DCM Holdings（3050）株式概要DCMホールディングス株式会社は、日本でホームセンター事業とeコマース事業を行っている。 詳細3050 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より28.6%で取引されている 収益は年間5.93%増加すると予測されています 過去5年間の収益は年間0.3%増加しました。 3.21%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3050 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.49k67.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0588b2016201920222025202620282031Revenue JP¥588.3bEarnings JP¥18.8bAdvancedSet Fair ValueView all narrativesDCM Holdings Co., Ltd. 競合他社KomeriLtdSymbol: TSE:8218Market cap: JP¥163.9bJoyful HondaLtdSymbol: TSE:3191Market cap: JP¥131.4bKohnan ShojiSymbol: TSE:7516Market cap: JP¥113.1bArclandsSymbol: TSE:9842Market cap: JP¥116.9b価格と性能株価の高値、安値、推移の概要DCM Holdings過去の株価現在の株価JP¥1,496.0052週高値JP¥1,746.0052週安値JP¥1,322.00ベータ0.111ヶ月の変化-2.35%3ヶ月変化-6.09%1年変化11.64%3年間の変化23.23%5年間の変化39.29%IPOからの変化-36.24%最新ニュースDeclared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • Jun 02Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Specialty Retail industry in Japan.お知らせ • May 28DCM Holdings Co., Ltd. to Report Q1, 2027 Results on Jun 26, 2026DCM Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026ライブニュース • May 05DCM Holdings Nears Share Buyback Limit With 2.6 Million Shares RepurchasedDCM Holdings is running a board-approved share buyback program of up to 3,000,000 shares through June 2026. By 30 April 2026, the company had repurchased about 2,600,000 shares under this program. The buyback is framed as part of the company’s focus on shareholder returns and capital efficiency as it approaches the authorized limit. For you as an investor, a buyback of this size can matter in a few ways. Reducing the share count can increase your ownership percentage if you hold the stock, and it often reflects a preference for returning cash to shareholders through repurchases rather than alternative uses such as higher cash reserves or other investments. The fact that DCM Holdings has already repurchased most of the authorized amount ahead of the June 2026 deadline highlights management’s stated commitment to this capital allocation policy. It can also be useful to think about how this fits with your own expectations. Some investors view active buyback programs as a sign that management is comfortable with the company’s financial position and is prioritizing capital efficiency. Others may prefer to see cash directed toward dividends or business expansion. Watching whether DCM Holdings extends, increases, or lets this authorization expire after June 2026 can provide additional information about its capital allocation preferences.Major Estimate Revision • Apr 22Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥579.5b to JP¥567.2b. EPS estimate also fell from JP¥152 per share to JP¥126 per share. Net income forecast to grow 1.1% next year vs 10% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,700 to JP¥1,750. Share price was steady at JP¥1,521 over the past week.Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥1,521. The fair value is estimated to be JP¥1,928, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.最新情報をもっと見るRecent updatesDeclared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • Jun 02Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Specialty Retail industry in Japan.お知らせ • May 28DCM Holdings Co., Ltd. to Report Q1, 2027 Results on Jun 26, 2026DCM Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026ライブニュース • May 05DCM Holdings Nears Share Buyback Limit With 2.6 Million Shares RepurchasedDCM Holdings is running a board-approved share buyback program of up to 3,000,000 shares through June 2026. By 30 April 2026, the company had repurchased about 2,600,000 shares under this program. The buyback is framed as part of the company’s focus on shareholder returns and capital efficiency as it approaches the authorized limit. For you as an investor, a buyback of this size can matter in a few ways. Reducing the share count can increase your ownership percentage if you hold the stock, and it often reflects a preference for returning cash to shareholders through repurchases rather than alternative uses such as higher cash reserves or other investments. The fact that DCM Holdings has already repurchased most of the authorized amount ahead of the June 2026 deadline highlights management’s stated commitment to this capital allocation policy. It can also be useful to think about how this fits with your own expectations. Some investors view active buyback programs as a sign that management is comfortable with the company’s financial position and is prioritizing capital efficiency. Others may prefer to see cash directed toward dividends or business expansion. Watching whether DCM Holdings extends, increases, or lets this authorization expire after June 2026 can provide additional information about its capital allocation preferences.Major Estimate Revision • Apr 22Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥579.5b to JP¥567.2b. EPS estimate also fell from JP¥152 per share to JP¥126 per share. Net income forecast to grow 1.1% next year vs 10% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,700 to JP¥1,750. Share price was steady at JP¥1,521 over the past week.Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥1,521. The fair value is estimated to be JP¥1,928, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.分析記事 • Apr 21DCM Holdings' (TSE:3050) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from DCM Holdings Co., Ltd. ( TSE:3050 ) despite...Reported Earnings • Apr 15Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan.お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 03DCM Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026DCM Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).分析記事 • Feb 05These 4 Measures Indicate That DCM Holdings (TSE:3050) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Dec 27Third quarter 2026 earnings released: EPS: JP¥23.24 (vs JP¥27.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.24 (down from JP¥27.15 in 3Q 2025). Revenue: JP¥124.7b (down 3.4% from 3Q 2025). Net income: JP¥3.21b (down 12% from 3Q 2025). Profit margin: 2.6% (down from 2.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 10% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 26DCM Holdings (TSE:3050) Has Affirmed Its Dividend Of ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 1st of June. This...お知らせ • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.お知らせ • Nov 22DCM Holdings Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025DCM Holdings Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025分析記事 • Nov 19DCM Holdings' (TSE:3050) Dividend Will Be ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 1st of June. This...分析記事 • Nov 05DCM Holdings (TSE:3050) Has Affirmed Its Dividend Of ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 1st of June. Based...Declared Dividend • Nov 05First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 01Now 23% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,526. The fair value is estimated to be JP¥1,994, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 3.5%. Revenue is forecast to grow by 4.8% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.分析記事 • Sep 30A Look At The Intrinsic Value Of DCM Holdings Co., Ltd. (TSE:3050)Key Insights The projected fair value for DCM Holdings is JP¥1,983 based on 2 Stage Free Cash Flow to Equity DCM...Reported Earnings • Sep 27Second quarter 2026 earnings released: EPS: JP¥46.68 (vs JP¥44.93 in 2Q 2025)Second quarter 2026 results: EPS: JP¥46.68 (up from JP¥44.93 in 2Q 2025). Revenue: JP¥142.0b (down 2.9% from 2Q 2025). Net income: JP¥6.26b (up 3.9% from 2Q 2025). Profit margin: 4.4% (up from 4.1% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% 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 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 23DCM Holdings Co., Ltd. to Report Q2, 2026 Results on Sep 26, 2025DCM Holdings Co., Ltd. announced that they will report Q2, 2026 results on Sep 26, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.分析記事 • Jun 18DCM Holdings (TSE:3050) Has Announced A Dividend Of ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 4th of November...Declared Dividend • Jun 18Final dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 28th August 2025 Payment date: 4th November 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 (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥128 (down from JP¥159 in FY 2024). Revenue: JP¥544.6b (up 12% from FY 2024). Net income: JP¥17.1b (down 20% from FY 2024). Profit margin: 3.1% (down from 4.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 1.2% 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 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • May 09DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion.DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion on May 9, 2025. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is September 1, 2025. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for DCM Holdings Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Encho Co.,Ltd.お知らせ • Apr 26DCM Holdings Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025DCM Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025お知らせ • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥128 (down from JP¥159 in FY 2024). Revenue: JP¥544.6b (up 12% from FY 2024). Net income: JP¥17.1b (down 20% from FY 2024). Profit margin: 3.1% (down from 4.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 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 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • Apr 11+ 1 more updateDCM Holdings Co., Ltd. Revises Performance Target for the Year 2025DCM Holdings Co., Ltd. Revised Performance Target for the Year 2025. The company announced that it has decided to revise the performance targets in 3rd Medium-Term Management Plan, which covers the period from FY2023 to FY2025. Revised Performance Targets are: Net sales before revision were JPY 550,000 million and After the revision it is JPY 545,000 million, Operating profit before revision were JPY 38,000 million and After the revision it is JPY 35,000 million, Profit before revision were JPY 22,800 million and After the revision it is JPY 19,600 million.分析記事 • Apr 03We Think DCM Holdings (TSE:3050) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Feb 27DCM Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025DCM Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).New Risk • Dec 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 5.0% 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 Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (2.8% net profit margin).Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥27.15 (vs JP¥80.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.15 (down from JP¥80.96 in 3Q 2024). Revenue: JP¥129.1b (up 14% from 3Q 2024). Net income: JP¥3.64b (down 66% from 3Q 2024). Profit margin: 2.8% (down from 9.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% 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 10% per year whereas the company’s share price has increased by 11% per year.お知らせ • Nov 23DCM Holdings Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024DCM Holdings Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024分析記事 • Oct 18Investors Shouldn't Be Too Comfortable With DCM Holdings' (TSE:3050) EarningsDCM Holdings Co., Ltd.'s ( TSE:3050 ) stock was strong after they recently reported robust earnings. However, our...New Risk • Oct 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.Reported Earnings • Sep 28Second quarter 2025 earnings released: EPS: JP¥44.93 (vs JP¥37.93 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.93 (up from JP¥37.93 in 2Q 2024). Revenue: JP¥146.3b (up 19% from 2Q 2024). Net income: JP¥6.02b (up 19% from 2Q 2024). Profit margin: 4.1% (in line with 2Q 2024). Revenue is forecast to grow 2.6% 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 15% per year whereas the company’s share price has increased by 13% per year.お知らせ • Aug 27DCM Holdings Co., Ltd. to Report Q2, 2025 Results on Sep 27, 2024DCM Holdings Co., Ltd. announced that they will report Q2, 2025 results on Sep 27, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).分析記事 • Aug 08Is DCM Holdings (TSE:3050) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to JP¥1,401. The fair value is estimated to be JP¥1,814, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 2.5% in the next 2 years.Buy Or Sell Opportunity • Jun 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,490. The fair value is estimated to be JP¥1,864, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 5.3% 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 9% per year whereas the company’s share price has increased by 13% per year.お知らせ • May 29DCM Holdings Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024DCM Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024分析記事 • May 27DCM Holdings Co., Ltd.'s (TSE:3050) Intrinsic Value Is Potentially 29% Above Its Share PriceKey Insights The projected fair value for DCM Holdings is JP¥1,959 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Apr 19We Think That There Are Issues Underlying DCM Holdings' (TSE:3050) EarningsDCM Holdings Co., Ltd.'s ( TSE:3050 ) robust earnings report didn't manage to move the market for its stock. We did...Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 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 9% per year and the company’s share price has also increased by 9% per year.お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024.分析記事 • Mar 11Does DCM Holdings (TSE:3050) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Feb 24DCM Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024DCM Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Price Target Changed • Feb 23Price target decreased by 12% to JP¥1,500Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of JP¥1,412. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥125 last year.Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Dec 28Third quarter 2024 earnings released: EPS: JP¥80.96 (vs JP¥24.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥80.96 (up from JP¥24.13 in 3Q 2023). Revenue: JP¥113.7b (down 3.8% from 3Q 2023). Net income: JP¥10.8b (up 209% from 3Q 2023). Profit margin: 9.5% (up from 3.0% in 3Q 2023). Revenue is forecast to stay flat 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 3% per year whereas the company’s share price has increased by 4% per year.お知らせ • Nov 17DCM Holdings Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023DCM Holdings Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023Reported Earnings • Sep 30Second quarter 2024 earnings released: EPS: JP¥37.93 (vs JP¥38.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.93 (down from JP¥38.55 in 2Q 2023). Revenue: JP¥123.2b (down 1.3% from 2Q 2023). Net income: JP¥5.07b (down 9.8% from 2Q 2023). Profit margin: 4.1% (down from 4.5% in 2Q 2023). Revenue is forecast to grow 1.7% 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 fallen by 6% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Aug 31DCM Holdings Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023DCM Holdings Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).Reported Earnings • Jul 01First quarter 2024 earnings released: EPS: JP¥41.40 (vs JP¥44.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.40 (down from JP¥44.05 in 1Q 2023). Revenue: JP¥123.9b (up 8.6% from 1Q 2023). Net income: JP¥5.67b (down 13% from 1Q 2023). Profit margin: 4.6% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% 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 fallen by 6% per year whereas the company’s share price has fallen by 2% per year.Reported Earnings • May 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.5%. Revenue is forecast to grow 2.4% 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 fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Price Target Changed • Apr 28Price target increased by 13% to JP¥1,750Up from JP¥1,550, the current price target is an average from 2 analysts. New target price is 23% above last closing price of JP¥1,424. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥134 for next year compared to JP¥125 last year.Price Target Changed • Apr 26Price target increased by 13% to JP¥1,750Up from JP¥1,550, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥1,416. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥125 last year.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,386, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥980 per share.Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.5%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 5.7% 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.Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Dec 29Third quarter 2023 earnings released: EPS: JP¥24.13 (vs JP¥26.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.13 (down from JP¥26.70 in 3Q 2022). Revenue: JP¥118.2b (up 10% from 3Q 2022). Net income: JP¥3.50b (down 12% from 3Q 2022). Profit margin: 3.0% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.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. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥38.55 (vs JP¥39.68 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.55 (down from JP¥39.68 in 2Q 2022). Revenue: JP¥124.8b (up 7.9% from 2Q 2022). Net income: JP¥5.62b (down 5.0% from 2Q 2022). Profit margin: 4.5% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Buying Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be JP¥1,328, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥44.05 (vs JP¥50.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.05 (down from JP¥50.42 in 1Q 2022). Revenue: JP¥114.0b (down 4.5% from 1Q 2022). Net income: JP¥6.51b (down 14% from 1Q 2022). Profit margin: 5.7% (down from 6.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 13%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 02Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 11%, compared to a 7.5% growth forecast for the retail industry in Japan.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. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 14Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.4% growth forecast for the retail industry in Japan.Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 29Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥26.70 (up from JP¥25.86 in 3Q 2021). Revenue: JP¥107.1b (down 3.9% from 3Q 2021). Net income: JP¥3.97b (up 1.1% from 3Q 2021). Profit margin: 3.7% (up from 3.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 1.3%, compared to a 6.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥39.68 (vs JP¥48.97 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥115.7b (down 9.0% from 2Q 2021). Net income: JP¥5.92b (down 15% from 2Q 2021). Profit margin: 5.1% (down from 5.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 02 November 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).Price Target Changed • Jul 11Price target increased to JP¥2,000Up from JP¥1,600, the current price target is an average from 2 analysts. New target price is 89% above last closing price of JP¥1,060. Stock is down 17% over the past year.Reported Earnings • Jul 02First quarter 2022 earnings released: EPS JP¥50.42 (vs JP¥59.71 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥119.3b (down 5.2% from 1Q 2021). Net income: JP¥7.58b (down 7.0% from 1Q 2021). Profit margin: 6.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥127 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 18Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 29th of May to those who are registered shareholders by the 25th of February. The trailing yield of 2.7% is below the top quartile of Japanese dividend payers (2.8%), but it is higher than industry peers (1.0%).Is New 90 Day High Low • Jan 29New 90-day low: JP¥1,059The company is down 18% from its price of JP¥1,294 on 30 October 2020. The Japanese market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,165 per share.Is New 90 Day High Low • Jan 12New 90-day low: JP¥1,119The company is down 25% from its price of JP¥1,490 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,206 per share.Reported Earnings • Dec 29Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Dec 29Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the next year, revenue is expected to shrink by 2.0% compared to a 11% growth forecast for the Specialty Retail industry in Japan.Is New 90 Day High Low • Dec 01New 90-day low: JP¥1,176The company is down 9.0% from its price of JP¥1,293 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,162 per share.Price Target Changed • Dec 01Price target raised to JP¥2,000Up from JP¥1,400, the current price target is an average from 2 analysts. The new target price is 70% above the current share price of JP¥1,176. As of last close, the stock is up 11% over the past year.お知らせ • Nov 08DCM Holdings Co., Ltd. to Report Q3, 2021 Results on Dec 28, 2020DCM Holdings Co., Ltd. announced that they will report Q3, 2021 results on Dec 28, 2020お知らせ • Oct 06DCM Holdings Co., Ltd. (TSE:3050) reached an agreement to acquire Shimachu Co., Ltd. (TSE:8184) for approximately ¥160 billion.DCM Holdings Co., Ltd. (TSE:3050) reached an agreement to acquire Shimachu Co., Ltd. (TSE:8184) for approximately ¥160 billion on September 29, 2020. DCM Holdings offer price to ¥4200 per share. Upper limit of the tender offer is acquisition of all the outstanding shares and lower limit of the tender offer is 19.5 million shares. If the total number of tendered share is less than the lower limit of the planned number of shares to be purchased, all of the tendered share certificates, etc. will not be purchased. When the total number of tendered shares, etc. is equal to or greater than the minimum number of shares to be purchased, all the tendered shares will be purchased. In the tender offer, there is no upper limit on the number of planned purchases, so the planned number of purchases is the tender offer. Shares less than one unit are also subject to the tender offer. In addition, according to the Companies Act, shareholders if the right to request the purchase of shares less than one unit is exercised, the subject will be subject to the procedure of the law during the tender offer period. The transaction will be financed from term loan to be borrowed from Sumitomo Mitsui Banking Corporation. After completion of the tender offer, Shimachu will operate as a subsidiary of DCM Holdings. Shimachu also has agreed to a business integration agreement related to the business integration. DCM Holdings will appoint one Director of Shimachu. Independent special committee has been made to review the transaction. The transaction is subject to minimum tender of 50% shares of Shimachu. The Board of Shimachu unanimously approved and recommended shareholders to tender their shares. The tender offer will start at October 5, 2020 and will end on November 16, 2020. The settlement is expected to be on November 20, 2020. Nomura Securities Co., Ltd. and Plutus acted as financial advisors and fairness opinion provider to Shimachu. Mori Hamada & Matsumoto LPC acted as legal advisor to the independent special committee of Shimachu. SMBC Nikko Securities Inc. acted as financial advisor to DCM Holdings.お知らせ • Oct 03DCM May Acquire Rival ShimachuDCM Holdings Co., Ltd. (TSE:3050) is considering acquiring Shimachu Co., Ltd. (TSE:8184), it was learned on September 18, 2020. DCM will launch a tender offer to acquire over half of Shimachu's shares, sources said. Both companies are listed on the first section of the Tokyo Stock Exchange.お知らせ • Aug 24DCM Holdings Co., Ltd. to Report Q2, 2021 Results on Sep 29, 2020DCM Holdings Co., Ltd. announced that they will report Q2, 2021 results on Sep 29, 2020株主還元3050JP Specialty RetailJP 市場7D-0.07%4.2%6.4%1Y11.6%41.0%46.1%株主還元を見る業界別リターン: 3050過去 1 年間で41 % の収益を上げたJP Specialty Retail業界を下回りました。リターン対市場: 3050は、過去 1 年間で46.1 % のリターンを上げたJP市場を下回りました。価格変動Is 3050's price volatile compared to industry and market?3050 volatility3050 Average Weekly Movement3.2%Specialty Retail Industry Average Movement4.0%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 3050 、 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: 3050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20064,982Hirokuni Kamiyawww.dcm-hc.co.jp株式会社DCMホールディングスは、日本でホームセンター事業とeコマース事業を行っている。工具、金物、作業用品を販売する専門店、日用品、DIY用品、食料品を提供するホームコンビニエンスストア、家電製品を販売する専門EC事業、会員制サービスMYVOTを運営している。また、保険代理店業、住宅建設業、「MAXZEN」ブランドでの家電・カメラ製品の卸売業も手掛けている。DCMホールディングス株式会社は2006年に設立され、東京に本社を置く。もっと見るDCM Holdings Co., Ltd. 基礎のまとめDCM Holdings の収益と売上を時価総額と比較するとどうか。3050 基礎統計学時価総額JP¥203.33b収益（TTM）JP¥17.31b売上高(TTM)JP¥542.32b11.8xPER（株価収益率0.4xP/Sレシオ3050 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3050 損益計算書（TTM）収益JP¥542.32b売上原価JP¥350.01b売上総利益JP¥192.30bその他の費用JP¥174.99b収益JP¥17.31b直近の収益報告Feb 28, 2026次回決算日Jun 26, 2026一株当たり利益（EPS）126.34グロス・マージン35.46%純利益率3.19%有利子負債／自己資本比率81.5%3050 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3.2%現在の配当利回り36%配当性向3050 配当は確実ですか？3050 配当履歴とベンチマークを見る3050 、いつまでに購入すれば配当金を受け取れますか？DCM Holdings 配当日配当落ち日Aug 28 2026配当支払日Nov 04 2026配当落ちまでの日数70 days配当支払日までの日数138 days3050 配当は確実ですか？3050 配当履歴とベンチマークを見る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2026/06/19 08:11終値2026/06/19 00:00収益2026/02/28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DCM Holdings Co., Ltd. 1 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。6 アナリスト機関Hidehiko AokiBofA Global ResearchFumihiko ShimizuDaiwa Securities Co. Ltd.Takashi YanahiraIchiyoshi Research Institute Inc.3 その他のアナリストを表示
Declared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • Jun 02Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Specialty Retail industry in Japan.
お知らせ • May 28DCM Holdings Co., Ltd. to Report Q1, 2027 Results on Jun 26, 2026DCM Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026
ライブニュース • May 05DCM Holdings Nears Share Buyback Limit With 2.6 Million Shares RepurchasedDCM Holdings is running a board-approved share buyback program of up to 3,000,000 shares through June 2026. By 30 April 2026, the company had repurchased about 2,600,000 shares under this program. The buyback is framed as part of the company’s focus on shareholder returns and capital efficiency as it approaches the authorized limit. For you as an investor, a buyback of this size can matter in a few ways. Reducing the share count can increase your ownership percentage if you hold the stock, and it often reflects a preference for returning cash to shareholders through repurchases rather than alternative uses such as higher cash reserves or other investments. The fact that DCM Holdings has already repurchased most of the authorized amount ahead of the June 2026 deadline highlights management’s stated commitment to this capital allocation policy. It can also be useful to think about how this fits with your own expectations. Some investors view active buyback programs as a sign that management is comfortable with the company’s financial position and is prioritizing capital efficiency. Others may prefer to see cash directed toward dividends or business expansion. Watching whether DCM Holdings extends, increases, or lets this authorization expire after June 2026 can provide additional information about its capital allocation preferences.
Major Estimate Revision • Apr 22Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥579.5b to JP¥567.2b. EPS estimate also fell from JP¥152 per share to JP¥126 per share. Net income forecast to grow 1.1% next year vs 10% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,700 to JP¥1,750. Share price was steady at JP¥1,521 over the past week.
Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥1,521. The fair value is estimated to be JP¥1,928, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Declared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • Jun 02Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Specialty Retail industry in Japan.
お知らせ • May 28DCM Holdings Co., Ltd. to Report Q1, 2027 Results on Jun 26, 2026DCM Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026
ライブニュース • May 05DCM Holdings Nears Share Buyback Limit With 2.6 Million Shares RepurchasedDCM Holdings is running a board-approved share buyback program of up to 3,000,000 shares through June 2026. By 30 April 2026, the company had repurchased about 2,600,000 shares under this program. The buyback is framed as part of the company’s focus on shareholder returns and capital efficiency as it approaches the authorized limit. For you as an investor, a buyback of this size can matter in a few ways. Reducing the share count can increase your ownership percentage if you hold the stock, and it often reflects a preference for returning cash to shareholders through repurchases rather than alternative uses such as higher cash reserves or other investments. The fact that DCM Holdings has already repurchased most of the authorized amount ahead of the June 2026 deadline highlights management’s stated commitment to this capital allocation policy. It can also be useful to think about how this fits with your own expectations. Some investors view active buyback programs as a sign that management is comfortable with the company’s financial position and is prioritizing capital efficiency. Others may prefer to see cash directed toward dividends or business expansion. Watching whether DCM Holdings extends, increases, or lets this authorization expire after June 2026 can provide additional information about its capital allocation preferences.
Major Estimate Revision • Apr 22Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥579.5b to JP¥567.2b. EPS estimate also fell from JP¥152 per share to JP¥126 per share. Net income forecast to grow 1.1% next year vs 10% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,700 to JP¥1,750. Share price was steady at JP¥1,521 over the past week.
Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥1,521. The fair value is estimated to be JP¥1,928, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
分析記事 • Apr 21DCM Holdings' (TSE:3050) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from DCM Holdings Co., Ltd. ( TSE:3050 ) despite...
Reported Earnings • Apr 15Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan.
お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 03DCM Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026DCM Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
分析記事 • Feb 05These 4 Measures Indicate That DCM Holdings (TSE:3050) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Dec 27Third quarter 2026 earnings released: EPS: JP¥23.24 (vs JP¥27.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.24 (down from JP¥27.15 in 3Q 2025). Revenue: JP¥124.7b (down 3.4% from 3Q 2025). Net income: JP¥3.21b (down 12% from 3Q 2025). Profit margin: 2.6% (down from 2.8% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 10% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 26DCM Holdings (TSE:3050) Has Affirmed Its Dividend Of ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 1st of June. This...
お知らせ • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.
お知らせ • Nov 22DCM Holdings Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025DCM Holdings Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025
分析記事 • Nov 19DCM Holdings' (TSE:3050) Dividend Will Be ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 1st of June. This...
分析記事 • Nov 05DCM Holdings (TSE:3050) Has Affirmed Its Dividend Of ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 1st of June. Based...
Declared Dividend • Nov 05First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 01Now 23% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,526. The fair value is estimated to be JP¥1,994, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 3.5%. Revenue is forecast to grow by 4.8% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
分析記事 • Sep 30A Look At The Intrinsic Value Of DCM Holdings Co., Ltd. (TSE:3050)Key Insights The projected fair value for DCM Holdings is JP¥1,983 based on 2 Stage Free Cash Flow to Equity DCM...
Reported Earnings • Sep 27Second quarter 2026 earnings released: EPS: JP¥46.68 (vs JP¥44.93 in 2Q 2025)Second quarter 2026 results: EPS: JP¥46.68 (up from JP¥44.93 in 2Q 2025). Revenue: JP¥142.0b (down 2.9% from 2Q 2025). Net income: JP¥6.26b (up 3.9% from 2Q 2025). Profit margin: 4.4% (up from 4.1% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% 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 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 23DCM Holdings Co., Ltd. to Report Q2, 2026 Results on Sep 26, 2025DCM Holdings Co., Ltd. announced that they will report Q2, 2026 results on Sep 26, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.
分析記事 • Jun 18DCM Holdings (TSE:3050) Has Announced A Dividend Of ¥23.00DCM Holdings Co., Ltd.'s ( TSE:3050 ) investors are due to receive a payment of ¥23.00 per share on 4th of November...
Declared Dividend • Jun 18Final dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 28th August 2025 Payment date: 4th November 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 (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥128 (down from JP¥159 in FY 2024). Revenue: JP¥544.6b (up 12% from FY 2024). Net income: JP¥17.1b (down 20% from FY 2024). Profit margin: 3.1% (down from 4.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 1.2% 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 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • May 09DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion.DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion on May 9, 2025. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is September 1, 2025. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for DCM Holdings Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Encho Co.,Ltd.
お知らせ • Apr 26DCM Holdings Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025DCM Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025
お知らせ • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.
Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥128 (down from JP¥159 in FY 2024). Revenue: JP¥544.6b (up 12% from FY 2024). Net income: JP¥17.1b (down 20% from FY 2024). Profit margin: 3.1% (down from 4.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 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 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Apr 11+ 1 more updateDCM Holdings Co., Ltd. Revises Performance Target for the Year 2025DCM Holdings Co., Ltd. Revised Performance Target for the Year 2025. The company announced that it has decided to revise the performance targets in 3rd Medium-Term Management Plan, which covers the period from FY2023 to FY2025. Revised Performance Targets are: Net sales before revision were JPY 550,000 million and After the revision it is JPY 545,000 million, Operating profit before revision were JPY 38,000 million and After the revision it is JPY 35,000 million, Profit before revision were JPY 22,800 million and After the revision it is JPY 19,600 million.
分析記事 • Apr 03We Think DCM Holdings (TSE:3050) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Feb 27DCM Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025DCM Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
New Risk • Dec 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 5.0% 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 Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (2.8% net profit margin).
Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥27.15 (vs JP¥80.96 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.15 (down from JP¥80.96 in 3Q 2024). Revenue: JP¥129.1b (up 14% from 3Q 2024). Net income: JP¥3.64b (down 66% from 3Q 2024). Profit margin: 2.8% (down from 9.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% 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 10% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Nov 23DCM Holdings Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024DCM Holdings Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024
分析記事 • Oct 18Investors Shouldn't Be Too Comfortable With DCM Holdings' (TSE:3050) EarningsDCM Holdings Co., Ltd.'s ( TSE:3050 ) stock was strong after they recently reported robust earnings. However, our...
New Risk • Oct 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.
Reported Earnings • Sep 28Second quarter 2025 earnings released: EPS: JP¥44.93 (vs JP¥37.93 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.93 (up from JP¥37.93 in 2Q 2024). Revenue: JP¥146.3b (up 19% from 2Q 2024). Net income: JP¥6.02b (up 19% from 2Q 2024). Profit margin: 4.1% (in line with 2Q 2024). Revenue is forecast to grow 2.6% 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 15% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Aug 27DCM Holdings Co., Ltd. to Report Q2, 2025 Results on Sep 27, 2024DCM Holdings Co., Ltd. announced that they will report Q2, 2025 results on Sep 27, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
分析記事 • Aug 08Is DCM Holdings (TSE:3050) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to JP¥1,401. The fair value is estimated to be JP¥1,814, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 2.5% in the next 2 years.
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,490. The fair value is estimated to be JP¥1,864, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.
Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 5.3% 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 9% per year whereas the company’s share price has increased by 13% per year.
お知らせ • May 29DCM Holdings Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024DCM Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024
分析記事 • May 27DCM Holdings Co., Ltd.'s (TSE:3050) Intrinsic Value Is Potentially 29% Above Its Share PriceKey Insights The projected fair value for DCM Holdings is JP¥1,959 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Apr 19We Think That There Are Issues Underlying DCM Holdings' (TSE:3050) EarningsDCM Holdings Co., Ltd.'s ( TSE:3050 ) robust earnings report didn't manage to move the market for its stock. We did...
Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 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 9% per year and the company’s share price has also increased by 9% per year.
お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024.
分析記事 • Mar 11Does DCM Holdings (TSE:3050) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Feb 24DCM Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024DCM Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Price Target Changed • Feb 23Price target decreased by 12% to JP¥1,500Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of JP¥1,412. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥125 last year.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Dec 28Third quarter 2024 earnings released: EPS: JP¥80.96 (vs JP¥24.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥80.96 (up from JP¥24.13 in 3Q 2023). Revenue: JP¥113.7b (down 3.8% from 3Q 2023). Net income: JP¥10.8b (up 209% from 3Q 2023). Profit margin: 9.5% (up from 3.0% in 3Q 2023). Revenue is forecast to stay flat 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 3% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Nov 17DCM Holdings Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023DCM Holdings Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023
Reported Earnings • Sep 30Second quarter 2024 earnings released: EPS: JP¥37.93 (vs JP¥38.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.93 (down from JP¥38.55 in 2Q 2023). Revenue: JP¥123.2b (down 1.3% from 2Q 2023). Net income: JP¥5.07b (down 9.8% from 2Q 2023). Profit margin: 4.1% (down from 4.5% in 2Q 2023). Revenue is forecast to grow 1.7% 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 fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Aug 31DCM Holdings Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023DCM Holdings Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
Reported Earnings • Jul 01First quarter 2024 earnings released: EPS: JP¥41.40 (vs JP¥44.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.40 (down from JP¥44.05 in 1Q 2023). Revenue: JP¥123.9b (up 8.6% from 1Q 2023). Net income: JP¥5.67b (down 13% from 1Q 2023). Profit margin: 4.6% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% 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 fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
Reported Earnings • May 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.5%. Revenue is forecast to grow 2.4% 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 fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Price Target Changed • Apr 28Price target increased by 13% to JP¥1,750Up from JP¥1,550, the current price target is an average from 2 analysts. New target price is 23% above last closing price of JP¥1,424. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥134 for next year compared to JP¥125 last year.
Price Target Changed • Apr 26Price target increased by 13% to JP¥1,750Up from JP¥1,550, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥1,416. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥125 last year.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,386, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥980 per share.
Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.5%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 5.7% 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.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Dec 29Third quarter 2023 earnings released: EPS: JP¥24.13 (vs JP¥26.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.13 (down from JP¥26.70 in 3Q 2022). Revenue: JP¥118.2b (up 10% from 3Q 2022). Net income: JP¥3.50b (down 12% from 3Q 2022). Profit margin: 3.0% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
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. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥38.55 (vs JP¥39.68 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.55 (down from JP¥39.68 in 2Q 2022). Revenue: JP¥124.8b (up 7.9% from 2Q 2022). Net income: JP¥5.62b (down 5.0% from 2Q 2022). Profit margin: 4.5% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Buying Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be JP¥1,328, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.
Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥44.05 (vs JP¥50.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.05 (down from JP¥50.42 in 1Q 2022). Revenue: JP¥114.0b (down 4.5% from 1Q 2022). Net income: JP¥6.51b (down 14% from 1Q 2022). Profit margin: 5.7% (down from 6.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 13%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 02Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 11%, compared to a 7.5% growth forecast for the retail industry in Japan.
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. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 14Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.4% growth forecast for the retail industry in Japan.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 29Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥26.70 (up from JP¥25.86 in 3Q 2021). Revenue: JP¥107.1b (down 3.9% from 3Q 2021). Net income: JP¥3.97b (up 1.1% from 3Q 2021). Profit margin: 3.7% (up from 3.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 1.3%, compared to a 6.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥39.68 (vs JP¥48.97 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥115.7b (down 9.0% from 2Q 2021). Net income: JP¥5.92b (down 15% from 2Q 2021). Profit margin: 5.1% (down from 5.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 02 November 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).
Price Target Changed • Jul 11Price target increased to JP¥2,000Up from JP¥1,600, the current price target is an average from 2 analysts. New target price is 89% above last closing price of JP¥1,060. Stock is down 17% over the past year.
Reported Earnings • Jul 02First quarter 2022 earnings released: EPS JP¥50.42 (vs JP¥59.71 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥119.3b (down 5.2% from 1Q 2021). Net income: JP¥7.58b (down 7.0% from 1Q 2021). Profit margin: 6.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥127 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 18Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 29th of May to those who are registered shareholders by the 25th of February. The trailing yield of 2.7% is below the top quartile of Japanese dividend payers (2.8%), but it is higher than industry peers (1.0%).
Is New 90 Day High Low • Jan 29New 90-day low: JP¥1,059The company is down 18% from its price of JP¥1,294 on 30 October 2020. The Japanese market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,165 per share.
Is New 90 Day High Low • Jan 12New 90-day low: JP¥1,119The company is down 25% from its price of JP¥1,490 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,206 per share.
Reported Earnings • Dec 29Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Dec 29Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the next year, revenue is expected to shrink by 2.0% compared to a 11% growth forecast for the Specialty Retail industry in Japan.
Is New 90 Day High Low • Dec 01New 90-day low: JP¥1,176The company is down 9.0% from its price of JP¥1,293 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,162 per share.
Price Target Changed • Dec 01Price target raised to JP¥2,000Up from JP¥1,400, the current price target is an average from 2 analysts. The new target price is 70% above the current share price of JP¥1,176. As of last close, the stock is up 11% over the past year.
お知らせ • Nov 08DCM Holdings Co., Ltd. to Report Q3, 2021 Results on Dec 28, 2020DCM Holdings Co., Ltd. announced that they will report Q3, 2021 results on Dec 28, 2020
お知らせ • Oct 06DCM Holdings Co., Ltd. (TSE:3050) reached an agreement to acquire Shimachu Co., Ltd. (TSE:8184) for approximately ¥160 billion.DCM Holdings Co., Ltd. (TSE:3050) reached an agreement to acquire Shimachu Co., Ltd. (TSE:8184) for approximately ¥160 billion on September 29, 2020. DCM Holdings offer price to ¥4200 per share. Upper limit of the tender offer is acquisition of all the outstanding shares and lower limit of the tender offer is 19.5 million shares. If the total number of tendered share is less than the lower limit of the planned number of shares to be purchased, all of the tendered share certificates, etc. will not be purchased. When the total number of tendered shares, etc. is equal to or greater than the minimum number of shares to be purchased, all the tendered shares will be purchased. In the tender offer, there is no upper limit on the number of planned purchases, so the planned number of purchases is the tender offer. Shares less than one unit are also subject to the tender offer. In addition, according to the Companies Act, shareholders if the right to request the purchase of shares less than one unit is exercised, the subject will be subject to the procedure of the law during the tender offer period. The transaction will be financed from term loan to be borrowed from Sumitomo Mitsui Banking Corporation. After completion of the tender offer, Shimachu will operate as a subsidiary of DCM Holdings. Shimachu also has agreed to a business integration agreement related to the business integration. DCM Holdings will appoint one Director of Shimachu. Independent special committee has been made to review the transaction. The transaction is subject to minimum tender of 50% shares of Shimachu. The Board of Shimachu unanimously approved and recommended shareholders to tender their shares. The tender offer will start at October 5, 2020 and will end on November 16, 2020. The settlement is expected to be on November 20, 2020. Nomura Securities Co., Ltd. and Plutus acted as financial advisors and fairness opinion provider to Shimachu. Mori Hamada & Matsumoto LPC acted as legal advisor to the independent special committee of Shimachu. SMBC Nikko Securities Inc. acted as financial advisor to DCM Holdings.
お知らせ • Oct 03DCM May Acquire Rival ShimachuDCM Holdings Co., Ltd. (TSE:3050) is considering acquiring Shimachu Co., Ltd. (TSE:8184), it was learned on September 18, 2020. DCM will launch a tender offer to acquire over half of Shimachu's shares, sources said. Both companies are listed on the first section of the Tokyo Stock Exchange.
お知らせ • Aug 24DCM Holdings Co., Ltd. to Report Q2, 2021 Results on Sep 29, 2020DCM Holdings Co., Ltd. announced that they will report Q2, 2021 results on Sep 29, 2020
