View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBEENOS 配当と自社株買い配当金 基準チェック /06BEENOS配当を支払う会社であり、現在の利回りは1%です。主要情報1.0%配当利回り-296.7%バイバック利回り総株主利回り-296.7%将来の配当利回り0%配当成長12.7%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向41%最近の配当と自社株買いの更新お知らせ • Dec 19Beenos Inc. Resolves Not to Distribute Year-End Dividend for the Fiscal Year Ending 30 September 2025BEENOS Inc. announced that the Company resolved not to distribute a year-end dividend for the fiscal year ending 30 September 2025, with the record date set as 30 September 2025 as resolved in its Board of Directors meeting held on 19 December 2024 against JPY 40.00 per share paid a year ago. This decision is conditional upon the successful completion of the tender offer (hereinafter referred to as "the Tender Offer") by LY Corporation for the Company's issued common shares and stock options. Reason: At the Board of Directors meeting held today, the Company resolved to express its opinion in support of the Tender Offer should it commence and to recommend that shareholders tender their shares in the Tender Offer. This resolution was made based on the premise that the Company's shares are expected to be delisted following the Tender Offer and subsequent procedures. The Company has positioned shareholder returns through dividends as a key management priority, striving to expand its business foundation and strengthen its financial base to ensure stable and long- term dividend payments, unaffected by fluctuations in business performance. However, considering that the Tender Offer price per share is determined based on the premise that no surplus dividend will be distributed as of the record date of 30 September 2025, the Board of Directors resolved at 19 December 2024's meeting not to distribute a year-end dividend for the fiscal year ending 30 September 2025, conditional upon the successful completion of the Tender Offer.Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).Declared Dividend • May 11Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 22BEENOS Inc. Provides Dividend Guidance for the Year 2023BEENOS Inc. provided dividend forecast for the year 2023. For the year, the company expects to pay dividend of JPY 27.00 against JPY 25.00 a year ago.Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).お知らせ • Aug 11BEENOS Inc. (TSE:3328) announces an Equity Buyback for 300,000 shares, representing 2.44% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.44% of its total shares outstanding (excluding treasury shares), for a total of ¥500 million. The purpose of repurchase program is to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till September 30, 2023. As of August 10, 2023, the company has 12,308,929 shares outstanding (excluding treasury shares) and has 868,066 shares in treasury.すべての更新を表示Recent updatesReported Earnings • Aug 07Third quarter 2025 earnings released: EPS: JP¥56.40 (vs JP¥120 in 3Q 2024)Third quarter 2025 results: EPS: JP¥56.40 (down from JP¥120 in 3Q 2024). Revenue: JP¥4.56b (up 6.2% from 3Q 2024). Net income: JP¥733.0m (down 50% from 3Q 2024). Profit margin: 16% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,985. The fair value is estimated to be JP¥4,988, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • May 09Second quarter 2025 earnings released: EPS: JP¥42.87 (vs JP¥16.82 in 2Q 2024)Second quarter 2025 results: EPS: JP¥42.87 (up from JP¥16.82 in 2Q 2024). Revenue: JP¥4.88b (down 40% from 2Q 2024). Net income: JP¥553.0m (up 171% from 2Q 2024). Profit margin: 11% (up from 2.5% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • May 08LY Corporation (TSE:4689) completed the acquisition of 98.8% stake in BEENOS Inc. (TSE:3328) from a group of shareholders.LY Corporation (TSE:4689) proposed to acquire 98.8% stake in BEENOS Inc. (TSE:3328) from a group of shareholders for ¥53.81 billion in a tender offer transaction on October 10, 2024. A cash consideration valued at ¥270 per share , valued at ¥1474 per share , valued at ¥1661 per share , valued at ¥2263 per share , valued at ¥2929 per share and valued at ¥4000 per share will be paid by LY Corporation. The transaction will be financed through it's own funds of ¥53.81 billion. The Board of Directors of BEENOS Inc. formed a special committee for the transaction. Transaction is subject to approval from Competition authorities from Japan and Taiwan, transaction has been approved by Japanese competition authorities and is still subject to approval from competition laws of Taiwan. At present, the Tender Offeror expects to commence the Tender Offer by the end of March 2025. As of March 21, 2025, the company announced that the tender offer will commence from March 24, 2025. As of March 21, 2025, In the Tender Offer, the Tender Offeror has set 8,876,800 shares (ownership ratio: 66.03%) as the minimum number of shares to be purchased. As such, because it is expected that they will support the Squeeze-out Procedures if the Tender Offer is successfully completed, in considering the minimum number of shares to be purchased, the number of voting rights related to the Restricted Shares has been deducted. The transaction is expected to close on May 7, 2025. Daiwa Securities Co. Ltd. acted as financial advisor for BEENOS Inc. Nishimura & Asahi acted as legal advisor for BEENOS Inc. Mizuho Securities Co., Ltd. acted as Financial advisor to LY Corporation (TSE:4689) and Plutus Consulting Co., Ltd. acted as Fairness Opinion provider to BEENOS Inc. LY Corporation (TSE:4689) completed the acquisition of 98.8% stake in BEENOS Inc. (TSE:3328) from a group of shareholders on May 7, 2025.Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥22.85 (vs JP¥2.07 in 1Q 2024)First quarter 2025 results: EPS: JP¥22.85 (up from JP¥2.07 in 1Q 2024). Revenue: JP¥4.68b (down 41% from 1Q 2024). Net income: JP¥294.0m (up JP¥269.0m from 1Q 2024). Profit margin: 6.3% (up from 0.3% in 1Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 29We Think That There Are More Issues For BEENOS (TSE:3328) Than Just Sluggish EarningsBEENOS Inc.'s ( TSE:3328 ) recent weak earnings report didn't cause a big stock movement. However, we believe that...分析記事 • Dec 20BEENOS Inc.'s (TSE:3328) Intrinsic Value Is Potentially 36% Above Its Share PriceKey Insights BEENOS' estimated fair value is JP¥5,520 based on 2 Stage Free Cash Flow to Equity BEENOS is estimated to...お知らせ • Dec 19Beenos Inc. Resolves Not to Distribute Year-End Dividend for the Fiscal Year Ending 30 September 2025BEENOS Inc. announced that the Company resolved not to distribute a year-end dividend for the fiscal year ending 30 September 2025, with the record date set as 30 September 2025 as resolved in its Board of Directors meeting held on 19 December 2024 against JPY 40.00 per share paid a year ago. This decision is conditional upon the successful completion of the tender offer (hereinafter referred to as "the Tender Offer") by LY Corporation for the Company's issued common shares and stock options. Reason: At the Board of Directors meeting held today, the Company resolved to express its opinion in support of the Tender Offer should it commence and to recommend that shareholders tender their shares in the Tender Offer. This resolution was made based on the premise that the Company's shares are expected to be delisted following the Tender Offer and subsequent procedures. The Company has positioned shareholder returns through dividends as a key management priority, striving to expand its business foundation and strengthen its financial base to ensure stable and long- term dividend payments, unaffected by fluctuations in business performance. However, considering that the Tender Offer price per share is determined based on the premise that no surplus dividend will be distributed as of the record date of 30 September 2025, the Board of Directors resolved at 19 December 2024's meeting not to distribute a year-end dividend for the fiscal year ending 30 September 2025, conditional upon the successful completion of the Tender Offer.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥4,070, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,473 per share.お知らせ • Dec 11+ 2 more updatesBEENOS Inc. to Report Q2, 2025 Results on May 08, 2025BEENOS Inc. announced that they will report Q2, 2025 results on May 08, 2025分析記事 • Nov 25What Is BEENOS Inc.'s (TSE:3328) Share Price Doing?BEENOS Inc. ( TSE:3328 ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Nov 25BEENOS Inc. (TSE:3328) Looks Just Right With A 25% Price JumpBEENOS Inc. ( TSE:3328 ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥3,320, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,457 per share.Reported Earnings • Nov 09Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥111 (down from JP¥181 in FY 2023). Revenue: JP¥25.4b (down 22% from FY 2023). Net income: JP¥1.35b (down 39% from FY 2023). Profit margin: 5.3% (down from 6.8% in FY 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Nov 07BEENOS Inc., Annual General Meeting, Dec 20, 2024BEENOS Inc., Annual General Meeting, Dec 20, 2024.New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.2% increase in shares outstanding).Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,352, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total loss to shareholders of 20% over the past three years.お知らせ • Aug 29BEENOS Inc. to Report Fiscal Year 2024 Results on Nov 07, 2024BEENOS Inc. announced that they will report fiscal year 2024 results on Nov 07, 2024分析記事 • Aug 16There's Reason For Concern Over BEENOS Inc.'s (TSE:3328) Massive 31% Price JumpBEENOS Inc. ( TSE:3328 ) shareholders have had their patience rewarded with a 31% share price jump in the last month...Reported Earnings • Aug 08Third quarter 2024 earnings released: EPS: JP¥120 (vs JP¥34.61 in 3Q 2023)Third quarter 2024 results: EPS: JP¥120 (up from JP¥34.61 in 3Q 2023). Revenue: JP¥4.29b (down 42% from 3Q 2023). Net income: JP¥1.46b (up 239% from 3Q 2023). Profit margin: 34% (up from 5.8% in 3Q 2023). Revenue is expected to decline by 3.8% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Japan are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Jul 31Is BEENOS (TSE:3328) A Risky Investment?David 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 • Jun 29BEENOS Inc. to Report Q3, 2024 Results on Aug 06, 2024BEENOS Inc. announced that they will report Q3, 2024 results on Aug 06, 2024分析記事 • May 22Shareholders Will Be Pleased With The Quality of BEENOS' (TSE:3328) EarningsBEENOS Inc. ( TSE:3328 ) just reported healthy earnings but the stock price didn't move much. We think that investors...Declared Dividend • May 11Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 09Second quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥33.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.82 (down from JP¥33.92 in 2Q 2023). Revenue: JP¥8.15b (up 6.5% from 2Q 2023). Net income: JP¥204.0m (down 52% from 2Q 2023). Profit margin: 2.5% (down from 5.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.0% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Japan are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • May 01Aucnet Inc. (TSE:3964) completed the acquisition of Defactostandard, Ltd. and JOYLAB, inc. from BEENOS Inc. (TSE:3328).Aucnet Inc. (TSE:3964) agreed to acquire Defactostandard, Ltd. and JOYLAB, inc. from BEENOS Inc. (TSE:3328) for ¥2.9 billion on February 14, 2024. Under the terms, 8.68 million share were acquired. Aucnet Inc. (TSE:3964) completed the acquisition of Defactostandard, Ltd. and JOYLAB, inc. from BEENOS Inc. (TSE:3328) on April 30, 2024.分析記事 • Mar 24One BEENOS Inc. (TSE:3328) Analyst Is Reducing Their Forecasts For This YearThe analyst covering BEENOS Inc. ( TSE:3328 ) delivered a dose of negativity to shareholders today, by making a...分析記事 • Mar 01Optimistic Investors Push BEENOS Inc. (TSE:3328) Shares Up 26% But Growth Is LackingDespite an already strong run, BEENOS Inc. ( TSE:3328 ) shares have been powering on, with a gain of 26% in the last...お知らせ • Feb 24BEENOS Inc. to Report Q2, 2024 Results on May 08, 2024BEENOS Inc. announced that they will report Q2, 2024 results on May 08, 2024Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥1,651, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Multiline Retail industry in Japan. Total loss to shareholders of 29% over the past three years.New Risk • Feb 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Feb 10First quarter 2024 earnings released: EPS: JP¥2.07 (vs JP¥32.22 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.07 (down from JP¥32.22 in 1Q 2023). Revenue: JP¥7.93b (up 14% from 1Q 2023). Net income: JP¥25.0m (down 94% from 1Q 2023). Profit margin: 0.3% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,242, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total loss to shareholders of 51% over the past three years.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,507, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Multiline Retail industry in Japan. Total loss to shareholders of 31% over the past three years.お知らせ • Jan 18BEENOS Inc. to Report Q1, 2024 Results on Feb 08, 2024BEENOS Inc. announced that they will report Q1, 2024 results on Feb 08, 2024Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,526, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total loss to shareholders of 34% over the past three years.お知らせ • Nov 09+ 2 more updatesBEENOS Inc. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2024BEENOS Inc. provided consolidated earnings guidance for the year ending September 30, 2024. For the year ending September 30, 2024, the company expects net sales of JPY 33,620 million, operating income of JPY 2,830 million and net income of JPY 1,560 million or JPY 128.25 per share.Reported Earnings • Nov 08Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥181 (up from JP¥16.92 loss in FY 2022). Revenue: JP¥32.5b (up 8.9% from FY 2022). Net income: JP¥2.20b (up JP¥2.41b from FY 2022). Profit margin: 6.8% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Oct 28BEENOS Inc. Announces Resignation of Koji Nakamura as Group CFO, Effective 15 December 2023BEENOS Inc. at its Board Meeting held on October 26, 2023, announced that the Group CFO, Koji Nakamura, will be resigning. Scheduled Resignation on 15 December 2023. BEENOS Group CFO, Koji Nakamura, will be resigning at the end of his term at the conclusion of the 24th Annual General Shareholders Meeting scheduled to be held on 15 December 2023. Nakamura joined BEENOS in 2003 and served for 17 years as CFO since 2006. He became the Vice President in 2012 where he spent 11 years creating the foundation for management control and expanding the business scale of the BEENOS Group. He guided the Company's growth, including its move from TSE Mothers to the TSE Prime market. As the world approaches a transformative phase driven by generative AI, Nakamura chose to step down, feeling that the Company's foundation is firmly established. He believes a younger management team will better position the Company at the forefront of the Global Platform Frontier, to fulfill its purpose to establish platforms that define new standards and potentials.お知らせ • Oct 27BEENOS Inc., Annual General Meeting, Dec 15, 2023BEENOS Inc., Annual General Meeting, Dec 15, 2023.New Risk • Sep 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (4.5% increase in shares outstanding).お知らせ • Sep 28BEENOS Inc. to Report Fiscal Year 2023 Results on Nov 07, 2023BEENOS Inc. announced that they will report fiscal year 2023 results on Nov 07, 2023お知らせ • Sep 22BEENOS Inc. Provides Dividend Guidance for the Year 2023BEENOS Inc. provided dividend forecast for the year 2023. For the year, the company expects to pay dividend of JPY 27.00 against JPY 25.00 a year ago.Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,702, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Multiline Retail industry in Japan. Total returns to shareholders of 23% over the past three years.お知らせ • Aug 11BEENOS Inc. (TSE:3328) announces an Equity Buyback for 300,000 shares, representing 2.44% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.44% of its total shares outstanding (excluding treasury shares), for a total of ¥500 million. The purpose of repurchase program is to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till September 30, 2023. As of August 10, 2023, the company has 12,308,929 shares outstanding (excluding treasury shares) and has 868,066 shares in treasury.Reported Earnings • Aug 09Third quarter 2023 earnings released: EPS: JP¥34.61 (vs JP¥15.75 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.61 (up from JP¥15.75 loss in 3Q 2022). Revenue: JP¥7.44b (down 1.7% from 3Q 2022). Net income: JP¥429.0m (up JP¥623.0m from 3Q 2022). Profit margin: 5.8% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • May 28BEENOS Inc. to Report Q3, 2023 Results on Aug 08, 2023BEENOS Inc. announced that they will report Q3, 2023 results on Aug 08, 2023Reported Earnings • May 10Second quarter 2023 earnings released: EPS: JP¥33.92 (vs JP¥22.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.92 (up from JP¥22.67 in 2Q 2022). Revenue: JP¥7.66b (up 6.7% from 2Q 2022). Net income: JP¥421.0m (up 48% from 2Q 2022). Profit margin: 5.5% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.お知らせ • May 10BEENOS Inc. (TSE:3328) announces an Equity Buyback for 200,000 shares, representing 1.61% for ¥300 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.61% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment. The program will continue through June 30, 2023. As of May 9, 2023, the company had 12,439,329 issued shares (excluding treasury stock) and 896,666 treasury shares.Reported Earnings • Feb 09First quarter 2023 earnings released: EPS: JP¥32.22 (vs JP¥1.42 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥32.22 (up from JP¥1.42 loss in 1Q 2022). Revenue: JP¥6.98b (up 2.3% from 1Q 2022). Net income: JP¥398.0m (up JP¥416.0m from 1Q 2022). Profit margin: 5.7% (up from net loss in 1Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.お知らせ • Feb 08Beenos Inc. Provides Consolidated Earning Guidance for the Fiscal Year Ending September 30, 2023BEENOS Inc. provided consolidated earning guidance for the fiscal year ending September 30, 2023. For the period, the company expects net sales of JPY 33,120 million, operating income of JPY 4,500 million, ordinary income of JPY 4,200 million, net income of JPY 2,580 million and net income per share of JPY 209.20.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent External Director & Auditor Haruka Osawa was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 26BEENOS Inc. to Report Q1, 2023 Results on Feb 08, 2023BEENOS Inc. announced that they will report Q1, 2023 results on Feb 08, 2023お知らせ • Nov 24BEENOS Inc. Announces Resignation of Taku Takeuchi as Director and Executive Managing Officer, Effective December 16, 2022BEENOS Inc. announced resignation of Taku Takeuchi as Director and Executive Managing Officer of the company, with effect from December 16, 2022.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent External Director Naofumi Nishi was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 10BEENOS Inc., Annual General Meeting, Dec 16, 2022BEENOS Inc., Annual General Meeting, Dec 16, 2022.Reported Earnings • Nov 10Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: JP¥16.92 loss per share (down from JP¥53.93 profit in FY 2021). Revenue: JP¥29.8b (up 19% from FY 2021). Net loss: JP¥211.0m (down 131% from profit in FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.お知らせ • Nov 09Beenos Inc. Announces Annual Dividend for Fiscal Year 2022, Payable on 2 December 2022BEENOS Inc. announced annual dividend of JPY 25 per share for fiscal year 2022. Scheduled date of commencement of dividend payment is 2 December 2022.お知らせ • Sep 01BEENOS Inc. to Report Fiscal Year 2022 Results on Nov 08, 2022BEENOS Inc. announced that they will report fiscal year 2022 results on Nov 08, 2022Reported Earnings • Aug 05Third quarter 2022 earnings released: JP¥15.75 loss per share (vs JP¥12.66 profit in 3Q 2021)Third quarter 2022 results: JP¥15.75 loss per share (down from JP¥12.66 profit in 3Q 2021). Revenue: JP¥7.57b (up 28% from 3Q 2021). Net loss: JP¥194.0m (down 218% from profit in 3Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥2,048, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥870 per share.お知らせ • Jun 30BEENOS Inc. to Report Q3, 2022 Results on Aug 04, 2022BEENOS Inc. announced that they will report Q3, 2022 results on Aug 04, 2022Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥2,321, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 43% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥2,179, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 19% over the past three years.Major Estimate Revision • May 17Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥28.8b to JP¥28.4b. EPS estimate also fell from JP¥84.55 per share to JP¥51.20 per share. Net income forecast to grow 78% next year vs 5.4% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥4,450 unchanged from last update. Share price rose 27% to JP¥1,751 over the past week.Reported Earnings • May 11Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: JP¥22.67 (up from JP¥12.57 in 2Q 2021). Revenue: JP¥7.18b (up 17% from 2Q 2021). Net income: JP¥284.0m (up 75% from 2Q 2021). Profit margin: 4.0% (up from 2.6% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 62%. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,449, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 11% over the past three years.Price Target Changed • Apr 27Price target increased to JP¥4,450Up from JP¥4,100, the current price target is an average from 3 analysts. New target price is 147% above last closing price of JP¥1,804. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥84.55 for next year compared to JP¥53.93 last year.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent External Director Naofumi Nishi was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07BEENOS Inc. to Report Q2, 2022 Results on May 10, 2022BEENOS Inc. announced that they will report Q2, 2022 results on May 10, 2022Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,346, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 100% over the past three years.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,282, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Online Retail industry in Japan. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥598 per share.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,546, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 36% over the past three years.お知らせ • Feb 10BEENOS Inc. (TSE:3328) announces an Equity Buyback for 300,000 shares, representing 2.36% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment. The program will continue through April 28, 2022. As of December 31, 2021, the company had 12,712,915 issued shares (excluding treasury stock) and 623,080 treasury shares.Reported Earnings • Feb 09First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: JP¥1.42 loss per share (down from JP¥9.65 profit in 1Q 2021). Revenue: JP¥6.82b (up 8.6% from 1Q 2021). Net loss: JP¥18.0m (down 115% from profit in 1Q 2021). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 15%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥104 to JP¥75.30 per share. Revenue forecast steady at JP¥28.5b. Net income forecast to grow 38% next year vs 11% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥4,450 unchanged from last update. Share price fell 17% to JP¥1,604 over the past week.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥2,366, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 94% over the past three years.お知らせ • Nov 30BEENOS Inc. (TSE:3328) announces an Equity Buyback for 200,000 shares, representing 1.56% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.56% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to pursue a timely and flexible capital policy in response to changes in the operating environment. The program will be valid till January 31, 2022. As of September 30, 2021, the company had 12,845,360 issued shares (excluding treasury stock) and 490,635 treasury shares.Major Estimate Revision • Nov 26Consensus EPS estimates increase to JP¥86.02The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥28.3b to JP¥28.7b. EPS estimate increased from JP¥70.84 to JP¥86.02 per share. Net income forecast to grow 60% next year vs 13% growth forecast for Online Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,450. Share price fell 8.5% to JP¥2,858 over the past week.Price Target Changed • Nov 26Price target increased to JP¥4,450Up from JP¥3,900, the current price target is an average from 3 analysts. New target price is 56% above last closing price of JP¥2,858. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥86.02 for next year compared to JP¥53.82 last year.Reported Earnings • Nov 05Full year 2021 earnings released: EPS JP¥53.76 (vs JP¥151 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥25.0b (down 3.3% from FY 2020). Net income: JP¥690.0m (down 64% from FY 2020). Profit margin: 2.8% (down from 7.3% in FY 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (0.9%).Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from JP¥171 to JP¥223. Revenue forecast unchanged at JP¥28.6b. Net income forecast to grow 388% next year vs 9.3% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥3,900 unchanged from last update. Share price fell 6.9% to JP¥3,110 over the past week.Reported Earnings • Aug 13Third quarter 2021 earnings released: EPS JP¥12.64 (vs JP¥5.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥5.92b (up 14% from 3Q 2020). Net income: JP¥163.8m (up 124% from 3Q 2020). Profit margin: 2.8% (up from 1.4% 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 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 13BEENOS Inc. (TSE:3328) announces an Equity Buyback for 80,000 shares, representing 0.62% for ¥213 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 0.62% of its issued share capital (excluding treasury stock), for a total purchase price of ¥213 million. The purpose of the program is to pursue a timely and flexible capital policy in response to changes in the operating environment. The program will be valid till September 15, 2021. As of June 30, 2021, the company had 12,857,578 issued shares (excluding treasury stock) and 478,417 treasury shares.お知らせ • May 28BEENOS Inc. (TSE:3328) announces an Equity Buyback for 160,000 shares, representing 1.23% for ¥800 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 160,000 shares, representing 1.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥800 million. The purpose of the program is to pursue a timely and flexible capital policy in response to changes in the operating environment. The program will be valid till June 30, 2021. As of May 27, 2021, the company had 12,996,793 issued shares (excluding treasury stock) and 339,202 treasury shares.Major Estimate Revision • May 13Consensus EPS estimates increase to JP¥236The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from JP¥27.3b to JP¥28.6b. EPS estimate increased from JP¥163 to JP¥236 per share. Net income forecast to grow 496% next year vs 13% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥3,600 unchanged from last update. Share price rose 10% to JP¥3,255 over the past week.Reported Earnings • May 08Second quarter 2021 earnings released: EPS JP¥12.57 (vs JP¥9.13 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥6.15b (flat on 2Q 2020). Net income: JP¥162.0m (up 39% from 2Q 2020). Profit margin: 2.6% (up from 1.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Mar 11Analysts lower EPS estimates to JP¥164The 2021 consensus revenue estimate was lowered from JP¥30.1b to JP¥28.1b. Earning per share (EPS) estimate was also lowered from JP¥241 to JP¥164 for the same period. Net income is expected to grow by 420% next year compared to 13% growth forecast for the Online Retail industry in Japan. The consensus price target of JP¥3,450 was unchanged from the last update. Share price is up 16% to JP¥2,798 over the past week.決済の安定と成長配当データの取得安定した配当: 3328の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 3328の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場BEENOS 配当利回り対市場3328 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3328)1.0%市場下位25% (JP)1.7%市場トップ25% (JP)3.7%業界平均 (Multiline Retail)1.5%アナリスト予想 (3328) (最長3年)0%注目すべき配当: 3328の配当金 ( 1% ) はJP市場の配当金支払者の下位 25% ( 1.72% ) と比べると目立ったものではありません。高配当: 3328の配当金 ( 1% ) はJP市場の配当金支払者の上位 25% ( 3.74% ) と比較すると低いです。株主への利益配当収益カバレッジ: 3328 JP市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 3328が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/09/02 12:23終値2025/08/27 00:00収益2025/06/30年間収益2024/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BEENOS Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関null nullDaiwa Securities Co. Ltd.Nobuo KurahashiIchiyoshi Research Institute Inc.
お知らせ • Dec 19Beenos Inc. Resolves Not to Distribute Year-End Dividend for the Fiscal Year Ending 30 September 2025BEENOS Inc. announced that the Company resolved not to distribute a year-end dividend for the fiscal year ending 30 September 2025, with the record date set as 30 September 2025 as resolved in its Board of Directors meeting held on 19 December 2024 against JPY 40.00 per share paid a year ago. This decision is conditional upon the successful completion of the tender offer (hereinafter referred to as "the Tender Offer") by LY Corporation for the Company's issued common shares and stock options. Reason: At the Board of Directors meeting held today, the Company resolved to express its opinion in support of the Tender Offer should it commence and to recommend that shareholders tender their shares in the Tender Offer. This resolution was made based on the premise that the Company's shares are expected to be delisted following the Tender Offer and subsequent procedures. The Company has positioned shareholder returns through dividends as a key management priority, striving to expand its business foundation and strengthen its financial base to ensure stable and long- term dividend payments, unaffected by fluctuations in business performance. However, considering that the Tender Offer price per share is determined based on the premise that no surplus dividend will be distributed as of the record date of 30 September 2025, the Board of Directors resolved at 19 December 2024's meeting not to distribute a year-end dividend for the fiscal year ending 30 September 2025, conditional upon the successful completion of the Tender Offer.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).
Declared Dividend • May 11Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 22BEENOS Inc. Provides Dividend Guidance for the Year 2023BEENOS Inc. provided dividend forecast for the year 2023. For the year, the company expects to pay dividend of JPY 27.00 against JPY 25.00 a year ago.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).
お知らせ • Aug 11BEENOS Inc. (TSE:3328) announces an Equity Buyback for 300,000 shares, representing 2.44% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.44% of its total shares outstanding (excluding treasury shares), for a total of ¥500 million. The purpose of repurchase program is to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till September 30, 2023. As of August 10, 2023, the company has 12,308,929 shares outstanding (excluding treasury shares) and has 868,066 shares in treasury.
Reported Earnings • Aug 07Third quarter 2025 earnings released: EPS: JP¥56.40 (vs JP¥120 in 3Q 2024)Third quarter 2025 results: EPS: JP¥56.40 (down from JP¥120 in 3Q 2024). Revenue: JP¥4.56b (up 6.2% from 3Q 2024). Net income: JP¥733.0m (down 50% from 3Q 2024). Profit margin: 16% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,985. The fair value is estimated to be JP¥4,988, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • May 09Second quarter 2025 earnings released: EPS: JP¥42.87 (vs JP¥16.82 in 2Q 2024)Second quarter 2025 results: EPS: JP¥42.87 (up from JP¥16.82 in 2Q 2024). Revenue: JP¥4.88b (down 40% from 2Q 2024). Net income: JP¥553.0m (up 171% from 2Q 2024). Profit margin: 11% (up from 2.5% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08LY Corporation (TSE:4689) completed the acquisition of 98.8% stake in BEENOS Inc. (TSE:3328) from a group of shareholders.LY Corporation (TSE:4689) proposed to acquire 98.8% stake in BEENOS Inc. (TSE:3328) from a group of shareholders for ¥53.81 billion in a tender offer transaction on October 10, 2024. A cash consideration valued at ¥270 per share , valued at ¥1474 per share , valued at ¥1661 per share , valued at ¥2263 per share , valued at ¥2929 per share and valued at ¥4000 per share will be paid by LY Corporation. The transaction will be financed through it's own funds of ¥53.81 billion. The Board of Directors of BEENOS Inc. formed a special committee for the transaction. Transaction is subject to approval from Competition authorities from Japan and Taiwan, transaction has been approved by Japanese competition authorities and is still subject to approval from competition laws of Taiwan. At present, the Tender Offeror expects to commence the Tender Offer by the end of March 2025. As of March 21, 2025, the company announced that the tender offer will commence from March 24, 2025. As of March 21, 2025, In the Tender Offer, the Tender Offeror has set 8,876,800 shares (ownership ratio: 66.03%) as the minimum number of shares to be purchased. As such, because it is expected that they will support the Squeeze-out Procedures if the Tender Offer is successfully completed, in considering the minimum number of shares to be purchased, the number of voting rights related to the Restricted Shares has been deducted. The transaction is expected to close on May 7, 2025. Daiwa Securities Co. Ltd. acted as financial advisor for BEENOS Inc. Nishimura & Asahi acted as legal advisor for BEENOS Inc. Mizuho Securities Co., Ltd. acted as Financial advisor to LY Corporation (TSE:4689) and Plutus Consulting Co., Ltd. acted as Fairness Opinion provider to BEENOS Inc. LY Corporation (TSE:4689) completed the acquisition of 98.8% stake in BEENOS Inc. (TSE:3328) from a group of shareholders on May 7, 2025.
Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥22.85 (vs JP¥2.07 in 1Q 2024)First quarter 2025 results: EPS: JP¥22.85 (up from JP¥2.07 in 1Q 2024). Revenue: JP¥4.68b (down 41% from 1Q 2024). Net income: JP¥294.0m (up JP¥269.0m from 1Q 2024). Profit margin: 6.3% (up from 0.3% in 1Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 29We Think That There Are More Issues For BEENOS (TSE:3328) Than Just Sluggish EarningsBEENOS Inc.'s ( TSE:3328 ) recent weak earnings report didn't cause a big stock movement. However, we believe that...
分析記事 • Dec 20BEENOS Inc.'s (TSE:3328) Intrinsic Value Is Potentially 36% Above Its Share PriceKey Insights BEENOS' estimated fair value is JP¥5,520 based on 2 Stage Free Cash Flow to Equity BEENOS is estimated to...
お知らせ • Dec 19Beenos Inc. Resolves Not to Distribute Year-End Dividend for the Fiscal Year Ending 30 September 2025BEENOS Inc. announced that the Company resolved not to distribute a year-end dividend for the fiscal year ending 30 September 2025, with the record date set as 30 September 2025 as resolved in its Board of Directors meeting held on 19 December 2024 against JPY 40.00 per share paid a year ago. This decision is conditional upon the successful completion of the tender offer (hereinafter referred to as "the Tender Offer") by LY Corporation for the Company's issued common shares and stock options. Reason: At the Board of Directors meeting held today, the Company resolved to express its opinion in support of the Tender Offer should it commence and to recommend that shareholders tender their shares in the Tender Offer. This resolution was made based on the premise that the Company's shares are expected to be delisted following the Tender Offer and subsequent procedures. The Company has positioned shareholder returns through dividends as a key management priority, striving to expand its business foundation and strengthen its financial base to ensure stable and long- term dividend payments, unaffected by fluctuations in business performance. However, considering that the Tender Offer price per share is determined based on the premise that no surplus dividend will be distributed as of the record date of 30 September 2025, the Board of Directors resolved at 19 December 2024's meeting not to distribute a year-end dividend for the fiscal year ending 30 September 2025, conditional upon the successful completion of the Tender Offer.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥4,070, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,473 per share.
お知らせ • Dec 11+ 2 more updatesBEENOS Inc. to Report Q2, 2025 Results on May 08, 2025BEENOS Inc. announced that they will report Q2, 2025 results on May 08, 2025
分析記事 • Nov 25What Is BEENOS Inc.'s (TSE:3328) Share Price Doing?BEENOS Inc. ( TSE:3328 ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Nov 25BEENOS Inc. (TSE:3328) Looks Just Right With A 25% Price JumpBEENOS Inc. ( TSE:3328 ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥3,320, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,457 per share.
Reported Earnings • Nov 09Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥111 (down from JP¥181 in FY 2023). Revenue: JP¥25.4b (down 22% from FY 2023). Net income: JP¥1.35b (down 39% from FY 2023). Profit margin: 5.3% (down from 6.8% in FY 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Nov 07BEENOS Inc., Annual General Meeting, Dec 20, 2024BEENOS Inc., Annual General Meeting, Dec 20, 2024.
New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.2% increase in shares outstanding).
Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,352, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total loss to shareholders of 20% over the past three years.
お知らせ • Aug 29BEENOS Inc. to Report Fiscal Year 2024 Results on Nov 07, 2024BEENOS Inc. announced that they will report fiscal year 2024 results on Nov 07, 2024
分析記事 • Aug 16There's Reason For Concern Over BEENOS Inc.'s (TSE:3328) Massive 31% Price JumpBEENOS Inc. ( TSE:3328 ) shareholders have had their patience rewarded with a 31% share price jump in the last month...
Reported Earnings • Aug 08Third quarter 2024 earnings released: EPS: JP¥120 (vs JP¥34.61 in 3Q 2023)Third quarter 2024 results: EPS: JP¥120 (up from JP¥34.61 in 3Q 2023). Revenue: JP¥4.29b (down 42% from 3Q 2023). Net income: JP¥1.46b (up 239% from 3Q 2023). Profit margin: 34% (up from 5.8% in 3Q 2023). Revenue is expected to decline by 3.8% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Japan are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Jul 31Is BEENOS (TSE:3328) A Risky Investment?David 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 • Jun 29BEENOS Inc. to Report Q3, 2024 Results on Aug 06, 2024BEENOS Inc. announced that they will report Q3, 2024 results on Aug 06, 2024
分析記事 • May 22Shareholders Will Be Pleased With The Quality of BEENOS' (TSE:3328) EarningsBEENOS Inc. ( TSE:3328 ) just reported healthy earnings but the stock price didn't move much. We think that investors...
Declared Dividend • May 11Dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 09Second quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥33.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.82 (down from JP¥33.92 in 2Q 2023). Revenue: JP¥8.15b (up 6.5% from 2Q 2023). Net income: JP¥204.0m (down 52% from 2Q 2023). Profit margin: 2.5% (down from 5.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.0% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Japan are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • May 01Aucnet Inc. (TSE:3964) completed the acquisition of Defactostandard, Ltd. and JOYLAB, inc. from BEENOS Inc. (TSE:3328).Aucnet Inc. (TSE:3964) agreed to acquire Defactostandard, Ltd. and JOYLAB, inc. from BEENOS Inc. (TSE:3328) for ¥2.9 billion on February 14, 2024. Under the terms, 8.68 million share were acquired. Aucnet Inc. (TSE:3964) completed the acquisition of Defactostandard, Ltd. and JOYLAB, inc. from BEENOS Inc. (TSE:3328) on April 30, 2024.
分析記事 • Mar 24One BEENOS Inc. (TSE:3328) Analyst Is Reducing Their Forecasts For This YearThe analyst covering BEENOS Inc. ( TSE:3328 ) delivered a dose of negativity to shareholders today, by making a...
分析記事 • Mar 01Optimistic Investors Push BEENOS Inc. (TSE:3328) Shares Up 26% But Growth Is LackingDespite an already strong run, BEENOS Inc. ( TSE:3328 ) shares have been powering on, with a gain of 26% in the last...
お知らせ • Feb 24BEENOS Inc. to Report Q2, 2024 Results on May 08, 2024BEENOS Inc. announced that they will report Q2, 2024 results on May 08, 2024
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥1,651, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Multiline Retail industry in Japan. Total loss to shareholders of 29% over the past three years.
New Risk • Feb 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Feb 10First quarter 2024 earnings released: EPS: JP¥2.07 (vs JP¥32.22 in 1Q 2023)First quarter 2024 results: EPS: JP¥2.07 (down from JP¥32.22 in 1Q 2023). Revenue: JP¥7.93b (up 14% from 1Q 2023). Net income: JP¥25.0m (down 94% from 1Q 2023). Profit margin: 0.3% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,242, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total loss to shareholders of 51% over the past three years.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,507, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Multiline Retail industry in Japan. Total loss to shareholders of 31% over the past three years.
お知らせ • Jan 18BEENOS Inc. to Report Q1, 2024 Results on Feb 08, 2024BEENOS Inc. announced that they will report Q1, 2024 results on Feb 08, 2024
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,526, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total loss to shareholders of 34% over the past three years.
お知らせ • Nov 09+ 2 more updatesBEENOS Inc. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2024BEENOS Inc. provided consolidated earnings guidance for the year ending September 30, 2024. For the year ending September 30, 2024, the company expects net sales of JPY 33,620 million, operating income of JPY 2,830 million and net income of JPY 1,560 million or JPY 128.25 per share.
Reported Earnings • Nov 08Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥181 (up from JP¥16.92 loss in FY 2022). Revenue: JP¥32.5b (up 8.9% from FY 2022). Net income: JP¥2.20b (up JP¥2.41b from FY 2022). Profit margin: 6.8% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28BEENOS Inc. Announces Resignation of Koji Nakamura as Group CFO, Effective 15 December 2023BEENOS Inc. at its Board Meeting held on October 26, 2023, announced that the Group CFO, Koji Nakamura, will be resigning. Scheduled Resignation on 15 December 2023. BEENOS Group CFO, Koji Nakamura, will be resigning at the end of his term at the conclusion of the 24th Annual General Shareholders Meeting scheduled to be held on 15 December 2023. Nakamura joined BEENOS in 2003 and served for 17 years as CFO since 2006. He became the Vice President in 2012 where he spent 11 years creating the foundation for management control and expanding the business scale of the BEENOS Group. He guided the Company's growth, including its move from TSE Mothers to the TSE Prime market. As the world approaches a transformative phase driven by generative AI, Nakamura chose to step down, feeling that the Company's foundation is firmly established. He believes a younger management team will better position the Company at the forefront of the Global Platform Frontier, to fulfill its purpose to establish platforms that define new standards and potentials.
お知らせ • Oct 27BEENOS Inc., Annual General Meeting, Dec 15, 2023BEENOS Inc., Annual General Meeting, Dec 15, 2023.
New Risk • Sep 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (4.5% increase in shares outstanding).
お知らせ • Sep 28BEENOS Inc. to Report Fiscal Year 2023 Results on Nov 07, 2023BEENOS Inc. announced that they will report fiscal year 2023 results on Nov 07, 2023
お知らせ • Sep 22BEENOS Inc. Provides Dividend Guidance for the Year 2023BEENOS Inc. provided dividend forecast for the year 2023. For the year, the company expects to pay dividend of JPY 27.00 against JPY 25.00 a year ago.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,702, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Multiline Retail industry in Japan. Total returns to shareholders of 23% over the past three years.
お知らせ • Aug 11BEENOS Inc. (TSE:3328) announces an Equity Buyback for 300,000 shares, representing 2.44% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.44% of its total shares outstanding (excluding treasury shares), for a total of ¥500 million. The purpose of repurchase program is to implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till September 30, 2023. As of August 10, 2023, the company has 12,308,929 shares outstanding (excluding treasury shares) and has 868,066 shares in treasury.
Reported Earnings • Aug 09Third quarter 2023 earnings released: EPS: JP¥34.61 (vs JP¥15.75 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.61 (up from JP¥15.75 loss in 3Q 2022). Revenue: JP¥7.44b (down 1.7% from 3Q 2022). Net income: JP¥429.0m (up JP¥623.0m from 3Q 2022). Profit margin: 5.8% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • May 28BEENOS Inc. to Report Q3, 2023 Results on Aug 08, 2023BEENOS Inc. announced that they will report Q3, 2023 results on Aug 08, 2023
Reported Earnings • May 10Second quarter 2023 earnings released: EPS: JP¥33.92 (vs JP¥22.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.92 (up from JP¥22.67 in 2Q 2022). Revenue: JP¥7.66b (up 6.7% from 2Q 2022). Net income: JP¥421.0m (up 48% from 2Q 2022). Profit margin: 5.5% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
お知らせ • May 10BEENOS Inc. (TSE:3328) announces an Equity Buyback for 200,000 shares, representing 1.61% for ¥300 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.61% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment. The program will continue through June 30, 2023. As of May 9, 2023, the company had 12,439,329 issued shares (excluding treasury stock) and 896,666 treasury shares.
Reported Earnings • Feb 09First quarter 2023 earnings released: EPS: JP¥32.22 (vs JP¥1.42 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥32.22 (up from JP¥1.42 loss in 1Q 2022). Revenue: JP¥6.98b (up 2.3% from 1Q 2022). Net income: JP¥398.0m (up JP¥416.0m from 1Q 2022). Profit margin: 5.7% (up from net loss in 1Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 08Beenos Inc. Provides Consolidated Earning Guidance for the Fiscal Year Ending September 30, 2023BEENOS Inc. provided consolidated earning guidance for the fiscal year ending September 30, 2023. For the period, the company expects net sales of JPY 33,120 million, operating income of JPY 4,500 million, ordinary income of JPY 4,200 million, net income of JPY 2,580 million and net income per share of JPY 209.20.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent External Director & Auditor Haruka Osawa was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 26BEENOS Inc. to Report Q1, 2023 Results on Feb 08, 2023BEENOS Inc. announced that they will report Q1, 2023 results on Feb 08, 2023
お知らせ • Nov 24BEENOS Inc. Announces Resignation of Taku Takeuchi as Director and Executive Managing Officer, Effective December 16, 2022BEENOS Inc. announced resignation of Taku Takeuchi as Director and Executive Managing Officer of the company, with effect from December 16, 2022.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent External Director Naofumi Nishi was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 10BEENOS Inc., Annual General Meeting, Dec 16, 2022BEENOS Inc., Annual General Meeting, Dec 16, 2022.
Reported Earnings • Nov 10Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: JP¥16.92 loss per share (down from JP¥53.93 profit in FY 2021). Revenue: JP¥29.8b (up 19% from FY 2021). Net loss: JP¥211.0m (down 131% from profit in FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 09Beenos Inc. Announces Annual Dividend for Fiscal Year 2022, Payable on 2 December 2022BEENOS Inc. announced annual dividend of JPY 25 per share for fiscal year 2022. Scheduled date of commencement of dividend payment is 2 December 2022.
お知らせ • Sep 01BEENOS Inc. to Report Fiscal Year 2022 Results on Nov 08, 2022BEENOS Inc. announced that they will report fiscal year 2022 results on Nov 08, 2022
Reported Earnings • Aug 05Third quarter 2022 earnings released: JP¥15.75 loss per share (vs JP¥12.66 profit in 3Q 2021)Third quarter 2022 results: JP¥15.75 loss per share (down from JP¥12.66 profit in 3Q 2021). Revenue: JP¥7.57b (up 28% from 3Q 2021). Net loss: JP¥194.0m (down 218% from profit in 3Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥2,048, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥870 per share.
お知らせ • Jun 30BEENOS Inc. to Report Q3, 2022 Results on Aug 04, 2022BEENOS Inc. announced that they will report Q3, 2022 results on Aug 04, 2022
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥2,321, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 43% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥2,179, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 19% over the past three years.
Major Estimate Revision • May 17Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥28.8b to JP¥28.4b. EPS estimate also fell from JP¥84.55 per share to JP¥51.20 per share. Net income forecast to grow 78% next year vs 5.4% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥4,450 unchanged from last update. Share price rose 27% to JP¥1,751 over the past week.
Reported Earnings • May 11Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: JP¥22.67 (up from JP¥12.57 in 2Q 2021). Revenue: JP¥7.18b (up 17% from 2Q 2021). Net income: JP¥284.0m (up 75% from 2Q 2021). Profit margin: 4.0% (up from 2.6% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 62%. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,449, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 11% over the past three years.
Price Target Changed • Apr 27Price target increased to JP¥4,450Up from JP¥4,100, the current price target is an average from 3 analysts. New target price is 147% above last closing price of JP¥1,804. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥84.55 for next year compared to JP¥53.93 last year.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent External Director Naofumi Nishi was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07BEENOS Inc. to Report Q2, 2022 Results on May 10, 2022BEENOS Inc. announced that they will report Q2, 2022 results on May 10, 2022
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,346, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 100% over the past three years.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,282, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Online Retail industry in Japan. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥598 per share.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,546, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 36% over the past three years.
お知らせ • Feb 10BEENOS Inc. (TSE:3328) announces an Equity Buyback for 300,000 shares, representing 2.36% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 2.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment. The program will continue through April 28, 2022. As of December 31, 2021, the company had 12,712,915 issued shares (excluding treasury stock) and 623,080 treasury shares.
Reported Earnings • Feb 09First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: JP¥1.42 loss per share (down from JP¥9.65 profit in 1Q 2021). Revenue: JP¥6.82b (up 8.6% from 1Q 2021). Net loss: JP¥18.0m (down 115% from profit in 1Q 2021). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 15%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥104 to JP¥75.30 per share. Revenue forecast steady at JP¥28.5b. Net income forecast to grow 38% next year vs 11% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥4,450 unchanged from last update. Share price fell 17% to JP¥1,604 over the past week.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥2,366, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 94% over the past three years.
お知らせ • Nov 30BEENOS Inc. (TSE:3328) announces an Equity Buyback for 200,000 shares, representing 1.56% for ¥500 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.56% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to pursue a timely and flexible capital policy in response to changes in the operating environment. The program will be valid till January 31, 2022. As of September 30, 2021, the company had 12,845,360 issued shares (excluding treasury stock) and 490,635 treasury shares.
Major Estimate Revision • Nov 26Consensus EPS estimates increase to JP¥86.02The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥28.3b to JP¥28.7b. EPS estimate increased from JP¥70.84 to JP¥86.02 per share. Net income forecast to grow 60% next year vs 13% growth forecast for Online Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,450. Share price fell 8.5% to JP¥2,858 over the past week.
Price Target Changed • Nov 26Price target increased to JP¥4,450Up from JP¥3,900, the current price target is an average from 3 analysts. New target price is 56% above last closing price of JP¥2,858. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥86.02 for next year compared to JP¥53.82 last year.
Reported Earnings • Nov 05Full year 2021 earnings released: EPS JP¥53.76 (vs JP¥151 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥25.0b (down 3.3% from FY 2020). Net income: JP¥690.0m (down 64% from FY 2020). Profit margin: 2.8% (down from 7.3% in FY 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (0.9%).
Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from JP¥171 to JP¥223. Revenue forecast unchanged at JP¥28.6b. Net income forecast to grow 388% next year vs 9.3% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥3,900 unchanged from last update. Share price fell 6.9% to JP¥3,110 over the past week.
Reported Earnings • Aug 13Third quarter 2021 earnings released: EPS JP¥12.64 (vs JP¥5.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥5.92b (up 14% from 3Q 2020). Net income: JP¥163.8m (up 124% from 3Q 2020). Profit margin: 2.8% (up from 1.4% 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 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 13BEENOS Inc. (TSE:3328) announces an Equity Buyback for 80,000 shares, representing 0.62% for ¥213 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 0.62% of its issued share capital (excluding treasury stock), for a total purchase price of ¥213 million. The purpose of the program is to pursue a timely and flexible capital policy in response to changes in the operating environment. The program will be valid till September 15, 2021. As of June 30, 2021, the company had 12,857,578 issued shares (excluding treasury stock) and 478,417 treasury shares.
お知らせ • May 28BEENOS Inc. (TSE:3328) announces an Equity Buyback for 160,000 shares, representing 1.23% for ¥800 million.BEENOS Inc. (TSE:3328) announces a share repurchase program. Under the program, the company will repurchase up to 160,000 shares, representing 1.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥800 million. The purpose of the program is to pursue a timely and flexible capital policy in response to changes in the operating environment. The program will be valid till June 30, 2021. As of May 27, 2021, the company had 12,996,793 issued shares (excluding treasury stock) and 339,202 treasury shares.
Major Estimate Revision • May 13Consensus EPS estimates increase to JP¥236The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from JP¥27.3b to JP¥28.6b. EPS estimate increased from JP¥163 to JP¥236 per share. Net income forecast to grow 496% next year vs 13% growth forecast for Online Retail industry in Japan. Consensus price target of JP¥3,600 unchanged from last update. Share price rose 10% to JP¥3,255 over the past week.
Reported Earnings • May 08Second quarter 2021 earnings released: EPS JP¥12.57 (vs JP¥9.13 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥6.15b (flat on 2Q 2020). Net income: JP¥162.0m (up 39% from 2Q 2020). Profit margin: 2.6% (up from 1.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Mar 11Analysts lower EPS estimates to JP¥164The 2021 consensus revenue estimate was lowered from JP¥30.1b to JP¥28.1b. Earning per share (EPS) estimate was also lowered from JP¥241 to JP¥164 for the same period. Net income is expected to grow by 420% next year compared to 13% growth forecast for the Online Retail industry in Japan. The consensus price target of JP¥3,450 was unchanged from the last update. Share price is up 16% to JP¥2,798 over the past week.