View ValuationKimoto 将来の成長Future 基準チェック /06現在、 Kimoto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14.2%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分析記事 • May 02Some Investors May Be Willing To Look Past Kimoto's (TSE:7908) Soft EarningsThe most recent earnings report from Kimoto Co., Ltd. ( TSE:7908 ) was disappointing for shareholders. However, our...Reported Earnings • Apr 25Full year 2026 earnings released: EPS: JP¥12.60 (vs JP¥21.51 in FY 2025)Full year 2026 results: EPS: JP¥12.60 (down from JP¥21.51 in FY 2025). Revenue: JP¥10.5b (down 6.6% from FY 2025). Net income: JP¥565.0m (down 43% from FY 2025). Profit margin: 5.4% (down from 8.8% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24Kimoto Co., Ltd., Annual General Meeting, May 29, 2026Kimoto Co., Ltd., Annual General Meeting, May 29, 2026.お知らせ • Apr 21Kimoto Co., Ltd. to Report Fiscal Year 2026 Results on Apr 24, 2026Kimoto Co., Ltd. announced that they will report fiscal year 2026 results on Apr 24, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).分析記事 • Jan 30It's A Story Of Risk Vs Reward With Kimoto Co., Ltd. (TSE:7908)There wouldn't be many who think Kimoto Co., Ltd.'s ( TSE:7908 ) price-to-earnings (or "P/E") ratio of 14.5x is worth a...Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥3.50 (vs JP¥7.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.50 (down from JP¥7.89 in 3Q 2025). Revenue: JP¥2.46b (down 14% from 3Q 2025). Net income: JP¥158.0m (down 57% from 3Q 2025). Profit margin: 6.4% (down from 13% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,800,000 shares, representing 3.99% for ¥486 million.Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,800,000 shares, representing 3.99% of the outstanding shares for ¥486 million. The shares will be repurchased at a price of ¥270 per share. The purpose of the program is to mitigate the impact on the share price caused by short-term trading of shares in the market, and to improve shareholder value and enhance long-term corporate value. As of September 30, 2025, the company had 45,098,406 shares outstanding and 9,674,158 shares in treasury.お知らせ • Dec 06Kimoto Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Kimoto Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥9.00 (vs JP¥5.44 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.00 (up from JP¥5.44 in 2Q 2025). Revenue: JP¥2.85b (down 5.5% from 2Q 2025). Net income: JP¥406.0m (up 62% from 2Q 2025). Profit margin: 14% (up from 8.3% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).お知らせ • Sep 03Kimoto Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Kimoto Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥5.03 (vs JP¥8.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.03 (down from JP¥8.15 in 1Q 2025). Revenue: JP¥2.74b (down 1.0% from 1Q 2025). Net income: JP¥227.0m (down 40% from 1Q 2025). Profit margin: 8.3% (down from 14% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 05Kimoto Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Kimoto Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • Apr 29Full year 2025 earnings released: EPS: JP¥21.51 (vs JP¥7.26 in FY 2024)Full year 2025 results: EPS: JP¥21.51 (up from JP¥7.26 in FY 2024). Revenue: JP¥11.3b (up 14% from FY 2024). Net income: JP¥989.0m (up 195% from FY 2024). Profit margin: 8.8% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28Kimoto Co., Ltd., Annual General Meeting, May 30, 2025Kimoto Co., Ltd., Annual General Meeting, May 30, 2025.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥245, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 25% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 23% and the cash payout ratio is 94%. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).お知らせ • Mar 04Kimoto Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025Kimoto Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥7.89 (vs JP¥2.25 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.89 (up from JP¥2.25 in 3Q 2024). Revenue: JP¥2.87b (up 13% from 3Q 2024). Net income: JP¥364.0m (up 250% from 3Q 2024). Profit margin: 13% (up from 4.1% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,400,000 shares, representing 3.03% for ¥396.2 million.Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,400,000 shares, representing 3.03% of the outstanding shares for ¥396.2 million. The shares will be repurchased at a price of ¥283 per share. The purpose of the program is to to strengthen governance, increase shareholder value, and improve corporate value in the medium to long term. The program will run until January 31, 2025. As of September 30, 2024, the company had 46,150,406 shares outstanding and 8,622,158 shares in treasury.お知らせ • Dec 14Kimoto Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025Kimoto Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥5.44 (vs JP¥4.05 in 2Q 2024)Second quarter 2025 results: EPS: JP¥5.44 (up from JP¥4.05 in 2Q 2024). Revenue: JP¥3.01b (up 20% from 2Q 2024). Net income: JP¥251.0m (up 34% from 2Q 2024). Profit margin: 8.3% (up from 7.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Oct 30Kimoto Co., Ltd.'s (TSE:7908) 28% Price Boost Is Out Of Tune With RevenuesKimoto Co., Ltd. ( TSE:7908 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...分析記事 • Oct 30Returns Are Gaining Momentum At Kimoto (TSE:7908)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥298, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 38% over the past three years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).分析記事 • Sep 04Kimoto Co., Ltd.'s (TSE:7908) 26% Share Price Surge Not Quite Adding UpKimoto Co., Ltd. ( TSE:7908 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...お知らせ • Aug 27Kimoto Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Kimoto Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥258, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 19% over the past three years.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥8.15 (vs JP¥4.07 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥8.15 (up from JP¥4.07 loss in 1Q 2024). Revenue: JP¥2.76b (up 31% from 1Q 2024). Net income: JP¥376.0m (up JP¥564.0m from 1Q 2024). Profit margin: 14% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.New Risk • Jul 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (207% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥11.7b market cap, or US$77.9m).Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥254, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 12% over the past three years.お知らせ • Jun 22Kimoto Co., Ltd. to Report Q1, 2025 Results on Jul 30, 2024Kimoto Co., Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024分析記事 • May 07Shareholders Will Be Pleased With The Quality of Kimoto's (TSE:7908) EarningsKimoto Co., Ltd. ( TSE:7908 ) just reported healthy earnings but the stock price didn't move much. Our analysis...お知らせ • May 03Kimoto Co., Ltd., Annual General Meeting, May 30, 2024Kimoto Co., Ltd., Annual General Meeting, May 30, 2024.Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥7.26 (vs JP¥12.18 loss in FY 2023)Full year 2024 results: EPS: JP¥7.26 (up from JP¥12.18 loss in FY 2023). Revenue: JP¥9.91b (up 3.0% from FY 2023). Net income: JP¥335.0m (up JP¥902.0m from FY 2023). Profit margin: 3.4% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Mar 24Kimoto Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Kimoto Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Jan 30Third quarter 2024 earnings released: EPS: JP¥2.25 (vs JP¥11.94 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.25 (up from JP¥11.94 loss in 3Q 2023). Revenue: JP¥2.55b (up 34% from 3Q 2023). Net income: JP¥104.0m (up JP¥655.0m from 3Q 2023). Profit margin: 4.1% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Dec 27Kimoto Co., Ltd. to Report Q3, 2024 Results on Jan 29, 2024Kimoto Co., Ltd. announced that they will report Q3, 2024 results on Jan 29, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥4.05 (vs JP¥3.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.05 (up from JP¥3.14 in 2Q 2023). Revenue: JP¥2.51b (down 8.0% from 2Q 2023). Net income: JP¥187.0m (up 27% from 2Q 2023). Profit margin: 7.5% (up from 5.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 27Kimoto Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Kimoto Co., Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Reported Earnings • Jul 29First quarter 2024 earnings released: JP¥4.07 loss per share (vs JP¥5.47 profit in 1Q 2023)First quarter 2024 results: JP¥4.07 loss per share (down from JP¥5.47 profit in 1Q 2023). Revenue: JP¥2.11b (down 32% from 1Q 2023). Net loss: JP¥188.0m (down 173% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jun 17Kimoto Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Kimoto Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 26Full year 2023 earnings released: JP¥12.18 loss per share (vs JP¥14.51 profit in FY 2022)Full year 2023 results: JP¥12.18 loss per share (down from JP¥14.51 profit in FY 2022). Revenue: JP¥9.62b (down 21% from FY 2022). Net loss: JP¥567.0m (down 183% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥246, 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. Meanwhile, the company has become profitable.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Buying Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥244, 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. Meanwhile, the company has become profitable.Reported Earnings • Jan 31Third quarter 2023 earnings released: JP¥11.94 loss per share (vs JP¥5.54 profit in 3Q 2022)Third quarter 2023 results: JP¥11.94 loss per share (down from JP¥5.54 profit in 3Q 2022). Revenue: JP¥1.90b (down 41% from 3Q 2022). Net loss: JP¥551.0m (down 311% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 17Kimoto Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Kimoto Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Tsuneo Negoro 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.Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥3.14 (vs JP¥3.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.14 (up from JP¥3.12 in 2Q 2022). Revenue: JP¥2.72b (down 13% from 2Q 2022). Net income: JP¥147.0m (flat on 2Q 2022). Profit margin: 5.4% (up from 4.7% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥272, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 69% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).お知らせ • Sep 18Kimoto Co., Ltd. to Report Q2, 2023 Results on Oct 24, 2022Kimoto Co., Ltd. announced that they will report Q2, 2023 results on Oct 24, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥5.47 (vs JP¥2.35 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.47 (up from JP¥2.35 in 1Q 2022). Revenue: JP¥3.10b (up 6.3% from 1Q 2022). Net income: JP¥258.0m (up 132% from 1Q 2022). Profit margin: 8.3% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% 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 • Jul 29Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,000,000 shares, representing 2.12% for ¥350 million.Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,000,000 shares, representing 2.12% of the outstanding shares for ¥350 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until February 8, 2023. As of June 30, 2022, the company had 47,150,446 shares outstanding and 7,622,118 shares in treasury.お知らせ • Jun 18Kimoto Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Kimoto Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 10 non-independent directors. Independent Outside Director Tsuneo Negoro was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08Kimoto Co., Ltd. to Report Fiscal Year 2022 Results on Apr 22, 2022Kimoto Co., Ltd. announced that they will report fiscal year 2022 results on Apr 22, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥5.54 (down from JP¥9.01 in 3Q 2021). Revenue: JP¥3.21b (down 3.1% from 3Q 2021). Net income: JP¥261.0m (down 39% from 3Q 2021). Profit margin: 8.1% (down from 13% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS JP¥3.12 (vs JP¥2.58 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.11b (up 27% from 2Q 2021). Net income: JP¥147.0m (up JP¥271.0m from 2Q 2021). Profit margin: 4.7% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥254, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 13% over the past three years.Reported Earnings • Jul 27First quarter 2022 earnings released: EPS JP¥2.35 (vs JP¥5.57 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.92b (up 20% from 1Q 2021). Net income: JP¥111.0m (up JP¥379.0m from 1Q 2021). Profit margin: 3.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥10.30 (vs JP¥16.82 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥11.6b (down 3.8% from FY 2020). Net income: JP¥492.0m (up JP¥1.31b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).Is New 90 Day High Low • Mar 10New 90-day high: JP¥207The company is up 2.0% from its price of JP¥202 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 1.0% over the same period.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥195, the stock is trading at a trailing P/E ratio of 39.4x, up from the previous P/E ratio of 33.9x. This compares to an average P/E of 17x in the Chemicals industry in Japan. Total return to shareholders over the past three years is a loss of 45%.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥9.01 (vs JP¥1.43 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.32b (up 10% from 3Q 2020). Net income: JP¥429.0m (up JP¥499.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 84% 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.お知らせ • Dec 24Kimoto Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Kimoto Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 01New 90-day high: JP¥190The company is up 21% from its price of JP¥157 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period.お知らせ • Oct 10Kimoto Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Kimoto Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 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、Kimoto 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:7908 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202610,546565314579N/A12/31/202510,683789N/AN/AN/A9/30/202511,1019951,3721,718N/A6/30/202511,266840N/AN/AN/A3/31/202511,2949891,4351,838N/A12/31/202411,3951,223N/AN/AN/A9/30/202411,068963287676N/A6/30/202410,561899N/AN/AN/A3/31/20249,910335134514N/A12/31/20239,063-318N/AN/AN/A9/30/20238,415-973-531-199N/A6/30/20238,633-1,013N/AN/AN/A3/31/20239,623-567-484-190N/A12/31/202210,71519N/AN/AN/A9/30/202212,0308319121,009N/A6/30/202212,419831N/AN/AN/A3/31/202212,2356841,5111,573N/A12/31/202112,606974N/AN/AN/A9/30/202112,7081,1421,5411,700N/A6/30/202112,048871N/AN/AN/A3/31/202111,5574929291,251N/A12/31/202011,340238N/AN/AN/A9/30/202011,028-26190598N/A6/30/202011,448-987N/AN/AN/A3/31/202012,019-821-134541N/A12/31/201912,037-1,112N/AN/AN/A9/30/201912,574-941N/A694N/A6/30/201913,027-58N/AN/AN/A3/31/201913,568292N/A1,128N/A12/31/201813,857380N/AN/AN/A9/30/201814,391685N/A1,671N/A6/30/201814,860861N/AN/AN/A3/31/201814,877560N/A2,349N/A12/31/201715,534809N/AN/AN/A9/30/201715,174536N/A1,406N/A6/30/201715,437512N/AN/AN/A3/31/201715,606409N/A216N/A12/31/201615,075-581N/AN/AN/A9/30/201615,060-1,456N/A774N/A6/30/201615,220-1,617N/AN/AN/A3/31/201615,597-1,640N/A1,166N/A12/31/201516,334-1,001N/AN/AN/A9/30/201517,064-105N/A1,161N/A6/30/201517,279-91N/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: 7908の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7908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: 7908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: 7908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: 7908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: 7908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2026/05/26 11:38終値2026/05/26 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Kimoto 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。3 アナリスト機関Hidemitsu UmebayashiDaiwa Securities Co. Ltd.Mitsuhiro OsawaIchiyoshi Research Institute Inc.Toshiro TakahashiTIW
分析記事 • May 02Some Investors May Be Willing To Look Past Kimoto's (TSE:7908) Soft EarningsThe most recent earnings report from Kimoto Co., Ltd. ( TSE:7908 ) was disappointing for shareholders. However, our...
Reported Earnings • Apr 25Full year 2026 earnings released: EPS: JP¥12.60 (vs JP¥21.51 in FY 2025)Full year 2026 results: EPS: JP¥12.60 (down from JP¥21.51 in FY 2025). Revenue: JP¥10.5b (down 6.6% from FY 2025). Net income: JP¥565.0m (down 43% from FY 2025). Profit margin: 5.4% (down from 8.8% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24Kimoto Co., Ltd., Annual General Meeting, May 29, 2026Kimoto Co., Ltd., Annual General Meeting, May 29, 2026.
お知らせ • Apr 21Kimoto Co., Ltd. to Report Fiscal Year 2026 Results on Apr 24, 2026Kimoto Co., Ltd. announced that they will report fiscal year 2026 results on Apr 24, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
分析記事 • Jan 30It's A Story Of Risk Vs Reward With Kimoto Co., Ltd. (TSE:7908)There wouldn't be many who think Kimoto Co., Ltd.'s ( TSE:7908 ) price-to-earnings (or "P/E") ratio of 14.5x is worth a...
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥3.50 (vs JP¥7.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.50 (down from JP¥7.89 in 3Q 2025). Revenue: JP¥2.46b (down 14% from 3Q 2025). Net income: JP¥158.0m (down 57% from 3Q 2025). Profit margin: 6.4% (down from 13% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,800,000 shares, representing 3.99% for ¥486 million.Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,800,000 shares, representing 3.99% of the outstanding shares for ¥486 million. The shares will be repurchased at a price of ¥270 per share. The purpose of the program is to mitigate the impact on the share price caused by short-term trading of shares in the market, and to improve shareholder value and enhance long-term corporate value. As of September 30, 2025, the company had 45,098,406 shares outstanding and 9,674,158 shares in treasury.
お知らせ • Dec 06Kimoto Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Kimoto Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥9.00 (vs JP¥5.44 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.00 (up from JP¥5.44 in 2Q 2025). Revenue: JP¥2.85b (down 5.5% from 2Q 2025). Net income: JP¥406.0m (up 62% from 2Q 2025). Profit margin: 14% (up from 8.3% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
お知らせ • Sep 03Kimoto Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Kimoto Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥5.03 (vs JP¥8.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥5.03 (down from JP¥8.15 in 1Q 2025). Revenue: JP¥2.74b (down 1.0% from 1Q 2025). Net income: JP¥227.0m (down 40% from 1Q 2025). Profit margin: 8.3% (down from 14% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 05Kimoto Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Kimoto Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • Apr 29Full year 2025 earnings released: EPS: JP¥21.51 (vs JP¥7.26 in FY 2024)Full year 2025 results: EPS: JP¥21.51 (up from JP¥7.26 in FY 2024). Revenue: JP¥11.3b (up 14% from FY 2024). Net income: JP¥989.0m (up 195% from FY 2024). Profit margin: 8.8% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28Kimoto Co., Ltd., Annual General Meeting, May 30, 2025Kimoto Co., Ltd., Annual General Meeting, May 30, 2025.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥245, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 25% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 23% and the cash payout ratio is 94%. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
お知らせ • Mar 04Kimoto Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025Kimoto Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥7.89 (vs JP¥2.25 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.89 (up from JP¥2.25 in 3Q 2024). Revenue: JP¥2.87b (up 13% from 3Q 2024). Net income: JP¥364.0m (up 250% from 3Q 2024). Profit margin: 13% (up from 4.1% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,400,000 shares, representing 3.03% for ¥396.2 million.Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,400,000 shares, representing 3.03% of the outstanding shares for ¥396.2 million. The shares will be repurchased at a price of ¥283 per share. The purpose of the program is to to strengthen governance, increase shareholder value, and improve corporate value in the medium to long term. The program will run until January 31, 2025. As of September 30, 2024, the company had 46,150,406 shares outstanding and 8,622,158 shares in treasury.
お知らせ • Dec 14Kimoto Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025Kimoto Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025
Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥5.44 (vs JP¥4.05 in 2Q 2024)Second quarter 2025 results: EPS: JP¥5.44 (up from JP¥4.05 in 2Q 2024). Revenue: JP¥3.01b (up 20% from 2Q 2024). Net income: JP¥251.0m (up 34% from 2Q 2024). Profit margin: 8.3% (up from 7.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Oct 30Kimoto Co., Ltd.'s (TSE:7908) 28% Price Boost Is Out Of Tune With RevenuesKimoto Co., Ltd. ( TSE:7908 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
分析記事 • Oct 30Returns Are Gaining Momentum At Kimoto (TSE:7908)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥298, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 38% over the past three years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).
分析記事 • Sep 04Kimoto Co., Ltd.'s (TSE:7908) 26% Share Price Surge Not Quite Adding UpKimoto Co., Ltd. ( TSE:7908 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
お知らせ • Aug 27Kimoto Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024Kimoto Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥258, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥8.15 (vs JP¥4.07 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥8.15 (up from JP¥4.07 loss in 1Q 2024). Revenue: JP¥2.76b (up 31% from 1Q 2024). Net income: JP¥376.0m (up JP¥564.0m from 1Q 2024). Profit margin: 14% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
New Risk • Jul 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (207% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥11.7b market cap, or US$77.9m).
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥254, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 12% over the past three years.
お知らせ • Jun 22Kimoto Co., Ltd. to Report Q1, 2025 Results on Jul 30, 2024Kimoto Co., Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024
分析記事 • May 07Shareholders Will Be Pleased With The Quality of Kimoto's (TSE:7908) EarningsKimoto Co., Ltd. ( TSE:7908 ) just reported healthy earnings but the stock price didn't move much. Our analysis...
お知らせ • May 03Kimoto Co., Ltd., Annual General Meeting, May 30, 2024Kimoto Co., Ltd., Annual General Meeting, May 30, 2024.
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥7.26 (vs JP¥12.18 loss in FY 2023)Full year 2024 results: EPS: JP¥7.26 (up from JP¥12.18 loss in FY 2023). Revenue: JP¥9.91b (up 3.0% from FY 2023). Net income: JP¥335.0m (up JP¥902.0m from FY 2023). Profit margin: 3.4% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 24Kimoto Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Kimoto Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Jan 30Third quarter 2024 earnings released: EPS: JP¥2.25 (vs JP¥11.94 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.25 (up from JP¥11.94 loss in 3Q 2023). Revenue: JP¥2.55b (up 34% from 3Q 2023). Net income: JP¥104.0m (up JP¥655.0m from 3Q 2023). Profit margin: 4.1% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 27Kimoto Co., Ltd. to Report Q3, 2024 Results on Jan 29, 2024Kimoto Co., Ltd. announced that they will report Q3, 2024 results on Jan 29, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥4.05 (vs JP¥3.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.05 (up from JP¥3.14 in 2Q 2023). Revenue: JP¥2.51b (down 8.0% from 2Q 2023). Net income: JP¥187.0m (up 27% from 2Q 2023). Profit margin: 7.5% (up from 5.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 27Kimoto Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Kimoto Co., Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Reported Earnings • Jul 29First quarter 2024 earnings released: JP¥4.07 loss per share (vs JP¥5.47 profit in 1Q 2023)First quarter 2024 results: JP¥4.07 loss per share (down from JP¥5.47 profit in 1Q 2023). Revenue: JP¥2.11b (down 32% from 1Q 2023). Net loss: JP¥188.0m (down 173% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jun 17Kimoto Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Kimoto Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 26Full year 2023 earnings released: JP¥12.18 loss per share (vs JP¥14.51 profit in FY 2022)Full year 2023 results: JP¥12.18 loss per share (down from JP¥14.51 profit in FY 2022). Revenue: JP¥9.62b (down 21% from FY 2022). Net loss: JP¥567.0m (down 183% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥246, 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. Meanwhile, the company has become profitable.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Buying Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥244, 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. Meanwhile, the company has become profitable.
Reported Earnings • Jan 31Third quarter 2023 earnings released: JP¥11.94 loss per share (vs JP¥5.54 profit in 3Q 2022)Third quarter 2023 results: JP¥11.94 loss per share (down from JP¥5.54 profit in 3Q 2022). Revenue: JP¥1.90b (down 41% from 3Q 2022). Net loss: JP¥551.0m (down 311% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 17Kimoto Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Kimoto Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Tsuneo Negoro 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.
Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥3.14 (vs JP¥3.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.14 (up from JP¥3.12 in 2Q 2022). Revenue: JP¥2.72b (down 13% from 2Q 2022). Net income: JP¥147.0m (flat on 2Q 2022). Profit margin: 5.4% (up from 4.7% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥272, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 69% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
お知らせ • Sep 18Kimoto Co., Ltd. to Report Q2, 2023 Results on Oct 24, 2022Kimoto Co., Ltd. announced that they will report Q2, 2023 results on Oct 24, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥5.47 (vs JP¥2.35 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.47 (up from JP¥2.35 in 1Q 2022). Revenue: JP¥3.10b (up 6.3% from 1Q 2022). Net income: JP¥258.0m (up 132% from 1Q 2022). Profit margin: 8.3% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% 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 • Jul 29Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,000,000 shares, representing 2.12% for ¥350 million.Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,000,000 shares, representing 2.12% of the outstanding shares for ¥350 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until February 8, 2023. As of June 30, 2022, the company had 47,150,446 shares outstanding and 7,622,118 shares in treasury.
お知らせ • Jun 18Kimoto Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Kimoto Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 10 non-independent directors. Independent Outside Director Tsuneo Negoro was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08Kimoto Co., Ltd. to Report Fiscal Year 2022 Results on Apr 22, 2022Kimoto Co., Ltd. announced that they will report fiscal year 2022 results on Apr 22, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).
Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥5.54 (down from JP¥9.01 in 3Q 2021). Revenue: JP¥3.21b (down 3.1% from 3Q 2021). Net income: JP¥261.0m (down 39% from 3Q 2021). Profit margin: 8.1% (down from 13% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS JP¥3.12 (vs JP¥2.58 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.11b (up 27% from 2Q 2021). Net income: JP¥147.0m (up JP¥271.0m from 2Q 2021). Profit margin: 4.7% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥254, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 13% over the past three years.
Reported Earnings • Jul 27First quarter 2022 earnings released: EPS JP¥2.35 (vs JP¥5.57 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.92b (up 20% from 1Q 2021). Net income: JP¥111.0m (up JP¥379.0m from 1Q 2021). Profit margin: 3.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥10.30 (vs JP¥16.82 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥11.6b (down 3.8% from FY 2020). Net income: JP¥492.0m (up JP¥1.31b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).
Is New 90 Day High Low • Mar 10New 90-day high: JP¥207The company is up 2.0% from its price of JP¥202 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 1.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥195, the stock is trading at a trailing P/E ratio of 39.4x, up from the previous P/E ratio of 33.9x. This compares to an average P/E of 17x in the Chemicals industry in Japan. Total return to shareholders over the past three years is a loss of 45%.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥9.01 (vs JP¥1.43 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.32b (up 10% from 3Q 2020). Net income: JP¥429.0m (up JP¥499.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 84% 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.
お知らせ • Dec 24Kimoto Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Kimoto Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 01New 90-day high: JP¥190The company is up 21% from its price of JP¥157 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period.
お知らせ • Oct 10Kimoto Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Kimoto Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020