper (TSE:3880) Is Due To Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...
Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥16.91 loss per share (vs JP¥11.48 loss in 3Q 2024)Third quarter 2025 results: JP¥16.91 loss per share (further deteriorated from JP¥11.48 loss in 3Q 2024). Revenue: JP¥168.6b (down 2.3% from 3Q 2024). Net loss: JP¥2.81b (loss widened 47% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 14Daio Paper (TSE:3880) Will Pay A Dividend Of ¥9.00Daio Paper Corporation's ( TSE:3880 ) investors are due to receive a payment of ¥9.00 per share on 27th of June. This...
お知らせ • Feb 14Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announced retirement of Yoichiro Yamakawa as Outside Audit & Supervisory Board member and retirement of Toshiki Yamagami. Current position: Managing Executive Officer President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.- New position President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.
分析記事 • Jan 01Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...
分析記事 • Dec 18Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥9.00 on the 27th of June. Based on this payment, the...
分析記事 • Dec 04Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...
Declared Dividend • Dec 04First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (8% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Dec 03Daio Paper Corporation to Report Q3, 2025 Results on Feb 14, 2025Daio Paper Corporation announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Nov 14Daio Paper (TSE:3880) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Sep 23Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).
お知らせ • Aug 29Daio Paper Corporation to Report Q2, 2025 Results on Nov 14, 2024Daio Paper Corporation announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥6.51 loss per share (vs JP¥19.90 profit in 1Q 2024)First quarter 2025 results: JP¥6.51 loss per share (down from JP¥19.90 profit in 1Q 2024). Revenue: JP¥166.3b (up 2.6% from 1Q 2024). Net loss: JP¥1.08b (down 133% from profit in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 11Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.
分析記事 • Jun 09Risks Still Elevated At These Prices As Daio Paper Corporation (TSE:3880) Shares Dive 25%The Daio Paper Corporation ( TSE:3880 ) share price has fared very poorly over the last month, falling by a substantial...
Price Target Changed • Jun 04Price target decreased by 15% to JP¥1,125Down from JP¥1,325, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥865. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥67.90 for next year compared to JP¥27.10 last year.
Major Estimate Revision • Jun 04Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥665.8b to JP¥685.0b. EPS estimate increased from JP¥61.60 to JP¥67.90 per share. Net income forecast to grow 151% next year vs 35% growth forecast for Forestry industry in Japan. Consensus price target down from JP¥1,325 to JP¥1,125. Share price fell 6.2% to JP¥865 over the past week.
Reported Earnings • May 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥27.10 (up from JP¥209 loss in FY 2023). Revenue: JP¥671.7b (up 3.9% from FY 2023). Net income: JP¥4.51b (up JP¥39.2b from FY 2023). Profit margin: 0.7% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 132%. Revenue is forecast to stay flat during the next 2 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
お知らせ • May 17Daio Paper Corporation, Annual General Meeting, Jun 26, 2024Daio Paper Corporation, Annual General Meeting, Jun 26, 2024.
Buy Or Sell Opportunity • May 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥980. The fair value is estimated to be JP¥1,251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 16+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the First Half and Full Year Ending March 31, 2025 and for the Full Year 2026Daio Paper Corporation provided consolidated earnings guidance for the first half and full year ending March 31, 2025 and for the full year 2026. For the first half, the company expects net sales of ¥335,000 million, operating profit of ¥3,000 million, loss attributable to owners of parent of ¥3,000 million and basic loss per share of ¥18.03.For the full year ending March 31, 2025, the company expects net sales of ¥700,000 million, operating profit of ¥15,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.For the full year 2026, the company expects net sales of ¥740.0 billion, operating profit of ¥30.0 billion.
分析記事 • Mar 29Daio Paper Corporation's (TSE:3880) Share Price Could Signal Some RiskWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.9%).
分析記事 • Mar 12Daio Paper (TSE:3880) Has Announced A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...
お知らせ • Mar 02Daio Paper Corporation to Report Fiscal Year 2024 Results on May 15, 2024Daio Paper Corporation announced that they will report fiscal year 2024 results on May 15, 2024
分析記事 • Feb 27Daio Paper's (TSE:3880) Dividend Will Be ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 1st of July, with...
Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥11.48 loss per share (vs JP¥94.77 loss in 3Q 2023)Third quarter 2024 results: JP¥11.48 loss per share (improved from JP¥94.77 loss in 3Q 2023). Revenue: JP¥172.5b (flat on 3Q 2023). Net loss: JP¥1.91b (loss narrowed 88% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 09+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Daio Paper Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of ¥670,000 million, operating profit of ¥14,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.
Price Target Changed • Dec 23Price target decreased by 13% to JP¥1,167Down from JP¥1,343, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,137. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥8.28 next year compared to a net loss per share of JP¥209 last year.
Price Target Changed • Dec 14Price target decreased by 10% to JP¥1,283Down from JP¥1,427, the current price target is an average from 3 analysts. New target price is 17% above last closing price of JP¥1,100. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of JP¥7.21 next year compared to a net loss per share of JP¥209 last year.
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥3.72 (vs JP¥58.20 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.72 (up from JP¥58.20 loss in 2Q 2023). Revenue: JP¥169.2b (up 4.9% from 2Q 2023). Net income: JP¥618.0m (up JP¥10.3b from 2Q 2023). Profit margin: 0.4% (up from net loss in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 11+ 1 more updateDaio Paper Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2024, Payable on December 5, 2023; Provides Dividend Guidance for the Year Ending March 31, 2024Daio Paper Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2024. For the quarter, the company announced dividend of JPY 7.00 against JPY 7.00 a year ago. Payable on December 5, 2023.For the year ending March 31, 2024, the company expects to pay dividend of JPY 9.00 against JPY 9.00 a year ago.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥19.90 (vs JP¥8.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.90 (up from JP¥8.20 in 1Q 2023). Revenue: JP¥162.0b (up 10.0% from 1Q 2023). Net income: JP¥3.31b (up 143% from 1Q 2023). Profit margin: 2.0% (up from 0.9% in 1Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).
Price Target Changed • Jul 25Price target increased by 7.9% to JP¥1,160Up from JP¥1,075, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,151. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥30.39 next year compared to a net loss per share of JP¥209 last year.
お知らせ • May 26Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announces that have resolved at the Board of Directors meeting held on May 12, 2023, to make changes to Representative Directors, etc. and partial change to the announcement "Changes of Directors, etc." dated March 9, 2023. 1. Reasons for Change to the Announcement "Change of Directors, etc." New position Advisor (part-time) Name: Toshihiro Adachi. Current position: Executive Vice President and Representative Director Executive Vice President Responsible for Corporate Unit, Risk & Compliance and Sustainability; General Manager of Business Administration Division, Corporate Unit. 4. Change of Executive Officers (Dated June 29, 2023) (1) Change of Executive Officers: New position Executive Officer Deputy General Manager of Resources and Materials Procurement Division <Responsible for Procurement Planning Division and Overseas Resources Division> Name: Mikiro Shiramine, > Junichi Ikawa: Executive Officer general Manager of Accounting Department, Business Administration Division, Corporate Unit.
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: JP¥209 loss per share (down from JP¥143 profit in FY 2022). Revenue: JP¥646.2b (up 5.5% from FY 2022). Net loss: JP¥34.7b (down 246% from profit in FY 2022). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • May 16Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥34.16 to JP¥40.01. Revenue forecast unchanged at JP¥725.0b. Net income forecast to grow 74% next year vs 19% growth forecast for Forestry industry in Japan. Consensus price target of JP¥1,075 unchanged from last update. Share price fell 6.8% to JP¥1,058 over the past week.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.7%).
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 37%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -JP¥175 to -JP¥240 per share. Revenue forecast of JP¥653.4b unchanged since last update. Forestry industry in Japan expected to see average net income growth of 17% next year. Consensus price target down from JP¥1,223 to JP¥1,148. Share price was steady at JP¥1,065 over the past week.
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥94.78 loss per share (vs JP¥33.49 profit in 3Q 2022)Third quarter 2023 results: JP¥94.78 loss per share (down from JP¥33.49 profit in 3Q 2022). Revenue: JP¥172.2b (up 14% from 3Q 2022). Net loss: JP¥15.7b (down 383% from profit in 3Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 10+ 1 more updateDaio Paper Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2023Daio Paper Corporation provided year end dividend guidance for the year ending March 31, 2023. For the period, the company expected dividend of JPY 9.00 per share compared to JPY 12.00 per share paid a year ago.
Major Estimate Revision • Jan 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥168 to -JP¥150 per share. Revenue forecast steady at JP¥654.5b. Forestry industry in Japan expected to see average net income growth of 15% next year. Consensus price target down from JP¥1,340 to JP¥1,223. Share price was steady at JP¥998 over the past week.
Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥29.82 to -JP¥26.50 per share. Revenue forecast unchanged from JP¥659.8b at last update. Forestry industry in Japan expected to see average net income growth of 9.5% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price fell 4.9% to JP¥1,052 over the past week.
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. 7 non-independent directors. Independent Outside Director Naosuke Oda 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 • Nov 13Second quarter 2023 earnings released: JP¥58.20 loss per share (vs JP¥28.54 profit in 2Q 2022)Second quarter 2023 results: JP¥58.20 loss per share (down from JP¥28.54 profit in 2Q 2022). Revenue: JP¥161.4b (up 6.2% from 2Q 2022). Net loss: JP¥9.66b (down 304% from profit in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Oct 08Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -JP¥25.61 to -JP¥29.82 per share. Revenue forecast unchanged at JP¥660.7b. Forestry industry in Japan expected to see average net income growth of 21% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price was steady at JP¥1,178 over the past week.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and the cash payout ratio is 78%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
Major Estimate Revision • Sep 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥646.0b to JP¥655.6b. Now expected to report loss of -JP¥6.60 instead of JP¥31.41 per share profit. Forestry industry in Japan expected to see average net income decline 28% next year. Consensus price target down from JP¥1,655 to JP¥1,365. Share price was steady at JP¥1,208 over the past week.
Price Target Changed • Sep 02Price target decreased to JP¥1,530Down from JP¥1,725, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥1,291. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥31.41 for next year compared to JP¥143 last year.
お知らせ • Aug 28Daio Paper Corporation to Report Q3, 2023 Results on Feb 10, 2023Daio Paper Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥8.20 (vs JP¥40.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.20 (down from JP¥40.47 in 1Q 2022). Revenue: JP¥147.3b (up 1.6% from 1Q 2022). Net income: JP¥1.36b (down 80% from 1Q 2022). Profit margin: 0.9% (down from 4.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.3%, compared to a 6.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jul 09Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥51.43 to JP¥59.75. Revenue forecast steady at JP¥659.8b. Net income forecast to shrink 58% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,725 to JP¥1,655. Share price rose 2.3% to JP¥1,454 over the past week.
Major Estimate Revision • Jun 16Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥646.0b to JP¥655.3b. EPS estimate increased from JP¥46.14 to JP¥51.43 per share. Net income forecast to shrink 64% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,725. Share price fell 4.2% to JP¥1,393 over the past week.
Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥617.7b to JP¥646.0b. EPS estimate fell from JP¥129 to JP¥46.14 per share. Net income forecast to shrink 68% next year vs 20% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,998 to JP¥1,810. Share price rose 4.6% to JP¥1,438 over the past week.
Price Target Changed • Jun 01Price target decreased to JP¥1,810Down from JP¥2,073, the current price target is an average from 4 analysts. New target price is 26% above last closing price of JP¥1,436. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥46.16 for next year compared to JP¥143 last year.
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥143 (up from JP¥139 in FY 2021). Revenue: JP¥612.3b (up 8.8% from FY 2021). Net income: JP¥23.7b (up 7.3% from FY 2021). Profit margin: 3.9% (in line with FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.4%, compared to a 3.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Haruko Ozeki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).
Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥2,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥33.49 (down from JP¥44.50 in 3Q 2021). Revenue: JP¥150.7b (flat on 3Q 2021). Net income: JP¥5.56b (down 25% from 3Q 2021). Profit margin: 3.7% (down from 4.9% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the next year, revenue is forecast to grow 1.6%, compared to a 2.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.