View Valuationand ST HDLtd 将来の成長Future 基準チェック /16and ST HDLtd利益と収益がそれぞれ年間10.2%と4.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.2% 10.2%なると予測されています。主要情報10.2%収益成長率10.17%EPS成長率Specialty Retail 収益成長10.3%収益成長率4.9%将来の株主資本利益率13.15%アナリストカバレッジGood最終更新日30 Jun 2026今後の成長に関する最新情報分析記事 • Jul 04Analysts Have Made A Financial Statement On and ST HD Co.,Ltd.'s (TSE:2685) First-Quarter ReportIt's been a good week for and ST HD Co.,Ltd. ( TSE:2685 ) shareholders, because the company has just released its...分析記事 • Apr 08and ST HD Co.,Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen NextAs you might know, and ST HD Co.,Ltd. ( TSE:2685 ) recently reported its yearly numbers. Revenues were in line with...分析記事 • Dec 31and ST HD Co.,Ltd. Just Missed EPS By 37%: Here's What Analysts Think Will Happen NextInvestors in and ST HD Co.,Ltd. ( TSE:2685 ) had a good week, as its shares rose 4.2% to close at JP¥2,875 following...分析記事 • Jul 02Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Adastria Co., Ltd. ( TSE:2685 ) had a good week, as its shares rose 2.8% to close at JP¥2,969 following...分析記事 • Apr 08Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAdastria Co., Ltd. ( TSE:2685 ) shareholders are probably feeling a little disappointed, since its shares fell 3.7% to...分析記事 • Oct 03Adastria Co., Ltd. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Adastria Co., Ltd. ( TSE:2685 ) came out with a strong set of half-year numbers that could potentially lead...すべての更新を表示Recent updates分析記事 • Jul 04Analysts Have Made A Financial Statement On and ST HD Co.,Ltd.'s (TSE:2685) First-Quarter ReportIt's been a good week for and ST HD Co.,Ltd. ( TSE:2685 ) shareholders, because the company has just released its...Reported Earnings • Jul 02First quarter 2027 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2027 results: EPS: JP¥84.72 (down from JP¥94.70 in 1Q 2026). Revenue: JP¥80.3b (up 3.7% from 1Q 2026). Net income: JP¥3.91b (down 11% from 1Q 2026). Profit margin: 4.9% (down from 5.6% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jun 19and ST HD Co.,Ltd. (TSE:2685) entered into an agreement to acquire 68% stake in Sixty Percent Co., Ltd. from Taiga Manabe and Nanae Matsuoka.and ST HD Co.,Ltd. (TSE:2685) entered into an agreement to acquire 68% stake in Sixty Percent Co., Ltd. from Taiga Manabe and Nanae Matsuoka on June 17, 2026. Following the closing of the transaction, Taiga Manabe and Nanae Matsuoka, co-founders of Sixty Percent Co., Ltd., will retain a 32% stake and continue to lead the company's management. The expected completion of the transaction is June 30, 2026.Board Change • Jun 14High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Executive Officer, Head of Logistics Division & Director Masatake Hayashi was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jun 12Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th August 2026 Payment date: 22nd October 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 08and ST HD Co.,Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen NextAs you might know, and ST HD Co.,Ltd. ( TSE:2685 ) recently reported its yearly numbers. Revenues were in line with...Reported Earnings • Apr 07Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥206 (down from JP¥209 in FY 2025). Revenue: JP¥304.4b (up 3.8% from FY 2025). Net income: JP¥9.50b (down 1.2% from FY 2025). Profit margin: 3.1% (down from 3.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 06and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026.Buy Or Sell Opportunity • Mar 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to JP¥2,775. The fair value is estimated to be JP¥3,588, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.Upcoming Dividend • Feb 19Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 11 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).お知らせ • Jan 21+ 1 more updateand ST HD Co.,Ltd. Announces Management Changes, Effective March 1, 2026 (Tentative)and ST HD Co.,Ltd., at its board meeting held on January 21, 2026, approved a resolution to make the following change in representative director. Taiki Fukuda's designation has been changed from Senior Managing Director to Representative Director and Osamu Kimura's designation has been changed from Representative Director and to Directors. Name: Taiki Fukuda. Date of Birth: April 11, 1978. Career Highlights: March 2004 - Joined IMS Co. Ltd.; April 2005 - Joined POINT INC. (currently and ST HD Co. Ltd.); March 2014 - General Manager, Overseas Division, Adastria Holdings Co. , Ltd. (currently and ST HD Co. Ltd.); May 2014 - Representative Director and President, Adastria Asia Co. Ltd.; March 2016 - General Manager, Communication Design Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2017 - General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); May 2017 - Director and General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2018 - Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.) Chairman, Management Board, Velvet, LLC; May 2018 - Director, Adastria General Support Co. Ltd. (currently WeOur Co. Ltd.); May 2019 - Director, Adastria Logistics Co. Ltd. (currently and ST Logistics Co. Ltd.); November 2021 - Representative Director, ADOORLINK Co. Ltd.; February 2022 - Management Board Member, Velvet, LLC; May 2024 - Senior Managing Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.; present position); September 2025 Director, and ST Co. Ltd. (present position) Director, Adastria Co. Ltd. (present position) Director, ELEMENT RULE Co. Ltd. (present position). Transition Date (Tentative): March 1, 2026.分析記事 • Dec 31and ST HD Co.,Ltd. Just Missed EPS By 37%: Here's What Analysts Think Will Happen NextInvestors in and ST HD Co.,Ltd. ( TSE:2685 ) had a good week, as its shares rose 4.2% to close at JP¥2,875 following...Reported Earnings • Dec 30Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥77.39 (up from JP¥63.92 in 3Q 2025). Revenue: JP¥78.0b (up 2.8% from 3Q 2025). Net income: JP¥3.57b (up 21% from 3Q 2025). Profit margin: 4.6% (up from 3.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 01and ST HDLtd (TSE:2685) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Declared Dividend • Oct 23First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 26th February 2026 Payment date: 11th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 07There May Be Reason For Hope In and ST HDLtd's (TSE:2685) Disappointing Earningsand ST HD Co.,Ltd.'s ( TSE:2685 ) earnings announcement last week didn't impress shareholders. Despite the soft profit...Reported Earnings • Oct 01Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥34.97 (down from JP¥55.04 in 2Q 2025). Revenue: JP¥71.9b (up 2.4% from 2Q 2025). Net income: JP¥1.61b (down 37% from 2Q 2025). Profit margin: 2.2% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.分析記事 • Sep 08With Adastria Co., Ltd. (TSE:2685) It Looks Like You'll Get What You Pay ForWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 22 October 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).分析記事 • Jul 17Adastria's (TSE:2685) Dividend Will Be ¥45.00The board of Adastria Co., Ltd. ( TSE:2685 ) has announced that it will pay a dividend on the 22nd of October, with...分析記事 • Jul 03Adastria (TSE:2685) Will Pay A Dividend Of ¥45.00Adastria Co., Ltd.'s ( TSE:2685 ) investors are due to receive a payment of ¥45.00 per share on 22nd of October. This...分析記事 • Jul 02Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Adastria Co., Ltd. ( TSE:2685 ) had a good week, as its shares rose 2.8% to close at JP¥2,969 following...分析記事 • Jun 18Adastria (TSE:2685) Has Announced A Dividend Of ¥45.00Adastria Co., Ltd. ( TSE:2685 ) will pay a dividend of ¥45.00 on the 22nd of October. This will take the annual payment...Declared Dividend • Jun 18Final dividend increased to JP¥45.00Dividend of JP¥45.00 is 29% higher than last year. Ex-date: 28th August 2025 Payment date: 22nd October 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jun 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Etsuko Shakespeare was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥298 in FY 2024). Revenue: JP¥293.1b (up 6.4% from FY 2024). Net income: JP¥9.61b (down 29% from FY 2024). Profit margin: 3.3% (down from 4.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to JP¥2,801. The fair value is estimated to be JP¥3,616, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Apr 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,916. The fair value is estimated to be JP¥3,672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.分析記事 • Apr 28Estimating The Intrinsic Value Of Adastria Co., Ltd. (TSE:2685)Key Insights Using the 2 Stage Free Cash Flow to Equity, Adastria fair value estimate is JP¥3,682 Current share price...お知らせ • Apr 16+ 2 more updatesAdastria Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025Adastria Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025分析記事 • Apr 08Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAdastria Co., Ltd. ( TSE:2685 ) shareholders are probably feeling a little disappointed, since its shares fell 3.7% to...Reported Earnings • Apr 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥298 in FY 2024). Revenue: JP¥293.1b (up 6.4% from FY 2024). Net income: JP¥9.61b (down 29% from FY 2024). Profit margin: 3.3% (down from 4.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 04Adastria Co., Ltd., Annual General Meeting, May 29, 2025Adastria Co., Ltd., Annual General Meeting, May 29, 2025.お知らせ • Apr 03ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited.ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited on March 31, 2025. With this acquisition, Adastria will begin developing the outdoor brand Karrimor through a joint venture with Itochu Corporation. ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) completed the acquisition of Karrimor International Limited on March 31, 2025.お知らせ • Feb 27Adastria Co., Ltd. to Report Fiscal Year 2025 Results on Apr 04, 2025Adastria Co., Ltd. announced that they will report fiscal year 2025 results on Apr 04, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Feb 14Adastria Co., Ltd. Announces Directorate RetirementsAdastria Co., Ltd. announced the retirement of Hiromi Horie and Kazuo Nishiyama as Outside Directors. Scheduled to retire at the conclusion of the 75th Ordinary General Meeting of Shareholders scheduled for May 2025.分析記事 • Jan 14Slowing Rates Of Return At Adastria (TSE:2685) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...New Risk • Dec 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.1% average weekly change). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Buy Or Sell Opportunity • Dec 30Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to JP¥3,460. The fair value is estimated to be JP¥4,709, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 7.8% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.New Risk • Dec 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥63.92 (vs JP¥97.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥63.92 (down from JP¥97.96 in 3Q 2024). Revenue: JP¥75.9b (up 7.9% from 3Q 2024). Net income: JP¥2.96b (down 34% from 3Q 2024). Profit margin: 3.9% (down from 6.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.分析記事 • Dec 27Adastria Co., Ltd.'s (TSE:2685) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Adastria Co., Ltd.'s ( TSE:2685 ) price-to-earnings (or "P/E") ratio of 13.2x is worth...Declared Dividend • Oct 23First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 23Now 22% undervaluedOver the last 90 days, the stock has risen 13% to JP¥3,640. The fair value is estimated to be JP¥4,683, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 6.7% in the next 2 years.分析記事 • Oct 03Adastria Co., Ltd. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Adastria Co., Ltd. ( TSE:2685 ) came out with a strong set of half-year numbers that could potentially lead...Declared Dividend • Oct 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 02Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥55.04 (down from JP¥57.80 in 2Q 2024). Revenue: JP¥70.2b (up 9.0% from 2Q 2024). Net income: JP¥2.54b (down 3.3% from 2Q 2024). Profit margin: 3.6% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 11Adastria (TSE:2685) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Aug 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).分析記事 • Jul 22Adastria (TSE:2685) Will Pay A Dividend Of ¥35.00Adastria Co., Ltd. ( TSE:2685 ) has announced that it will pay a dividend of ¥35.00 per share on the 23rd of October...Reported Earnings • Jun 30First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: JP¥97.27 (down from JP¥98.41 in 1Q 2024). Revenue: JP¥74.0b (up 8.1% from 1Q 2024). Net income: JP¥4.41b (down 1.3% from 1Q 2024). Profit margin: 6.0% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 20Adastria (TSE:2685) Is Due To Pay A Dividend Of ¥35.00Adastria Co., Ltd. ( TSE:2685 ) will pay a dividend of ¥35.00 on the 23rd of October. This makes the dividend yield...分析記事 • Jun 06Adastria's (TSE:2685) Dividend Will Be ¥35.00The board of Adastria Co., Ltd. ( TSE:2685 ) has announced that it will pay a dividend on the 23rd of October, with...Declared Dividend • Jun 06Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jun 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Kazuhiko Ebihara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 30Here's Why We Think Adastria (TSE:2685) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Buy Or Sell Opportunity • May 22Now 20% undervaluedOver the last 90 days, the stock has risen 3.6% to JP¥3,625. The fair value is estimated to be JP¥4,560, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.分析記事 • Apr 24Why Investors Shouldn't Be Surprised By Adastria Co., Ltd.'s (TSE:2685) Low P/EWith a price-to-earnings (or "P/E") ratio of 11.8x Adastria Co., Ltd. ( TSE:2685 ) may be sending bullish signals at...分析記事 • Apr 07Adastria Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearLast week, you might have seen that Adastria Co., Ltd. ( TSE:2685 ) released its annual result to the market. The early...Reported Earnings • Apr 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥298 (up from JP¥166 in FY 2023). Revenue: JP¥275.6b (up 14% from FY 2023). Net income: JP¥13.5b (up 79% from FY 2023). Profit margin: 4.9% (up from 3.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 05Adastria (TSE:2685) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...お知らせ • Apr 05Adastria Co., Ltd. Proposes Dividend Guidance for the for Fiscal Year Ending February 28, 2025Adastria Co., Ltd. proposed dividend guidance of JPY 55 for the for Fiscal year ending February 28, 2025.お知らせ • Apr 04+ 2 more updatesAdastria Co., Ltd. Announces Dividend for the Year 2023Adastria Co., Ltd. announced dividend of JPY 50 per share for the year 2023. Record date of February 29, 2024. Effective date of May 8, 2024.お知らせ • Mar 23Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders.Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders on December 27, 2023. Adastria Co., Ltd. (TSE:2685) entered into a share exchange agreement to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders for ¥4.4 billion on March 21, 2024. Shares of zetton, which will become a wholly owned subsidiary of Adastria, will be delisted on May 30, 2024 (last trading date to be May 29, 2024) after completion of the designated procedures pursuant to the Nagoya Stock Exchange delisting regulations. To make Zetton a wholly owned subsidiary, Adastria will deliver common shares of Adastria to the minority shareholders of Zetton as consideration. The board of Adastria and Zetton held a meeting to resolved to conduct the share exchange on March 21, 2024 and subsequently the agreement was signed. The transaction is subject to the approval of the agreement by a resolution of the zetton Ordinary General Meeting of Shareholders to be held on April 25, 2024. A Special Committee consisting of independent members who have no interest in the controlling shareholder Adastria has been formed. The board of directors shall make its decisions with the utmost respect for the contents of the committee report. The transaction is expected to close on June 1, 2024. iwaida partners is acting as the legal advisor to Zetton Inc. (NSE:3057) and SATO & Partners is acting the legal advisor to Adastria Co., Ltd. (TSE:2685). AGS Consulting Co., Ltd. acted as the financial and due diligence provider to Zetton.分析記事 • Feb 27Adastria's (TSE:2685) Shareholders Will Receive A Bigger Dividend Than Last YearAdastria Co., Ltd. ( TSE:2685 ) has announced that it will be increasing its dividend from last year's comparable...Upcoming Dividend • Feb 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Feb 17+ 4 more updatesAdastria Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024Adastria Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024お知らせ • Jan 31Adastria Co., Ltd. to Report Fiscal Year 2024 Results on Apr 04, 2024Adastria Co., Ltd. announced that they will report fiscal year 2024 results on Apr 04, 2024Reported Earnings • Jan 02Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥97.96 (up from JP¥82.09 in 3Q 2023). Revenue: JP¥70.4b (up 9.2% from 3Q 2023). Net income: JP¥4.45b (up 19% from 3Q 2023). Profit margin: 6.3% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04Adastria Co., Ltd. to Report Q3, 2024 Results on Dec 29, 2023Adastria Co., Ltd. announced that they will report Q3, 2024 results on Dec 29, 2023Major Estimate Revision • Oct 06Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥237 to JP¥264. Revenue forecast steady at JP¥271.0b. Net income forecast to grow 13% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥3,760 unchanged from last update. Share price rose 12% to JP¥3,240 over the past week.New Risk • Oct 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).Reported Earnings • Sep 30Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥57.80 (up from JP¥12.79 in 2Q 2023). Revenue: JP¥64.4b (up 18% from 2Q 2023). Net income: JP¥2.63b (up 353% from 2Q 2023). Profit margin: 4.1% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 29+ 1 more updateAdastria Co., Ltd. Approves an Interim Dividend for the Fiscal Year Ending February 29, 2024, Effective October 10, 2023; Provides Dividend Guidance for the Full Year of Fiscal Year Ending February 29, 2024Adastria Co., Ltd. announced that at its board meeting held on September 29, 2023, approved an interim dividend of JPY 35.00 per share for the fiscal year ending February 29, 2024. Record date is August 31, 2023. Effective date is October 10, 2023. Total dividend is JPY 1,597 million. For the full year of fiscal year ending February 29, 2024, the company expects to pay dividend of JPY 45.00 per share.Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 31% and the cash payout ratio is 85%. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).Buying Opportunity • Aug 17Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥3,789, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.お知らせ • Jul 30Adastria Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023Adastria Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023Reported Earnings • Jul 01First quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2024 results: EPS: JP¥98.41 (up from JP¥73.23 in 1Q 2023). Revenue: JP¥68.5b (up 18% from 1Q 2023). Net income: JP¥4.46b (up 35% from 1Q 2023). Profit margin: 6.5% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 28Adastria Co., Ltd. to Report Q1, 2024 Results on Jun 30, 2023Adastria Co., Ltd. announced that they will report Q1, 2024 results on Jun 30, 2023Reported Earnings • Apr 06Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥35.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Feb 15Adastria Co., Ltd. to Report Fiscal Year 2023 Results on Apr 04, 2023Adastria Co., Ltd. announced that they will report fiscal year 2023 results on Apr 04, 2023Reported Earnings • Jan 19Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥82.09 (up from JP¥68.20 in 3Q 2022). Revenue: JP¥64.4b (up 19% from 3Q 2022). Net income: JP¥3.72b (up 21% from 3Q 2022). Profit margin: 5.8% (up from 5.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) also surpassed analyst estimates by 62%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Jan 07No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 October 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).業績と収益の成長予測TSE:2685 - 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2/28/2029344,60013,44612,482N/A52/29/2028329,56712,78811,291N/A62/28/2027315,56011,63811,585N/A55/31/2026307,2059,032N/AN/AN/A2/28/2026304,3519,4986,71920,566N/A11/30/2025300,3939,264N/AN/AN/A8/31/2025298,2528,6535,88619,739N/A5/31/2025296,5739,583N/AN/AN/A2/28/2025293,1109,6149,97821,373N/A11/30/2024292,43311,879N/AN/AN/A8/31/2024286,90313,36711,23922,081N/A5/31/2024281,11913,454N/AN/AN/A2/29/2024275,59613,51313,23522,223N/A11/30/2023268,77811,465N/AN/AN/A8/31/2023262,87010,7418,95719,862N/A5/31/2023253,0248,691N/AN/AN/A2/28/2023242,5527,5402,95213,460N/A11/30/2022231,8778,999N/AN/AN/A8/31/2022221,5498,3628,35316,177N/A5/31/2022213,2017,961N/AN/AN/A2/28/2022201,5824,917-3,4283,504N/A11/30/2021197,7681,613N/AN/AN/A8/31/2021196,8172,2164,07910,742N/A5/31/2021196,9903,257N/AN/AN/A2/28/2021183,870-6935,43111,933N/A11/30/2020190,929683N/AN/AN/A8/31/2020193,059-508-8206,515N/A5/31/2020199,353-585N/AN/AN/A2/29/2020222,3766,363N/A20,850N/A11/30/2019224,5997,717N/AN/AN/A8/31/2019226,6408,854N/A15,634N/A5/31/2019227,5626,918N/AN/AN/A2/28/2019222,6643,890N/A9,904N/A11/30/2018221,863-2,650N/AN/AN/A8/31/2018219,999-4,728N/A7,613N/A5/31/2018220,113-4,281N/AN/AN/A2/28/2018222,787863N/A10,685N/A11/30/2017218,0306,997N/AN/AN/A8/31/2017213,75311,764N/A14,699N/A5/31/2017209,20013,975N/AN/AN/A2/28/2017203,68611,575N/A11,947N/A11/30/2016202,14912,330N/AN/AN/A8/31/2016200,7329,814N/A15,046N/A5/31/2016201,1969,768N/AN/AN/A2/29/2016200,0389,122N/A22,054N/A11/30/2015197,6957,257N/AN/AN/A8/31/2015193,5694,550N/A20,332N/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: 2685の予測収益成長率 (年間10.2% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 2685の収益 ( 10.2% ) JP市場 ( 10.3% ) よりも低い成長が予測されています。高成長収益: 2685の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 2685の収益 ( 4.9% ) JP市場 ( 6.6% ) よりも低い成長が予測されています。高い収益成長: 2685の収益 ( 4.9% ) 20%よりも低い成長が予測されています。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: 2685の 自己資本利益率 は、3年後には低くなると予測されています ( 13.2 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/10 16:49終値2026/07/10 00:00収益2026/05/31年間収益2026/02/28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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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and ST HD Co.,Ltd. 6 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。16 アナリスト機関Arashi NishizawaBofA Global ResearchChiaki HirotaCitigroup IncJun KawaharaDaiwa Securities Co. Ltd.13 その他のアナリストを表示
分析記事 • Jul 04Analysts Have Made A Financial Statement On and ST HD Co.,Ltd.'s (TSE:2685) First-Quarter ReportIt's been a good week for and ST HD Co.,Ltd. ( TSE:2685 ) shareholders, because the company has just released its...
分析記事 • Apr 08and ST HD Co.,Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen NextAs you might know, and ST HD Co.,Ltd. ( TSE:2685 ) recently reported its yearly numbers. Revenues were in line with...
分析記事 • Dec 31and ST HD Co.,Ltd. Just Missed EPS By 37%: Here's What Analysts Think Will Happen NextInvestors in and ST HD Co.,Ltd. ( TSE:2685 ) had a good week, as its shares rose 4.2% to close at JP¥2,875 following...
分析記事 • Jul 02Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Adastria Co., Ltd. ( TSE:2685 ) had a good week, as its shares rose 2.8% to close at JP¥2,969 following...
分析記事 • Apr 08Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAdastria Co., Ltd. ( TSE:2685 ) shareholders are probably feeling a little disappointed, since its shares fell 3.7% to...
分析記事 • Oct 03Adastria Co., Ltd. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Adastria Co., Ltd. ( TSE:2685 ) came out with a strong set of half-year numbers that could potentially lead...
分析記事 • Jul 04Analysts Have Made A Financial Statement On and ST HD Co.,Ltd.'s (TSE:2685) First-Quarter ReportIt's been a good week for and ST HD Co.,Ltd. ( TSE:2685 ) shareholders, because the company has just released its...
Reported Earnings • Jul 02First quarter 2027 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2027 results: EPS: JP¥84.72 (down from JP¥94.70 in 1Q 2026). Revenue: JP¥80.3b (up 3.7% from 1Q 2026). Net income: JP¥3.91b (down 11% from 1Q 2026). Profit margin: 4.9% (down from 5.6% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jun 19and ST HD Co.,Ltd. (TSE:2685) entered into an agreement to acquire 68% stake in Sixty Percent Co., Ltd. from Taiga Manabe and Nanae Matsuoka.and ST HD Co.,Ltd. (TSE:2685) entered into an agreement to acquire 68% stake in Sixty Percent Co., Ltd. from Taiga Manabe and Nanae Matsuoka on June 17, 2026. Following the closing of the transaction, Taiga Manabe and Nanae Matsuoka, co-founders of Sixty Percent Co., Ltd., will retain a 32% stake and continue to lead the company's management. The expected completion of the transaction is June 30, 2026.
Board Change • Jun 14High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Executive Officer, Head of Logistics Division & Director Masatake Hayashi was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jun 12Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th August 2026 Payment date: 22nd October 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 08and ST HD Co.,Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen NextAs you might know, and ST HD Co.,Ltd. ( TSE:2685 ) recently reported its yearly numbers. Revenues were in line with...
Reported Earnings • Apr 07Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥206 (down from JP¥209 in FY 2025). Revenue: JP¥304.4b (up 3.8% from FY 2025). Net income: JP¥9.50b (down 1.2% from FY 2025). Profit margin: 3.1% (down from 3.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 06and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026.
Buy Or Sell Opportunity • Mar 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to JP¥2,775. The fair value is estimated to be JP¥3,588, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 11 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
お知らせ • Jan 21+ 1 more updateand ST HD Co.,Ltd. Announces Management Changes, Effective March 1, 2026 (Tentative)and ST HD Co.,Ltd., at its board meeting held on January 21, 2026, approved a resolution to make the following change in representative director. Taiki Fukuda's designation has been changed from Senior Managing Director to Representative Director and Osamu Kimura's designation has been changed from Representative Director and to Directors. Name: Taiki Fukuda. Date of Birth: April 11, 1978. Career Highlights: March 2004 - Joined IMS Co. Ltd.; April 2005 - Joined POINT INC. (currently and ST HD Co. Ltd.); March 2014 - General Manager, Overseas Division, Adastria Holdings Co. , Ltd. (currently and ST HD Co. Ltd.); May 2014 - Representative Director and President, Adastria Asia Co. Ltd.; March 2016 - General Manager, Communication Design Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2017 - General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); May 2017 - Director and General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2018 - Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.) Chairman, Management Board, Velvet, LLC; May 2018 - Director, Adastria General Support Co. Ltd. (currently WeOur Co. Ltd.); May 2019 - Director, Adastria Logistics Co. Ltd. (currently and ST Logistics Co. Ltd.); November 2021 - Representative Director, ADOORLINK Co. Ltd.; February 2022 - Management Board Member, Velvet, LLC; May 2024 - Senior Managing Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.; present position); September 2025 Director, and ST Co. Ltd. (present position) Director, Adastria Co. Ltd. (present position) Director, ELEMENT RULE Co. Ltd. (present position). Transition Date (Tentative): March 1, 2026.
分析記事 • Dec 31and ST HD Co.,Ltd. Just Missed EPS By 37%: Here's What Analysts Think Will Happen NextInvestors in and ST HD Co.,Ltd. ( TSE:2685 ) had a good week, as its shares rose 4.2% to close at JP¥2,875 following...
Reported Earnings • Dec 30Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥77.39 (up from JP¥63.92 in 3Q 2025). Revenue: JP¥78.0b (up 2.8% from 3Q 2025). Net income: JP¥3.57b (up 21% from 3Q 2025). Profit margin: 4.6% (up from 3.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 01and ST HDLtd (TSE:2685) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Declared Dividend • Oct 23First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 26th February 2026 Payment date: 11th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 07There May Be Reason For Hope In and ST HDLtd's (TSE:2685) Disappointing Earningsand ST HD Co.,Ltd.'s ( TSE:2685 ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
Reported Earnings • Oct 01Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥34.97 (down from JP¥55.04 in 2Q 2025). Revenue: JP¥71.9b (up 2.4% from 2Q 2025). Net income: JP¥1.61b (down 37% from 2Q 2025). Profit margin: 2.2% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.
分析記事 • Sep 08With Adastria Co., Ltd. (TSE:2685) It Looks Like You'll Get What You Pay ForWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 22 October 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
分析記事 • Jul 17Adastria's (TSE:2685) Dividend Will Be ¥45.00The board of Adastria Co., Ltd. ( TSE:2685 ) has announced that it will pay a dividend on the 22nd of October, with...
分析記事 • Jul 03Adastria (TSE:2685) Will Pay A Dividend Of ¥45.00Adastria Co., Ltd.'s ( TSE:2685 ) investors are due to receive a payment of ¥45.00 per share on 22nd of October. This...
分析記事 • Jul 02Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Adastria Co., Ltd. ( TSE:2685 ) had a good week, as its shares rose 2.8% to close at JP¥2,969 following...
分析記事 • Jun 18Adastria (TSE:2685) Has Announced A Dividend Of ¥45.00Adastria Co., Ltd. ( TSE:2685 ) will pay a dividend of ¥45.00 on the 22nd of October. This will take the annual payment...
Declared Dividend • Jun 18Final dividend increased to JP¥45.00Dividend of JP¥45.00 is 29% higher than last year. Ex-date: 28th August 2025 Payment date: 22nd October 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jun 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Etsuko Shakespeare was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥298 in FY 2024). Revenue: JP¥293.1b (up 6.4% from FY 2024). Net income: JP¥9.61b (down 29% from FY 2024). Profit margin: 3.3% (down from 4.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to JP¥2,801. The fair value is estimated to be JP¥3,616, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Apr 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,916. The fair value is estimated to be JP¥3,672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
分析記事 • Apr 28Estimating The Intrinsic Value Of Adastria Co., Ltd. (TSE:2685)Key Insights Using the 2 Stage Free Cash Flow to Equity, Adastria fair value estimate is JP¥3,682 Current share price...
お知らせ • Apr 16+ 2 more updatesAdastria Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025Adastria Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025
分析記事 • Apr 08Adastria Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAdastria Co., Ltd. ( TSE:2685 ) shareholders are probably feeling a little disappointed, since its shares fell 3.7% to...
Reported Earnings • Apr 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥298 in FY 2024). Revenue: JP¥293.1b (up 6.4% from FY 2024). Net income: JP¥9.61b (down 29% from FY 2024). Profit margin: 3.3% (down from 4.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 04Adastria Co., Ltd., Annual General Meeting, May 29, 2025Adastria Co., Ltd., Annual General Meeting, May 29, 2025.
お知らせ • Apr 03ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited.ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited on March 31, 2025. With this acquisition, Adastria will begin developing the outdoor brand Karrimor through a joint venture with Itochu Corporation. ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) completed the acquisition of Karrimor International Limited on March 31, 2025.
お知らせ • Feb 27Adastria Co., Ltd. to Report Fiscal Year 2025 Results on Apr 04, 2025Adastria Co., Ltd. announced that they will report fiscal year 2025 results on Apr 04, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Feb 14Adastria Co., Ltd. Announces Directorate RetirementsAdastria Co., Ltd. announced the retirement of Hiromi Horie and Kazuo Nishiyama as Outside Directors. Scheduled to retire at the conclusion of the 75th Ordinary General Meeting of Shareholders scheduled for May 2025.
分析記事 • Jan 14Slowing Rates Of Return At Adastria (TSE:2685) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
New Risk • Dec 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.1% average weekly change). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Buy Or Sell Opportunity • Dec 30Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to JP¥3,460. The fair value is estimated to be JP¥4,709, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 7.8% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
New Risk • Dec 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥63.92 (vs JP¥97.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥63.92 (down from JP¥97.96 in 3Q 2024). Revenue: JP¥75.9b (up 7.9% from 3Q 2024). Net income: JP¥2.96b (down 34% from 3Q 2024). Profit margin: 3.9% (down from 6.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.
分析記事 • Dec 27Adastria Co., Ltd.'s (TSE:2685) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Adastria Co., Ltd.'s ( TSE:2685 ) price-to-earnings (or "P/E") ratio of 13.2x is worth...
Declared Dividend • Oct 23First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 23Now 22% undervaluedOver the last 90 days, the stock has risen 13% to JP¥3,640. The fair value is estimated to be JP¥4,683, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 6.7% in the next 2 years.
分析記事 • Oct 03Adastria Co., Ltd. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Adastria Co., Ltd. ( TSE:2685 ) came out with a strong set of half-year numbers that could potentially lead...
Declared Dividend • Oct 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 02Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥55.04 (down from JP¥57.80 in 2Q 2024). Revenue: JP¥70.2b (up 9.0% from 2Q 2024). Net income: JP¥2.54b (down 3.3% from 2Q 2024). Profit margin: 3.6% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 11Adastria (TSE:2685) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Aug 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
分析記事 • Jul 22Adastria (TSE:2685) Will Pay A Dividend Of ¥35.00Adastria Co., Ltd. ( TSE:2685 ) has announced that it will pay a dividend of ¥35.00 per share on the 23rd of October...
Reported Earnings • Jun 30First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: JP¥97.27 (down from JP¥98.41 in 1Q 2024). Revenue: JP¥74.0b (up 8.1% from 1Q 2024). Net income: JP¥4.41b (down 1.3% from 1Q 2024). Profit margin: 6.0% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 20Adastria (TSE:2685) Is Due To Pay A Dividend Of ¥35.00Adastria Co., Ltd. ( TSE:2685 ) will pay a dividend of ¥35.00 on the 23rd of October. This makes the dividend yield...
分析記事 • Jun 06Adastria's (TSE:2685) Dividend Will Be ¥35.00The board of Adastria Co., Ltd. ( TSE:2685 ) has announced that it will pay a dividend on the 23rd of October, with...
Declared Dividend • Jun 06Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jun 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Kazuhiko Ebihara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 30Here's Why We Think Adastria (TSE:2685) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Buy Or Sell Opportunity • May 22Now 20% undervaluedOver the last 90 days, the stock has risen 3.6% to JP¥3,625. The fair value is estimated to be JP¥4,560, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.
分析記事 • Apr 24Why Investors Shouldn't Be Surprised By Adastria Co., Ltd.'s (TSE:2685) Low P/EWith a price-to-earnings (or "P/E") ratio of 11.8x Adastria Co., Ltd. ( TSE:2685 ) may be sending bullish signals at...
分析記事 • Apr 07Adastria Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearLast week, you might have seen that Adastria Co., Ltd. ( TSE:2685 ) released its annual result to the market. The early...
Reported Earnings • Apr 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥298 (up from JP¥166 in FY 2023). Revenue: JP¥275.6b (up 14% from FY 2023). Net income: JP¥13.5b (up 79% from FY 2023). Profit margin: 4.9% (up from 3.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 05Adastria (TSE:2685) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
お知らせ • Apr 05Adastria Co., Ltd. Proposes Dividend Guidance for the for Fiscal Year Ending February 28, 2025Adastria Co., Ltd. proposed dividend guidance of JPY 55 for the for Fiscal year ending February 28, 2025.
お知らせ • Apr 04+ 2 more updatesAdastria Co., Ltd. Announces Dividend for the Year 2023Adastria Co., Ltd. announced dividend of JPY 50 per share for the year 2023. Record date of February 29, 2024. Effective date of May 8, 2024.
お知らせ • Mar 23Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders.Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders on December 27, 2023. Adastria Co., Ltd. (TSE:2685) entered into a share exchange agreement to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders for ¥4.4 billion on March 21, 2024. Shares of zetton, which will become a wholly owned subsidiary of Adastria, will be delisted on May 30, 2024 (last trading date to be May 29, 2024) after completion of the designated procedures pursuant to the Nagoya Stock Exchange delisting regulations. To make Zetton a wholly owned subsidiary, Adastria will deliver common shares of Adastria to the minority shareholders of Zetton as consideration. The board of Adastria and Zetton held a meeting to resolved to conduct the share exchange on March 21, 2024 and subsequently the agreement was signed. The transaction is subject to the approval of the agreement by a resolution of the zetton Ordinary General Meeting of Shareholders to be held on April 25, 2024. A Special Committee consisting of independent members who have no interest in the controlling shareholder Adastria has been formed. The board of directors shall make its decisions with the utmost respect for the contents of the committee report. The transaction is expected to close on June 1, 2024. iwaida partners is acting as the legal advisor to Zetton Inc. (NSE:3057) and SATO & Partners is acting the legal advisor to Adastria Co., Ltd. (TSE:2685). AGS Consulting Co., Ltd. acted as the financial and due diligence provider to Zetton.
分析記事 • Feb 27Adastria's (TSE:2685) Shareholders Will Receive A Bigger Dividend Than Last YearAdastria Co., Ltd. ( TSE:2685 ) has announced that it will be increasing its dividend from last year's comparable...
Upcoming Dividend • Feb 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Feb 17+ 4 more updatesAdastria Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024Adastria Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024
お知らせ • Jan 31Adastria Co., Ltd. to Report Fiscal Year 2024 Results on Apr 04, 2024Adastria Co., Ltd. announced that they will report fiscal year 2024 results on Apr 04, 2024
Reported Earnings • Jan 02Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥97.96 (up from JP¥82.09 in 3Q 2023). Revenue: JP¥70.4b (up 9.2% from 3Q 2023). Net income: JP¥4.45b (up 19% from 3Q 2023). Profit margin: 6.3% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04Adastria Co., Ltd. to Report Q3, 2024 Results on Dec 29, 2023Adastria Co., Ltd. announced that they will report Q3, 2024 results on Dec 29, 2023
Major Estimate Revision • Oct 06Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥237 to JP¥264. Revenue forecast steady at JP¥271.0b. Net income forecast to grow 13% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥3,760 unchanged from last update. Share price rose 12% to JP¥3,240 over the past week.
New Risk • Oct 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).
Reported Earnings • Sep 30Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥57.80 (up from JP¥12.79 in 2Q 2023). Revenue: JP¥64.4b (up 18% from 2Q 2023). Net income: JP¥2.63b (up 353% from 2Q 2023). Profit margin: 4.1% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 29+ 1 more updateAdastria Co., Ltd. Approves an Interim Dividend for the Fiscal Year Ending February 29, 2024, Effective October 10, 2023; Provides Dividend Guidance for the Full Year of Fiscal Year Ending February 29, 2024Adastria Co., Ltd. announced that at its board meeting held on September 29, 2023, approved an interim dividend of JPY 35.00 per share for the fiscal year ending February 29, 2024. Record date is August 31, 2023. Effective date is October 10, 2023. Total dividend is JPY 1,597 million. For the full year of fiscal year ending February 29, 2024, the company expects to pay dividend of JPY 45.00 per share.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 31% and the cash payout ratio is 85%. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
Buying Opportunity • Aug 17Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥3,789, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
お知らせ • Jul 30Adastria Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023Adastria Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023
Reported Earnings • Jul 01First quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2024 results: EPS: JP¥98.41 (up from JP¥73.23 in 1Q 2023). Revenue: JP¥68.5b (up 18% from 1Q 2023). Net income: JP¥4.46b (up 35% from 1Q 2023). Profit margin: 6.5% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 28Adastria Co., Ltd. to Report Q1, 2024 Results on Jun 30, 2023Adastria Co., Ltd. announced that they will report Q1, 2024 results on Jun 30, 2023
Reported Earnings • Apr 06Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥35.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Feb 15Adastria Co., Ltd. to Report Fiscal Year 2023 Results on Apr 04, 2023Adastria Co., Ltd. announced that they will report fiscal year 2023 results on Apr 04, 2023
Reported Earnings • Jan 19Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥82.09 (up from JP¥68.20 in 3Q 2022). Revenue: JP¥64.4b (up 19% from 3Q 2022). Net income: JP¥3.72b (up 21% from 3Q 2022). Profit margin: 5.8% (up from 5.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) also surpassed analyst estimates by 62%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Jan 07No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 October 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).