Central General Development（3238）株式概要セントラル総合開発株式会社は日本で不動産事業を行っている。 詳細3238 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性2/6配当金3/6報酬株価収益率（ 5.6 x） JP市場（ 13.9 x）を下回っています。過去1年間で収益は35%増加しました リスク分析過去5年間で収益は年間6.4%減少しました。 利払いは収益で十分にカバーされない 3.35%の配当はフリーキャッシュフローで十分にカバーされていない 意味のある時価総額がありません ( ¥4B )すべてのリスクチェックを見る3238 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW467,951 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA467,951 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥388.004.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-111m59b2016201920222025202620282031Revenue JP¥59.2bEarnings JP¥938.2mAdvancedSet Fair ValueView all narrativesCentral General Development Co., Ltd. 競合他社Business One HoldingsSymbol: FKSE:4827Market cap: JP¥3.6bDualtapSymbol: TSE:3469Market cap: JP¥3.9bAMG HoldingsLtdSymbol: TSE:8891Market cap: JP¥5.9bEarly AgeSymbol: TSE:3248Market cap: JP¥2.8b価格と性能株価の高値、安値、推移の概要Central General Development過去の株価現在の株価JP¥388.0052週高値JP¥507.0052週安値JP¥337.00ベータ-0.0411ヶ月の変化4.30%3ヶ月変化4.30%1年変化-5.83%3年間の変化-21.46%5年間の変化9.30%IPOからの変化-70.87%最新ニュースReported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥19.66 (vs JP¥34.93 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥19.66 (up from JP¥34.93 loss in 1Q 2026). Revenue: JP¥9.02b (up 76% from 1Q 2026). Net income: JP¥189.0m (up JP¥524.0m from 1Q 2026). Profit margin: 2.1% (up from net loss in 1Q 2026). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jun 03Central General Development Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Central General Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥15.30 (vs JP¥51.87 in FY 2025)Full year 2026 results: EPS: JP¥15.30 (down from JP¥51.87 in FY 2025). Revenue: JP¥38.5b (up 25% from FY 2025). Net income: JP¥147.0m (down 70% from FY 2025). Profit margin: 0.4% (down from 1.6% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • May 08+ 1 more updateCentral General Development Co., Ltd., Annual General Meeting, Jun 24, 2026Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥25.38 loss per share (vs JP¥43.17 loss in 3Q 2025)Third quarter 2026 results: JP¥25.38 loss per share (improved from JP¥43.17 loss in 3Q 2025). Revenue: JP¥6.64b (up 128% from 3Q 2025). Net loss: JP¥244.0m (loss narrowed 41% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesReported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥19.66 (vs JP¥34.93 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥19.66 (up from JP¥34.93 loss in 1Q 2026). Revenue: JP¥9.02b (up 76% from 1Q 2026). Net income: JP¥189.0m (up JP¥524.0m from 1Q 2026). Profit margin: 2.1% (up from net loss in 1Q 2026). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jun 03Central General Development Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Central General Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥15.30 (vs JP¥51.87 in FY 2025)Full year 2026 results: EPS: JP¥15.30 (down from JP¥51.87 in FY 2025). Revenue: JP¥38.5b (up 25% from FY 2025). Net income: JP¥147.0m (down 70% from FY 2025). Profit margin: 0.4% (down from 1.6% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • May 08+ 1 more updateCentral General Development Co., Ltd., Annual General Meeting, Jun 24, 2026Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥25.38 loss per share (vs JP¥43.17 loss in 3Q 2025)Third quarter 2026 results: JP¥25.38 loss per share (improved from JP¥43.17 loss in 3Q 2025). Revenue: JP¥6.64b (up 128% from 3Q 2025). Net loss: JP¥244.0m (loss narrowed 41% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Nov 29Central General Development Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Central General Development Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026お知らせ • Sep 01Central General Development Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Central General Development Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥34.93 loss per share (vs JP¥35.04 loss in 1Q 2025)First quarter 2026 results: JP¥34.93 loss per share (improved from JP¥35.04 loss in 1Q 2025). Revenue: JP¥5.12b (up 49% from 1Q 2025). Net loss: JP¥335.0m (flat on 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% 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.お知らせ • May 31Central General Development Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Central General Development Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 16Central General Development's (TSE:3238) Problems Go Beyond Weak ProfitA lackluster earnings announcement from Central General Development Co., Ltd. ( TSE:3238 ) last week didn't sink the...Reported Earnings • May 12Full year 2025 earnings released: EPS: JP¥51.87 (vs JP¥94.65 in FY 2024)Full year 2025 results: EPS: JP¥51.87 (down from JP¥94.65 in FY 2024). Revenue: JP¥30.9b (down 3.3% from FY 2024). Net income: JP¥497.0m (down 45% from FY 2024). Profit margin: 1.6% (down from 2.8% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 09Central General Development Co., Ltd., Annual General Meeting, Jun 26, 2025Central General Development Co., Ltd., Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).お知らせ • Mar 01Central General Development Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Central General Development Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥43.17 loss per share (vs JP¥14.12 profit in 3Q 2024)Third quarter 2025 results: JP¥43.17 loss per share (down from JP¥14.12 profit in 3Q 2024). Revenue: JP¥2.91b (down 52% from 3Q 2024). Net loss: JP¥414.0m (down 407% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Nov 30Central General Development Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Central General Development Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025Reported Earnings • Nov 11Second quarter 2025 earnings released: JP¥60.81 loss per share (vs JP¥23.23 loss in 2Q 2024)Second quarter 2025 results: JP¥60.81 loss per share (further deteriorated from JP¥23.23 loss in 2Q 2024). Revenue: JP¥2.19b (down 52% from 2Q 2024). Net loss: JP¥583.0m (loss widened 163% from 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Aug 27Central General Development Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Central General Development Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.9% Last year net profit margin: 3.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 14% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (JP¥4.46b market cap, or US$30.2m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥414, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 16% over the past three years.Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥94.65 (vs JP¥88.63 in FY 2023)Full year 2024 results: EPS: JP¥94.65 (up from JP¥88.63 in FY 2023). Revenue: JP¥31.9b (up 5.0% from FY 2023). Net income: JP¥904.0m (up 7.0% from FY 2023). Profit margin: 2.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.お知らせ • Jun 28Central General Development Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Central General Development Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • May 21Concerns Surrounding Central General Development's (TSE:3238) PerformanceCentral General Development Co., Ltd.'s ( TSE:3238 ) stock didn't jump after it announced some healthy earnings. We...Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥94.64 (vs JP¥88.63 in FY 2023)Full year 2024 results: EPS: JP¥94.64 (up from JP¥88.63 in FY 2023). Revenue: JP¥31.9b (up 5.0% from FY 2023). Net income: JP¥904.0m (up 7.0% from FY 2023). Profit margin: 2.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.お知らせ • May 12Central General Development Co., Ltd., Annual General Meeting, Jun 21, 2024Central General Development Co., Ltd., Annual General Meeting, Jun 21, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.2%).お知らせ • Mar 02Central General Development Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Central General Development Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024分析記事 • Mar 02Central General Development Co., Ltd.'s (TSE:3238) Price Is Right But Growth Is LackingWhen close to half the companies operating in the Real Estate industry in Japan have price-to-sales ratios (or "P/S...New Risk • Feb 27New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥5.76b market cap, or US$38.3m).お知らせ • Feb 27Kyudenko Corporation (TSE:1959) acquired an additional 10.2% stake in Central General Development Co., Ltd. (TSE:3238).Kyudenko Corporation (TSE:1959) agreed to acquire additional 10.2% stake in Central General Development Co., Ltd. (TSE:3238) on February 26, 2024. Under the terms, Kyudenko plans to acquire 0.98 million shares and to hold the shares for an extended period of time. Depending on circumstances, Kyudenko may opt not to acquire some or all of the shares. The transaction was resolved by the Board of Directors of Kyudenko Corporation. The transaction is expected to complete on February 26, 2024.Kyudenko Corporation (TSE:1959) completed the acquisition of an additional 10.2% stake in Central General Development Co., Ltd. (TSE:3238) on February 26, 2024.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥602, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 93% over the past three years.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥14.12 (vs JP¥63.16 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.12 (down from JP¥63.16 in 3Q 2023). Revenue: JP¥6.07b (down 41% from 3Q 2023). Net income: JP¥135.0m (down 78% from 3Q 2023). Profit margin: 2.2% (down from 5.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.お知らせ • Nov 29Central General Development Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Central General Development Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥23.23 loss per share (vs JP¥4.51 loss in 2Q 2023)Second quarter 2024 results: JP¥23.23 loss per share (further deteriorated from JP¥4.51 loss in 2Q 2023). Revenue: JP¥4.58b (down 14% from 2Q 2023). Net loss: JP¥222.0m (loss widened 416% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27Central General Development Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Central General Development Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥1.26 (vs JP¥11.22 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥1.26 (up from JP¥11.22 loss in 1Q 2023). Revenue: JP¥5.33b (up 18% from 1Q 2023). Net income: JP¥12.0m (up JP¥119.0m from 1Q 2023). Profit margin: 0.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.お知らせ • May 31Central General Development Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Central General Development Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥88.62 (vs JP¥70.62 in FY 2022)Full year 2023 results: EPS: JP¥88.62 (up from JP¥70.62 in FY 2022). Revenue: JP¥30.4b (up 3.7% from FY 2022). Net income: JP¥845.0m (up 34% from FY 2022). Profit margin: 2.8% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Central General Development Co., Ltd., Annual General Meeting, Jun 23, 2023Central General Development Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 6.1% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥63.15 (vs JP¥45.61 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥63.15 (up from JP¥45.61 loss in 3Q 2022). Revenue: JP¥10.2b (up JP¥8.68b from 3Q 2022). Net income: JP¥602.0m (up JP¥1.04b from 3Q 2022). Profit margin: 5.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Nov 27Central General Development Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Central General Development Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥4.51 loss per share (vs JP¥11.08 loss in 2Q 2022)Second quarter 2023 results: JP¥4.51 loss per share (improved from JP¥11.08 loss in 2Q 2022). Revenue: JP¥5.30b (down 3.7% from 2Q 2022). Net loss: JP¥43.0m (loss narrowed 56% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.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. 6 non-independent directors. Independent Outside Director Ayumi Toriyama was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥4.51 loss per share (vs JP¥11.08 loss in 2Q 2022)Second quarter 2023 results: JP¥4.51 loss per share (improved from JP¥11.08 loss in 2Q 2022). Revenue: JP¥5.30b (down 3.7% from 2Q 2022). Net loss: JP¥43.0m (loss narrowed 56% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Aug 25Central General Development Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Central General Development Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥11.21 loss per share (vs JP¥34.11 loss in 1Q 2022)First quarter 2023 results: JP¥11.21 loss per share (up from JP¥34.11 loss in 1Q 2022). Revenue: JP¥4.53b (up 21% from 1Q 2022). Net loss: JP¥107.0m (loss narrowed 60% from 1Q 2022). 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 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥463, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 10x in the Real Estate industry in Japan. Total returns to shareholders of 67% over the past three years.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥596, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 10x in the Real Estate industry in Japan. Total returns to shareholders of 126% over the past three years.お知らせ • Jun 01Central General Development Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Central General Development Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥70.62 (vs JP¥74.17 in FY 2021)Full year 2022 results: EPS: JP¥70.62. Revenue: JP¥29.3b (up 13% from FY 2021). Net income: JP¥630.0m (up 9.8% from FY 2021). Profit margin: 2.1% (in line with FY 2021).お知らせ • May 18Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2022Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less 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. 6 non-independent directors. Independent Outside Director Ayumi Toriyama was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Central General Development Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Central General Development Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥45.61 loss per share (down from JP¥114 profit in 3Q 2021). Revenue: JP¥1.52b (down 88% from 3Q 2021). Net loss: JP¥435.0m (down 149% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Feb 11Central General Development Co., Ltd. (TSE:3238) announces an Equity Buyback for 200,000 shares, representing 2.07% for ¥60 million.Central General Development Co., Ltd. (TSE:3238) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.07% of its issued share capital (excluding treasury stock), for a total purchase price of ¥60 million. The purpose of the program is to implement agile capital policies in response to changes in the business environment. The program will continue through June 17, 2022. As of February 10, 2022, the company has 9,674,559 issued shares (excluding own shares) and 7,041 own shares.Reported Earnings • Nov 15Second quarter 2022 earnings released: JP¥11.08 loss per share (vs JP¥66.03 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥5.51b (up 263% from 2Q 2021). Net loss: JP¥98.0m (loss narrowed 81% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Aug 05Central General Development Co., Ltd. announced that it has received ¥688.7176 million in funding from Kyudenko CorporationOn August 3, 2021, Central General Development Co., Ltd. closed the transaction.Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥74.17 (vs JP¥127 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥26.0b (up 8.0% from FY 2020). Net income: JP¥574.0m (down 41% from FY 2020). Profit margin: 2.2% (down from 4.1% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥437, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 13x in the Real Estate industry in Japan. Total returns to shareholders of 66% over the past three years.お知らせ • Jun 26Central General Development Co., Ltd. announced that it expects to receive ¥688.7176 million in funding from Kyudenko CorporationCentral General Development Co., Ltd. (TSE:3238) announced a private placement of 1,934,600 common shares at an issue price of ¥356 per share for gross proceeds ¥688,717,600. The transaction include participation from Kyudenko Corporation (TSE:1959) through third-party allotment. The transaction was approved by board of directors of the company. The expected payment ranges from July 12, 2021 to August 9, 2021. The company will receive net proceeds of ¥621,237,600.Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥74.16 (vs JP¥127 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥26.0b (up 8.0% from FY 2020). Net income: JP¥574.0m (down 41% from FY 2020). Profit margin: 2.2% (down from 4.1% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.1%).Is New 90 Day High Low • Mar 15New 90-day high: JP¥348The company is up 5.0% from a price of JP¥331 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Lagged the Real Estate industry, which is up 7.0% over the same period.お知らせ • Mar 04Central General Development Co., Ltd. to Report Q4, 2021 Results on May 07, 2021Central General Development Co., Ltd. announced that they will report Q4, 2021 results on May 07, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥114 (vs JP¥96.52 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥13.0b (up 59% from 3Q 2020). Net income: JP¥884.0m (up 18% from 3Q 2020). Profit margin: 6.8% (down from 9.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Dec 01New 90-day high: JP¥358The company is up 30% from its price of JP¥276 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 Real Estate industry, which is up 12% over the same period.お知らせ • Aug 30Central General Development Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Central General Development Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020株主還元3238JP Real EstateJP 市場7D0.5%1.2%-2.7%1Y-5.8%2.3%30.5%株主還元を見る業界別リターン: 3238過去 1 年間で2.3 % の収益を上げたJP Real Estate業界を下回りました。リターン対市場: 3238は、過去 1 年間で30.5 % のリターンを上げたJP市場を下回りました。価格変動Is 3238's price volatile compared to industry and market?3238 volatility3238 Average Weekly Movement3.3%Real Estate Industry Average Movement3.5%Market Average Movement4.0%10% most volatile stocks in JP Market9.1%10% least volatile stocks in JP Market2.1%安定した株価: 3238 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3238の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1959176Yoichi Tanakacentral-gd.co.jpセントラル・ジェネラル・デベロップメント株式会社は、日本で不動産事業を展開しています。同社は「クレア・グレース」ブランドのもと、分譲マンション、一戸建て住宅、ビル、その他の不動産を販売しています。 また、オフィスビルの賃貸事業や、ビル・分譲マンションの管理事業、損害保険、住宅保険、建設保険、自動車保険、海上保険、生命保険、医療保険などの保険事業、および保険代理店事業も手掛けている。同社は1959年に設立され、本社は日本の千代田区にある。もっと見るCentral General Development Co., Ltd. 基礎のまとめCentral General Development の収益と売上を時価総額と比較するとどうか。3238 基礎統計学時価総額JP¥3.73b収益（TTM）JP¥671.00m売上高(TTM)JP¥42.35b5.6xPER（株価収益率0.1xP/Sレシオ3238 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3238 損益計算書（TTM）収益JP¥42.35b売上原価JP¥35.31b売上総利益JP¥7.05bその他の費用JP¥6.38b収益JP¥671.00m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）69.80グロス・マージン16.64%純利益率1.58%有利子負債／自己資本比率287.6%3238 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.4%現在の配当利回り7%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/23 03:57終値2026/08/21 00:00収益2026/06/30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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Central General Development 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。1 アナリスト機関Naomitsu NishijimaMizuho Securities Co., Ltd.
Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥19.66 (vs JP¥34.93 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥19.66 (up from JP¥34.93 loss in 1Q 2026). Revenue: JP¥9.02b (up 76% from 1Q 2026). Net income: JP¥189.0m (up JP¥524.0m from 1Q 2026). Profit margin: 2.1% (up from net loss in 1Q 2026). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 03Central General Development Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Central General Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥15.30 (vs JP¥51.87 in FY 2025)Full year 2026 results: EPS: JP¥15.30 (down from JP¥51.87 in FY 2025). Revenue: JP¥38.5b (up 25% from FY 2025). Net income: JP¥147.0m (down 70% from FY 2025). Profit margin: 0.4% (down from 1.6% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • May 08+ 1 more updateCentral General Development Co., Ltd., Annual General Meeting, Jun 24, 2026Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥25.38 loss per share (vs JP¥43.17 loss in 3Q 2025)Third quarter 2026 results: JP¥25.38 loss per share (improved from JP¥43.17 loss in 3Q 2025). Revenue: JP¥6.64b (up 128% from 3Q 2025). Net loss: JP¥244.0m (loss narrowed 41% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥19.66 (vs JP¥34.93 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥19.66 (up from JP¥34.93 loss in 1Q 2026). Revenue: JP¥9.02b (up 76% from 1Q 2026). Net income: JP¥189.0m (up JP¥524.0m from 1Q 2026). Profit margin: 2.1% (up from net loss in 1Q 2026). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 03Central General Development Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Central General Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥15.30 (vs JP¥51.87 in FY 2025)Full year 2026 results: EPS: JP¥15.30 (down from JP¥51.87 in FY 2025). Revenue: JP¥38.5b (up 25% from FY 2025). Net income: JP¥147.0m (down 70% from FY 2025). Profit margin: 0.4% (down from 1.6% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • May 08+ 1 more updateCentral General Development Co., Ltd., Annual General Meeting, Jun 24, 2026Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥25.38 loss per share (vs JP¥43.17 loss in 3Q 2025)Third quarter 2026 results: JP¥25.38 loss per share (improved from JP¥43.17 loss in 3Q 2025). Revenue: JP¥6.64b (up 128% from 3Q 2025). Net loss: JP¥244.0m (loss narrowed 41% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 29Central General Development Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Central General Development Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • Sep 01Central General Development Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Central General Development Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 10First quarter 2026 earnings released: JP¥34.93 loss per share (vs JP¥35.04 loss in 1Q 2025)First quarter 2026 results: JP¥34.93 loss per share (improved from JP¥35.04 loss in 1Q 2025). Revenue: JP¥5.12b (up 49% from 1Q 2025). Net loss: JP¥335.0m (flat on 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% 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.
お知らせ • May 31Central General Development Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Central General Development Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 16Central General Development's (TSE:3238) Problems Go Beyond Weak ProfitA lackluster earnings announcement from Central General Development Co., Ltd. ( TSE:3238 ) last week didn't sink the...
Reported Earnings • May 12Full year 2025 earnings released: EPS: JP¥51.87 (vs JP¥94.65 in FY 2024)Full year 2025 results: EPS: JP¥51.87 (down from JP¥94.65 in FY 2024). Revenue: JP¥30.9b (down 3.3% from FY 2024). Net income: JP¥497.0m (down 45% from FY 2024). Profit margin: 1.6% (down from 2.8% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 09Central General Development Co., Ltd., Annual General Meeting, Jun 26, 2025Central General Development Co., Ltd., Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
お知らせ • Mar 01Central General Development Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Central General Development Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥43.17 loss per share (vs JP¥14.12 profit in 3Q 2024)Third quarter 2025 results: JP¥43.17 loss per share (down from JP¥14.12 profit in 3Q 2024). Revenue: JP¥2.91b (down 52% from 3Q 2024). Net loss: JP¥414.0m (down 407% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Nov 30Central General Development Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Central General Development Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
Reported Earnings • Nov 11Second quarter 2025 earnings released: JP¥60.81 loss per share (vs JP¥23.23 loss in 2Q 2024)Second quarter 2025 results: JP¥60.81 loss per share (further deteriorated from JP¥23.23 loss in 2Q 2024). Revenue: JP¥2.19b (down 52% from 2Q 2024). Net loss: JP¥583.0m (loss widened 163% from 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Aug 27Central General Development Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Central General Development Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.9% Last year net profit margin: 3.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 14% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (JP¥4.46b market cap, or US$30.2m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥414, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥94.65 (vs JP¥88.63 in FY 2023)Full year 2024 results: EPS: JP¥94.65 (up from JP¥88.63 in FY 2023). Revenue: JP¥31.9b (up 5.0% from FY 2023). Net income: JP¥904.0m (up 7.0% from FY 2023). Profit margin: 2.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Jun 28Central General Development Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Central General Development Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • May 21Concerns Surrounding Central General Development's (TSE:3238) PerformanceCentral General Development Co., Ltd.'s ( TSE:3238 ) stock didn't jump after it announced some healthy earnings. We...
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥94.64 (vs JP¥88.63 in FY 2023)Full year 2024 results: EPS: JP¥94.64 (up from JP¥88.63 in FY 2023). Revenue: JP¥31.9b (up 5.0% from FY 2023). Net income: JP¥904.0m (up 7.0% from FY 2023). Profit margin: 2.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.
お知らせ • May 12Central General Development Co., Ltd., Annual General Meeting, Jun 21, 2024Central General Development Co., Ltd., Annual General Meeting, Jun 21, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.2%).
お知らせ • Mar 02Central General Development Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Central General Development Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
分析記事 • Mar 02Central General Development Co., Ltd.'s (TSE:3238) Price Is Right But Growth Is LackingWhen close to half the companies operating in the Real Estate industry in Japan have price-to-sales ratios (or "P/S...
New Risk • Feb 27New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥5.76b market cap, or US$38.3m).
お知らせ • Feb 27Kyudenko Corporation (TSE:1959) acquired an additional 10.2% stake in Central General Development Co., Ltd. (TSE:3238).Kyudenko Corporation (TSE:1959) agreed to acquire additional 10.2% stake in Central General Development Co., Ltd. (TSE:3238) on February 26, 2024. Under the terms, Kyudenko plans to acquire 0.98 million shares and to hold the shares for an extended period of time. Depending on circumstances, Kyudenko may opt not to acquire some or all of the shares. The transaction was resolved by the Board of Directors of Kyudenko Corporation. The transaction is expected to complete on February 26, 2024.Kyudenko Corporation (TSE:1959) completed the acquisition of an additional 10.2% stake in Central General Development Co., Ltd. (TSE:3238) on February 26, 2024.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥602, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 93% over the past three years.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥14.12 (vs JP¥63.16 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.12 (down from JP¥63.16 in 3Q 2023). Revenue: JP¥6.07b (down 41% from 3Q 2023). Net income: JP¥135.0m (down 78% from 3Q 2023). Profit margin: 2.2% (down from 5.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Nov 29Central General Development Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Central General Development Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: JP¥23.23 loss per share (vs JP¥4.51 loss in 2Q 2023)Second quarter 2024 results: JP¥23.23 loss per share (further deteriorated from JP¥4.51 loss in 2Q 2023). Revenue: JP¥4.58b (down 14% from 2Q 2023). Net loss: JP¥222.0m (loss widened 416% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27Central General Development Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Central General Development Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥1.26 (vs JP¥11.22 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥1.26 (up from JP¥11.22 loss in 1Q 2023). Revenue: JP¥5.33b (up 18% from 1Q 2023). Net income: JP¥12.0m (up JP¥119.0m from 1Q 2023). Profit margin: 0.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.
お知らせ • May 31Central General Development Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Central General Development Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥88.62 (vs JP¥70.62 in FY 2022)Full year 2023 results: EPS: JP¥88.62 (up from JP¥70.62 in FY 2022). Revenue: JP¥30.4b (up 3.7% from FY 2022). Net income: JP¥845.0m (up 34% from FY 2022). Profit margin: 2.8% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Central General Development Co., Ltd., Annual General Meeting, Jun 23, 2023Central General Development Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 6.1% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥63.15 (vs JP¥45.61 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥63.15 (up from JP¥45.61 loss in 3Q 2022). Revenue: JP¥10.2b (up JP¥8.68b from 3Q 2022). Net income: JP¥602.0m (up JP¥1.04b from 3Q 2022). Profit margin: 5.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Nov 27Central General Development Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Central General Development Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥4.51 loss per share (vs JP¥11.08 loss in 2Q 2022)Second quarter 2023 results: JP¥4.51 loss per share (improved from JP¥11.08 loss in 2Q 2022). Revenue: JP¥5.30b (down 3.7% from 2Q 2022). Net loss: JP¥43.0m (loss narrowed 56% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
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. 6 non-independent directors. Independent Outside Director Ayumi Toriyama was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥4.51 loss per share (vs JP¥11.08 loss in 2Q 2022)Second quarter 2023 results: JP¥4.51 loss per share (improved from JP¥11.08 loss in 2Q 2022). Revenue: JP¥5.30b (down 3.7% from 2Q 2022). Net loss: JP¥43.0m (loss narrowed 56% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Aug 25Central General Development Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Central General Development Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥11.21 loss per share (vs JP¥34.11 loss in 1Q 2022)First quarter 2023 results: JP¥11.21 loss per share (up from JP¥34.11 loss in 1Q 2022). Revenue: JP¥4.53b (up 21% from 1Q 2022). Net loss: JP¥107.0m (loss narrowed 60% from 1Q 2022). 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 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥463, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 10x in the Real Estate industry in Japan. Total returns to shareholders of 67% over the past three years.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥596, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 10x in the Real Estate industry in Japan. Total returns to shareholders of 126% over the past three years.
お知らせ • Jun 01Central General Development Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Central General Development Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥70.62 (vs JP¥74.17 in FY 2021)Full year 2022 results: EPS: JP¥70.62. Revenue: JP¥29.3b (up 13% from FY 2021). Net income: JP¥630.0m (up 9.8% from FY 2021). Profit margin: 2.1% (in line with FY 2021).
お知らせ • May 18Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2022Central General Development Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less 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. 6 non-independent directors. Independent Outside Director Ayumi Toriyama was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Central General Development Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Central General Development Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥45.61 loss per share (down from JP¥114 profit in 3Q 2021). Revenue: JP¥1.52b (down 88% from 3Q 2021). Net loss: JP¥435.0m (down 149% from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Feb 11Central General Development Co., Ltd. (TSE:3238) announces an Equity Buyback for 200,000 shares, representing 2.07% for ¥60 million.Central General Development Co., Ltd. (TSE:3238) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.07% of its issued share capital (excluding treasury stock), for a total purchase price of ¥60 million. The purpose of the program is to implement agile capital policies in response to changes in the business environment. The program will continue through June 17, 2022. As of February 10, 2022, the company has 9,674,559 issued shares (excluding own shares) and 7,041 own shares.
Reported Earnings • Nov 15Second quarter 2022 earnings released: JP¥11.08 loss per share (vs JP¥66.03 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥5.51b (up 263% from 2Q 2021). Net loss: JP¥98.0m (loss narrowed 81% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Aug 05Central General Development Co., Ltd. announced that it has received ¥688.7176 million in funding from Kyudenko CorporationOn August 3, 2021, Central General Development Co., Ltd. closed the transaction.
Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥74.17 (vs JP¥127 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥26.0b (up 8.0% from FY 2020). Net income: JP¥574.0m (down 41% from FY 2020). Profit margin: 2.2% (down from 4.1% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥437, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 13x in the Real Estate industry in Japan. Total returns to shareholders of 66% over the past three years.
お知らせ • Jun 26Central General Development Co., Ltd. announced that it expects to receive ¥688.7176 million in funding from Kyudenko CorporationCentral General Development Co., Ltd. (TSE:3238) announced a private placement of 1,934,600 common shares at an issue price of ¥356 per share for gross proceeds ¥688,717,600. The transaction include participation from Kyudenko Corporation (TSE:1959) through third-party allotment. The transaction was approved by board of directors of the company. The expected payment ranges from July 12, 2021 to August 9, 2021. The company will receive net proceeds of ¥621,237,600.
Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥74.16 (vs JP¥127 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥26.0b (up 8.0% from FY 2020). Net income: JP¥574.0m (down 41% from FY 2020). Profit margin: 2.2% (down from 4.1% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.1%).
Is New 90 Day High Low • Mar 15New 90-day high: JP¥348The company is up 5.0% from a price of JP¥331 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Lagged the Real Estate industry, which is up 7.0% over the same period.
お知らせ • Mar 04Central General Development Co., Ltd. to Report Q4, 2021 Results on May 07, 2021Central General Development Co., Ltd. announced that they will report Q4, 2021 results on May 07, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥114 (vs JP¥96.52 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥13.0b (up 59% from 3Q 2020). Net income: JP¥884.0m (up 18% from 3Q 2020). Profit margin: 6.8% (down from 9.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Dec 01New 90-day high: JP¥358The company is up 30% from its price of JP¥276 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 Real Estate industry, which is up 12% over the same period.
お知らせ • Aug 30Central General Development Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Central General Development Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
