View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAgro-Kanesho 将来の成長Future 基準チェック /06現在、 Agro-Kanesho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Chemicals 収益成長14.3%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 • Dec 10Agro-Kanesho Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: JP¥5.34 loss per share (vs JP¥6.52 loss in 3Q 2023)Third quarter 2024 results: JP¥5.34 loss per share (improved from JP¥6.52 loss in 3Q 2023). Revenue: JP¥3.02b (down 1.7% from 3Q 2023). Net loss: JP¥64.0m (loss narrowed 18% from 3Q 2023). 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 13% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 14Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion.Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion on November 12, 2024. Idemitsu Kosan will acquire 12.1 million shares at ¥1,900 per share. The transaction is subject to minimum tender. The Board of Directors of Agro-Kanesho Co., Ltd. formed a special committee for the transaction. The expected completion of the transaction is December 24, 2024. EY Strategy and Consulting Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nishimura & Asahi acted as legal advisor for Idemitsu Kosan Co.,Ltd. Goldman Sachs Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Mizuho Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Agro-Kanesho Co., Ltd. Anderson Mori & Tomotsune LPC acted as legal advisor for Agro-Kanesho Co., Ltd.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,689, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 40% over the past three years.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).Buy Or Sell Opportunity • Oct 31Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥1,316. The fair value is estimated to be JP¥1,059, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.2b market cap, or US$99.0m).Buy Or Sell Opportunity • Sep 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥1,294. The fair value is estimated to be JP¥1,062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.お知らせ • Sep 10Agro-Kanesho Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Agro-Kanesho Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024分析記事 • Sep 01Agro-Kanesho Co., Ltd.'s (TSE:4955) 38% Share Price Surge Not Quite Adding UpAgro-Kanesho Co., Ltd. ( TSE:4955 ) shares have had a really impressive month, gaining 38% after a shaky period...分析記事 • Aug 27Agro-Kanesho's (TSE:4955) Problems Go Beyond Weak ProfitAgro-Kanesho Co., Ltd.'s ( TSE:4955 ) stock showed strength, with investors undeterred by its weak earnings report. We...Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: JP¥39.16 (vs JP¥6.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.16 (up from JP¥6.43 in 2Q 2023). Revenue: JP¥4.42b (up 23% from 2Q 2023). Net income: JP¥469.0m (up JP¥392.0m from 2Q 2023). Profit margin: 11% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,293, the stock trades at a trailing P/E ratio of 30.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 1.9% over the past three years.分析記事 • Aug 02The Returns On Capital At Agro-Kanesho (TSE:4955) Don't Inspire ConfidenceWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Buy Or Sell Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥1,170. The fair value is estimated to be JP¥1,520, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.Buy Or Sell Opportunity • Jul 05Now 20% undervaluedOver the last 90 days, the stock has risen 6.8% to JP¥1,217. The fair value is estimated to be JP¥1,522, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.Upcoming Dividend • Jun 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.3%).お知らせ • Jun 10Agro-Kanesho Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥1,190. The fair value is estimated to be JP¥1,494, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥26.56 (vs JP¥34.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.56 (down from JP¥34.20 in 1Q 2023). Revenue: JP¥4.32b (down 1.3% from 1Q 2023). Net income: JP¥318.0m (down 25% from 1Q 2023). Profit margin: 7.4% (down from 9.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Apr 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Fumie Ueda was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 01Agro-Kanesho Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024お知らせ • Feb 15Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥50.19 (vs JP¥73.98 in FY 2022)Full year 2023 results: EPS: JP¥50.19 (down from JP¥73.98 in FY 2022). Revenue: JP¥15.7b (down 5.9% from FY 2022). Net income: JP¥605.0m (down 34% from FY 2022). Profit margin: 3.9% (down from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Feb 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (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: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.8m).Upcoming Dividend • Dec 21Upcoming dividend of JP¥17.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.4%).お知らせ • Dec 14Agro-Kanesho Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024Reported Earnings • Nov 11Third quarter 2023 earnings released: JP¥6.52 loss per share (vs JP¥5.65 profit in 3Q 2022)Third quarter 2023 results: JP¥6.52 loss per share (down from JP¥5.65 profit in 3Q 2022). Revenue: JP¥3.07b (down 4.3% from 3Q 2022). Net loss: JP¥78.0m (down 211% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Aug 30Agro-Kanesho Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥6.43 (vs JP¥23.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.43 (down from JP¥23.88 in 2Q 2022). Revenue: JP¥3.60b (down 15% from 2Q 2022). Net income: JP¥77.0m (down 74% from 2Q 2022). Profit margin: 2.1% (down from 7.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥1,867, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 3.0%.Upcoming Dividend • Jun 22Upcoming dividend of JP¥15.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.5%).お知らせ • Jun 09Agro-Kanesho Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥16.87 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.20 (up from JP¥16.87 in 1Q 2022). Revenue: JP¥4.38b (up 1.8% from 1Q 2022). Net income: JP¥421.0m (up 101% from 1Q 2022). Profit margin: 9.6% (up from 4.9% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). 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 6% per year, which means it is well ahead of earnings.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). 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.お知らせ • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023.Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,740, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 25% over the past three years.お知らせ • Dec 06Agro-Kanesho Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023Buying Opportunity • Dec 06Now 23% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥1,859, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 33%.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥5.65 (vs JP¥34.70 loss in 3Q 2021)Third quarter 2022 results: EPS: JP¥5.65 (up from JP¥34.70 loss in 3Q 2021). Revenue: JP¥3.21b (up 9.5% from 3Q 2021). Net income: JP¥70.0m (up JP¥500.0m from 3Q 2021). Profit margin: 2.2% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Sep 03Agro-Kanesho Co., Ltd. to Report Q3, 2022 Results on Nov 11, 2022Agro-Kanesho Co., Ltd. announced that they will report Q3, 2022 results on Nov 11, 2022Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 06 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).お知らせ • Jun 04Agro-Kanesho Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Agro-Kanesho Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022Reported Earnings • May 17First quarter 2022 earnings released: EPS: JP¥16.87 (vs JP¥31.72 in 1Q 2021)First quarter 2022 results: EPS: JP¥16.87 (down from JP¥31.72 in 1Q 2021). Revenue: JP¥4.30b (down 1.7% from 1Q 2021). Net income: JP¥209.0m (down 47% from 1Q 2021). Profit margin: 4.9% (down from 9.0% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • May 13Agro-Kanesho Co., Ltd. (TSE:4955) announces an Equity Buyback for 450,000 shares, representing 3.6% for ¥700 million.Agro-Kanesho Co., Ltd. (TSE:4955) announces an share repurchase program. Under the program the company will repurchase 450,000 shares, representing 3.6% of the outstanding shares for ¥700 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment and to return profits to shareholders. The program will run until March 23, 2023. As of March 31, 2022, the company had 12,495,088 shares outstanding and 909,774 shares in treasury.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Agro-Kanesho Co., Ltd. to Report Q1, 2022 Results on May 12, 2022Agro-Kanesho Co., Ltd. announced that they will report Q1, 2022 results on May 12, 2022Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022.Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).Reported Earnings • Nov 11Third quarter 2021 earnings released: JP¥34.70 loss per share (vs JP¥5.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.93b (down 8.0% from 3Q 2020). Net loss: JP¥430.0m (down JP¥504.0m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥17.51 (vs JP¥10.76 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¥3.85b (up 2.2% from 2Q 2020). Net income: JP¥217.0m (up JP¥353.0m from 2Q 2020). Profit margin: 5.6% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.0%).Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥31.72 (vs JP¥38.29 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥4.37b (down 4.7% from 1Q 2020). Net income: JP¥393.0m (down 19% from 1Q 2020). Profit margin: 9.0% (down from 11% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021.Is New 90 Day High Low • Feb 01New 90-day low: JP¥1,552The company is down 1.0% from its price of JP¥1,560 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.お知らせ • Dec 05Agro-Kanesho Co., Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2020 results on Feb 10, 2021お知らせ • Sep 06Agro-Kanesho Co., Ltd. to Report Q3, 2020 Results on Nov 09, 2020Agro-Kanesho Co., Ltd. announced that they will report Q3, 2020 results on Nov 09, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Agro-Kanesho 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:4955 - 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9/30/202416,357908N/AN/AN/A6/30/202416,409894-384-38N/A3/31/202415,597502N/AN/AN/A12/31/202315,6556058351,095N/A9/30/202315,967762N/AN/AN/A6/30/202316,1049101,9052,097N/A3/31/202316,7181,129N/AN/AN/A12/31/202216,6409171,5111,632N/A9/30/202215,678760N/AN/AN/A6/30/202215,3992601,1971,391N/A3/31/202215,032181N/AN/AN/A12/31/202115,105365509748N/A9/30/202114,814247N/AN/AN/A6/30/202115,069751555824N/A3/31/202114,986398N/AN/AN/A12/31/202015,2034891,0791,319N/A9/30/202015,257651N/AN/AN/A6/30/202015,5147861,2201,279N/A3/31/202015,029968N/AN/AN/A12/31/201914,5699661,1171,202N/A9/30/201914,362864N/AN/AN/A6/30/201914,229860-2,671592N/A3/31/201914,6871,108N/AN/AN/A12/31/201815,4111,301-5,863-4N/A9/30/201814,9371,382N/AN/AN/A6/30/201815,0431,385N/A553N/A3/31/201814,6991,895N/AN/AN/A12/31/201714,5871,922N/A2,427N/A9/30/201714,4961,761N/AN/AN/A6/30/201714,1891,913N/A2,603N/A3/31/201714,1981,311N/AN/AN/A12/31/201614,3141,285N/A1,894N/A9/30/201614,6951,482N/AN/AN/A6/30/201614,7671,365N/A2,651N/A3/31/201615,0981,590N/AN/AN/A12/31/201514,5971,454N/A1,888N/A9/30/201514,1441,371N/AN/AN/A6/30/201514,0471,384N/A606N/A3/31/201513,4241,584N/AN/AN/A12/31/201413,6821,667N/A1,806N/A9/30/201413,5161,869N/AN/AN/A6/30/201413,6061,798N/A3,738N/A3/31/201414,1871,543N/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: 4955の予測収益成長が 貯蓄率 ( 0.3% ) 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: 4955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: 4955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: 4955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: 4955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: 4955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7D1Y7D1Y7D1YMaterials 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2025/01/30 07:49終値2025/01/30 00:00収益2024/09/30年間収益2023/12/31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Agro-Kanesho Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yoko MizoguchiIchiyoshi Research Institute Inc.Hisaki HatoriMizuho Securities Co., Ltd.
お知らせ • Dec 10Agro-Kanesho Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: JP¥5.34 loss per share (vs JP¥6.52 loss in 3Q 2023)Third quarter 2024 results: JP¥5.34 loss per share (improved from JP¥6.52 loss in 3Q 2023). Revenue: JP¥3.02b (down 1.7% from 3Q 2023). Net loss: JP¥64.0m (loss narrowed 18% from 3Q 2023). 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 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 14Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion.Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion on November 12, 2024. Idemitsu Kosan will acquire 12.1 million shares at ¥1,900 per share. The transaction is subject to minimum tender. The Board of Directors of Agro-Kanesho Co., Ltd. formed a special committee for the transaction. The expected completion of the transaction is December 24, 2024. EY Strategy and Consulting Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nishimura & Asahi acted as legal advisor for Idemitsu Kosan Co.,Ltd. Goldman Sachs Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Mizuho Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Agro-Kanesho Co., Ltd. Anderson Mori & Tomotsune LPC acted as legal advisor for Agro-Kanesho Co., Ltd.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,689, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 40% over the past three years.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).
Buy Or Sell Opportunity • Oct 31Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥1,316. The fair value is estimated to be JP¥1,059, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.
New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.2b market cap, or US$99.0m).
Buy Or Sell Opportunity • Sep 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥1,294. The fair value is estimated to be JP¥1,062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.
お知らせ • Sep 10Agro-Kanesho Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Agro-Kanesho Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
分析記事 • Sep 01Agro-Kanesho Co., Ltd.'s (TSE:4955) 38% Share Price Surge Not Quite Adding UpAgro-Kanesho Co., Ltd. ( TSE:4955 ) shares have had a really impressive month, gaining 38% after a shaky period...
分析記事 • Aug 27Agro-Kanesho's (TSE:4955) Problems Go Beyond Weak ProfitAgro-Kanesho Co., Ltd.'s ( TSE:4955 ) stock showed strength, with investors undeterred by its weak earnings report. We...
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: JP¥39.16 (vs JP¥6.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.16 (up from JP¥6.43 in 2Q 2023). Revenue: JP¥4.42b (up 23% from 2Q 2023). Net income: JP¥469.0m (up JP¥392.0m from 2Q 2023). Profit margin: 11% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,293, the stock trades at a trailing P/E ratio of 30.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 1.9% over the past three years.
分析記事 • Aug 02The Returns On Capital At Agro-Kanesho (TSE:4955) Don't Inspire ConfidenceWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Buy Or Sell Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥1,170. The fair value is estimated to be JP¥1,520, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.
Buy Or Sell Opportunity • Jul 05Now 20% undervaluedOver the last 90 days, the stock has risen 6.8% to JP¥1,217. The fair value is estimated to be JP¥1,522, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.3%).
お知らせ • Jun 10Agro-Kanesho Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024
Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥1,190. The fair value is estimated to be JP¥1,494, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥26.56 (vs JP¥34.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.56 (down from JP¥34.20 in 1Q 2023). Revenue: JP¥4.32b (down 1.3% from 1Q 2023). Net income: JP¥318.0m (down 25% from 1Q 2023). Profit margin: 7.4% (down from 9.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Apr 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Fumie Ueda was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 01Agro-Kanesho Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024
お知らせ • Feb 15Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥50.19 (vs JP¥73.98 in FY 2022)Full year 2023 results: EPS: JP¥50.19 (down from JP¥73.98 in FY 2022). Revenue: JP¥15.7b (down 5.9% from FY 2022). Net income: JP¥605.0m (down 34% from FY 2022). Profit margin: 3.9% (down from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Feb 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (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: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.8m).
Upcoming Dividend • Dec 21Upcoming dividend of JP¥17.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.4%).
お知らせ • Dec 14Agro-Kanesho Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024
Reported Earnings • Nov 11Third quarter 2023 earnings released: JP¥6.52 loss per share (vs JP¥5.65 profit in 3Q 2022)Third quarter 2023 results: JP¥6.52 loss per share (down from JP¥5.65 profit in 3Q 2022). Revenue: JP¥3.07b (down 4.3% from 3Q 2022). Net loss: JP¥78.0m (down 211% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Aug 30Agro-Kanesho Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥6.43 (vs JP¥23.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.43 (down from JP¥23.88 in 2Q 2022). Revenue: JP¥3.60b (down 15% from 2Q 2022). Net income: JP¥77.0m (down 74% from 2Q 2022). Profit margin: 2.1% (down from 7.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥1,867, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 3.0%.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥15.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.5%).
お知らせ • Jun 09Agro-Kanesho Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥16.87 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.20 (up from JP¥16.87 in 1Q 2022). Revenue: JP¥4.38b (up 1.8% from 1Q 2022). Net income: JP¥421.0m (up 101% from 1Q 2022). Profit margin: 9.6% (up from 4.9% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). 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 6% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). 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.
お知らせ • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,740, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 25% over the past three years.
お知らせ • Dec 06Agro-Kanesho Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
Buying Opportunity • Dec 06Now 23% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥1,859, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 33%.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥5.65 (vs JP¥34.70 loss in 3Q 2021)Third quarter 2022 results: EPS: JP¥5.65 (up from JP¥34.70 loss in 3Q 2021). Revenue: JP¥3.21b (up 9.5% from 3Q 2021). Net income: JP¥70.0m (up JP¥500.0m from 3Q 2021). Profit margin: 2.2% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 03Agro-Kanesho Co., Ltd. to Report Q3, 2022 Results on Nov 11, 2022Agro-Kanesho Co., Ltd. announced that they will report Q3, 2022 results on Nov 11, 2022
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 06 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).
お知らせ • Jun 04Agro-Kanesho Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Agro-Kanesho Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022
Reported Earnings • May 17First quarter 2022 earnings released: EPS: JP¥16.87 (vs JP¥31.72 in 1Q 2021)First quarter 2022 results: EPS: JP¥16.87 (down from JP¥31.72 in 1Q 2021). Revenue: JP¥4.30b (down 1.7% from 1Q 2021). Net income: JP¥209.0m (down 47% from 1Q 2021). Profit margin: 4.9% (down from 9.0% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • May 13Agro-Kanesho Co., Ltd. (TSE:4955) announces an Equity Buyback for 450,000 shares, representing 3.6% for ¥700 million.Agro-Kanesho Co., Ltd. (TSE:4955) announces an share repurchase program. Under the program the company will repurchase 450,000 shares, representing 3.6% of the outstanding shares for ¥700 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment and to return profits to shareholders. The program will run until March 23, 2023. As of March 31, 2022, the company had 12,495,088 shares outstanding and 909,774 shares in treasury.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Agro-Kanesho Co., Ltd. to Report Q1, 2022 Results on May 12, 2022Agro-Kanesho Co., Ltd. announced that they will report Q1, 2022 results on May 12, 2022
Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).
Reported Earnings • Nov 11Third quarter 2021 earnings released: JP¥34.70 loss per share (vs JP¥5.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.93b (down 8.0% from 3Q 2020). Net loss: JP¥430.0m (down JP¥504.0m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥17.51 (vs JP¥10.76 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¥3.85b (up 2.2% from 2Q 2020). Net income: JP¥217.0m (up JP¥353.0m from 2Q 2020). Profit margin: 5.6% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.0%).
Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥31.72 (vs JP¥38.29 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥4.37b (down 4.7% from 1Q 2020). Net income: JP¥393.0m (down 19% from 1Q 2020). Profit margin: 9.0% (down from 11% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021.
Is New 90 Day High Low • Feb 01New 90-day low: JP¥1,552The company is down 1.0% from its price of JP¥1,560 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.
お知らせ • Dec 05Agro-Kanesho Co., Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2020 results on Feb 10, 2021
お知らせ • Sep 06Agro-Kanesho Co., Ltd. to Report Q3, 2020 Results on Nov 09, 2020Agro-Kanesho Co., Ltd. announced that they will report Q3, 2020 results on Nov 09, 2020