View Financial HealthTakebishi 配当と自社株買い配当金 基準チェック /46Takebishiは配当を支払う会社で、現在の利回りは3.48%ですが、利益によって十分にカバーされています。次の支払い日は 8th June, 2026で、権利落ち日は30th March, 2026 。主要情報3.5%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り3.5%配当成長8.3%次回配当支払日08 Jun 26配当落ち日30 Mar 26一株当たり配当金n/a配当性向39%最近の配当と自社株買いの更新Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Declared Dividend • Dec 09First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Aug 30Takebishi's (TSE:7510) Dividend Will Be ¥31.00The board of Takebishi Corporation ( TSE:7510 ) has announced that it will pay a dividend of ¥31.00 per share on the...お知らせ • Aug 29+ 1 more updateTakebishi Corporation Revises Dividend Guidance for Second Quarter End of 2025Takebishi Corporation revised dividend guidance for second quarter end of 2025. For the quarter, the company expects to pay a dividend of JPY 33.00 per share as compared to previous guidance of JPY 31.00 per share. Reason for revision to dividend forecast Recognizing that the return of profits to shareholders is one of the most important management issues, the Company has a policy of returning profits to shareholders based on progressive dividends while comprehensively considering the Company's business performance and financial position. Based on this policy, they will increase the dividend per share by 2 yen to 33 yen at the end of the second quarter. Combined with the fiscal year-end dividend of 35 yen, the Company plans to pay an annual dividend of 68 yen per share.分析記事 • Jul 23Takebishi (TSE:7510) Is Due To Pay A Dividend Of ¥31.00Takebishi Corporation ( TSE:7510 ) will pay a dividend of ¥31.00 on the 9th of December. This will take the dividend...すべての更新を表示Recent updatesお知らせ • Apr 29Takebishi Corporation, Annual General Meeting, Jun 25, 2026Takebishi Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • Apr 21Takebishi Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026Takebishi Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥56.91 (vs JP¥54.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥56.91 (up from JP¥54.11 in 3Q 2025). Revenue: JP¥29.7b (up 21% from 3Q 2025). Net income: JP¥912.0m (up 5.3% from 3Q 2025). Profit margin: 3.1% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jan 29Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥2,286. The fair value is estimated to be JP¥2,867, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Declared Dividend • Dec 09First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥45.87 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥45.87 (up from JP¥22.87 in 2Q 2025). Revenue: JP¥26.7b (up 11% from 2Q 2025). Net income: JP¥735.0m (up 101% from 2Q 2025). Profit margin: 2.8% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Aug 30Takebishi's (TSE:7510) Dividend Will Be ¥31.00The board of Takebishi Corporation ( TSE:7510 ) has announced that it will pay a dividend of ¥31.00 per share on the...お知らせ • Aug 29+ 1 more updateTakebishi Corporation Revises Dividend Guidance for Second Quarter End of 2025Takebishi Corporation revised dividend guidance for second quarter end of 2025. For the quarter, the company expects to pay a dividend of JPY 33.00 per share as compared to previous guidance of JPY 31.00 per share. Reason for revision to dividend forecast Recognizing that the return of profits to shareholders is one of the most important management issues, the Company has a policy of returning profits to shareholders based on progressive dividends while comprehensively considering the Company's business performance and financial position. Based on this policy, they will increase the dividend per share by 2 yen to 33 yen at the end of the second quarter. Combined with the fiscal year-end dividend of 35 yen, the Company plans to pay an annual dividend of 68 yen per share.Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥48.11 (vs JP¥63.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.11 (down from JP¥63.18 in 1Q 2025). Revenue: JP¥25.5b (up 8.9% from 1Q 2025). Net income: JP¥770.0m (down 24% from 1Q 2025). Profit margin: 3.0% (down from 4.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Jul 23Takebishi (TSE:7510) Is Due To Pay A Dividend Of ¥31.00Takebishi Corporation ( TSE:7510 ) will pay a dividend of ¥31.00 on the 9th of December. This will take the dividend...分析記事 • Jul 09Takebishi (TSE:7510) Will Pay A Dividend Of ¥31.00The board of Takebishi Corporation ( TSE:7510 ) has announced that it will pay a dividend on the 9th of December, with...Declared Dividend • Jul 09Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 01Takebishi's (TSE:7510) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Takebishi Corporation ( TSE:7510 ) were solid, but the stock didn't move as much as we...Reported Earnings • Jun 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥166 (up from JP¥157 in FY 2024). Revenue: JP¥101.0b (flat on FY 2024). Net income: JP¥2.66b (up 6.3% from FY 2024). Profit margin: 2.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥166 (up from JP¥157 in FY 2024). Revenue: JP¥101.0b (flat on FY 2024). Net income: JP¥2.66b (up 6.3% from FY 2024). Profit margin: 2.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.お知らせ • Apr 30Takebishi Corporation, Annual General Meeting, Jun 26, 2025Takebishi Corporation, Annual General Meeting, Jun 26, 2025.お知らせ • Apr 18+ 3 more updatesTakebishi Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Takebishi Corporation announced that they will report fiscal year 2025 results on Apr 30, 2025分析記事 • Apr 14Takebishi (TSE:7510) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,520, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 16% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥54.11 (vs JP¥43.99 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.11 (up from JP¥43.99 in 3Q 2024). Revenue: JP¥24.6b (down 2.7% from 3Q 2024). Net income: JP¥866.0m (up 23% from 3Q 2024). Profit margin: 3.5% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • Dec 10First half dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 16Takebishi's (TSE:7510) Problems Go Beyond Weak ProfitThe market wasn't impressed with the soft earnings from Takebishi Corporation ( TSE:7510 ) recently. We did some...Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥22.87 (vs JP¥39.88 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.87 (down from JP¥39.88 in 2Q 2024). Revenue: JP¥24.1b (down 8.9% from 2Q 2024). Net income: JP¥366.0m (down 43% from 2Q 2024). Profit margin: 1.5% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥63.18 (vs JP¥48.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.18 (up from JP¥48.81 in 1Q 2024). Revenue: JP¥23.5b (down 1.5% from 1Q 2024). Net income: JP¥1.01b (up 30% from 1Q 2024). Profit margin: 4.3% (up from 3.3% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.Declared Dividend • Jul 11Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 03Takebishi's (TSE:7510) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from Takebishi Corporation ( TSE:7510 ) was disappointing for shareholders. However...Reported Earnings • May 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥157 (down from JP¥172 in FY 2023). Revenue: JP¥101.4b (up 4.1% from FY 2023). Net income: JP¥2.50b (down 8.7% from FY 2023). Profit margin: 2.5% (down from 2.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28Takebishi Corporation, Annual General Meeting, Jun 26, 2024Takebishi Corporation, Annual General Meeting, Jun 26, 2024.お知らせ • Mar 29+ 3 more updatesTakebishi Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024Takebishi Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Feb 26Takebishi's (TSE:7510) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Takebishi Corporation ( TSE:7510 ) has announced that the dividend on 5th of June will be increased to...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥43.98 (vs JP¥51.75 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.98 (down from JP¥51.75 in 3Q 2023). Revenue: JP¥25.3b (down 2.2% from 3Q 2023). Net income: JP¥703.0m (down 15% from 3Q 2023). Profit margin: 2.8% (down from 3.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01Takebishi Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024Takebishi Corporation provided consolidated earnings guidance for the year ending March 31, 2024. For the period, the company expects net sales of JPY 100,000 million, operating profit of JPY 3,980 million, profit attributable to owners of parent of JPY 2,770 million and earnings per share of JPY 173.56.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥39.88 (vs JP¥49.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.88 (down from JP¥49.94 in 2Q 2023). Revenue: JP¥26.5b (up 10% from 2Q 2023). Net income: JP¥637.0m (down 20% from 2Q 2023). Profit margin: 2.4% (down from 3.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥29.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥48.81 (vs JP¥34.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥48.81 (up from JP¥34.02 in 1Q 2023). Revenue: JP¥23.8b (up 5.5% from 1Q 2023). Net income: JP¥779.0m (up 44% from 1Q 2023). Profit margin: 3.3% (up from 2.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 31+ 2 more updatesTakebishi Corporation to Report Q3, 2024 Results on Jan 31, 2024Takebishi Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Apr 29Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥172 (up from JP¥137 in FY 2022). Revenue: JP¥97.4b (up 19% from FY 2022). Net income: JP¥2.74b (up 31% from FY 2022). Profit margin: 2.8% (up from 2.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Feb 01+ 1 more updateTakebishi Corporation Provides Dividend Guidance for the Year Ending March 31, 2023Takebishi Corporation provided dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 29.00 against JPY 26.00 a year ago.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥51.75 (vs JP¥27.55 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.75 (up from JP¥27.55 in 3Q 2022). Revenue: JP¥25.9b (up 26% from 3Q 2022). Net income: JP¥826.0m (up 90% from 3Q 2022). Profit margin: 3.2% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (11 non-independent directors). Chief of Corporate Promotion Office, Managing Executive Officer and Director Akira Matsuki was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.94 (vs JP¥35.82 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.94 (up from JP¥35.82 in 2Q 2022). Revenue: JP¥24.0b (up 21% from 2Q 2022). Net income: JP¥797.0m (up 51% from 2Q 2022). Profit margin: 3.3% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.お知らせ • Nov 02+ 1 more updateTakebishi Corporation Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2023Takebishi Corporation provided consolidated earnings guidance for the full fiscal year ending March 31, 2023. For the full year ending March 31, 2023, the company expects to report net sales of JPY 93,500 million, operating profit of JPY 3,660 million, profit attributable to the owners of parent of JPY 2,560 million, and earnings per share of JPY 160.40.Upcoming Dividend • Sep 22Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Sep 17+ 1 more updateTakebishi Corporation to Report Q3, 2023 Results on Jan 31, 2023Takebishi Corporation announced that they will report Q3, 2023 results on Jan 31, 2023お知らせ • Aug 02+ 1 more updateTakebishi Corporation Provides Dividend Guidance for the End of Second Quarter Ending September 30, 2022 and Full Fiscal Year Ending March 31, 2023Takebishi Corporation provided dividend guidance for the end of second quarter ending September 30, 2022 and full fiscal year ending March 31, 2023. The company expects to pay a second quarter-end dividend of JPY 27.00 per share for the second quarter ending September 30, 2022, compared with JPY 26.00 per share for the same period a year ago. The company expects to pay a year-end dividend of JPY 27.00 per share for the fiscal year ending March 31, 2023, compared with JPY 26.00 per share for the fiscal year ended March 31, 2022.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥34.02 (vs JP¥33.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.02 (up from JP¥33.71 in 1Q 2022). Revenue: JP¥22.6b (up 33% from 1Q 2022). Net income: JP¥543.0m (up 9.5% from 1Q 2022). Profit margin: 2.4% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 29Takebishi Corporation to Report Q1, 2023 Results on Jul 29, 2022Takebishi Corporation announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 02Takebishi Corporation, Annual General Meeting, Jun 28, 2022Takebishi Corporation, Annual General Meeting, Jun 28, 2022.Reported Earnings • Apr 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥137 (up from JP¥91.34 in FY 2021). Revenue: JP¥81.6b (up 28% from FY 2021). Net income: JP¥2.09b (up 56% from FY 2021). Profit margin: 2.6% (up from 2.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 6.6%, compared to a 10.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (10 non-independent directors). Chief of Corporate Promotion Office, Managing Executive Officer and Director Akira Matsuki was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Takebishi Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Takebishi Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥27.55 (up from JP¥23.18 in 3Q 2021). Revenue: JP¥20.5b (up 31% from 3Q 2021). Net income: JP¥435.0m (up 28% from 3Q 2021). Profit margin: 2.1% (in line with 3Q 2021). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 11%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥33.71 (vs JP¥26.57 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥17.0b (up 17% from 1Q 2021). Net income: JP¥496.0m (up 27% from 1Q 2021). Profit margin: 2.9% (up from 2.7% in 1Q 2021). The increase in margin was driven by higher revenue. 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 2% per year, which means it has not declined as severely as earnings.お知らせ • Jun 05Takebishi Corporation (TSE:7510) completed the acquisition of Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee.Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on February 24, 2021. Under the terms, Takebishi Corporation will acquire 1 million share of Le Champ (South East Asia) Pte Ltd. As on February 24, 2021, Board of Takebishi Corporation resolved this transaction. This transaction is expected to close in mid-May of 2021. Takebishi Corporation (TSE:7510) completed the acquisition of Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on June 4, 2021.Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥91.34 (vs JP¥111 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥63.6b (down 14% from FY 2020). Net income: JP¥1.34b (down 18% from FY 2020). Profit margin: 2.1% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).お知らせ • Mar 09+ 3 more updatesTakebishi Corporation to Report Q3, 2022 Results on Jan 31, 2022Takebishi Corporation announced that they will report Q3, 2022 results on Jan 31, 2022お知らせ • Feb 25Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee.Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on February 24, 2021. Under the terms, Takebishi Corporation will acquire 1 million share of Le Champ (South East Asia) Pte Ltd. As on February 24, 2021, Board of Takebishi Corporation resolved this transaction. This transaction is expected to close in mid-May of 2021.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥23.17 (vs JP¥22.77 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥15.7b (down 8.6% from 3Q 2020). Net income: JP¥341.0m (up 1.8% from 3Q 2020). Profit margin: 2.2% (up from 2.0% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 02Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 7.0%, compared to a 7.1% growth forecast for the Electronic industry in Japan.Is New 90 Day High Low • Dec 25New 90-day high: JP¥1,624The company is up 5.0% from its price of JP¥1,550 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 17% over the same period.お知らせ • Dec 05Takebishi Corporation to Report Q3, 2021 Results on Jan 29, 2021Takebishi Corporation announced that they will report Q3, 2021 results on Jan 29, 2021お知らせ • Oct 10Takebishi Corporation to Report Q2, 2021 Results on Oct 30, 2020Takebishi Corporation announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Aug 09Takebishi Corporation to Report Q1, 2021 Results on Jul 31, 2020Takebishi Corporation announced that they will report Q1, 2021 results on Jul 31, 2020決済の安定と成長配当データの取得安定した配当: 7510の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 7510の配当金は過去10年間にわたって増加しています。配当利回り対市場Takebishi 配当利回り対市場7510 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 (7510)3.5%市場下位25% (JP)1.7%市場トップ25% (JP)3.8%業界平均 (Electronic)1.2%アナリスト予想 (7510) (最長3年)3.5%注目すべき配当: 7510の配当金 ( 3.48% ) はJP市場の配当金支払者の下位 25% ( 1.74% ) よりも高くなっています。高配当: 7510の配当金 ( 3.48% ) はJP市場の配当金支払者の上位 25% ( 3.75% ) 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: 7510の 配当性向 ( 39% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 7510は合理的な 現金配当性向 ( 65% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。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2026/05/22 08:37終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Takebishi Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.Hitoshi SakamotoMizuho Securities Co., Ltd.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Declared Dividend • Dec 09First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Aug 30Takebishi's (TSE:7510) Dividend Will Be ¥31.00The board of Takebishi Corporation ( TSE:7510 ) has announced that it will pay a dividend of ¥31.00 per share on the...
お知らせ • Aug 29+ 1 more updateTakebishi Corporation Revises Dividend Guidance for Second Quarter End of 2025Takebishi Corporation revised dividend guidance for second quarter end of 2025. For the quarter, the company expects to pay a dividend of JPY 33.00 per share as compared to previous guidance of JPY 31.00 per share. Reason for revision to dividend forecast Recognizing that the return of profits to shareholders is one of the most important management issues, the Company has a policy of returning profits to shareholders based on progressive dividends while comprehensively considering the Company's business performance and financial position. Based on this policy, they will increase the dividend per share by 2 yen to 33 yen at the end of the second quarter. Combined with the fiscal year-end dividend of 35 yen, the Company plans to pay an annual dividend of 68 yen per share.
分析記事 • Jul 23Takebishi (TSE:7510) Is Due To Pay A Dividend Of ¥31.00Takebishi Corporation ( TSE:7510 ) will pay a dividend of ¥31.00 on the 9th of December. This will take the dividend...
お知らせ • Apr 29Takebishi Corporation, Annual General Meeting, Jun 25, 2026Takebishi Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 21Takebishi Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026Takebishi Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥56.91 (vs JP¥54.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥56.91 (up from JP¥54.11 in 3Q 2025). Revenue: JP¥29.7b (up 21% from 3Q 2025). Net income: JP¥912.0m (up 5.3% from 3Q 2025). Profit margin: 3.1% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jan 29Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥2,286. The fair value is estimated to be JP¥2,867, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Declared Dividend • Dec 09First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥45.87 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥45.87 (up from JP¥22.87 in 2Q 2025). Revenue: JP¥26.7b (up 11% from 2Q 2025). Net income: JP¥735.0m (up 101% from 2Q 2025). Profit margin: 2.8% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Aug 30Takebishi's (TSE:7510) Dividend Will Be ¥31.00The board of Takebishi Corporation ( TSE:7510 ) has announced that it will pay a dividend of ¥31.00 per share on the...
お知らせ • Aug 29+ 1 more updateTakebishi Corporation Revises Dividend Guidance for Second Quarter End of 2025Takebishi Corporation revised dividend guidance for second quarter end of 2025. For the quarter, the company expects to pay a dividend of JPY 33.00 per share as compared to previous guidance of JPY 31.00 per share. Reason for revision to dividend forecast Recognizing that the return of profits to shareholders is one of the most important management issues, the Company has a policy of returning profits to shareholders based on progressive dividends while comprehensively considering the Company's business performance and financial position. Based on this policy, they will increase the dividend per share by 2 yen to 33 yen at the end of the second quarter. Combined with the fiscal year-end dividend of 35 yen, the Company plans to pay an annual dividend of 68 yen per share.
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥48.11 (vs JP¥63.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.11 (down from JP¥63.18 in 1Q 2025). Revenue: JP¥25.5b (up 8.9% from 1Q 2025). Net income: JP¥770.0m (down 24% from 1Q 2025). Profit margin: 3.0% (down from 4.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Jul 23Takebishi (TSE:7510) Is Due To Pay A Dividend Of ¥31.00Takebishi Corporation ( TSE:7510 ) will pay a dividend of ¥31.00 on the 9th of December. This will take the dividend...
分析記事 • Jul 09Takebishi (TSE:7510) Will Pay A Dividend Of ¥31.00The board of Takebishi Corporation ( TSE:7510 ) has announced that it will pay a dividend on the 9th of December, with...
Declared Dividend • Jul 09Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 01Takebishi's (TSE:7510) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Takebishi Corporation ( TSE:7510 ) were solid, but the stock didn't move as much as we...
Reported Earnings • Jun 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥166 (up from JP¥157 in FY 2024). Revenue: JP¥101.0b (flat on FY 2024). Net income: JP¥2.66b (up 6.3% from FY 2024). Profit margin: 2.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥166 (up from JP¥157 in FY 2024). Revenue: JP¥101.0b (flat on FY 2024). Net income: JP¥2.66b (up 6.3% from FY 2024). Profit margin: 2.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Apr 30Takebishi Corporation, Annual General Meeting, Jun 26, 2025Takebishi Corporation, Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 18+ 3 more updatesTakebishi Corporation to Report Fiscal Year 2025 Results on Apr 30, 2025Takebishi Corporation announced that they will report fiscal year 2025 results on Apr 30, 2025
分析記事 • Apr 14Takebishi (TSE:7510) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,520, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 16% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥54.11 (vs JP¥43.99 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.11 (up from JP¥43.99 in 3Q 2024). Revenue: JP¥24.6b (down 2.7% from 3Q 2024). Net income: JP¥866.0m (up 23% from 3Q 2024). Profit margin: 3.5% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • Dec 10First half dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 16Takebishi's (TSE:7510) Problems Go Beyond Weak ProfitThe market wasn't impressed with the soft earnings from Takebishi Corporation ( TSE:7510 ) recently. We did some...
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥22.87 (vs JP¥39.88 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.87 (down from JP¥39.88 in 2Q 2024). Revenue: JP¥24.1b (down 8.9% from 2Q 2024). Net income: JP¥366.0m (down 43% from 2Q 2024). Profit margin: 1.5% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥63.18 (vs JP¥48.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.18 (up from JP¥48.81 in 1Q 2024). Revenue: JP¥23.5b (down 1.5% from 1Q 2024). Net income: JP¥1.01b (up 30% from 1Q 2024). Profit margin: 4.3% (up from 3.3% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.
Declared Dividend • Jul 11Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 03Takebishi's (TSE:7510) Conservative Accounting Might Explain Soft EarningsThe most recent earnings report from Takebishi Corporation ( TSE:7510 ) was disappointing for shareholders. However...
Reported Earnings • May 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥157 (down from JP¥172 in FY 2023). Revenue: JP¥101.4b (up 4.1% from FY 2023). Net income: JP¥2.50b (down 8.7% from FY 2023). Profit margin: 2.5% (down from 2.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28Takebishi Corporation, Annual General Meeting, Jun 26, 2024Takebishi Corporation, Annual General Meeting, Jun 26, 2024.
お知らせ • Mar 29+ 3 more updatesTakebishi Corporation to Report Fiscal Year 2024 Results on Apr 26, 2024Takebishi Corporation announced that they will report fiscal year 2024 results on Apr 26, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Feb 26Takebishi's (TSE:7510) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Takebishi Corporation ( TSE:7510 ) has announced that the dividend on 5th of June will be increased to...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥43.98 (vs JP¥51.75 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.98 (down from JP¥51.75 in 3Q 2023). Revenue: JP¥25.3b (down 2.2% from 3Q 2023). Net income: JP¥703.0m (down 15% from 3Q 2023). Profit margin: 2.8% (down from 3.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01Takebishi Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024Takebishi Corporation provided consolidated earnings guidance for the year ending March 31, 2024. For the period, the company expects net sales of JPY 100,000 million, operating profit of JPY 3,980 million, profit attributable to owners of parent of JPY 2,770 million and earnings per share of JPY 173.56.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥39.88 (vs JP¥49.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.88 (down from JP¥49.94 in 2Q 2023). Revenue: JP¥26.5b (up 10% from 2Q 2023). Net income: JP¥637.0m (down 20% from 2Q 2023). Profit margin: 2.4% (down from 3.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥29.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥48.81 (vs JP¥34.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥48.81 (up from JP¥34.02 in 1Q 2023). Revenue: JP¥23.8b (up 5.5% from 1Q 2023). Net income: JP¥779.0m (up 44% from 1Q 2023). Profit margin: 3.3% (up from 2.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 31+ 2 more updatesTakebishi Corporation to Report Q3, 2024 Results on Jan 31, 2024Takebishi Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Apr 29Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥172 (up from JP¥137 in FY 2022). Revenue: JP¥97.4b (up 19% from FY 2022). Net income: JP¥2.74b (up 31% from FY 2022). Profit margin: 2.8% (up from 2.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Feb 01+ 1 more updateTakebishi Corporation Provides Dividend Guidance for the Year Ending March 31, 2023Takebishi Corporation provided dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 29.00 against JPY 26.00 a year ago.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥51.75 (vs JP¥27.55 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.75 (up from JP¥27.55 in 3Q 2022). Revenue: JP¥25.9b (up 26% from 3Q 2022). Net income: JP¥826.0m (up 90% from 3Q 2022). Profit margin: 3.2% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (11 non-independent directors). Chief of Corporate Promotion Office, Managing Executive Officer and Director Akira Matsuki was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.94 (vs JP¥35.82 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.94 (up from JP¥35.82 in 2Q 2022). Revenue: JP¥24.0b (up 21% from 2Q 2022). Net income: JP¥797.0m (up 51% from 2Q 2022). Profit margin: 3.3% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Nov 02+ 1 more updateTakebishi Corporation Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2023Takebishi Corporation provided consolidated earnings guidance for the full fiscal year ending March 31, 2023. For the full year ending March 31, 2023, the company expects to report net sales of JPY 93,500 million, operating profit of JPY 3,660 million, profit attributable to the owners of parent of JPY 2,560 million, and earnings per share of JPY 160.40.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Sep 17+ 1 more updateTakebishi Corporation to Report Q3, 2023 Results on Jan 31, 2023Takebishi Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
お知らせ • Aug 02+ 1 more updateTakebishi Corporation Provides Dividend Guidance for the End of Second Quarter Ending September 30, 2022 and Full Fiscal Year Ending March 31, 2023Takebishi Corporation provided dividend guidance for the end of second quarter ending September 30, 2022 and full fiscal year ending March 31, 2023. The company expects to pay a second quarter-end dividend of JPY 27.00 per share for the second quarter ending September 30, 2022, compared with JPY 26.00 per share for the same period a year ago. The company expects to pay a year-end dividend of JPY 27.00 per share for the fiscal year ending March 31, 2023, compared with JPY 26.00 per share for the fiscal year ended March 31, 2022.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥34.02 (vs JP¥33.71 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.02 (up from JP¥33.71 in 1Q 2022). Revenue: JP¥22.6b (up 33% from 1Q 2022). Net income: JP¥543.0m (up 9.5% from 1Q 2022). Profit margin: 2.4% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 29Takebishi Corporation to Report Q1, 2023 Results on Jul 29, 2022Takebishi Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 02Takebishi Corporation, Annual General Meeting, Jun 28, 2022Takebishi Corporation, Annual General Meeting, Jun 28, 2022.
Reported Earnings • Apr 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥137 (up from JP¥91.34 in FY 2021). Revenue: JP¥81.6b (up 28% from FY 2021). Net income: JP¥2.09b (up 56% from FY 2021). Profit margin: 2.6% (up from 2.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 6.6%, compared to a 10.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (10 non-independent directors). Chief of Corporate Promotion Office, Managing Executive Officer and Director Akira Matsuki was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Takebishi Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Takebishi Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥27.55 (up from JP¥23.18 in 3Q 2021). Revenue: JP¥20.5b (up 31% from 3Q 2021). Net income: JP¥435.0m (up 28% from 3Q 2021). Profit margin: 2.1% (in line with 3Q 2021). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 11%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥33.71 (vs JP¥26.57 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥17.0b (up 17% from 1Q 2021). Net income: JP¥496.0m (up 27% from 1Q 2021). Profit margin: 2.9% (up from 2.7% in 1Q 2021). The increase in margin was driven by higher revenue. 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 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 05Takebishi Corporation (TSE:7510) completed the acquisition of Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee.Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on February 24, 2021. Under the terms, Takebishi Corporation will acquire 1 million share of Le Champ (South East Asia) Pte Ltd. As on February 24, 2021, Board of Takebishi Corporation resolved this transaction. This transaction is expected to close in mid-May of 2021. Takebishi Corporation (TSE:7510) completed the acquisition of Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on June 4, 2021.
Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥91.34 (vs JP¥111 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥63.6b (down 14% from FY 2020). Net income: JP¥1.34b (down 18% from FY 2020). Profit margin: 2.1% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
お知らせ • Mar 09+ 3 more updatesTakebishi Corporation to Report Q3, 2022 Results on Jan 31, 2022Takebishi Corporation announced that they will report Q3, 2022 results on Jan 31, 2022
お知らせ • Feb 25Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee.Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on February 24, 2021. Under the terms, Takebishi Corporation will acquire 1 million share of Le Champ (South East Asia) Pte Ltd. As on February 24, 2021, Board of Takebishi Corporation resolved this transaction. This transaction is expected to close in mid-May of 2021.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥23.17 (vs JP¥22.77 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥15.7b (down 8.6% from 3Q 2020). Net income: JP¥341.0m (up 1.8% from 3Q 2020). Profit margin: 2.2% (up from 2.0% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 02Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 7.0%, compared to a 7.1% growth forecast for the Electronic industry in Japan.
Is New 90 Day High Low • Dec 25New 90-day high: JP¥1,624The company is up 5.0% from its price of JP¥1,550 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 17% over the same period.
お知らせ • Dec 05Takebishi Corporation to Report Q3, 2021 Results on Jan 29, 2021Takebishi Corporation announced that they will report Q3, 2021 results on Jan 29, 2021
お知らせ • Oct 10Takebishi Corporation to Report Q2, 2021 Results on Oct 30, 2020Takebishi Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Aug 09Takebishi Corporation to Report Q1, 2021 Results on Jul 31, 2020Takebishi Corporation announced that they will report Q1, 2021 results on Jul 31, 2020