Menicon (5FR) 주식 개요메니콘은 콘택트렌즈 및 렌즈 관리용품을 제조 및 판매하는 회사입니다. 자세히 보기5FR 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장1/6과거 실적4/6재무 건전성3/6배당3/6강점공정 가치 추정치보다 낮은 31.2% 에서 거래수익은 매년 9.63% 증가할 것으로 예상됩니다.지난 1년간 수익이 47.6% 증가했습니다.위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.모든 위험 점검 보기5FR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,394 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 NarrativeBLINRODA479,394 investors already sharing narrativesYour Fair Value€Current Price€10.103.0% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0152b2016201920222025202620282031Revenue JP¥152.4bEarnings JP¥8.5bAdvancedSet Fair ValueView all narrativesMenicon Co., Ltd. 경쟁사Paul HartmannSymbol: DB:PHH2Market cap: €717.5mEckert & ZieglerSymbol: XTRA:EUZMarket cap: €844.8mDrägerwerk KGaASymbol: XTRA:DRW3Market cap: €1.8bRHÖN-KLINIKUMSymbol: XTRA:RHKMarket cap: €977.3m가격 이력 및 성과Menicon 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥10.1052주 최고가JP¥10.9052주 최저가JP¥6.15베타0.621개월 변동16.76%3개월 변동22.42%1년 변동46.38%3년 변동-19.84%5년 변동-69.39%IPO 이후 변동-50.49%최근 뉴스 및 업데이트Reported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥30.04 (vs JP¥13.04 in 1Q 2026)First quarter 2027 results: EPS: JP¥30.04 (up from JP¥13.04 in 1Q 2026). Revenue: JP¥32.4b (up 7.0% from 1Q 2026). Net income: JP¥2.23b (up 125% from 1Q 2026). Profit margin: 6.9% (up from 3.3% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Germany. 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 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €10.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Medical Equipment industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.98 per share.Board Change • Jul 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Katsuhiko Masumoto was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Jun 04Menicon Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Menicon Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026공고 • May 13Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026.공고 • May 09Menicon Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Menicon Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026더 많은 업데이트 보기Recent updatesReported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥30.04 (vs JP¥13.04 in 1Q 2026)First quarter 2027 results: EPS: JP¥30.04 (up from JP¥13.04 in 1Q 2026). Revenue: JP¥32.4b (up 7.0% from 1Q 2026). Net income: JP¥2.23b (up 125% from 1Q 2026). Profit margin: 6.9% (up from 3.3% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Germany. 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 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €10.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Medical Equipment industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.98 per share.Board Change • Jul 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Katsuhiko Masumoto was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Jun 04Menicon Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Menicon Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026공고 • May 13Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026.공고 • May 09Menicon Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Menicon Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026공고 • Jun 19Menicon Co., Ltd. (TSE:7780) announces an Equity Buyback for 2,300,000 shares, representing 3.02% for ¥2,400 million.Menicon Co., Ltd. (TSE:7780) announces a share repurchase program. Under the program, the company will repurchase 2,300,000 shares, representing 3.02% of its share capital, for ¥2,400 million. The purpose of program is to improve shareholder's return. The repurchases will be funded from company's own funds. The program will run until December 20, 2025. As of May 31, 2025, the company had 76,060,964 shares outstanding (excluding treasury shares) and 683,024 shares in treasury.공고 • May 14Menicon Co., Ltd., Annual General Meeting, Jun 26, 2025Menicon Co., Ltd., Annual General Meeting, Jun 26, 2025.공고 • Apr 01+ 2 more updatesMenicon Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Menicon Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공고 • Feb 26+ 1 more updateMenicon Co., Ltd. Announces Executive ChangesMenicon Co., Ltd. announced that the meeting of the board of directors has resolved to make changes of its Executive Officers, effective April 1, 2025, as follows: Hidenari Tanaka resignation as Director and Representative Executive Officer Chairman and Hiroki Shinoda resignation as Senior Executive Officer Japan Sales Management Head Office. The resignations are effective March 31, 2025. Executive officers; Koji Kawaura is now Representative Executive Officer, President and CEO and was Representative Executive Officer President and COO. Hideki Koga is now Senior Executive Officer Corporate Management Head Office, CFO. Motonari Watanabe is now Senior Executive Officer Manufacturing and R&D Head Office. Kenji Takeshita is now Senior Executive Officer and Japan Sales Management Head Office, was Senior Executive Officer and International Business Head Office. Nicolaas Johannes Adrianus Engelhart is now Senior Executive Officer International Business Head Office and was Regional Director Europe Business. Kensuke Muraki is now Senior Executive Officer Miru Mirai Head Office.공고 • Dec 26Menicon Co., Ltd. Introduces CO2-Free Electricity "Gifu Seiryu Green Electricity" to Kakamigahara Plant and Seki Plant Located in Gifu PrefectureMenicon Co., Ltd. announced that it has introduced CO2-free electricity "Gifu Seiryu Green Electricity" to Kakamigahara Plant and Seki Plant located in Gifu Prefecture. It is expected that approximately 9,300 tons of CO emissions will be reduced per year by introducing this product and proactive actions can be promoted to "reduce the burden on the global environment" through the local production and consumption of electric power.공고 • Dec 25Menicon Co., Ltd. Announces CEO ChangesMenicon Co., Ltd. announced that Hidenari Tanaka as CEO effective March 31, 2025, in order to achieve more transparent management through "separation of ownership and management" and that Menicon has accepted his resignation. To appoint Koji Kawaura, CEO, effective April 1, 2025. The resignation is in order to achieve more transparent management through "separation of ownership and management". Hidenari Tanaka will resign as of March 31, 2025, and will assume the position of Honorary Chairman without representation rights as of April 1, 2025.공고 • Dec 24Menicon Co., Ltd. Announces Executive ChangesMenicon Co., Ltd. announces that Hidenari Tanaka, Chairman, Director and Representative Executive Officer of Menicon, submitted a notice of resignation from the position of Chairman, Director and Representative Executive Officer of Menicon, effective March 31, 2025 in order to achieve more transparent management through "separation of ownership and management". In response, Menicon's Board of Directors, at a meeting held today, accepted the notice of resignation and resolved to change the Representative Executive Officer structure (from the current two-person Representative Executive Officer structure to a one-person structure) and to appoint Koji Kawaura, President and COO, Representative Executive Officer, President effective April 1, 2025.Declared Dividend • Nov 16Dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 289%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Oct 02Menicon Co., Ltd. (TSE:7780) acquired Oculus Visioncare (S) Pte Ltd., Oculus (M) Sdn. Bhd. and PT. Oculus Indonesia from Oculus Private Limited.Menicon Co., Ltd. (TSE:7780) acquired Oculus Visioncare (S) Pte Ltd., Oculus (M) Sdn. Bhd. and PT. Oculus Indonesia from Oculus Private Limited on September 30, 2024. Menicon Co., Ltd. (TSE:7780) completed the acquisition of Oculus Visioncare (S) Pte Ltd., Oculus (M) Sdn. Bhd. and PT. Oculus Indonesia from Oculus Private Limited on September 30, 2024.공고 • Sep 23Menicon Co., Ltd.(TSE:7780) dropped from FTSE All-World Index (USD)Menicon Co., Ltd.(TSE:7780) dropped from FTSE All-World Index (USD)Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥23.18 (vs JP¥20.75 in 1Q 2024)First quarter 2025 results: EPS: JP¥23.18 (up from JP¥20.75 in 1Q 2024). Revenue: JP¥30.2b (up 6.0% from 1Q 2024). Net income: JP¥1.77b (up 12% from 1Q 2024). Profit margin: 5.9% (up from 5.5% in 1Q 2024). 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 6.5% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €6.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Medical Equipment industry in Germany. Total loss to shareholders of 78% over the past three years.New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (3.9% net profit margin).Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Outside Director Katsuhiko Yanagawa was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥59.63 (vs JP¥97.24 in FY 2023)Full year 2024 results: EPS: JP¥59.63 (down from JP¥97.24 in FY 2023). Revenue: JP¥116.2b (up 5.4% from FY 2023). Net income: JP¥4.54b (down 39% from FY 2023). Profit margin: 3.9% (down from 6.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.New Risk • Apr 11New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.4% net profit margin).공고 • Apr 04Menicon Co., Ltd. (TSE:7780) acquired Laboratoires Dencott.Menicon Co., Ltd. (TSE:7780) acquired Laboratoires Dencott on March 22, 2024. Menicon Co., Ltd. (TSE:7780) completed the acquisition of Laboratoires Dencotton March 22, 2024.공고 • Apr 01+ 3 more updatesMenicon Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Menicon Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (1.6%).공고 • Mar 02Menicon Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Menicon Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024공고 • Feb 29Menicon Co., Ltd. Announces CFO Changes, Effective from April 1, 2024Menicon Co., Ltd. announced that the meeting of the board of directors has resolved to make changes of its Executive Officers, effective April 1, 2024, as follows. The company approved the appointment of Hideki Koga as CFO and resignation of Motonari Watanabe as CFO, effective from April 1, 2024.New Risk • Feb 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (4.4% net profit margin).New Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 7.4% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥16.48 (vs JP¥34.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.48 (down from JP¥34.20 in 3Q 2023). Revenue: JP¥29.3b (up 3.3% from 3Q 2023). Net income: JP¥1.26b (down 52% from 3Q 2023). Profit margin: 4.3% (down from 9.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Medical Equipment industry in Germany. 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 25% per year, which means it is significantly lagging earnings.공고 • Feb 13Menicon Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Menicon Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company now expects net sales of JPY 116,000 million, operating profit of JPY 10,500 million, profit attributable to owners of parent of JPY 6,000 million and basic earnings per share of JPY 78.85 against net sales of JPY 116,000 million, operating profit of JPY 12,300 million, profit attributable to owners of parent of JPY 7,600 million and basic earnings per share of JPY 99.89 as previously forecasted.Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €13.10. The fair value is estimated to be €10.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Medical Equipment industry in Germany. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.64 per share.공고 • Dec 02Menicon Co., Ltd. Announces the Launch of "1MONTH Menicon MelsME" and "1MONTH MeniconMelsME ToricMenicon Co., Ltd. announced the launch of "1MONTH Menicon MelsME" and "1MONTH MeniconMelsME toric, monthly replacement contact lenses made of silicone hydrogel material, particularly focusing on moisturization and wearing comfort, as MELS Plan exclusive contact lenses, in Japan from December 1, 2023. "MelsME" began as an MELS Plan exclusive brand. Hearts (ripples) resonate with one another and spread while forming big and small waves - This package design concept expresses cordial wish for people to feel the MELS Plan closer. MELS Plan is a subscription system to provide contact lenses at a monthly flat rate. The service users can use contact lenses according to changes in visual acuity and lifestyle without worry. More than 20 years after its launch, the service is currently used and highly evaluated by 1.35 million users. The newly launched MELS Plan exclusive brand "MelsME" employed the word "MELS" for the first time in products to express wish for the users to feel the MELS Plan closer.Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥22.93 (vs JP¥28.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.93 (down from JP¥28.25 in 2Q 2023). Revenue: JP¥29.7b (up 8.8% from 2Q 2023). Net income: JP¥1.74b (down 19% from 2Q 2023). Profit margin: 5.9% (down from 7.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥20.75 (vs JP¥27.98 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.75 (down from JP¥27.98 in 1Q 2023). Revenue: JP¥28.4b (up 6.0% from 1Q 2023). Net income: JP¥1.58b (down 26% from 1Q 2023). Profit margin: 5.5% (down from 7.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥97.24 (vs JP¥85.71 in FY 2022)Full year 2023 results: EPS: JP¥97.24 (up from JP¥85.71 in FY 2022). Revenue: JP¥110.2b (up 10.0% from FY 2022). Net income: JP¥7.38b (up 14% from FY 2022). Profit margin: 6.7% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Medical Equipment industry in Germany.공고 • May 17+ 3 more updatesMenicon Co., Ltd. Declares A Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 26, 2023Menicon Co., Ltd. declared a dividend of JPY 25.00 per share for the fiscal year ended March 31, 2023 compared to JPY 20.00 per share a year ago. The dividend is payable on June 26, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.7%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥25.89 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.20 (up from JP¥25.89 in 3Q 2022). Revenue: JP¥28.3b (up 7.7% from 3Q 2022). Net income: JP¥2.60b (up 33% from 3Q 2022). Profit margin: 9.2% (up from 7.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Medical Equipment industry in Germany.공고 • Feb 10+ 1 more updateMenicon Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Menicon Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend to be JPY 20.00 per share compared to JPY 20.00 per share a year ago.공고 • Feb 02Multifocal Colored Contact Lens “2Week Menicon Rei Multifocal” Launch in JapanMenicon Co., Ltd. (head office: 3-21-19, Aoi, Naka-ku, Nagoya-shi President and CEO: Hidenari Tanaka) will launch 2WEEK Menicon Rei multifocal, a 2weeks replacement multifocal colored contact lens in Japan on February 1, 2023. 2WEEK Menicon Rei is a series of contact lenses with an ultra-fine flower dot design that naturally blends with eye colors. 2WEEK Menicon Rei for myopia was released in 2014 and 2WEEK Menicon Rei toric for astigmatism in 2015, both of which have been well received. With the expansion of the colored contact lens market in recent years, the age groups of users have broadened with increased needs to ‘continue using colored contact lenses even after a change in vision with aging.’ 2WEEK Menicon Rei multifocal adopts the ‘progressive design’ that realizes natural vision from near to distance. Like 2WEEK Menicon Rei, it features 2 colors of ‘Nudy Brown’ and ‘Mild Black,’ enabling users to enjoy eye fashion with their favorite color while supporting their visual performance. 2WEEK Menicon Rei is the first colored contact lens made in Japan, manufactured in a domestic facility. The newly released multifocal type is also available through the MELS PLAN service, which is easily accessible at fixed monthly payments. Menicon will continue to propose a new ‘vision’ through the provision of products and services that meet the lifestyles and needs of individual users. (1) Progressive design to realize natural vision from near to distance Designed with three different zones (Near vision zone, Intermediate zone, Distance vision zone) in a balanced manner, the lens provides natural vision from near to distance. Visual performance varies among individuals. (2) Ultra-fine flower dot design that naturally blends with eye color The lens bears a flower pattern on it. Actually, this flower design is the secret to a natural look when wearing the lens. Contoured in the shape of a flower petal, the fine-grain ‘flower dots’ blend in with the color of the iris to create a seamless look around the lens periphery. (3) Just the right outer diameter of the colored area that creates a soft, doe-eyed effect (4) Covering film to keep color pigments from directly contacting the eye A covering film firmly prevents pigments from directly contacting the eye. (5) Stain-resistant non-ionic material Made of a non-ionic material that is highly resistant to protein deposits, the lens can be used comfortably over a two-week period. Wearing sensation varies among individuals. Brand name 2WEEK Menicon Rei Quantity 6 pieces/box Water content 72% Contact lens material Group II classification Base curve (mm) 8.6 Diameter (mm) 14.5 Spherical diopter power (D) ± 0.00 to -6.00 (0.25D steps), -6.50 to -10.00 (0.50D steps) Add power (D) + 1.00.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Director Tokiyasu Tsuchida was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Nov 14+ 2 more updatesMenicon Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Menicon Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, company expects net sales to be JPY 107,800 million, operating profit to be JPY 10,400 million, profit attributable to owners of parent to be JPY 6,800 million and basic earnings per share to be JPY 89.66.공고 • Oct 29Menicon Co., Ltd. Announces Price Revision for Menicon 1Day SeriesMenicon Co., Ltd. announced that the prices for "Menicon 1DAY" series, as well as the monthly fee of the MELS PLAN, will be revised sequentially from November 1, 2022. Menicon has been working on efficiency and on streamlining the company, putting in maximum efforts owing to the impact of increased procurement costs. However, the situation requires more than just company corporate efforts, and it has become difficult to maintain current pricing. Accordingly, the company have decided to revise the prices of the "Menicon 1DAY" series and the monthly fee of the MELS PLAN. The company will continue to take measures to address the increasing costs and to make efforts to provide safe and high-quality products. Menicon 1DAY: Revised sequentially from November 1, 2022. "Menicon 1DAY series" for MELS PLAN: Both eyes (Monthly cost); Menicon 1DAY & 1DAY Menicon toric: Before revision: ¥4,840 (Tax exclusive: ¥4,400). After revision: ¥5,060 (Tax exclusive: ¥4,600). Both eyes (Monthly cost); 1DAY Menicon Multifocal: Before revision: ¥5,940 (Tax exclusive: ¥5,400). After revision: ¥6,160 (Tax exclusive: ¥5,600). One eye (Monthly cost); Menicon 1DAY & 1DAY Menicon toric: Before revision: ¥3,190 (Tax exclusive: ¥2,900). After revision: ¥3,300 (Tax exclusive: ¥3,000). One eye (Monthly cost); 1DAY Menicon Multifocal: Before revision: ¥3,960 (Tax exclusive: ¥3,600). After revision: ¥4,070 (Tax exclusive: ¥3,700). 1DAY Plus: 1DAY Menicon Multifocal: Before revision: ¥2,970 (Tax exclusive: ¥2,700). After revision: ¥3,080 (Tax exclusive: ¥2,800).Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥27.98 (vs JP¥22.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.98 (up from JP¥22.36 in 1Q 2022). Revenue: JP¥26.8b (up 12% from 1Q 2022). Net income: JP¥2.12b (up 26% from 1Q 2022). Profit margin: 7.9% (up from 7.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 7.5% growth forecast for the industry in Germany.공고 • Aug 12+ 1 more updateMenicon Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Menicon Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, company expects dividend to be JPY 20.00 per share compared to JPY 20.00 per share a year ago.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to €22.40, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 25x in the Medical Equipment industry in Germany. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €17.35 per share.Reported Earnings • May 14Full year 2022 earnings released: EPS: JP¥85.71 (vs JP¥78.83 in FY 2021)Full year 2022 results: EPS: JP¥85.71 (up from JP¥78.83 in FY 2021). Revenue: JP¥100.2b (up 16% from FY 2021). Net income: JP¥6.48b (up 8.9% from FY 2021). Profit margin: 6.5% (down from 6.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.4%, compared to a 7.1% growth forecast for the industry in Germany.공고 • May 13+ 2 more updatesMenicon Co., Ltd. Announces Dividend for the Year-End Fiscal Year Ended March 31, 2022, Payable on June 24, 2022Menicon Co., Ltd. announced cash dividend of JPY 20.00 compared to JPY 35.00 per share (before stock split) for the year-end fiscal year ended March 31, 2022. With the payment date of June 24, 2022. Effective October 1, 2021, the company conducted a 2-for-1 stock split of common stock. The year-end dividends per share for the fiscal year ended March 31, 2021 are calculated without taking into account the said stock split.공고 • May 12Menicon Co., Ltd. Proposes for the Fiscal Year Ended March 31, 2022, Payable on June 24, 2022Menicon Co., Ltd. proposes dividend JPY 20.00 per share for the fiscal year ended March 31, 2022, payable on June 24, 2022. Record date is March 31, 2022.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Director Tokiyasu Tsuchida was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Apr 01Menicon Co., Ltd. Announces the Launch of Miru 1day UpSide toric in EuropeMenicon Co., Ltd. hereby announced the launch of "Miru 1day UpSide toric", a silicon-hydrogel daily disposable contact lens for users with astigmatism, in Europe from April 1, 2022.공고 • Mar 31+ 4 more updatesMenicon Co., Ltd., Annual General Meeting, Jun 23, 2022Menicon Co., Ltd., Annual General Meeting, Jun 23, 2022.Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.1%).공고 • Mar 03Menicon Co., Ltd. Announces the Launch of Menicon BloomTMMenicon Co., Ltd. announced the launch of Menicon BloomTM, a holistic treatment plan for myopia control in seven additional markets worldwide together with a powerful and impressive marketing campaign titled "See Their Imagination Bloom". Myopia, also known as near- or short-sightedness, is a common refractive error and one of the major causes of vision impairment worldwide. It affects approximately 30% of the world's population and its prevalence has been forecast to affect about 50% of the world's population by 2050. The prevalence of myopia in young adolescents has been increasing in recent decades to about 30% in industrialized societies of the West and epidemic levels of over 90% in some parts of Far East Asia. Globally, it is recognized as a significant public health concern associated with increased ocular-related morbidity and considerable healthcare costs. Concerned with the growing incidence of myopia and its health consequences worldwide, Menicon Co., Ltd. has developed Menicon BloomTM, a comprehensive treatment plan for childhood myopia that features two contact lenses that are CE- approved specifically for myopia control: Menicon Bloom NightTM, a specially designed orthokeratology contact lens, and Menicon Bloom DayTM, an extended depth of focus soft daily disposable contact lens. Combined with specially formulated Menicon BloomTM lens care solutions, fitting software and an innovative Menicon BloomTM app, this holistic treatment plan helps slow down the progression of childhood myopia while providing all the tools for a successful myopia journey. Menicon BloomTM was first introduced in the Netherlands in 2019. With this additional release, Menicon will launch across the United Kingdom, France, Spain, Italy, Austria, Australia, and Singapore starting March 2022. The launch demonstrates the company's continued commitment to offering on-label, approved products specifically for myopia control management to patients and eye care practitioners worldwide. The launch is being enhanced with an exciting marketing campaign titled "See Their Imagination Bloom" to raise awareness of childhood myopia and its possible treatment options. With a rich and vibrant visual world of imagination, the campaign aims to make it reassuringly easy for parents and eye care professionals around the world to incorporate the Menicon BloomTM treatment plan into children's daily routines.Reported Earnings • Feb 16Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥25.89 (up from JP¥22.81 in 3Q 2021). Revenue: JP¥26.3b (up 20% from 3Q 2021). Net income: JP¥1.96b (up 14% from 3Q 2021). Profit margin: 7.4% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 7.0%, compared to a 12% growth forecast for the industry in Germany.공고 • Feb 15Menicon Co., Ltd. Provides Earning Guidance for the Fiscal Year Ending March 31, 2022Menicon Co., Ltd. provided earning guidance for the fiscal year ending March 31, 2022. For the period, the company expects net sales of JPY 99,400 million, operating profit of JPY 9,600 million, ordinary profit of JPY 9,500 million, profit attributable to owners of parent JPY 6,000 million and basic earnings per share JPY 79.36.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Director Tokiyasu Tsuchida was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Jan 12Menicon Co., Ltd. Announces Daily Disposable Lens “1Day Menicon PremiO Multifocal” Launch in JapanMenicon Co., Ltd. announced that "1DAY Menicon PremiO multifocal" daily disposable multifocal contact lenses will be released on January 11, 2022. As people age, they tend to have difficulty in seeing nearby objects clearly. Also, using smartphones for long hours puts increased strain on the eyes. Accordingly, people in their forties and even their thirties have difficulties focusing on nearby objects. 1 In recent years, the market for multifocal contact lenses has grown every year. The 1DAY Menicon PremiO Series have been used by many people since its launch. They are the first domestically produced daily disposable contact lenses using silicone hydrogel material that achieves both high oxygen permeability and comfort while being worn, with SMART TOUCH that enables users to remove a lens from the container cleanly and easily without touching the lens surface. The 1DAY Menicon PremiO multifocal lens provides natural and comfortable vision at any distance with its smooth optical power distribution design for seeing near, medium, and faraway distances clearly with one lens. In the MELS PLAN with the flat-rate system, 1DAY Menicon PremiO multifocal lenses are available at the same monthly cost as myopia lenses and astigmatism lenses. Thus, contact lens users can readily use these high-quality multifocal lenses. Menicon proposes a new "vision" through the provision of products that meet the lifestyle and needs of each customer.Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥22.63 (vs JP¥23.97 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥24.3b (up 12% from 2Q 2021). Net income: JP¥1.71b (down 5.4% from 2Q 2021). Profit margin: 7.0% (down from 8.3% in 2Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥44.72 (vs JP¥36.76 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥24.1b (up 22% from 1Q 2021). Net income: JP¥1.69b (up 22% from 1Q 2021). Profit margin: 7.0% (in line with 1Q 2021).공고 • May 21Menicon Co., Ltd. Launches Daily Disposable Circle Lens 1Day Menicon Rei in JapanMenicon Co., Ltd. released daily disposable circle lens, "1DAY Menicon Rei" at MELS PLAN member shops nationwide from May 21, 2021. "1DAY Menicon Rei's" three color variations make the eyes appear naturally larger with the gradation of three tones of colors overlapping each other. The lenses produce "radiant eyes" according to each color variation. These three colors are "Flare Beige" producing natural radiant eyes, "Illumi Brown" producing dynamic radiant eyes, and "Glow Ash" producing chic radiant eyes. Since users can freely choose any combination of these three colors using the flat-rate system of MELS PLAN, they can choose the color of their lens according to the feel, makeup, or outfit of the day. Users can decide the combination of colors on a box basis and receive them in MELS PLAN. Circle lens series "Rei" have been used as two-week disposable contact lenses since their release in 2014. Now, daily disposable type lenses are available, which enables customers to choose products according to their needs. Since users pay a fixed amount for the MELS PLAN every month, they do not have to worry about the cost, which may otherwise be high due to the daily usage of circle lenses. Also, when users change lenses due to certain issues, such as a stained lens, they can receive the next month's lenses early, and thus safely use new lenses to ensure good eye health. Minami Hamabe promotes three attractive characteristics according to the different aspects of three types of lenses. Lens color variations: Flare Beige, Illumi Brown and Glow Ash. Features: 3-tone gradation: The three colors overlap each other and produce natural large and radiant eyes. The UV cut function will protect eyes by reducing the effects of UV rays that cause eye disorders: UV-A waves: decreased by 50%, UV-B waves: decreased by 95% (when measured with a -3.00D lens). High moisture content material in 58% of the lens, makes it soft and helps users comfortably wear the lenses. The lenses enveloped by "MPC*2 polymer", a high molecular moisturizing ingredient that is mixed in the lens solution, keep their moisture all day long. Thus, users can comfortably wear the lenses. The colored part of the lens containing pigment does not directly come in contact with the eyes because of its sandwich structure. "1DAY Menicon Rei" will be released as a special product for the fixed amount system MELS PLAN at MELS PLAN member shops nationwide.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥158 (vs JP¥112 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥86.2b (up 2.0% from FY 2020). Net income: JP¥5.95b (up 47% from FY 2020). Profit margin: 6.9% (up from 4.8% in FY 2020).공고 • May 15+ 2 more updatesMenicon Co., Ltd. Announces Year-End Dividend for the Fiscal Year Ended March 31, 2021, Payable on June 25, 2021Menicon Co., Ltd. announced year-end dividend for the fiscal year ended March 31, 2021. For the period the company provided dividend of JPY 35.00 per share compared to JPY 28.00 per share paid a year ago. Payment date of dividend is on June 25, 2021.공고 • May 13Menicon Co., Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2021Menicon Co., Ltd. at its board meeting held on May 13, 2021 passed a resolution regarding its year-end dividend of surplus for the fiscal year ending March 31, 2021. The company announced year-end dividend of JPY 35.00 per share compared to previous dividend guidance of JPY 30.00 per share.공고 • Mar 04Menicon Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Menicon Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021Is New 90 Day High Low • Feb 16New 90-day high: €59.33The company is up 5.0% from its price of €56.55 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Medical Equipment industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.08 per share.Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥45.62 (vs JP¥27.60 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥21.9b (up 6.7% from 3Q 2020). Net income: JP¥1.72b (up 71% from 3Q 2020). Profit margin: 7.9% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 5.8%, compared to a 14% growth forecast for the Medical Equipment industry in Germany.공고 • Feb 12Menicon Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2021Menicon Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2021. The company now expects net sales of JPY 85,899 million, operating profit of JPY 8,006 million, profit attributable to owners of parent of JPY 5,308 million and basic earnings per share of JPY 140.63 compared to previous forecast net sales of JPY 84,839 million, operating profit of JPY 6,838 million, profit attributable to owners of parent of JPY 4,256 million and basic earnings per share of JPY 112.78.Is New 90 Day High Low • Jan 07New 90-day low: €48.54The company is down 16% from its price of €57.65 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Medical Equipment industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.58 per share.Is New 90 Day High Low • Dec 23New 90-day low: €48.82The company is down 16% from its price of €58.02 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Medical Equipment industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.68 per share.주주 수익률5FRDE Medical EquipmentDE 시장7D-3.8%-0.09%0.2%1Y46.4%-16.4%3.6%전체 주주 수익률 보기수익률 대 산업: 5FR은 지난 1년 동안 -16.4%의 수익을 기록한 German Medical Equipment 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 5FR은 지난 1년 동안 3.6%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 5FR's price volatile compared to industry and market?5FR volatility5FR Average Weekly Movement5.7%Medical Equipment Industry Average Movement5.4%Market Average Movement5.2%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%안정적인 주가: 5FR는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 5FR의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19434,493Koji Kawaurawww.menicon.co.jp메니콘은 콘택트렌즈와 렌즈 관리용품을 제조 및 판매하는 회사입니다. 이 회사는 병원, 안과, 콘택트렌즈 전문점, 안경점, 약국 등에 제품을 공급하고 있습니다. 미국, 유럽, 오세아니아, 아시아를 포함한 80개국에 제품을 수출하고 있습니다.더 보기Menicon Co., Ltd. 기초 지표 요약Menicon의 순이익과 매출은 시가총액과 어떻게 비교됩니까?5FR 기초 통계시가총액€787.09m순이익 (TTM)€38.75m매출 (TTM)€691.82m20.3x주가수익비율(P/E)1.1x주가매출비율(P/S)5FR는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표5FR 손익계산서 (TTM)매출JP¥127.73b매출원가JP¥58.67b총이익JP¥69.06b기타 비용JP¥61.90b순이익JP¥7.16b최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)96.36총이익률54.06%순이익률5.60%부채/자본 비율77.1%5FR의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.4%현재 배당 수익률29%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/17 00:41종가2026/08/17 00:00수익2026/06/30연간 수익2026/03/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Menicon Co., Ltd.는 7명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kei TakeuchiBofA Global ResearchDavid DongCLSAMasatoshi NagataIchiyoshi Research Institute Inc.4명의 분석가 더 보기
Reported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥30.04 (vs JP¥13.04 in 1Q 2026)First quarter 2027 results: EPS: JP¥30.04 (up from JP¥13.04 in 1Q 2026). Revenue: JP¥32.4b (up 7.0% from 1Q 2026). Net income: JP¥2.23b (up 125% from 1Q 2026). Profit margin: 6.9% (up from 3.3% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Germany. 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 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €10.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Medical Equipment industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.98 per share.
Board Change • Jul 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Katsuhiko Masumoto was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Jun 04Menicon Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Menicon Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
공고 • May 13Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026.
공고 • May 09Menicon Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Menicon Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥30.04 (vs JP¥13.04 in 1Q 2026)First quarter 2027 results: EPS: JP¥30.04 (up from JP¥13.04 in 1Q 2026). Revenue: JP¥32.4b (up 7.0% from 1Q 2026). Net income: JP¥2.23b (up 125% from 1Q 2026). Profit margin: 6.9% (up from 3.3% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Germany. 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 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €10.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Medical Equipment industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.98 per share.
Board Change • Jul 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Katsuhiko Masumoto was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Jun 04Menicon Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Menicon Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
공고 • May 13Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026Menicon Co., Ltd., Annual General Meeting, Jun 26, 2026.
공고 • May 09Menicon Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Menicon Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
공고 • Jun 19Menicon Co., Ltd. (TSE:7780) announces an Equity Buyback for 2,300,000 shares, representing 3.02% for ¥2,400 million.Menicon Co., Ltd. (TSE:7780) announces a share repurchase program. Under the program, the company will repurchase 2,300,000 shares, representing 3.02% of its share capital, for ¥2,400 million. The purpose of program is to improve shareholder's return. The repurchases will be funded from company's own funds. The program will run until December 20, 2025. As of May 31, 2025, the company had 76,060,964 shares outstanding (excluding treasury shares) and 683,024 shares in treasury.
공고 • May 14Menicon Co., Ltd., Annual General Meeting, Jun 26, 2025Menicon Co., Ltd., Annual General Meeting, Jun 26, 2025.
공고 • Apr 01+ 2 more updatesMenicon Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Menicon Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공고 • Feb 26+ 1 more updateMenicon Co., Ltd. Announces Executive ChangesMenicon Co., Ltd. announced that the meeting of the board of directors has resolved to make changes of its Executive Officers, effective April 1, 2025, as follows: Hidenari Tanaka resignation as Director and Representative Executive Officer Chairman and Hiroki Shinoda resignation as Senior Executive Officer Japan Sales Management Head Office. The resignations are effective March 31, 2025. Executive officers; Koji Kawaura is now Representative Executive Officer, President and CEO and was Representative Executive Officer President and COO. Hideki Koga is now Senior Executive Officer Corporate Management Head Office, CFO. Motonari Watanabe is now Senior Executive Officer Manufacturing and R&D Head Office. Kenji Takeshita is now Senior Executive Officer and Japan Sales Management Head Office, was Senior Executive Officer and International Business Head Office. Nicolaas Johannes Adrianus Engelhart is now Senior Executive Officer International Business Head Office and was Regional Director Europe Business. Kensuke Muraki is now Senior Executive Officer Miru Mirai Head Office.
공고 • Dec 26Menicon Co., Ltd. Introduces CO2-Free Electricity "Gifu Seiryu Green Electricity" to Kakamigahara Plant and Seki Plant Located in Gifu PrefectureMenicon Co., Ltd. announced that it has introduced CO2-free electricity "Gifu Seiryu Green Electricity" to Kakamigahara Plant and Seki Plant located in Gifu Prefecture. It is expected that approximately 9,300 tons of CO emissions will be reduced per year by introducing this product and proactive actions can be promoted to "reduce the burden on the global environment" through the local production and consumption of electric power.
공고 • Dec 25Menicon Co., Ltd. Announces CEO ChangesMenicon Co., Ltd. announced that Hidenari Tanaka as CEO effective March 31, 2025, in order to achieve more transparent management through "separation of ownership and management" and that Menicon has accepted his resignation. To appoint Koji Kawaura, CEO, effective April 1, 2025. The resignation is in order to achieve more transparent management through "separation of ownership and management". Hidenari Tanaka will resign as of March 31, 2025, and will assume the position of Honorary Chairman without representation rights as of April 1, 2025.
공고 • Dec 24Menicon Co., Ltd. Announces Executive ChangesMenicon Co., Ltd. announces that Hidenari Tanaka, Chairman, Director and Representative Executive Officer of Menicon, submitted a notice of resignation from the position of Chairman, Director and Representative Executive Officer of Menicon, effective March 31, 2025 in order to achieve more transparent management through "separation of ownership and management". In response, Menicon's Board of Directors, at a meeting held today, accepted the notice of resignation and resolved to change the Representative Executive Officer structure (from the current two-person Representative Executive Officer structure to a one-person structure) and to appoint Koji Kawaura, President and COO, Representative Executive Officer, President effective April 1, 2025.
Declared Dividend • Nov 16Dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 289%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Oct 02Menicon Co., Ltd. (TSE:7780) acquired Oculus Visioncare (S) Pte Ltd., Oculus (M) Sdn. Bhd. and PT. Oculus Indonesia from Oculus Private Limited.Menicon Co., Ltd. (TSE:7780) acquired Oculus Visioncare (S) Pte Ltd., Oculus (M) Sdn. Bhd. and PT. Oculus Indonesia from Oculus Private Limited on September 30, 2024. Menicon Co., Ltd. (TSE:7780) completed the acquisition of Oculus Visioncare (S) Pte Ltd., Oculus (M) Sdn. Bhd. and PT. Oculus Indonesia from Oculus Private Limited on September 30, 2024.
공고 • Sep 23Menicon Co., Ltd.(TSE:7780) dropped from FTSE All-World Index (USD)Menicon Co., Ltd.(TSE:7780) dropped from FTSE All-World Index (USD)
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥23.18 (vs JP¥20.75 in 1Q 2024)First quarter 2025 results: EPS: JP¥23.18 (up from JP¥20.75 in 1Q 2024). Revenue: JP¥30.2b (up 6.0% from 1Q 2024). Net income: JP¥1.77b (up 12% from 1Q 2024). Profit margin: 5.9% (up from 5.5% in 1Q 2024). 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 6.5% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €6.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Medical Equipment industry in Germany. Total loss to shareholders of 78% over the past three years.
New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (3.9% net profit margin).
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Outside Director Katsuhiko Yanagawa was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥59.63 (vs JP¥97.24 in FY 2023)Full year 2024 results: EPS: JP¥59.63 (down from JP¥97.24 in FY 2023). Revenue: JP¥116.2b (up 5.4% from FY 2023). Net income: JP¥4.54b (down 39% from FY 2023). Profit margin: 3.9% (down from 6.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
New Risk • Apr 11New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.4% net profit margin).
공고 • Apr 04Menicon Co., Ltd. (TSE:7780) acquired Laboratoires Dencott.Menicon Co., Ltd. (TSE:7780) acquired Laboratoires Dencott on March 22, 2024. Menicon Co., Ltd. (TSE:7780) completed the acquisition of Laboratoires Dencotton March 22, 2024.
공고 • Apr 01+ 3 more updatesMenicon Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Menicon Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (1.6%).
공고 • Mar 02Menicon Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Menicon Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
공고 • Feb 29Menicon Co., Ltd. Announces CFO Changes, Effective from April 1, 2024Menicon Co., Ltd. announced that the meeting of the board of directors has resolved to make changes of its Executive Officers, effective April 1, 2024, as follows. The company approved the appointment of Hideki Koga as CFO and resignation of Motonari Watanabe as CFO, effective from April 1, 2024.
New Risk • Feb 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (4.4% net profit margin).
New Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 7.4% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥16.48 (vs JP¥34.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.48 (down from JP¥34.20 in 3Q 2023). Revenue: JP¥29.3b (up 3.3% from 3Q 2023). Net income: JP¥1.26b (down 52% from 3Q 2023). Profit margin: 4.3% (down from 9.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Medical Equipment industry in Germany. 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 25% per year, which means it is significantly lagging earnings.
공고 • Feb 13Menicon Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Menicon Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company now expects net sales of JPY 116,000 million, operating profit of JPY 10,500 million, profit attributable to owners of parent of JPY 6,000 million and basic earnings per share of JPY 78.85 against net sales of JPY 116,000 million, operating profit of JPY 12,300 million, profit attributable to owners of parent of JPY 7,600 million and basic earnings per share of JPY 99.89 as previously forecasted.
Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €13.10. The fair value is estimated to be €10.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Medical Equipment industry in Germany. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.64 per share.
공고 • Dec 02Menicon Co., Ltd. Announces the Launch of "1MONTH Menicon MelsME" and "1MONTH MeniconMelsME ToricMenicon Co., Ltd. announced the launch of "1MONTH Menicon MelsME" and "1MONTH MeniconMelsME toric, monthly replacement contact lenses made of silicone hydrogel material, particularly focusing on moisturization and wearing comfort, as MELS Plan exclusive contact lenses, in Japan from December 1, 2023. "MelsME" began as an MELS Plan exclusive brand. Hearts (ripples) resonate with one another and spread while forming big and small waves - This package design concept expresses cordial wish for people to feel the MELS Plan closer. MELS Plan is a subscription system to provide contact lenses at a monthly flat rate. The service users can use contact lenses according to changes in visual acuity and lifestyle without worry. More than 20 years after its launch, the service is currently used and highly evaluated by 1.35 million users. The newly launched MELS Plan exclusive brand "MelsME" employed the word "MELS" for the first time in products to express wish for the users to feel the MELS Plan closer.
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥22.93 (vs JP¥28.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.93 (down from JP¥28.25 in 2Q 2023). Revenue: JP¥29.7b (up 8.8% from 2Q 2023). Net income: JP¥1.74b (down 19% from 2Q 2023). Profit margin: 5.9% (down from 7.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥20.75 (vs JP¥27.98 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.75 (down from JP¥27.98 in 1Q 2023). Revenue: JP¥28.4b (up 6.0% from 1Q 2023). Net income: JP¥1.58b (down 26% from 1Q 2023). Profit margin: 5.5% (down from 7.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Medical Equipment industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥97.24 (vs JP¥85.71 in FY 2022)Full year 2023 results: EPS: JP¥97.24 (up from JP¥85.71 in FY 2022). Revenue: JP¥110.2b (up 10.0% from FY 2022). Net income: JP¥7.38b (up 14% from FY 2022). Profit margin: 6.7% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Medical Equipment industry in Germany.
공고 • May 17+ 3 more updatesMenicon Co., Ltd. Declares A Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 26, 2023Menicon Co., Ltd. declared a dividend of JPY 25.00 per share for the fiscal year ended March 31, 2023 compared to JPY 20.00 per share a year ago. The dividend is payable on June 26, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.7%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥25.89 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.20 (up from JP¥25.89 in 3Q 2022). Revenue: JP¥28.3b (up 7.7% from 3Q 2022). Net income: JP¥2.60b (up 33% from 3Q 2022). Profit margin: 9.2% (up from 7.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Medical Equipment industry in Germany.
공고 • Feb 10+ 1 more updateMenicon Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Menicon Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend to be JPY 20.00 per share compared to JPY 20.00 per share a year ago.
공고 • Feb 02Multifocal Colored Contact Lens “2Week Menicon Rei Multifocal” Launch in JapanMenicon Co., Ltd. (head office: 3-21-19, Aoi, Naka-ku, Nagoya-shi President and CEO: Hidenari Tanaka) will launch 2WEEK Menicon Rei multifocal, a 2weeks replacement multifocal colored contact lens in Japan on February 1, 2023. 2WEEK Menicon Rei is a series of contact lenses with an ultra-fine flower dot design that naturally blends with eye colors. 2WEEK Menicon Rei for myopia was released in 2014 and 2WEEK Menicon Rei toric for astigmatism in 2015, both of which have been well received. With the expansion of the colored contact lens market in recent years, the age groups of users have broadened with increased needs to ‘continue using colored contact lenses even after a change in vision with aging.’ 2WEEK Menicon Rei multifocal adopts the ‘progressive design’ that realizes natural vision from near to distance. Like 2WEEK Menicon Rei, it features 2 colors of ‘Nudy Brown’ and ‘Mild Black,’ enabling users to enjoy eye fashion with their favorite color while supporting their visual performance. 2WEEK Menicon Rei is the first colored contact lens made in Japan, manufactured in a domestic facility. The newly released multifocal type is also available through the MELS PLAN service, which is easily accessible at fixed monthly payments. Menicon will continue to propose a new ‘vision’ through the provision of products and services that meet the lifestyles and needs of individual users. (1) Progressive design to realize natural vision from near to distance Designed with three different zones (Near vision zone, Intermediate zone, Distance vision zone) in a balanced manner, the lens provides natural vision from near to distance. Visual performance varies among individuals. (2) Ultra-fine flower dot design that naturally blends with eye color The lens bears a flower pattern on it. Actually, this flower design is the secret to a natural look when wearing the lens. Contoured in the shape of a flower petal, the fine-grain ‘flower dots’ blend in with the color of the iris to create a seamless look around the lens periphery. (3) Just the right outer diameter of the colored area that creates a soft, doe-eyed effect (4) Covering film to keep color pigments from directly contacting the eye A covering film firmly prevents pigments from directly contacting the eye. (5) Stain-resistant non-ionic material Made of a non-ionic material that is highly resistant to protein deposits, the lens can be used comfortably over a two-week period. Wearing sensation varies among individuals. Brand name 2WEEK Menicon Rei Quantity 6 pieces/box Water content 72% Contact lens material Group II classification Base curve (mm) 8.6 Diameter (mm) 14.5 Spherical diopter power (D) ± 0.00 to -6.00 (0.25D steps), -6.50 to -10.00 (0.50D steps) Add power (D) + 1.00.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Director Tokiyasu Tsuchida was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Nov 14+ 2 more updatesMenicon Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Menicon Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, company expects net sales to be JPY 107,800 million, operating profit to be JPY 10,400 million, profit attributable to owners of parent to be JPY 6,800 million and basic earnings per share to be JPY 89.66.
공고 • Oct 29Menicon Co., Ltd. Announces Price Revision for Menicon 1Day SeriesMenicon Co., Ltd. announced that the prices for "Menicon 1DAY" series, as well as the monthly fee of the MELS PLAN, will be revised sequentially from November 1, 2022. Menicon has been working on efficiency and on streamlining the company, putting in maximum efforts owing to the impact of increased procurement costs. However, the situation requires more than just company corporate efforts, and it has become difficult to maintain current pricing. Accordingly, the company have decided to revise the prices of the "Menicon 1DAY" series and the monthly fee of the MELS PLAN. The company will continue to take measures to address the increasing costs and to make efforts to provide safe and high-quality products. Menicon 1DAY: Revised sequentially from November 1, 2022. "Menicon 1DAY series" for MELS PLAN: Both eyes (Monthly cost); Menicon 1DAY & 1DAY Menicon toric: Before revision: ¥4,840 (Tax exclusive: ¥4,400). After revision: ¥5,060 (Tax exclusive: ¥4,600). Both eyes (Monthly cost); 1DAY Menicon Multifocal: Before revision: ¥5,940 (Tax exclusive: ¥5,400). After revision: ¥6,160 (Tax exclusive: ¥5,600). One eye (Monthly cost); Menicon 1DAY & 1DAY Menicon toric: Before revision: ¥3,190 (Tax exclusive: ¥2,900). After revision: ¥3,300 (Tax exclusive: ¥3,000). One eye (Monthly cost); 1DAY Menicon Multifocal: Before revision: ¥3,960 (Tax exclusive: ¥3,600). After revision: ¥4,070 (Tax exclusive: ¥3,700). 1DAY Plus: 1DAY Menicon Multifocal: Before revision: ¥2,970 (Tax exclusive: ¥2,700). After revision: ¥3,080 (Tax exclusive: ¥2,800).
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥27.98 (vs JP¥22.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.98 (up from JP¥22.36 in 1Q 2022). Revenue: JP¥26.8b (up 12% from 1Q 2022). Net income: JP¥2.12b (up 26% from 1Q 2022). Profit margin: 7.9% (up from 7.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 7.5% growth forecast for the industry in Germany.
공고 • Aug 12+ 1 more updateMenicon Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Menicon Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, company expects dividend to be JPY 20.00 per share compared to JPY 20.00 per share a year ago.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to €22.40, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 25x in the Medical Equipment industry in Germany. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €17.35 per share.
Reported Earnings • May 14Full year 2022 earnings released: EPS: JP¥85.71 (vs JP¥78.83 in FY 2021)Full year 2022 results: EPS: JP¥85.71 (up from JP¥78.83 in FY 2021). Revenue: JP¥100.2b (up 16% from FY 2021). Net income: JP¥6.48b (up 8.9% from FY 2021). Profit margin: 6.5% (down from 6.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.4%, compared to a 7.1% growth forecast for the industry in Germany.
공고 • May 13+ 2 more updatesMenicon Co., Ltd. Announces Dividend for the Year-End Fiscal Year Ended March 31, 2022, Payable on June 24, 2022Menicon Co., Ltd. announced cash dividend of JPY 20.00 compared to JPY 35.00 per share (before stock split) for the year-end fiscal year ended March 31, 2022. With the payment date of June 24, 2022. Effective October 1, 2021, the company conducted a 2-for-1 stock split of common stock. The year-end dividends per share for the fiscal year ended March 31, 2021 are calculated without taking into account the said stock split.
공고 • May 12Menicon Co., Ltd. Proposes for the Fiscal Year Ended March 31, 2022, Payable on June 24, 2022Menicon Co., Ltd. proposes dividend JPY 20.00 per share for the fiscal year ended March 31, 2022, payable on June 24, 2022. Record date is March 31, 2022.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Director Tokiyasu Tsuchida was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Apr 01Menicon Co., Ltd. Announces the Launch of Miru 1day UpSide toric in EuropeMenicon Co., Ltd. hereby announced the launch of "Miru 1day UpSide toric", a silicon-hydrogel daily disposable contact lens for users with astigmatism, in Europe from April 1, 2022.
공고 • Mar 31+ 4 more updatesMenicon Co., Ltd., Annual General Meeting, Jun 23, 2022Menicon Co., Ltd., Annual General Meeting, Jun 23, 2022.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.1%).
공고 • Mar 03Menicon Co., Ltd. Announces the Launch of Menicon BloomTMMenicon Co., Ltd. announced the launch of Menicon BloomTM, a holistic treatment plan for myopia control in seven additional markets worldwide together with a powerful and impressive marketing campaign titled "See Their Imagination Bloom". Myopia, also known as near- or short-sightedness, is a common refractive error and one of the major causes of vision impairment worldwide. It affects approximately 30% of the world's population and its prevalence has been forecast to affect about 50% of the world's population by 2050. The prevalence of myopia in young adolescents has been increasing in recent decades to about 30% in industrialized societies of the West and epidemic levels of over 90% in some parts of Far East Asia. Globally, it is recognized as a significant public health concern associated with increased ocular-related morbidity and considerable healthcare costs. Concerned with the growing incidence of myopia and its health consequences worldwide, Menicon Co., Ltd. has developed Menicon BloomTM, a comprehensive treatment plan for childhood myopia that features two contact lenses that are CE- approved specifically for myopia control: Menicon Bloom NightTM, a specially designed orthokeratology contact lens, and Menicon Bloom DayTM, an extended depth of focus soft daily disposable contact lens. Combined with specially formulated Menicon BloomTM lens care solutions, fitting software and an innovative Menicon BloomTM app, this holistic treatment plan helps slow down the progression of childhood myopia while providing all the tools for a successful myopia journey. Menicon BloomTM was first introduced in the Netherlands in 2019. With this additional release, Menicon will launch across the United Kingdom, France, Spain, Italy, Austria, Australia, and Singapore starting March 2022. The launch demonstrates the company's continued commitment to offering on-label, approved products specifically for myopia control management to patients and eye care practitioners worldwide. The launch is being enhanced with an exciting marketing campaign titled "See Their Imagination Bloom" to raise awareness of childhood myopia and its possible treatment options. With a rich and vibrant visual world of imagination, the campaign aims to make it reassuringly easy for parents and eye care professionals around the world to incorporate the Menicon BloomTM treatment plan into children's daily routines.
Reported Earnings • Feb 16Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥25.89 (up from JP¥22.81 in 3Q 2021). Revenue: JP¥26.3b (up 20% from 3Q 2021). Net income: JP¥1.96b (up 14% from 3Q 2021). Profit margin: 7.4% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 7.0%, compared to a 12% growth forecast for the industry in Germany.
공고 • Feb 15Menicon Co., Ltd. Provides Earning Guidance for the Fiscal Year Ending March 31, 2022Menicon Co., Ltd. provided earning guidance for the fiscal year ending March 31, 2022. For the period, the company expects net sales of JPY 99,400 million, operating profit of JPY 9,600 million, ordinary profit of JPY 9,500 million, profit attributable to owners of parent JPY 6,000 million and basic earnings per share JPY 79.36.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Director Tokiyasu Tsuchida was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Jan 12Menicon Co., Ltd. Announces Daily Disposable Lens “1Day Menicon PremiO Multifocal” Launch in JapanMenicon Co., Ltd. announced that "1DAY Menicon PremiO multifocal" daily disposable multifocal contact lenses will be released on January 11, 2022. As people age, they tend to have difficulty in seeing nearby objects clearly. Also, using smartphones for long hours puts increased strain on the eyes. Accordingly, people in their forties and even their thirties have difficulties focusing on nearby objects. 1 In recent years, the market for multifocal contact lenses has grown every year. The 1DAY Menicon PremiO Series have been used by many people since its launch. They are the first domestically produced daily disposable contact lenses using silicone hydrogel material that achieves both high oxygen permeability and comfort while being worn, with SMART TOUCH that enables users to remove a lens from the container cleanly and easily without touching the lens surface. The 1DAY Menicon PremiO multifocal lens provides natural and comfortable vision at any distance with its smooth optical power distribution design for seeing near, medium, and faraway distances clearly with one lens. In the MELS PLAN with the flat-rate system, 1DAY Menicon PremiO multifocal lenses are available at the same monthly cost as myopia lenses and astigmatism lenses. Thus, contact lens users can readily use these high-quality multifocal lenses. Menicon proposes a new "vision" through the provision of products that meet the lifestyle and needs of each customer.
Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥22.63 (vs JP¥23.97 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥24.3b (up 12% from 2Q 2021). Net income: JP¥1.71b (down 5.4% from 2Q 2021). Profit margin: 7.0% (down from 8.3% in 2Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥44.72 (vs JP¥36.76 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥24.1b (up 22% from 1Q 2021). Net income: JP¥1.69b (up 22% from 1Q 2021). Profit margin: 7.0% (in line with 1Q 2021).
공고 • May 21Menicon Co., Ltd. Launches Daily Disposable Circle Lens 1Day Menicon Rei in JapanMenicon Co., Ltd. released daily disposable circle lens, "1DAY Menicon Rei" at MELS PLAN member shops nationwide from May 21, 2021. "1DAY Menicon Rei's" three color variations make the eyes appear naturally larger with the gradation of three tones of colors overlapping each other. The lenses produce "radiant eyes" according to each color variation. These three colors are "Flare Beige" producing natural radiant eyes, "Illumi Brown" producing dynamic radiant eyes, and "Glow Ash" producing chic radiant eyes. Since users can freely choose any combination of these three colors using the flat-rate system of MELS PLAN, they can choose the color of their lens according to the feel, makeup, or outfit of the day. Users can decide the combination of colors on a box basis and receive them in MELS PLAN. Circle lens series "Rei" have been used as two-week disposable contact lenses since their release in 2014. Now, daily disposable type lenses are available, which enables customers to choose products according to their needs. Since users pay a fixed amount for the MELS PLAN every month, they do not have to worry about the cost, which may otherwise be high due to the daily usage of circle lenses. Also, when users change lenses due to certain issues, such as a stained lens, they can receive the next month's lenses early, and thus safely use new lenses to ensure good eye health. Minami Hamabe promotes three attractive characteristics according to the different aspects of three types of lenses. Lens color variations: Flare Beige, Illumi Brown and Glow Ash. Features: 3-tone gradation: The three colors overlap each other and produce natural large and radiant eyes. The UV cut function will protect eyes by reducing the effects of UV rays that cause eye disorders: UV-A waves: decreased by 50%, UV-B waves: decreased by 95% (when measured with a -3.00D lens). High moisture content material in 58% of the lens, makes it soft and helps users comfortably wear the lenses. The lenses enveloped by "MPC*2 polymer", a high molecular moisturizing ingredient that is mixed in the lens solution, keep their moisture all day long. Thus, users can comfortably wear the lenses. The colored part of the lens containing pigment does not directly come in contact with the eyes because of its sandwich structure. "1DAY Menicon Rei" will be released as a special product for the fixed amount system MELS PLAN at MELS PLAN member shops nationwide.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥158 (vs JP¥112 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥86.2b (up 2.0% from FY 2020). Net income: JP¥5.95b (up 47% from FY 2020). Profit margin: 6.9% (up from 4.8% in FY 2020).
공고 • May 15+ 2 more updatesMenicon Co., Ltd. Announces Year-End Dividend for the Fiscal Year Ended March 31, 2021, Payable on June 25, 2021Menicon Co., Ltd. announced year-end dividend for the fiscal year ended March 31, 2021. For the period the company provided dividend of JPY 35.00 per share compared to JPY 28.00 per share paid a year ago. Payment date of dividend is on June 25, 2021.
공고 • May 13Menicon Co., Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2021Menicon Co., Ltd. at its board meeting held on May 13, 2021 passed a resolution regarding its year-end dividend of surplus for the fiscal year ending March 31, 2021. The company announced year-end dividend of JPY 35.00 per share compared to previous dividend guidance of JPY 30.00 per share.
공고 • Mar 04Menicon Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Menicon Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €59.33The company is up 5.0% from its price of €56.55 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Medical Equipment industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.08 per share.
Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥45.62 (vs JP¥27.60 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥21.9b (up 6.7% from 3Q 2020). Net income: JP¥1.72b (up 71% from 3Q 2020). Profit margin: 7.9% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 5.8%, compared to a 14% growth forecast for the Medical Equipment industry in Germany.
공고 • Feb 12Menicon Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2021Menicon Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2021. The company now expects net sales of JPY 85,899 million, operating profit of JPY 8,006 million, profit attributable to owners of parent of JPY 5,308 million and basic earnings per share of JPY 140.63 compared to previous forecast net sales of JPY 84,839 million, operating profit of JPY 6,838 million, profit attributable to owners of parent of JPY 4,256 million and basic earnings per share of JPY 112.78.
Is New 90 Day High Low • Jan 07New 90-day low: €48.54The company is down 16% from its price of €57.65 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Medical Equipment industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.58 per share.
Is New 90 Day High Low • Dec 23New 90-day low: €48.82The company is down 16% from its price of €58.02 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Medical Equipment industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.68 per share.
