View Financial HealthYaokoLtd 배당 및 자사주 매입배당 기준 점검 4/6YaokoLtd 수익으로 충분히 충당되는 현재 수익률 1.3% 보유한 배당금 지급 회사입니다. 마지막 지급일: 5th December, 2025 이며 배당락일은 다음과 같습니다. 29th September, 2025.핵심 정보1.3%배당 수익률0.5%자사주 매입 수익률총 주주 수익률1.8%미래 배당 수익률1.5%배당 성장률11.4%다음 배당 지급일05 Dec 25배당락일29 Sep 25주당 배당금n/a배당 성향25%최근 배당 및 자사주 매입 업데이트공시 • Mar 10Yaoko Co.,Ltd. (TSE:8279) announces an Equity Buyback for 240,000 shares, for ¥2,184 million.Yaoko Co.,Ltd. (TSE:8279) announces a share repurchase program. Under the program, the company will repurchase up to 240,000 shares for ¥2,184 million. The shares will be repurchased at a price of ¥9,100 per share. This share buyback is being carried out in response to shareholders' intention to sell. As of September 30, 2024, the company had 40,950,399 shares in issue and 943,889 shares in treasury.Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.2%).Upcoming Dividend • Sep 21Upcoming dividend of JP¥42.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).모든 업데이트 보기Recent updates공시 • Sep 04Yaoko Co.,Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective September 29, 2025Yaoko Co.,Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from September 29, 2025, due to becoming a wholly owned subsidiary of BLUE ZONES HOLDINGS CO.,LTD.공시 • Jun 07Yaoko Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Yaoko Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • May 12+ 3 more updatesYaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025Yaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025.공시 • Mar 10Yaoko Co.,Ltd. (TSE:8279) announces an Equity Buyback for 240,000 shares, for ¥2,184 million.Yaoko Co.,Ltd. (TSE:8279) announces a share repurchase program. Under the program, the company will repurchase up to 240,000 shares for ¥2,184 million. The shares will be repurchased at a price of ¥9,100 per share. This share buyback is being carried out in response to shareholders' intention to sell. As of September 30, 2024, the company had 40,950,399 shares in issue and 943,889 shares in treasury.공시 • Mar 08Yaoko Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Yaoko Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025공시 • Jan 15Yaoko Co.,Ltd. Announces Management Changes, Effective from March 1, 2025Yaoko Co.,Ltd. announced appointment of Yusuke Fukasawa as Executive Officer, General Manager of Corporate Planning Department and Masato Kobayashi as Executive Officer, General Manager of SPA Development Department, Satoshi Ogasawara as Executive Officer, General Manager of Digital Management Department and Chief Digital Officer CDO, Toru Kashimura as Executive Officer, General Manager of Fresh Food Department. The company also announced Department Manager Changes, Masanobu Kamiike Current position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, General Manager of Finance Department, and Chief Health Officer (CHO) and New position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, and Chief Health Officer (CHO). Mikiya Yanase Current position is General Manager in charge of Finance Department and New position is General Manager of Finance Department Yuzo Kose Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department Yuji Itakura Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department. Yuji Itakura Current position is General Manager of the Audit Department and New position is Attached to the Human Resources & General Affairs Seconded to AVE Co. Ltd. Akihiro Shimano Current position is General Manager of Store Support Department and General Manager in charge of Cashier Department and new position is General Manager of the Audit Department. Junichi Sasaki Current position is General Manager of Sales Planning Department and new position is General Manager of Store Support Department. Jun Oshima Current position is President and Representative Director, Ogawa Trading Co. Ltd. (Seconded to Ogawa Trading Co. Ltd. and new position is General Manager of Sales Planning Department. Masayoshi Kitamura Current position is General Manager of Internal Control Division and General Manager of Compliance Division and new position is General Manager of Risk Management Department. The changes are effective from March 1, 2025.공시 • Dec 10Yaoko Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Yaoko Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥179 (vs JP¥182 in 2Q 2024)Second quarter 2025 results: EPS: JP¥179. Revenue: JP¥183.2b (up 17% from 2Q 2024). Net income: JP¥7.32b (up 3.6% from 2Q 2024). Profit margin: 4.0% (down from 4.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).공시 • Sep 11Yaoko Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Yaoko Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥174 (vs JP¥170 in 1Q 2024)First quarter 2025 results: EPS: JP¥174 (up from JP¥170 in 1Q 2024). Revenue: JP¥176.3b (up 19% from 1Q 2024). Net income: JP¥7.10b (up 7.3% from 1Q 2024). Profit margin: 4.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 14Yaoko Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Yaoko Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €50.50. The fair value is estimated to be €63.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥464 (vs JP¥408 in FY 2023)Full year 2024 results: EPS: JP¥464 (up from JP¥408 in FY 2023). Revenue: JP¥619.6b (up 9.8% from FY 2023). Net income: JP¥18.2b (up 15% from FY 2023). Profit margin: 2.9% (up from 2.8% in FY 2023). 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 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • May 15Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024.Buy Or Sell Opportunity • Apr 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €49.60. The fair value is estimated to be €63.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Buy Or Sell Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €51.00. The fair value is estimated to be €64.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.2%).공시 • Mar 10Yaoko Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Yaoko Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024New Risk • Feb 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥216 (vs JP¥156 in 3Q 2023)Third quarter 2024 results: EPS: JP¥216 (up from JP¥156 in 3Q 2023). Revenue: JP¥164.6b (up 9.7% from 3Q 2023). Net income: JP¥8.41b (up 38% from 3Q 2023). Profit margin: 5.1% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Jan 16Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021. Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc. on January 15, 2024.공시 • Dec 13Yaoko Co.,Ltd. to Report Q3, 2024 Results on Feb 13, 2024Yaoko Co.,Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥182 (vs JP¥143 in 2Q 2023)Second quarter 2024 results: EPS: JP¥182 (up from JP¥143 in 2Q 2023). Revenue: JP¥156.3b (up 9.4% from 2Q 2023). Net income: JP¥7.06b (up 27% from 2Q 2023). Profit margin: 4.5% (up from 3.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥42.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).공시 • Sep 16Yaoko Co.,Ltd. to Report Q2, 2024 Results on Nov 13, 2023Yaoko Co.,Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥170 (vs JP¥134 in 1Q 2023)First quarter 2024 results: EPS: JP¥170 (up from JP¥134 in 1Q 2023). Revenue: JP¥148.7b (up 8.5% from 1Q 2023). Net income: JP¥6.62b (up 27% from 1Q 2023). Profit margin: 4.4% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Jun 23Yaoko Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Yaoko Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023공시 • May 13Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥408 (vs JP¥396 in FY 2022)Full year 2023 results: EPS: JP¥408 (up from JP¥396 in FY 2022). Revenue: JP¥564.5b (up 5.3% from FY 2022). Net income: JP¥15.8b (up 3.0% from FY 2022). Profit margin: 2.8% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥156 (vs JP¥143 in 3Q 2022)Third quarter 2023 results: EPS: JP¥156 (up from JP¥143 in 3Q 2022). Revenue: JP¥150.1b (up 8.2% from 3Q 2022). Net income: JP¥6.08b (up 9.2% from 3Q 2022). Profit margin: 4.0% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.공시 • Dec 18Yaoko Co.,Ltd. to Report Q3, 2023 Results on Feb 13, 2023Yaoko Co.,Ltd. announced that they will report Q3, 2023 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥154 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (down from JP¥154 in 2Q 2022). Revenue: JP¥142.9b (up 3.6% from 2Q 2022). Net income: JP¥5.56b (down 7.1% from 2Q 2022). Profit margin: 3.9% (down from 4.3% in 2Q 2022). 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 5.3% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.8%).공시 • Sep 14Yaoko Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Yaoko Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥134 (vs JP¥140 in 1Q 2022)First quarter 2023 results: EPS: JP¥134 (down from JP¥140 in 1Q 2022). Revenue: JP¥137.0b (up 4.2% from 1Q 2022). Net income: JP¥5.20b (down 4.1% from 1Q 2022). Profit margin: 3.8% (down from 4.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 7.6% growth forecast for the industry in Germany.Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 3.7%, compared to a 7.5% growth forecast for the retail industry in Germany.공시 • Jun 15Yaoko Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Yaoko Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022공시 • May 12Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥396 (vs JP¥376 in FY 2021)Full year 2022 results: EPS: JP¥396 (up from JP¥376 in FY 2021). Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 7.6% growth forecast for the retail industry in Germany.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 08Yaoko Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yaoko Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.1%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥143 (up from JP¥133 in 3Q 2021). Revenue: JP¥138.7b (up 6.7% from 3Q 2021). Net income: JP¥5.56b (up 8.0% from 3Q 2021). Profit margin: 4.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 8.3% growth forecast for the industry in Germany.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥154 (vs JP¥130 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥137.9b (up 7.3% from 2Q 2021). Net income: JP¥5.98b (up 18% from 2Q 2021). Profit margin: 4.3% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 22Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).공시 • Sep 15Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021.Reported Earnings • Jun 25Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Mar 24Upcoming dividend of JP¥32.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.2%).공시 • Mar 13Yaoko Co.,Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Yaoko Co.,Ltd. announced that they will report fiscal year 2021 results on May 10, 2021Is New 90 Day High Low • Feb 20New 90-day low: €51.97The company is down 10.0% from its price of €57.50 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.19 per share.Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥133 (vs JP¥123 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥130.0b (up 8.3% from 3Q 2020). Net income: JP¥5.15b (up 8.0% from 3Q 2020). Profit margin: 4.0% (in line with 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.Is New 90 Day High Low • Jan 14New 90-day low: €54.33The company is down 9.0% from its price of €60.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €69.09 per share.Is New 90 Day High Low • Dec 02New 90-day low: €54.50The company is down 17% from its price of €66.00 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.27 per share.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥130The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥128.5b (up 12% from 2Q 2020). Net income: JP¥5.05b (up 37% from 2Q 2020). Profit margin: 3.9% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.5%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.Is New 90 Day High Low • Oct 24New 90-day low: €58.00The company is down 13% from its price of €67.00 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.01 per share.공시 • Sep 12Yaoko Co.,Ltd. to Report Q2, 2021 Results on Nov 10, 2020Yaoko Co.,Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 5FV 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: 5FV 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장YaokoLtd 배당 수익률 vs 시장5FV의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (5FV)1.3%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Consumer Retailing)3.6%분석가 예측 (5FV) (최대 3년)1.5%주목할만한 배당금: 5FV 의 배당금( 1.3% )은 German 시장에서 배당금 지급자의 하위 25%( 1.51% )와 비교해 주목할 만하지 않습니다.고배당: 5FV 의 배당금( 1.3% )은 German 시장에서 배당금 지급자의 상위 25%( 4.55% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 25.3% )로 5FV 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현재 현금 지급 비율 ( 84.4% )에서 5FV 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/10/01 09:36종가2025/09/26 00:00수익2025/06/30연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Blue Zones Holdings Co.,Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullDaiwa Securities Co. Ltd.Emiri ShigeokaDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.5명의 분석가 더 보기
공시 • Mar 10Yaoko Co.,Ltd. (TSE:8279) announces an Equity Buyback for 240,000 shares, for ¥2,184 million.Yaoko Co.,Ltd. (TSE:8279) announces a share repurchase program. Under the program, the company will repurchase up to 240,000 shares for ¥2,184 million. The shares will be repurchased at a price of ¥9,100 per share. This share buyback is being carried out in response to shareholders' intention to sell. As of September 30, 2024, the company had 40,950,399 shares in issue and 943,889 shares in treasury.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).
Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.2%).
Upcoming Dividend • Sep 21Upcoming dividend of JP¥42.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).
공시 • Sep 04Yaoko Co.,Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective September 29, 2025Yaoko Co.,Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from September 29, 2025, due to becoming a wholly owned subsidiary of BLUE ZONES HOLDINGS CO.,LTD.
공시 • Jun 07Yaoko Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Yaoko Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • May 12+ 3 more updatesYaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025Yaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025.
공시 • Mar 10Yaoko Co.,Ltd. (TSE:8279) announces an Equity Buyback for 240,000 shares, for ¥2,184 million.Yaoko Co.,Ltd. (TSE:8279) announces a share repurchase program. Under the program, the company will repurchase up to 240,000 shares for ¥2,184 million. The shares will be repurchased at a price of ¥9,100 per share. This share buyback is being carried out in response to shareholders' intention to sell. As of September 30, 2024, the company had 40,950,399 shares in issue and 943,889 shares in treasury.
공시 • Mar 08Yaoko Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Yaoko Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
공시 • Jan 15Yaoko Co.,Ltd. Announces Management Changes, Effective from March 1, 2025Yaoko Co.,Ltd. announced appointment of Yusuke Fukasawa as Executive Officer, General Manager of Corporate Planning Department and Masato Kobayashi as Executive Officer, General Manager of SPA Development Department, Satoshi Ogasawara as Executive Officer, General Manager of Digital Management Department and Chief Digital Officer CDO, Toru Kashimura as Executive Officer, General Manager of Fresh Food Department. The company also announced Department Manager Changes, Masanobu Kamiike Current position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, General Manager of Finance Department, and Chief Health Officer (CHO) and New position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, and Chief Health Officer (CHO). Mikiya Yanase Current position is General Manager in charge of Finance Department and New position is General Manager of Finance Department Yuzo Kose Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department Yuji Itakura Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department. Yuji Itakura Current position is General Manager of the Audit Department and New position is Attached to the Human Resources & General Affairs Seconded to AVE Co. Ltd. Akihiro Shimano Current position is General Manager of Store Support Department and General Manager in charge of Cashier Department and new position is General Manager of the Audit Department. Junichi Sasaki Current position is General Manager of Sales Planning Department and new position is General Manager of Store Support Department. Jun Oshima Current position is President and Representative Director, Ogawa Trading Co. Ltd. (Seconded to Ogawa Trading Co. Ltd. and new position is General Manager of Sales Planning Department. Masayoshi Kitamura Current position is General Manager of Internal Control Division and General Manager of Compliance Division and new position is General Manager of Risk Management Department. The changes are effective from March 1, 2025.
공시 • Dec 10Yaoko Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Yaoko Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥179 (vs JP¥182 in 2Q 2024)Second quarter 2025 results: EPS: JP¥179. Revenue: JP¥183.2b (up 17% from 2Q 2024). Net income: JP¥7.32b (up 3.6% from 2Q 2024). Profit margin: 4.0% (down from 4.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).
공시 • Sep 11Yaoko Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Yaoko Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥174 (vs JP¥170 in 1Q 2024)First quarter 2025 results: EPS: JP¥174 (up from JP¥170 in 1Q 2024). Revenue: JP¥176.3b (up 19% from 1Q 2024). Net income: JP¥7.10b (up 7.3% from 1Q 2024). Profit margin: 4.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 14Yaoko Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Yaoko Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €50.50. The fair value is estimated to be €63.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥464 (vs JP¥408 in FY 2023)Full year 2024 results: EPS: JP¥464 (up from JP¥408 in FY 2023). Revenue: JP¥619.6b (up 9.8% from FY 2023). Net income: JP¥18.2b (up 15% from FY 2023). Profit margin: 2.9% (up from 2.8% in FY 2023). 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 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • May 15Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024.
Buy Or Sell Opportunity • Apr 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €49.60. The fair value is estimated to be €63.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Buy Or Sell Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €51.00. The fair value is estimated to be €64.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.2%).
공시 • Mar 10Yaoko Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Yaoko Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
New Risk • Feb 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥216 (vs JP¥156 in 3Q 2023)Third quarter 2024 results: EPS: JP¥216 (up from JP¥156 in 3Q 2023). Revenue: JP¥164.6b (up 9.7% from 3Q 2023). Net income: JP¥8.41b (up 38% from 3Q 2023). Profit margin: 5.1% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Jan 16Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021. Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc. on January 15, 2024.
공시 • Dec 13Yaoko Co.,Ltd. to Report Q3, 2024 Results on Feb 13, 2024Yaoko Co.,Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥182 (vs JP¥143 in 2Q 2023)Second quarter 2024 results: EPS: JP¥182 (up from JP¥143 in 2Q 2023). Revenue: JP¥156.3b (up 9.4% from 2Q 2023). Net income: JP¥7.06b (up 27% from 2Q 2023). Profit margin: 4.5% (up from 3.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥42.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).
공시 • Sep 16Yaoko Co.,Ltd. to Report Q2, 2024 Results on Nov 13, 2023Yaoko Co.,Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥170 (vs JP¥134 in 1Q 2023)First quarter 2024 results: EPS: JP¥170 (up from JP¥134 in 1Q 2023). Revenue: JP¥148.7b (up 8.5% from 1Q 2023). Net income: JP¥6.62b (up 27% from 1Q 2023). Profit margin: 4.4% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Jun 23Yaoko Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Yaoko Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
공시 • May 13Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥408 (vs JP¥396 in FY 2022)Full year 2023 results: EPS: JP¥408 (up from JP¥396 in FY 2022). Revenue: JP¥564.5b (up 5.3% from FY 2022). Net income: JP¥15.8b (up 3.0% from FY 2022). Profit margin: 2.8% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).
Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥156 (vs JP¥143 in 3Q 2022)Third quarter 2023 results: EPS: JP¥156 (up from JP¥143 in 3Q 2022). Revenue: JP¥150.1b (up 8.2% from 3Q 2022). Net income: JP¥6.08b (up 9.2% from 3Q 2022). Profit margin: 4.0% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.
공시 • Dec 18Yaoko Co.,Ltd. to Report Q3, 2023 Results on Feb 13, 2023Yaoko Co.,Ltd. announced that they will report Q3, 2023 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥154 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (down from JP¥154 in 2Q 2022). Revenue: JP¥142.9b (up 3.6% from 2Q 2022). Net income: JP¥5.56b (down 7.1% from 2Q 2022). Profit margin: 3.9% (down from 4.3% in 2Q 2022). 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 5.3% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.8%).
공시 • Sep 14Yaoko Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Yaoko Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥134 (vs JP¥140 in 1Q 2022)First quarter 2023 results: EPS: JP¥134 (down from JP¥140 in 1Q 2022). Revenue: JP¥137.0b (up 4.2% from 1Q 2022). Net income: JP¥5.20b (down 4.1% from 1Q 2022). Profit margin: 3.8% (down from 4.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 7.6% growth forecast for the industry in Germany.
Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 3.7%, compared to a 7.5% growth forecast for the retail industry in Germany.
공시 • Jun 15Yaoko Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Yaoko Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
공시 • May 12Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥396 (vs JP¥376 in FY 2021)Full year 2022 results: EPS: JP¥396 (up from JP¥376 in FY 2021). Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 7.6% growth forecast for the retail industry in Germany.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 08Yaoko Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yaoko Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.1%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥143 (up from JP¥133 in 3Q 2021). Revenue: JP¥138.7b (up 6.7% from 3Q 2021). Net income: JP¥5.56b (up 8.0% from 3Q 2021). Profit margin: 4.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 8.3% growth forecast for the industry in Germany.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥154 (vs JP¥130 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥137.9b (up 7.3% from 2Q 2021). Net income: JP¥5.98b (up 18% from 2Q 2021). Profit margin: 4.3% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).
공시 • Sep 15Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021.
Reported Earnings • Jun 25Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥32.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.2%).
공시 • Mar 13Yaoko Co.,Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Yaoko Co.,Ltd. announced that they will report fiscal year 2021 results on May 10, 2021
Is New 90 Day High Low • Feb 20New 90-day low: €51.97The company is down 10.0% from its price of €57.50 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.19 per share.
Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥133 (vs JP¥123 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥130.0b (up 8.3% from 3Q 2020). Net income: JP¥5.15b (up 8.0% from 3Q 2020). Profit margin: 4.0% (in line with 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.
Is New 90 Day High Low • Jan 14New 90-day low: €54.33The company is down 9.0% from its price of €60.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €69.09 per share.
Is New 90 Day High Low • Dec 02New 90-day low: €54.50The company is down 17% from its price of €66.00 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.27 per share.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥130The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥128.5b (up 12% from 2Q 2020). Net income: JP¥5.05b (up 37% from 2Q 2020). Profit margin: 3.9% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.5%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.
Is New 90 Day High Low • Oct 24New 90-day low: €58.00The company is down 13% from its price of €67.00 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.01 per share.
공시 • Sep 12Yaoko Co.,Ltd. to Report Q2, 2021 Results on Nov 10, 2020Yaoko Co.,Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020