Shinko Shoji(8141)株式概要新光商事株式会社は子会社とともに、日本、アジア、北米、欧州で電子部品の輸出入・販売を行っている。 詳細8141 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績3/6財務の健全性5/6配当金2/6報酬過去1年間で収益は123.2%増加しました リスク分析過去5年間で収益は年間17.2%減少しました。 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る8141 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,257 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG485,257 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.60k34.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0179b2016201920222025202620282031Revenue JP¥85.2bEarnings JP¥969.1mAdvancedSet Fair ValueView all narrativesShinko Shoji Co., Ltd. 競合他社MarubunSymbol: TSE:7537Market cap: JP¥43.4bKuroda GroupSymbol: TSE:287AMarket cap: JP¥46.9bSuzudenSymbol: TSE:7480Market cap: JP¥30.6bSun-Wa TechnosSymbol: TSE:8137Market cap: JP¥59.8b価格と性能株価の高値、安値、推移の概要Shinko Shoji過去の株価現在の株価JP¥1,602.0052週高値JP¥1,772.0052週安値JP¥943.00ベータ0.361ヶ月の変化1.33%3ヶ月変化7.52%1年変化68.28%3年間の変化42.78%5年間の変化109.14%IPOからの変化169.24%最新ニュースお知らせ • Jul 14Shinko Shoji Co., Ltd. Revises Dividend Guidance for the End of Second Quarter and Year-End of Fiscal Year Ending March 2027Shinko Shoji Co., Ltd. revised dividend guidance for the end of second quarter and year-end of fiscal year ending March 2027. For the end of second quarter, it resolved not to pay dividend against previous forecast of JPY 12.00 per share for the same period. For 2027, it resolved not to pay year-end dividend against previous forecast of JPY 12.50 per share for the same period. Reason for revision: The Company has continuously paid dividends with a target consolidated dividend payout ratio of 50%, while balancing stable and continuous shareholder returns with investments to support its growth strategy; however, given that (i) according to the Offeror, the purchase price per Company Share in the Tender Offer was determined on the premise that no interim or year-end dividend would be paid for the fiscal year ending March 2027, (ii) paying a dividend with a record date after the Tender Offer settlement could create economic disparities between shareholders who tender their shares and those who do not, thereby necessitating fairness among shareholders, and (iii) as stated in the “(Amendment) Notice concerning the partial amendment to ‘Notice Concerning Opinion on Tender Offer for the Company Shares by Kaga Electronics Co., Ltd.’” announced today, the Tender Offer period has been extended to July 29, 2026, making it more likely that, if completed, the subsequent squeeze-out procedures and delisting of the Company will occur after the record date for the interim dividend for the fiscal year ending March 2027, the Company determined that it is necessary to inform shareholders that, subject to the completion of the Tender Offer, it intends not to pay either an interim dividend or a year-end dividend for the fiscal year ending March 2027 and, accordingly, by a resolution of the Board of Directors dated today, revised its dividend forecast for the fiscal year ending March 2027 to reflect no interim or year-end dividend payment.Reported Earnings • Jul 05Full year 2026 earnings released: EPS: JP¥38.72 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.72 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.お知らせ • May 30Shinko Shoji Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Shinko Shoji Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.71 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • May 16Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion.Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion on May 15, 2026. A cash consideration valued at ¥1580 per share will be paid by Kaga Electronics Co.,Ltd. The transaction was approved by the Board of Shinko Shoji Co., Ltd. The expected completion of the transaction is June 26, 2026.お知らせ • May 15Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026.最新情報をもっと見るRecent updatesお知らせ • Jul 14Shinko Shoji Co., Ltd. Revises Dividend Guidance for the End of Second Quarter and Year-End of Fiscal Year Ending March 2027Shinko Shoji Co., Ltd. revised dividend guidance for the end of second quarter and year-end of fiscal year ending March 2027. For the end of second quarter, it resolved not to pay dividend against previous forecast of JPY 12.00 per share for the same period. For 2027, it resolved not to pay year-end dividend against previous forecast of JPY 12.50 per share for the same period. Reason for revision: The Company has continuously paid dividends with a target consolidated dividend payout ratio of 50%, while balancing stable and continuous shareholder returns with investments to support its growth strategy; however, given that (i) according to the Offeror, the purchase price per Company Share in the Tender Offer was determined on the premise that no interim or year-end dividend would be paid for the fiscal year ending March 2027, (ii) paying a dividend with a record date after the Tender Offer settlement could create economic disparities between shareholders who tender their shares and those who do not, thereby necessitating fairness among shareholders, and (iii) as stated in the “(Amendment) Notice concerning the partial amendment to ‘Notice Concerning Opinion on Tender Offer for the Company Shares by Kaga Electronics Co., Ltd.’” announced today, the Tender Offer period has been extended to July 29, 2026, making it more likely that, if completed, the subsequent squeeze-out procedures and delisting of the Company will occur after the record date for the interim dividend for the fiscal year ending March 2027, the Company determined that it is necessary to inform shareholders that, subject to the completion of the Tender Offer, it intends not to pay either an interim dividend or a year-end dividend for the fiscal year ending March 2027 and, accordingly, by a resolution of the Board of Directors dated today, revised its dividend forecast for the fiscal year ending March 2027 to reflect no interim or year-end dividend payment.Reported Earnings • Jul 05Full year 2026 earnings released: EPS: JP¥38.72 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.72 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.お知らせ • May 30Shinko Shoji Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Shinko Shoji Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.71 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • May 16Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion.Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion on May 15, 2026. A cash consideration valued at ¥1580 per share will be paid by Kaga Electronics Co.,Ltd. The transaction was approved by the Board of Shinko Shoji Co., Ltd. The expected completion of the transaction is June 26, 2026.お知らせ • May 15Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 10Shinko Shoji Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Shinko Shoji Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 17 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).New Risk • Jan 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.3% Last year net profit margin: 0.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).分析記事 • Dec 20Shinko Shoji's (TSE:8141) Dividend Will Be ¥6.50Shinko Shoji Co., Ltd. ( TSE:8141 ) will pay a dividend of ¥6.50 on the 17th of June. However, the dividend yield of...お知らせ • Dec 11Shinko Shoji Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Shinko Shoji Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Dec 06Shinko Shoji (TSE:8141) Has Announced A Dividend Of ¥6.50Shinko Shoji Co., Ltd. ( TSE:8141 ) will pay a dividend of ¥6.50 on the 17th of June. However, the dividend yield of...Declared Dividend • Dec 06First half dividend of JP¥6.50 announcedShareholders will receive a dividend of JP¥6.50. Ex-date: 30th March 2026 Payment date: 17th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥8.81 (vs JP¥0.12 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.81 (up from JP¥0.12 in 2Q 2025). Revenue: JP¥24.1b (down 26% from 2Q 2025). Net income: JP¥259.0m (up JP¥255.0m from 2Q 2025). Profit margin: 1.1% (up from 0% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).分析記事 • Sep 03Shinko Shoji's (TSE:8141) Shareholders Will Receive A Smaller Dividend Than Last YearShinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...お知らせ • Sep 03Shinko Shoji Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Shinko Shoji Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025分析記事 • Aug 03Shinko Shoji (TSE:8141) Is Paying Out Less In Dividends Than Last YearShinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...Reported Earnings • Aug 01First quarter 2026 earnings released: EPS: JP¥13.24 (vs JP¥9.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.24 (up from JP¥9.70 in 1Q 2025). Revenue: JP¥21.7b (down 33% from 1Q 2025). Net income: JP¥394.0m (up 23% from 1Q 2025). Profit margin: 1.8% (up from 1.0% in 1Q 2025). 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 1% per year, which means it is well ahead of earnings.Declared Dividend • Jul 09Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 95%. Cash payout ratio: 0.8919%.Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥15.74 (vs JP¥96.50 in FY 2024)Full year 2025 results: EPS: JP¥15.74 (down from JP¥96.50 in FY 2024). Revenue: JP¥116.0b (down 34% from FY 2024). Net income: JP¥505.0m (down 84% from FY 2024). Profit margin: 0.4% (down from 1.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jun 25Shinko Shoji Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Shinko Shoji Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025お知らせ • Jun 12Shinko Shoji Co., Ltd. (TSE:8141) announces an Equity Buyback for 1,600,000 shares, representing 5.37% for ¥1,500 million.Shinko Shoji Co., Ltd. (TSE:8141) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 5.37% of its share capital, for ¥1,500 million. The company will repurchase its shares in order to implement a flexible capital policy based on a comprehensive assessment of market conditions, financial standing, and other relevant factors. The share repurchase program will run until December 30, 2025. As of May 31, 2025, the company had 29,784,018 shares issued(excluding treasury shares) and 8,226,548 shares in treasury.お知らせ • May 30+ 2 more updatesShinko Shoji Co., Ltd. Revises Dividend Guidance for the Second Quarter-End and Fiscal Year-End of Fiscal Year Ending March 31, 2026Shinko Shoji Co., Ltd. revised dividend guidance for the second quarter-end and fiscal year-end of fiscal year ending March 31, 2026. For the second quarter end, the company now expects dividend of JPY 6.00 per share compared to JPY 4.50 per share forecasted earlier. For the fiscal year ending March 31, 2026, the company now expects dividend of JPY 6.50 per share compared to JPY 5.00 per share forecasted earlier. Reasons for the revision: The Group's basic policy is to distribute dividends to shareholders with a target consolidated payout ratio of 50% in consideration of the balance between stable and continuous distribution of dividends to shareholders and investment in the growth strategy.分析記事 • May 22Investors Can Find Comfort In Shinko Shoji's (TSE:8141) Earnings QualityThe subdued market reaction suggests that Shinko Shoji Co., Ltd.'s ( TSE:8141 ) recent earnings didn't contain any...Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥15.74 (vs JP¥96.50 in FY 2024)Full year 2025 results: EPS: JP¥15.74 (down from JP¥96.50 in FY 2024). Revenue: JP¥116.0b (down 34% from FY 2024). Net income: JP¥505.0m (down 84% from FY 2024). Profit margin: 0.4% (down from 1.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • May 15Shinko Shoji Co., Ltd.'s (TSE:8141) 26% Jump Shows Its Popularity With InvestorsShinko Shoji Co., Ltd. ( TSE:8141 ) shareholders are no doubt pleased to see that the share price has bounced 26% in...お知らせ • May 15Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2025Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2025.お知らせ • Apr 15Shinko Shoji Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Shinko Shoji Co., Ltd. Revised consolidated earnings guidance for the Fiscal Year Ending March 31, 2025. For the year, the company expects net sales of JPY 116,000 million, operating profit of JPY 680 million, profit attributable to owners of parent of JPY 500 Million and Net earnings per share of JPY 15.59 as compared to the previous forecast of net sales to be JPY 112,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,000 million and Net earnings per share of JPY 31.28. Reason for revision: Regarding the inventory the Shinko Shoji Group (hereinafter “the Group”) has, following the termination of the distribution agreement with Renesas Electronics Corporation, proceeded to sell and transfer the inventory to customers and successor distributors. However, regarding a part of EOL products, the Group concluded that it would be neither sold nor transferred. Therefore, the Group is recognized disposal loss of JPY 1,600 millions of in he fiscal year ended March 31, 2025. As a result, Operating profit, Ordinary profit, and Profit attributable to owners of parent are revised downwards.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥756, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 7.2% over the past three years.New Risk • Apr 09New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 2.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (95% payout ratio). Profit margins are more than 30% lower than last year (0.8% net profit margin).Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 17 June 2025. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).分析記事 • Mar 05Shinko Shoji (TSE:8141) Will Pay A Dividend Of ¥8.00Shinko Shoji Co., Ltd.'s ( TSE:8141 ) investors are due to receive a payment of ¥8.00 per share on 17th of June...お知らせ • Mar 04Shinko Shoji Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Shinko Shoji Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥22.25 (vs JP¥28.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.25 (down from JP¥28.55 in 3Q 2024). Revenue: JP¥28.0b (down 29% from 3Q 2024). Net income: JP¥715.0m (down 24% from 3Q 2024). Profit margin: 2.6% (up from 2.4% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Dec 06Shinko Shoji (TSE:8141) Has Announced A Dividend Of ¥8.00Shinko Shoji Co., Ltd. ( TSE:8141 ) will pay a dividend of ¥8.00 on the 17th of June. This means that the annual...Declared Dividend • Dec 06First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th March 2025 Payment date: 17th June 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 07Shinko Shoji's (TSE:8141) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Shinko Shoji Co., Ltd.'s ( TSE:8141 ) shareholders over the last week. Our...Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥0.12 (vs JP¥35.77 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.12 (down from JP¥35.77 in 2Q 2024). Revenue: JP¥32.3b (down 33% from 2Q 2024). Net income: JP¥4.00m (down 100% from 2Q 2024). Profit margin: 0% (down from 2.5% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.分析記事 • Sep 20Shinko Shoji (TSE:8141) Is Reducing Its Dividend To ¥7.50Shinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.5%).分析記事 • Aug 22Shinko Shoji's (TSE:8141) Dividend Is Being Reduced To ¥7.50Shinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...分析記事 • Aug 08Shinko Shoji (TSE:8141) Is Paying Out Less In Dividends Than Last YearShinko Shoji Co., Ltd. ( TSE:8141 ) has announced that on 11th of December, it will be paying a dividend of¥7.50, which...Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥9.70 (vs JP¥32.74 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.70 (down from JP¥32.74 in 1Q 2024). Revenue: JP¥32.6b (down 28% from 1Q 2024). Net income: JP¥321.0m (down 70% from 1Q 2024). Profit margin: 1.0% (down from 2.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 25Shinko Shoji (TSE:8141) Is Reducing Its Dividend To ¥7.50Shinko Shoji Co., Ltd. ( TSE:8141 ) has announced that on 11th of December, it will be paying a dividend of¥7.50, which...分析記事 • Jul 11Shinko Shoji's (TSE:8141) Dividend Is Being Reduced To ¥7.50Shinko Shoji Co., Ltd. ( TSE:8141 ) has announced that on 11th of December, it will be paying a dividend of¥7.50, which...Declared Dividend • Jul 11Final dividend of JP¥7.50 announcedShareholders will receive a dividend of JP¥7.50. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.8% Last year net profit margin: 2.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin).Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥96.50 (vs JP¥138 in FY 2023)Full year 2024 results: EPS: JP¥96.50 (down from JP¥138 in FY 2023). Revenue: JP¥175.8b (down 1.8% from FY 2023). Net income: JP¥3.19b (down 32% from FY 2023). Profit margin: 1.8% (down from 2.6% in FY 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Shinko Shoji Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Shinko Shoji Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 112,000 million, operating profit of JPY 1,000 million, profit attributable to owners of parent of JPY 1,000 million and basic earnings per share of JPY 30.21.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥956, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years.お知らせ • Apr 09+ 3 more updatesShinko Shoji Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Shinko Shoji Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024お知らせ • Mar 28Shinko Shoji Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Shinko Shoji Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).お知らせ • Feb 14Shinko Shoji Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Shinko Shoji Co., Ltd. provided dividend guidance for the Fiscal Year Ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to pay dividend of JPY 26.50 per share against JPY 40.00 per share paid a year ago.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥28.55 (vs JP¥36.49 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.55 (down from JP¥36.49 in 3Q 2023). Revenue: JP¥39.6b (down 9.5% from 3Q 2023). Net income: JP¥945.0m (down 23% from 3Q 2023). Profit margin: 2.4% (down from 2.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 15Shinko Shoji Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 11, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Shinko Shoji Co., Ltd. announced dividend for the second quarter ended September 30, 2023 of JPY 26.50 per share compared to JPY 29.00 per share paid a year ago. Scheduled date of commencing dividend payments is December 11, 2023. For the fiscal year ending March 31, 2024, the company expects to pay dividend of JPY 26.50 per share.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥35.77 (vs JP¥35.53 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.77. Revenue: JP¥48.2b (flat on 2Q 2023). Net income: JP¥1.18b (down 2.3% from 2Q 2023). Profit margin: 2.5% (in line with 2Q 2023).Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.50 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥32.74 (vs JP¥29.52 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.74 (up from JP¥29.52 in 1Q 2023). Revenue: JP¥45.4b (up 9.8% from 1Q 2023). Net income: JP¥1.08b (up 2.8% from 1Q 2023). Profit margin: 2.4% (down from 2.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 02Shinko Shoji Co., Ltd. Announces Year End Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 14, 2023Shinko Shoji Co., Ltd. announced year end dividend for the fiscal year ended March 31, 2023. For the period, the company expected dividend of JPY 40 per share compared to JPY 36.50 per share paid a year ago. The dividend will be payable on June 14, 2023.お知らせ • Jun 01+ 2 more updatesShinko Shoji Co., Ltd. Provides Dividend Guidance for the Second Quarter End and Year End of Fiscal Year Ending March 31, 2024Shinko Shoji Co., Ltd. provided dividend guidance for the second quarter end and year end of fiscal year ending March 31, 2024. For the period, the company expects to pay dividend of ¥26.50 against ¥29.00 paid last year.For the year, the company expects to pay dividend of ¥26.50 against ¥40.00 paid last year.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥138 (vs JP¥76.11 in FY 2022)Full year 2023 results: EPS: JP¥138 (up from JP¥76.11 in FY 2022). Revenue: JP¥179.1b (up 32% from FY 2022). Net income: JP¥4.71b (up 67% from FY 2022). Profit margin: 2.6% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥36.49 (vs JP¥16.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.49 (up from JP¥16.80 in 3Q 2022). Revenue: JP¥43.7b (up 31% from 3Q 2022). Net income: JP¥1.23b (up 97% from 3Q 2022). Profit margin: 2.8% (up from 1.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 04Shinko Shoji Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Shinko Shoji Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023お知らせ • Nov 23Shinko Shoji Co., Ltd. Announces Dividend for the Second Quarter of Year Ending of March 31, 2023, Payable on December 9, 2022Shinko Shoji Co., Ltd. announced dividend for the second quarter of year ending of March 31, 2023. For the quarter the company expects to pay the dividend of JPY 29.00 per share against JPY 23.00 a year ago. Scheduled date of commencing dividend payments is December 9, 2022.お知らせ • Nov 22Shinko Shoji Co., Ltd. Revises Consolidated Financial Results Forecasts for the Fiscal Year Ending March 31, 2023Shinko Shoji Co., Ltd. revised consolidated financial results forecasts for the fiscal year ending March 31, 2023. For the year, company raised net sales from JPY 160,000 million to JPY 170,000 million, operating profit from JPY 4,300 million to JPY 5,600 million, Profit attributable to owners of parent from JPY 3,000 million to JPY 3,900 million and Net earnings per share from JPY 82.29 to JPY 111.73.お知らせ • Nov 21Shinko Shoji Co., Ltd. Provides Consolidated Earnings Guidance for Year Ending March 31, 2023Shinko Shoji Co., Ltd. provided consolidated earnings guidance for year ending March 31, 2023 . For the period, the company expected net sales of JPY 170,000 million, operating profit of JPY 5,600 million, profit attributable to owners of parent of JPY 3,900 million, Basic earnings per share of JPY 111.73 per basic share.Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥35.53 (vs JP¥9.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.53 (up from JP¥9.05 in 2Q 2022). Revenue: JP¥48.1b (up 70% from 2Q 2022). Net income: JP¥1.21b (up 261% from 2Q 2022). Profit margin: 2.5% (up from 1.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Toshihiko Ishihara was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.53 (vs JP¥9.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.53 (up from JP¥9.05 in 2Q 2022). Revenue: JP¥48.1b (up 70% from 2Q 2022). Net income: JP¥1.21b (up 261% from 2Q 2022). Profit margin: 2.5% (up from 1.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥29.52 (vs JP¥12.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.52 (up from JP¥12.50 in 1Q 2022). Revenue: JP¥41.4b (up 36% from 1Q 2022). Net income: JP¥1.05b (up 127% from 1Q 2022). Profit margin: 2.5% (up from 1.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 18Shinko Shoji Co., Ltd. (TSE:8141) announces an Equity Buyback for 4,500,000 shares, representing 12.47% for ¥3,000 million.Shinko Shoji Co., Ltd. (TSE:8141) announces a share repurchase program. Under the program, the company will repurchase up to 4,500,000 shares, representing 12.47% of its share capital, for ¥3,000 million. The company will repurchase its shares in order to carry out agile capital policies in response to changes in the business environment. The share repurchase program will run until March 31, 2023. As of May 31, 2022, the company had 36,078,156 shares outstanding (excluding treasury shares) and 857,900 shares in treasury.Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥76.11 (vs JP¥33.85 in FY 2021)Full year 2022 results: EPS: JP¥76.11 (up from JP¥33.85 in FY 2021). Revenue: JP¥135.2b (up 31% from FY 2021). Net income: JP¥2.82b (up 125% from FY 2021). Profit margin: 2.1% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Tatsuyoshi Yoshiike was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).お知らせ • Feb 15Shinko Shoji Co., Ltd. (TSE:8141) announces an Equity Buyback for 1,500,000 shares, representing 4.04% for ¥1,000 million.Shinko Shoji Co., Ltd. (TSE:8141) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.04% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to carry out agile capital policies in response to changes in the business environment. The share repurchase program will run until August 15, 2022. As of January 31, 2022, the company had 37,147,194 shares outstanding (excluding treasury shares) and 863,372 shares in treasury.お知らせ • Feb 04+ 2 more updatesShinko Shoji Co., Ltd., Annual General Meeting, Jun 24, 2022Shinko Shoji Co., Ltd., Annual General Meeting, Jun 24, 2022.Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥16.80 (up from JP¥7.66 in 3Q 2021). Revenue: JP¥33.4b (up 24% from 3Q 2021). Net income: JP¥624.0m (up 120% from 3Q 2021). Profit margin: 1.9% (up from 1.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥9.05 (vs JP¥4.32 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥28.2b (up 22% from 2Q 2021). Net income: JP¥336.0m (up 110% from 2Q 2021). Profit margin: 1.2% (up from 0.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥12.50 (vs JP¥0.76 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥30.4b (up 46% from 1Q 2021). Net income: JP¥464.0m (up JP¥436.0m from 1Q 2021). Profit margin: 1.5% (up from 0.1% 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 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥33.85 (vs JP¥32.91 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥102.9b (up 1.3% from FY 2020). Net income: JP¥1.26b (up 1.5% from FY 2020). Profit margin: 1.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).お知らせ • Mar 21Shinko Shoji Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Shinko Shoji Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Mar 09New 90-day high: JP¥814The company is up 10.0% from its price of JP¥741 on 09 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period.株主還元8141JP ElectronicJP 市場7D0.9%-5.1%-0.4%1Y68.3%91.2%41.1%株主還元を見る業界別リターン: 8141過去 1 年間で91.2 % の収益を上げたJP Electronic業界を下回りました。リターン対市場: 8141過去 1 年間で41.1 % の収益を上げたJP市場を上回りました。価格変動Is 8141's price volatile compared to industry and market?8141 volatility8141 Average Weekly Movement3.9%Electronic Industry Average Movement6.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 8141 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8141の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1953667Tatsuya Ogawashinko-sj.co.jp新光商事株式会社は子会社とともに、日本、アジア、北米、欧州で電子部品の輸出入・販売を行っている。電子デバイス事業、アセンブリー事業、その他事業を展開。半導体、一般電子部品、電池、ディスプレイデバイス、組込みコンピューティング、ソリューションサービスのほか、集積回路、組立製品、その他の電子機器を提供している。また、MCU、SoC、アナログ、パワーディスクリート、コネクターなどの車載用半導体および受動部品、統合コックピット、EV、ブラシレスDCモーター制御、データロガーソリューション、センシング、ビジョン、AI、コネクティビティ製品、ゲーム・カジノ機器、ICTオンサイトソリューション、エッジコンピューターコントローラー、設計・開発ツール、通信・ネットワーク、非接触サービスを提供している。また、スキーム・サポートシステム、外国製プリント基板・ハーネス、特急試作・調達支援サービス、リチウムイオンバッテリーソリューション、発電、海外移管・電子機器製造サービス支援サービス、CAN+A/Dデータロガー、モデルベース開発、組込みソフトウェア、ASIC/FPGA、AUTOSARなどの設計・開発ソリューションを提供している。さらに、ワークステーション、スーパーコンピュータ、周辺機器の提供、マイクロコンピュータソフトウェアの受託開発、ソフトウェア開発活動も行っている。自動車、産業、アミューズメント、AI/DX、EMS/ODM、エネルギー、設計開発、物流、オフィスオートメーションなどの市場にサービスを提供している。新光商事株式会社は1953年に設立され、品川に本社を置く。もっと見るShinko Shoji Co., Ltd. 基礎のまとめShinko Shoji の収益と売上を時価総額と比較するとどうか。8141 基礎統計学時価総額JP¥44.04b収益(TTM)JP¥1.13b売上高(TTM)JP¥99.11b39.1xPER(株価収益率0.4xP/Sレシオ8141 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計8141 損益計算書(TTM)収益JP¥99.11b売上原価JP¥88.65b売上総利益JP¥10.47bその他の費用JP¥9.34b収益JP¥1.13b直近の収益報告Mar 31, 2026次回決算日Jul 31, 2026一株当たり利益(EPS)41.00グロス・マージン10.56%純利益率1.14%有利子負債/自己資本比率9.9%8141 の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.5%現在の配当利回り136%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/17 07:55終値2026/07/17 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shinko Shoji Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Masanori MinamiIchiyoshi Research Institute Inc.Tetsukazu TsuruhamaNomura Securities Co. Ltd.
お知らせ • Jul 14Shinko Shoji Co., Ltd. Revises Dividend Guidance for the End of Second Quarter and Year-End of Fiscal Year Ending March 2027Shinko Shoji Co., Ltd. revised dividend guidance for the end of second quarter and year-end of fiscal year ending March 2027. For the end of second quarter, it resolved not to pay dividend against previous forecast of JPY 12.00 per share for the same period. For 2027, it resolved not to pay year-end dividend against previous forecast of JPY 12.50 per share for the same period. Reason for revision: The Company has continuously paid dividends with a target consolidated dividend payout ratio of 50%, while balancing stable and continuous shareholder returns with investments to support its growth strategy; however, given that (i) according to the Offeror, the purchase price per Company Share in the Tender Offer was determined on the premise that no interim or year-end dividend would be paid for the fiscal year ending March 2027, (ii) paying a dividend with a record date after the Tender Offer settlement could create economic disparities between shareholders who tender their shares and those who do not, thereby necessitating fairness among shareholders, and (iii) as stated in the “(Amendment) Notice concerning the partial amendment to ‘Notice Concerning Opinion on Tender Offer for the Company Shares by Kaga Electronics Co., Ltd.’” announced today, the Tender Offer period has been extended to July 29, 2026, making it more likely that, if completed, the subsequent squeeze-out procedures and delisting of the Company will occur after the record date for the interim dividend for the fiscal year ending March 2027, the Company determined that it is necessary to inform shareholders that, subject to the completion of the Tender Offer, it intends not to pay either an interim dividend or a year-end dividend for the fiscal year ending March 2027 and, accordingly, by a resolution of the Board of Directors dated today, revised its dividend forecast for the fiscal year ending March 2027 to reflect no interim or year-end dividend payment.
Reported Earnings • Jul 05Full year 2026 earnings released: EPS: JP¥38.72 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.72 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
お知らせ • May 30Shinko Shoji Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Shinko Shoji Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.71 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • May 16Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion.Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion on May 15, 2026. A cash consideration valued at ¥1580 per share will be paid by Kaga Electronics Co.,Ltd. The transaction was approved by the Board of Shinko Shoji Co., Ltd. The expected completion of the transaction is June 26, 2026.
お知らせ • May 15Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • Jul 14Shinko Shoji Co., Ltd. Revises Dividend Guidance for the End of Second Quarter and Year-End of Fiscal Year Ending March 2027Shinko Shoji Co., Ltd. revised dividend guidance for the end of second quarter and year-end of fiscal year ending March 2027. For the end of second quarter, it resolved not to pay dividend against previous forecast of JPY 12.00 per share for the same period. For 2027, it resolved not to pay year-end dividend against previous forecast of JPY 12.50 per share for the same period. Reason for revision: The Company has continuously paid dividends with a target consolidated dividend payout ratio of 50%, while balancing stable and continuous shareholder returns with investments to support its growth strategy; however, given that (i) according to the Offeror, the purchase price per Company Share in the Tender Offer was determined on the premise that no interim or year-end dividend would be paid for the fiscal year ending March 2027, (ii) paying a dividend with a record date after the Tender Offer settlement could create economic disparities between shareholders who tender their shares and those who do not, thereby necessitating fairness among shareholders, and (iii) as stated in the “(Amendment) Notice concerning the partial amendment to ‘Notice Concerning Opinion on Tender Offer for the Company Shares by Kaga Electronics Co., Ltd.’” announced today, the Tender Offer period has been extended to July 29, 2026, making it more likely that, if completed, the subsequent squeeze-out procedures and delisting of the Company will occur after the record date for the interim dividend for the fiscal year ending March 2027, the Company determined that it is necessary to inform shareholders that, subject to the completion of the Tender Offer, it intends not to pay either an interim dividend or a year-end dividend for the fiscal year ending March 2027 and, accordingly, by a resolution of the Board of Directors dated today, revised its dividend forecast for the fiscal year ending March 2027 to reflect no interim or year-end dividend payment.
Reported Earnings • Jul 05Full year 2026 earnings released: EPS: JP¥38.72 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.72 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
お知らせ • May 30Shinko Shoji Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Shinko Shoji Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.74 in FY 2025)Full year 2026 results: EPS: JP¥38.71 (up from JP¥15.74 in FY 2025). Revenue: JP¥99.1b (down 15% from FY 2025). Net income: JP¥1.13b (up 123% from FY 2025). Profit margin: 1.1% (up from 0.4% in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • May 16Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion.Kaga Electronics Co.,Ltd. (TSE:8154) proposed to acquire Shinko Shoji Co., Ltd. (TSE:8141) from Akio Kitai, Aya Nomura, Kitai & Company Ltd., City Index First Co., Ltd., City Index Eleventh Co., Ltd., Restar Corporation and others for ¥46 billion on May 15, 2026. A cash consideration valued at ¥1580 per share will be paid by Kaga Electronics Co.,Ltd. The transaction was approved by the Board of Shinko Shoji Co., Ltd. The expected completion of the transaction is June 26, 2026.
お知らせ • May 15Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10Shinko Shoji Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Shinko Shoji Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 17 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
New Risk • Jan 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.3% Last year net profit margin: 0.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
分析記事 • Dec 20Shinko Shoji's (TSE:8141) Dividend Will Be ¥6.50Shinko Shoji Co., Ltd. ( TSE:8141 ) will pay a dividend of ¥6.50 on the 17th of June. However, the dividend yield of...
お知らせ • Dec 11Shinko Shoji Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Shinko Shoji Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Dec 06Shinko Shoji (TSE:8141) Has Announced A Dividend Of ¥6.50Shinko Shoji Co., Ltd. ( TSE:8141 ) will pay a dividend of ¥6.50 on the 17th of June. However, the dividend yield of...
Declared Dividend • Dec 06First half dividend of JP¥6.50 announcedShareholders will receive a dividend of JP¥6.50. Ex-date: 30th March 2026 Payment date: 17th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥8.81 (vs JP¥0.12 in 2Q 2025)Second quarter 2026 results: EPS: JP¥8.81 (up from JP¥0.12 in 2Q 2025). Revenue: JP¥24.1b (down 26% from 2Q 2025). Net income: JP¥259.0m (up JP¥255.0m from 2Q 2025). Profit margin: 1.1% (up from 0% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
分析記事 • Sep 03Shinko Shoji's (TSE:8141) Shareholders Will Receive A Smaller Dividend Than Last YearShinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...
お知らせ • Sep 03Shinko Shoji Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Shinko Shoji Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
分析記事 • Aug 03Shinko Shoji (TSE:8141) Is Paying Out Less In Dividends Than Last YearShinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...
Reported Earnings • Aug 01First quarter 2026 earnings released: EPS: JP¥13.24 (vs JP¥9.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.24 (up from JP¥9.70 in 1Q 2025). Revenue: JP¥21.7b (down 33% from 1Q 2025). Net income: JP¥394.0m (up 23% from 1Q 2025). Profit margin: 1.8% (up from 1.0% in 1Q 2025). 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 1% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 09Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 95%. Cash payout ratio: 0.8919%.
Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥15.74 (vs JP¥96.50 in FY 2024)Full year 2025 results: EPS: JP¥15.74 (down from JP¥96.50 in FY 2024). Revenue: JP¥116.0b (down 34% from FY 2024). Net income: JP¥505.0m (down 84% from FY 2024). Profit margin: 0.4% (down from 1.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jun 25Shinko Shoji Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Shinko Shoji Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
お知らせ • Jun 12Shinko Shoji Co., Ltd. (TSE:8141) announces an Equity Buyback for 1,600,000 shares, representing 5.37% for ¥1,500 million.Shinko Shoji Co., Ltd. (TSE:8141) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 5.37% of its share capital, for ¥1,500 million. The company will repurchase its shares in order to implement a flexible capital policy based on a comprehensive assessment of market conditions, financial standing, and other relevant factors. The share repurchase program will run until December 30, 2025. As of May 31, 2025, the company had 29,784,018 shares issued(excluding treasury shares) and 8,226,548 shares in treasury.
お知らせ • May 30+ 2 more updatesShinko Shoji Co., Ltd. Revises Dividend Guidance for the Second Quarter-End and Fiscal Year-End of Fiscal Year Ending March 31, 2026Shinko Shoji Co., Ltd. revised dividend guidance for the second quarter-end and fiscal year-end of fiscal year ending March 31, 2026. For the second quarter end, the company now expects dividend of JPY 6.00 per share compared to JPY 4.50 per share forecasted earlier. For the fiscal year ending March 31, 2026, the company now expects dividend of JPY 6.50 per share compared to JPY 5.00 per share forecasted earlier. Reasons for the revision: The Group's basic policy is to distribute dividends to shareholders with a target consolidated payout ratio of 50% in consideration of the balance between stable and continuous distribution of dividends to shareholders and investment in the growth strategy.
分析記事 • May 22Investors Can Find Comfort In Shinko Shoji's (TSE:8141) Earnings QualityThe subdued market reaction suggests that Shinko Shoji Co., Ltd.'s ( TSE:8141 ) recent earnings didn't contain any...
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥15.74 (vs JP¥96.50 in FY 2024)Full year 2025 results: EPS: JP¥15.74 (down from JP¥96.50 in FY 2024). Revenue: JP¥116.0b (down 34% from FY 2024). Net income: JP¥505.0m (down 84% from FY 2024). Profit margin: 0.4% (down from 1.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • May 15Shinko Shoji Co., Ltd.'s (TSE:8141) 26% Jump Shows Its Popularity With InvestorsShinko Shoji Co., Ltd. ( TSE:8141 ) shareholders are no doubt pleased to see that the share price has bounced 26% in...
お知らせ • May 15Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2025Shinko Shoji Co., Ltd., Annual General Meeting, Jun 25, 2025.
お知らせ • Apr 15Shinko Shoji Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Shinko Shoji Co., Ltd. Revised consolidated earnings guidance for the Fiscal Year Ending March 31, 2025. For the year, the company expects net sales of JPY 116,000 million, operating profit of JPY 680 million, profit attributable to owners of parent of JPY 500 Million and Net earnings per share of JPY 15.59 as compared to the previous forecast of net sales to be JPY 112,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 1,000 million and Net earnings per share of JPY 31.28. Reason for revision: Regarding the inventory the Shinko Shoji Group (hereinafter “the Group”) has, following the termination of the distribution agreement with Renesas Electronics Corporation, proceeded to sell and transfer the inventory to customers and successor distributors. However, regarding a part of EOL products, the Group concluded that it would be neither sold nor transferred. Therefore, the Group is recognized disposal loss of JPY 1,600 millions of in he fiscal year ended March 31, 2025. As a result, Operating profit, Ordinary profit, and Profit attributable to owners of parent are revised downwards.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥756, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 7.2% over the past three years.
New Risk • Apr 09New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 2.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (95% payout ratio). Profit margins are more than 30% lower than last year (0.8% net profit margin).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 17 June 2025. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
分析記事 • Mar 05Shinko Shoji (TSE:8141) Will Pay A Dividend Of ¥8.00Shinko Shoji Co., Ltd.'s ( TSE:8141 ) investors are due to receive a payment of ¥8.00 per share on 17th of June...
お知らせ • Mar 04Shinko Shoji Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Shinko Shoji Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥22.25 (vs JP¥28.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.25 (down from JP¥28.55 in 3Q 2024). Revenue: JP¥28.0b (down 29% from 3Q 2024). Net income: JP¥715.0m (down 24% from 3Q 2024). Profit margin: 2.6% (up from 2.4% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Dec 06Shinko Shoji (TSE:8141) Has Announced A Dividend Of ¥8.00Shinko Shoji Co., Ltd. ( TSE:8141 ) will pay a dividend of ¥8.00 on the 17th of June. This means that the annual...
Declared Dividend • Dec 06First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th March 2025 Payment date: 17th June 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 07Shinko Shoji's (TSE:8141) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Shinko Shoji Co., Ltd.'s ( TSE:8141 ) shareholders over the last week. Our...
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥0.12 (vs JP¥35.77 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.12 (down from JP¥35.77 in 2Q 2024). Revenue: JP¥32.3b (down 33% from 2Q 2024). Net income: JP¥4.00m (down 100% from 2Q 2024). Profit margin: 0% (down from 2.5% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
分析記事 • Sep 20Shinko Shoji (TSE:8141) Is Reducing Its Dividend To ¥7.50Shinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.5%).
分析記事 • Aug 22Shinko Shoji's (TSE:8141) Dividend Is Being Reduced To ¥7.50Shinko Shoji Co., Ltd.'s ( TSE:8141 ) dividend is being reduced from last year's payment covering the same period to...
分析記事 • Aug 08Shinko Shoji (TSE:8141) Is Paying Out Less In Dividends Than Last YearShinko Shoji Co., Ltd. ( TSE:8141 ) has announced that on 11th of December, it will be paying a dividend of¥7.50, which...
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥9.70 (vs JP¥32.74 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.70 (down from JP¥32.74 in 1Q 2024). Revenue: JP¥32.6b (down 28% from 1Q 2024). Net income: JP¥321.0m (down 70% from 1Q 2024). Profit margin: 1.0% (down from 2.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 25Shinko Shoji (TSE:8141) Is Reducing Its Dividend To ¥7.50Shinko Shoji Co., Ltd. ( TSE:8141 ) has announced that on 11th of December, it will be paying a dividend of¥7.50, which...
分析記事 • Jul 11Shinko Shoji's (TSE:8141) Dividend Is Being Reduced To ¥7.50Shinko Shoji Co., Ltd. ( TSE:8141 ) has announced that on 11th of December, it will be paying a dividend of¥7.50, which...
Declared Dividend • Jul 11Final dividend of JP¥7.50 announcedShareholders will receive a dividend of JP¥7.50. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.8% Last year net profit margin: 2.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin).
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥96.50 (vs JP¥138 in FY 2023)Full year 2024 results: EPS: JP¥96.50 (down from JP¥138 in FY 2023). Revenue: JP¥175.8b (down 1.8% from FY 2023). Net income: JP¥3.19b (down 32% from FY 2023). Profit margin: 1.8% (down from 2.6% in FY 2023). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Shinko Shoji Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Shinko Shoji Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 112,000 million, operating profit of JPY 1,000 million, profit attributable to owners of parent of JPY 1,000 million and basic earnings per share of JPY 30.21.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥956, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years.
お知らせ • Apr 09+ 3 more updatesShinko Shoji Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Shinko Shoji Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
お知らせ • Mar 28Shinko Shoji Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Shinko Shoji Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
お知らせ • Feb 14Shinko Shoji Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Shinko Shoji Co., Ltd. provided dividend guidance for the Fiscal Year Ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects to pay dividend of JPY 26.50 per share against JPY 40.00 per share paid a year ago.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥28.55 (vs JP¥36.49 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.55 (down from JP¥36.49 in 3Q 2023). Revenue: JP¥39.6b (down 9.5% from 3Q 2023). Net income: JP¥945.0m (down 23% from 3Q 2023). Profit margin: 2.4% (down from 2.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 15Shinko Shoji Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 11, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Shinko Shoji Co., Ltd. announced dividend for the second quarter ended September 30, 2023 of JPY 26.50 per share compared to JPY 29.00 per share paid a year ago. Scheduled date of commencing dividend payments is December 11, 2023. For the fiscal year ending March 31, 2024, the company expects to pay dividend of JPY 26.50 per share.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥35.77 (vs JP¥35.53 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.77. Revenue: JP¥48.2b (flat on 2Q 2023). Net income: JP¥1.18b (down 2.3% from 2Q 2023). Profit margin: 2.5% (in line with 2Q 2023).
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.50 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥32.74 (vs JP¥29.52 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.74 (up from JP¥29.52 in 1Q 2023). Revenue: JP¥45.4b (up 9.8% from 1Q 2023). Net income: JP¥1.08b (up 2.8% from 1Q 2023). Profit margin: 2.4% (down from 2.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 02Shinko Shoji Co., Ltd. Announces Year End Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 14, 2023Shinko Shoji Co., Ltd. announced year end dividend for the fiscal year ended March 31, 2023. For the period, the company expected dividend of JPY 40 per share compared to JPY 36.50 per share paid a year ago. The dividend will be payable on June 14, 2023.
お知らせ • Jun 01+ 2 more updatesShinko Shoji Co., Ltd. Provides Dividend Guidance for the Second Quarter End and Year End of Fiscal Year Ending March 31, 2024Shinko Shoji Co., Ltd. provided dividend guidance for the second quarter end and year end of fiscal year ending March 31, 2024. For the period, the company expects to pay dividend of ¥26.50 against ¥29.00 paid last year.For the year, the company expects to pay dividend of ¥26.50 against ¥40.00 paid last year.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥138 (vs JP¥76.11 in FY 2022)Full year 2023 results: EPS: JP¥138 (up from JP¥76.11 in FY 2022). Revenue: JP¥179.1b (up 32% from FY 2022). Net income: JP¥4.71b (up 67% from FY 2022). Profit margin: 2.6% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥36.49 (vs JP¥16.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.49 (up from JP¥16.80 in 3Q 2022). Revenue: JP¥43.7b (up 31% from 3Q 2022). Net income: JP¥1.23b (up 97% from 3Q 2022). Profit margin: 2.8% (up from 1.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 04Shinko Shoji Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Shinko Shoji Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
お知らせ • Nov 23Shinko Shoji Co., Ltd. Announces Dividend for the Second Quarter of Year Ending of March 31, 2023, Payable on December 9, 2022Shinko Shoji Co., Ltd. announced dividend for the second quarter of year ending of March 31, 2023. For the quarter the company expects to pay the dividend of JPY 29.00 per share against JPY 23.00 a year ago. Scheduled date of commencing dividend payments is December 9, 2022.
お知らせ • Nov 22Shinko Shoji Co., Ltd. Revises Consolidated Financial Results Forecasts for the Fiscal Year Ending March 31, 2023Shinko Shoji Co., Ltd. revised consolidated financial results forecasts for the fiscal year ending March 31, 2023. For the year, company raised net sales from JPY 160,000 million to JPY 170,000 million, operating profit from JPY 4,300 million to JPY 5,600 million, Profit attributable to owners of parent from JPY 3,000 million to JPY 3,900 million and Net earnings per share from JPY 82.29 to JPY 111.73.
お知らせ • Nov 21Shinko Shoji Co., Ltd. Provides Consolidated Earnings Guidance for Year Ending March 31, 2023Shinko Shoji Co., Ltd. provided consolidated earnings guidance for year ending March 31, 2023 . For the period, the company expected net sales of JPY 170,000 million, operating profit of JPY 5,600 million, profit attributable to owners of parent of JPY 3,900 million, Basic earnings per share of JPY 111.73 per basic share.
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥35.53 (vs JP¥9.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.53 (up from JP¥9.05 in 2Q 2022). Revenue: JP¥48.1b (up 70% from 2Q 2022). Net income: JP¥1.21b (up 261% from 2Q 2022). Profit margin: 2.5% (up from 1.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Toshihiko Ishihara was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.53 (vs JP¥9.05 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.53 (up from JP¥9.05 in 2Q 2022). Revenue: JP¥48.1b (up 70% from 2Q 2022). Net income: JP¥1.21b (up 261% from 2Q 2022). Profit margin: 2.5% (up from 1.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥29.52 (vs JP¥12.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.52 (up from JP¥12.50 in 1Q 2022). Revenue: JP¥41.4b (up 36% from 1Q 2022). Net income: JP¥1.05b (up 127% from 1Q 2022). Profit margin: 2.5% (up from 1.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 18Shinko Shoji Co., Ltd. (TSE:8141) announces an Equity Buyback for 4,500,000 shares, representing 12.47% for ¥3,000 million.Shinko Shoji Co., Ltd. (TSE:8141) announces a share repurchase program. Under the program, the company will repurchase up to 4,500,000 shares, representing 12.47% of its share capital, for ¥3,000 million. The company will repurchase its shares in order to carry out agile capital policies in response to changes in the business environment. The share repurchase program will run until March 31, 2023. As of May 31, 2022, the company had 36,078,156 shares outstanding (excluding treasury shares) and 857,900 shares in treasury.
Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥76.11 (vs JP¥33.85 in FY 2021)Full year 2022 results: EPS: JP¥76.11 (up from JP¥33.85 in FY 2021). Revenue: JP¥135.2b (up 31% from FY 2021). Net income: JP¥2.82b (up 125% from FY 2021). Profit margin: 2.1% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Tatsuyoshi Yoshiike was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
お知らせ • Feb 15Shinko Shoji Co., Ltd. (TSE:8141) announces an Equity Buyback for 1,500,000 shares, representing 4.04% for ¥1,000 million.Shinko Shoji Co., Ltd. (TSE:8141) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.04% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to carry out agile capital policies in response to changes in the business environment. The share repurchase program will run until August 15, 2022. As of January 31, 2022, the company had 37,147,194 shares outstanding (excluding treasury shares) and 863,372 shares in treasury.
お知らせ • Feb 04+ 2 more updatesShinko Shoji Co., Ltd., Annual General Meeting, Jun 24, 2022Shinko Shoji Co., Ltd., Annual General Meeting, Jun 24, 2022.
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥16.80 (up from JP¥7.66 in 3Q 2021). Revenue: JP¥33.4b (up 24% from 3Q 2021). Net income: JP¥624.0m (up 120% from 3Q 2021). Profit margin: 1.9% (up from 1.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥9.05 (vs JP¥4.32 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥28.2b (up 22% from 2Q 2021). Net income: JP¥336.0m (up 110% from 2Q 2021). Profit margin: 1.2% (up from 0.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥12.50 (vs JP¥0.76 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥30.4b (up 46% from 1Q 2021). Net income: JP¥464.0m (up JP¥436.0m from 1Q 2021). Profit margin: 1.5% (up from 0.1% 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 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥33.85 (vs JP¥32.91 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥102.9b (up 1.3% from FY 2020). Net income: JP¥1.26b (up 1.5% from FY 2020). Profit margin: 1.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
お知らせ • Mar 21Shinko Shoji Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Shinko Shoji Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Mar 09New 90-day high: JP¥814The company is up 10.0% from its price of JP¥741 on 09 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period.