This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAEON Mall (9DH) 주식 개요이온몰은 일본, 중국, 베트남, 캄보디아, 인도네시아 및 해외에서 쇼핑몰을 개발, 운영 및 관리하는 회사입니다. 자세히 보기9DH 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장3/6과거 실적1/6재무 건전성2/6배당5/6강점수익은 매년 23.44% 증가할 것으로 예상됩니다.1.81% 의 안정적인 배당금을 지급합니다.위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.재무 결과에 영향을 미치는 대규모 일회성 항목이익 마진 (3.2%)이 지난해 (4.8%)보다 낮습니다.모든 위험 점검 보기9DH Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW498,716 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 NarrativeBLINROAG498,716 investors already sharing narrativesYour Fair Value€Current Price€15.9012.4% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b580b2016201920222025202620282031Revenue JP¥579.7bEarnings JP¥18.4bAdvancedSet Fair ValueView all narrativesAEON Mall Co., Ltd. 경쟁사AroundtownSymbol: XTRA:AT1Market cap: €2.4bLEG ImmobilienSymbol: XTRA:LEGMarket cap: €4.3bTAG ImmobilienSymbol: XTRA:TEGMarket cap: €2.7bGrand City PropertiesSymbol: XTRA:GYCMarket cap: €1.7b가격 이력 및 성과AEON Mall 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥15.9052주 최고가JP¥17.3052주 최저가JP¥10.40베타0.211개월 변동-7.02%3개월 변동14.39%1년 변동48.60%3년 변동37.07%5년 변동n/aIPO 이후 변동25.10%최근 뉴스 및 업데이트공시 • Jun 27AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)공시 • Jun 19AEON Mall Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective June 27, 2025AEON Mall Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from June 27, 2025, due to Becoming a wholly owned subsidiary of AEON CO.,LTD.공시 • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.공시 • Apr 11+ 2 more updatesAeon Mall Co., Ltd. Announces Retirement of Directors and Audit & Supervisory Board Members, Effective May 22, 2025AEON Mall Co., Ltd. announced the name of Directors and Audit & Supervisory Board Members Scheduled to Retire (Effective May 22, 2025). Chisa Enomoto - Outside Director, Hironobu Kurosaki - Outside Director, Junko Owada - Outside Director, Junko Taki - Outside Director, and Rumiko Tanabe - Outside Audit & Supervisory Board Member.공시 • Mar 07AEON Mall Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025AEON Mall Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025공시 • Dec 03AEON Mall Co., Ltd. to Report Q3, 2025 Results on Jan 09, 2025AEON Mall Co., Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025더 많은 업데이트 보기Recent updates공시 • Jun 27AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)공시 • Jun 19AEON Mall Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective June 27, 2025AEON Mall Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from June 27, 2025, due to Becoming a wholly owned subsidiary of AEON CO.,LTD.공시 • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.공시 • Apr 11+ 2 more updatesAeon Mall Co., Ltd. Announces Retirement of Directors and Audit & Supervisory Board Members, Effective May 22, 2025AEON Mall Co., Ltd. announced the name of Directors and Audit & Supervisory Board Members Scheduled to Retire (Effective May 22, 2025). Chisa Enomoto - Outside Director, Hironobu Kurosaki - Outside Director, Junko Owada - Outside Director, Junko Taki - Outside Director, and Rumiko Tanabe - Outside Audit & Supervisory Board Member.공시 • Mar 07AEON Mall Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025AEON Mall Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025공시 • Dec 03AEON Mall Co., Ltd. to Report Q3, 2025 Results on Jan 09, 2025AEON Mall Co., Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025Declared Dividend • Oct 23First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 206%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (90.0% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 71% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Oct 10Second quarter 2025 earnings released: EPS: JP¥9.70 (vs JP¥18.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.70 (down from JP¥18.16 in 2Q 2024). Revenue: JP¥112.8b (up 7.1% from 2Q 2024). Net income: JP¥2.21b (down 47% from 2Q 2024). Profit margin: 2.0% (down from 3.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.공시 • Sep 02AEON Mall Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024AEON Mall Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 21 October 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.6%).Reported Earnings • Jul 15First quarter 2025 earnings released: EPS: JP¥30.20 (vs JP¥28.00 in 1Q 2024)First quarter 2025 results: EPS: JP¥30.20 (up from JP¥28.00 in 1Q 2024). Revenue: JP¥109.4b (up 3.7% from 1Q 2024). Net income: JP¥6.87b (up 7.8% from 1Q 2024). Profit margin: 6.3% (up from 6.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 16% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.공시 • Jul 11+ 1 more updateAeon Mall Co., Ltd. Provides Dividend Guidance for the First Half-End and Year Ending February 28, 2025AEON Mall Co., Ltd. provided dividend guidance for the first half-end and year ending February 28, 2025. For the first half-end, the company expects JPY 25.00 per share against JPY 25.00 per share a year ago. For the year, the company expects JPY 25.00 per share against JPY 25.00 per share a year ago.Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CX Creation Manager & Director Masayuki Tsuboya was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jun 06Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th August 2024 Payment date: 21st October 2024 Dividend yield will be 227%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 02AEON Mall Co., Ltd. to Report Q1, 2025 Results on Jul 11, 2024AEON Mall Co., Ltd. announced that they will report Q1, 2025 results on Jul 11, 2024공시 • Apr 11AEON Mall Co., Ltd. Provides Dividend Guidance for the Fiscal Year 2025AEON Mall Co., Ltd. planed to pay dividends of ¥50 per share for the next fiscal year 2025, level with fiscal year 2023 dividends. Interim dividend is JPY 25 per share and year end dividend date is JPY 25 per share.공시 • Apr 10AEON Mall Co., Ltd. Resolves Distribution for the Year 2023, Effective on May 7, 2024AEON Mall Co., Ltd. announced that at its board meeting held on April 9, 2024, resolved the distribution of JPY 25 per share with record date is February 29, 2024. Total dividend is JPY 5,688 million. Effective date is May 7, 2024.Reported Earnings • Apr 10Full year 2024 earnings released: EPS: JP¥89.64 (vs JP¥57.10 in FY 2023)Full year 2024 results: EPS: JP¥89.64 (up from JP¥57.10 in FY 2023). Revenue: JP¥423.2b (up 6.3% from FY 2023). Net income: JP¥20.4b (up 57% from FY 2023). Profit margin: 4.8% (up from 3.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Apr 09AEON Mall Co., Ltd., Annual General Meeting, May 23, 2024AEON Mall Co., Ltd., Annual General Meeting, May 23, 2024.공시 • Mar 01AEON Mall Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024AEON Mall Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 01 May 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.6%).Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥18.48 (vs JP¥14.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.48 (up from JP¥14.53 in 3Q 2023). Revenue: JP¥103.1b (up 2.5% from 3Q 2023). Net income: JP¥4.20b (up 27% from 3Q 2023). Profit margin: 4.1% (up from 3.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany.공시 • Jan 11Aeon Mall Co., Ltd. Provides Dividend Guidance for Year Ending February 29, 2024AEON Mall Co., Ltd. provided dividend guidance for year ending February 29, 2024. For the year the company expects to pay the dividend of JPY 25 per share.공시 • Dec 06AEON Mall Co., Ltd. to Report Q3, 2024 Results on Jan 11, 2024AEON Mall Co., Ltd. announced that they will report Q3, 2024 results on Jan 11, 2024Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥18.16 (vs JP¥3.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.16 (up from JP¥3.94 in 2Q 2023). Revenue: JP¥105.3b (up 7.5% from 2Q 2023). Net income: JP¥4.13b (up 361% from 2Q 2023). Profit margin: 3.9% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 14% decline forecast for the Real Estate industry in Germany.공시 • Oct 11AEON Mall Co., Ltd. Announces Dividend for the First Half-End of the Fiscal Year Ending February 29, 2024, Payable on October 20, 2023; Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024AEON Mall Co., Ltd. announced dividend of JPY 25.00 per share for the first half-end of the fiscal year ending February 29, 2024 against JPY 25.00 per share paid a year ago. Starting date of dividend payment: October 20, 2023. For the Fiscal Year end, Company expects dividend of JPY 25.00 per share against JPY 25.00 per share paid a year ago.공시 • Sep 08AEON Mall Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023AEON Mall Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 23 October 2023. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.8%).Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: JP¥28.00 (vs JP¥27.36 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.00 (up from JP¥27.36 in 1Q 2023). Revenue: JP¥105.5b (up 9.7% from 1Q 2023). Net income: JP¥6.37b (up 2.3% from 1Q 2023). Profit margin: 6.0% (down from 6.5% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 27% decline forecast for the Real Estate industry in Germany.공시 • Jul 12+ 1 more updateAEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year Ending February 29, 2024AEON Mall Co., Ltd. provided consolidated earnings guidance for the first half and full year ending February 29, 2024. For the half year, the company expects operating revenue of JPY 220,000 million, operating income of JPY 27,500 million, net income attributable to owners of parent of JPY 15,000 million or net income per share of JPY 65.91.For the year, the company expects operating revenue of JPY 447,000 million, operating income of JPY 58,500 million, net income attributable to owners of parent of JPY 27,000 million or net income per share of JPY 118.65.공시 • Jun 03AEON Mall Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023AEON Mall Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥57.10 (vs JP¥84.72 in FY 2022)Full year 2023 results: EPS: JP¥57.10 (down from JP¥84.72 in FY 2022). Revenue: JP¥398.2b (up 26% from FY 2022). Net income: JP¥13.0b (down 33% from FY 2022). Profit margin: 3.3% (down from 6.1% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 32% decline forecast for the Real Estate industry in Germany.Upcoming Dividend • Feb 20Upcoming dividend of JP¥25.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 02 May 2023. Payout ratio is on the higher end at 86% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.6%).Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥14.53 (vs JP¥15.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.53 (down from JP¥15.92 in 3Q 2022). Revenue: JP¥100.5b (up 27% from 3Q 2022). Net income: JP¥3.31b (down 8.7% from 3Q 2022). Profit margin: 3.3% (down from 4.6% in 3Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany.공시 • Jan 12+ 1 more updateAEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the period, the company expects operating revenue of JPY 404,000 million, operating income of JPY 55,500 million, net income attributable to owners of parent of JPY 23,000 million and net income per share of JPY 101.07.공시 • Dec 08AEON Mall Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023AEON Mall Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023공시 • Oct 06AEON Mall Co., Ltd. Resolves Interim Dividend, Effective May 2, 2022AEON Mall Co., Ltd. resolved to pay an interim dividend per share of ¥25, as originally forecast and in reflection of the aforementioned policy and earnings forecasts and plan to pay a year-end dividend of ¥25, resulting in an annual dividend of ¥50 per share, Effective date October 21, 2022 as of the record date of August 31, 2022.Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥3.94 (vs JP¥17.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.94 (down from JP¥17.39 in 2Q 2022). Revenue: JP¥97.9b (up 26% from 2Q 2022). Net income: JP¥896.0m (down 77% from 2Q 2022). Profit margin: 0.9% (down from 5.1% in 2Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany.공시 • Sep 03AEON Mall Co., Ltd. to Report Q2, 2023 Results on Oct 04, 2022AEON Mall Co., Ltd. announced that they will report Q2, 2023 results on Oct 04, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 24 October 2022. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.9%).Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥27.36 (vs JP¥39.02 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.36 (down from JP¥39.02 in 1Q 2022). Revenue: JP¥96.2b (up 26% from 1Q 2022). Net income: JP¥6.23b (down 30% from 1Q 2022). Profit margin: 6.5% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18% compared to a 44% decline forecast for the industry in Germany.공시 • Jul 06AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal First Half of 2023 and Full Year Ending February 28, 2023AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal first half of 2023 and full year ending February 28, 2023. For the half year, the company expects operating revenue of JPY 196,500 million, operating income of JPY 24,700 million, ordinary income of JPY 20,000 million, net income attributable to owners of parent of JPY 8,000 million or EPS JPY 35.15.For the year, the company expects operating revenue of JPY 404,000 million, operating income of JPY 55,500 million, ordinary income of JPY 45,500 million, net income attributable to owners of parent of JPY 23,000 million or EPS JPY 101.07.공시 • Jul 05AEON Mall Co., Ltd. Provides Dividend Guidance for the Fiscal First Half of 2023 and Fiscal Year Ending February 28, 2023AEON Mall Co., Ltd. provided dividend guidance for the fiscal first half of 2023 and fiscal year ending February 28, 2023. For the first half, the company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.For the year, the company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.공시 • Jun 19AEON Mall Co., Ltd. to Report Q1, 2023 Results on Jul 05, 2022AEON Mall Co., Ltd. announced that they will report Q1, 2023 results on Jul 05, 2022Reported Earnings • Apr 08Full year 2022 earnings released: EPS: JP¥84.72 (vs JP¥8.19 loss in FY 2021)Full year 2022 results: EPS: JP¥84.72 (up from JP¥8.19 loss in FY 2021). Revenue: JP¥316.8b (up 13% from FY 2021). Net income: JP¥19.3b (up JP¥21.1b from FY 2021). Profit margin: 6.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 15% compared to a 34% decline forecast for the industry in Germany.공시 • Apr 08AEON Mall Co., Ltd. to Report Fiscal Year 2022 Results on Apr 07, 2022AEON Mall Co., Ltd. announced that they will report fiscal year 2022 results on Apr 07, 2022공시 • Apr 07+ 2 more updatesAEON Mall Co., Ltd. Provides Earnings Guidance for the First Half and Full Year Ending February 28, 2023AEON Mall Co., Ltd. provided earnings guidance for the first half and full year ending February 28, 2023. For the half year, the company expected operating revenue of JPY 196,500 million, operating income of JPY 24,700 million, ordinary income of JPY 20,000 million, net income attributable to owners of parent of JPY 8,000 million or EPS JPY 35.15.For the year, the company expected operating revenue of JPY 404,000 million, operating income of JPY 55,500 million, ordinary income of JPY 45,500 million, net income attributable to owners of parent of JPY 23,000 million or EPS JPY 101.07.Upcoming Dividend • Feb 18Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 30 April 2022. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (3.2%).Reported Earnings • Jan 12Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥15.92 (down from JP¥27.54 in 3Q 2021). Revenue: JP¥79.2b (up 3.3% from 3Q 2021). Net income: JP¥3.62b (down 42% from 3Q 2021). Profit margin: 4.6% (down from 8.2% in 3Q 2021). Revenue missed analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 10% compared to a 19% decline forecast for the industry in Germany.공시 • Jan 12AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects operating revenue of JPY 344,000 million, operating income of JPY 59,000 million, net income attributable to owners of parent of JPY 31,000 million and net income per share of JPY 136.23.Reported Earnings • Oct 06Second quarter 2022 earnings released: EPS JP¥17.39 (vs JP¥11.48 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥77.9b (up 6.3% from 2Q 2021). Net income: JP¥3.96b (up 52% from 2Q 2021). Profit margin: 5.1% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 23 October 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (2.8%).Reported Earnings • Jul 08First quarter 2022 earnings released: EPS JP¥39.02 (vs JP¥59.23 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥76.2b (up 44% from 1Q 2021). Net income: JP¥8.88b (up JP¥22.4b from 1Q 2021). Profit margin: 12% (up from net loss in 1Q 2021).Executive Departure • May 27Outside Independent Director has left the companyOn the 20th of May, Masao Kawabata's tenure as Outside Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Masao's name. Masao is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 10Full year 2021 earnings released: JP¥8.19 loss per share (vs JP¥151 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥280.7b (down 13% from FY 2020). Net loss: JP¥1.86b (down 105% from profit in FY 2020).공시 • Apr 09AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the First Half & Full Year Ending February 28, 2022AEON Mall Co., Ltd. provided consolidated earnings guidance for the first half & full year ending February 28, 2022. For the first half, the company expects operating revenue of JPY 167,000 million, Operating income of JPY 26,500 million, Net income attributable to owners of parent of JPY 18,000 million or JPY 79.10 per share. For the year, the company expects operating revenue of JPY 344,000 million, Operating income of JPY 59,000 million, Net income attributable to owners of parent of JPY 31,000 million or JPY 136.23 per share.공시 • Mar 09AEON Mall Co., Ltd. to Report Fiscal Year 2021 Results on Apr 08, 2021AEON Mall Co., Ltd. announced that they will report fiscal year 2021 results on Apr 08, 2021주주 수익률9DHDE Real EstateDE 시장7D-3.0%3.6%4.1%1Y48.6%-16.9%2.9%전체 주주 수익률 보기수익률 대 산업: 9DH은 지난 1년 동안 -16.9%의 수익을 기록한 German Real Estate 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 9DH은 지난 1년 동안 2.9%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 9DH's price volatile compared to industry and market?9DH volatility9DH Average Weekly Movement4.1%Real Estate Industry Average Movement4.6%Market Average Movement5.6%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.7%안정적인 주가: 9DH는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9DH의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19113,900Keiji Ohnowww.aeonmall.com/en/이온몰은 일본, 중국, 베트남, 캄보디아, 인도네시아 등 해외에서 쇼핑몰을 개발, 운영, 관리하는 회사입니다. 대규모 쇼핑몰 개발, 테넌트 임대, 쇼핑몰 운영/관리 등의 서비스를 제공합니다. 또한 임대 서비스를 제공하고 쇼핑몰과 지역 상업 시설을 개발 및 활성화합니다.더 보기AEON Mall Co., Ltd. 기초 지표 요약AEON Mall의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9DH 기초 통계시가총액€3.70b순이익 (TTM)€84.18m매출 (TTM)€2.65b44.0x주가수익비율(P/E)1.4x주가매출비율(P/S)9DH는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9DH 손익계산서 (TTM)매출JP¥449.75b매출원가JP¥360.08b총이익JP¥89.68b기타 비용JP¥75.42b순이익JP¥14.26b최근 보고된 실적Feb 28, 2025다음 실적 발표일해당 없음주당순이익(EPS)62.66총이익률19.94%순이익률3.17%부채/자본 비율133.2%9DH의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.8%현재 배당 수익률80%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/07/01 01:36종가2025/06/26 00:00수익2025/02/28연간 수익2025/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스AEON Mall Co., Ltd.는 9명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takashi HashimotoBarclaysJunichi TazawaBarclaysToshiyuki AnegawaBofA Global Research6명의 분석가 더 보기
공시 • Jun 27AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)
공시 • Jun 19AEON Mall Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective June 27, 2025AEON Mall Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from June 27, 2025, due to Becoming a wholly owned subsidiary of AEON CO.,LTD.
공시 • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.
공시 • Apr 11+ 2 more updatesAeon Mall Co., Ltd. Announces Retirement of Directors and Audit & Supervisory Board Members, Effective May 22, 2025AEON Mall Co., Ltd. announced the name of Directors and Audit & Supervisory Board Members Scheduled to Retire (Effective May 22, 2025). Chisa Enomoto - Outside Director, Hironobu Kurosaki - Outside Director, Junko Owada - Outside Director, Junko Taki - Outside Director, and Rumiko Tanabe - Outside Audit & Supervisory Board Member.
공시 • Mar 07AEON Mall Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025AEON Mall Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
공시 • Dec 03AEON Mall Co., Ltd. to Report Q3, 2025 Results on Jan 09, 2025AEON Mall Co., Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025
공시 • Jun 27AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD)
공시 • Jun 19AEON Mall Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective June 27, 2025AEON Mall Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from June 27, 2025, due to Becoming a wholly owned subsidiary of AEON CO.,LTD.
공시 • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.
공시 • Apr 11+ 2 more updatesAeon Mall Co., Ltd. Announces Retirement of Directors and Audit & Supervisory Board Members, Effective May 22, 2025AEON Mall Co., Ltd. announced the name of Directors and Audit & Supervisory Board Members Scheduled to Retire (Effective May 22, 2025). Chisa Enomoto - Outside Director, Hironobu Kurosaki - Outside Director, Junko Owada - Outside Director, Junko Taki - Outside Director, and Rumiko Tanabe - Outside Audit & Supervisory Board Member.
공시 • Mar 07AEON Mall Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025AEON Mall Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
공시 • Dec 03AEON Mall Co., Ltd. to Report Q3, 2025 Results on Jan 09, 2025AEON Mall Co., Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025
Declared Dividend • Oct 23First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 206%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (90.0% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 71% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Oct 10Second quarter 2025 earnings released: EPS: JP¥9.70 (vs JP¥18.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.70 (down from JP¥18.16 in 2Q 2024). Revenue: JP¥112.8b (up 7.1% from 2Q 2024). Net income: JP¥2.21b (down 47% from 2Q 2024). Profit margin: 2.0% (down from 3.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.
공시 • Sep 02AEON Mall Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024AEON Mall Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 21 October 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.6%).
Reported Earnings • Jul 15First quarter 2025 earnings released: EPS: JP¥30.20 (vs JP¥28.00 in 1Q 2024)First quarter 2025 results: EPS: JP¥30.20 (up from JP¥28.00 in 1Q 2024). Revenue: JP¥109.4b (up 3.7% from 1Q 2024). Net income: JP¥6.87b (up 7.8% from 1Q 2024). Profit margin: 6.3% (up from 6.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 16% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.
공시 • Jul 11+ 1 more updateAeon Mall Co., Ltd. Provides Dividend Guidance for the First Half-End and Year Ending February 28, 2025AEON Mall Co., Ltd. provided dividend guidance for the first half-end and year ending February 28, 2025. For the first half-end, the company expects JPY 25.00 per share against JPY 25.00 per share a year ago. For the year, the company expects JPY 25.00 per share against JPY 25.00 per share a year ago.
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CX Creation Manager & Director Masayuki Tsuboya was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jun 06Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th August 2024 Payment date: 21st October 2024 Dividend yield will be 227%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 02AEON Mall Co., Ltd. to Report Q1, 2025 Results on Jul 11, 2024AEON Mall Co., Ltd. announced that they will report Q1, 2025 results on Jul 11, 2024
공시 • Apr 11AEON Mall Co., Ltd. Provides Dividend Guidance for the Fiscal Year 2025AEON Mall Co., Ltd. planed to pay dividends of ¥50 per share for the next fiscal year 2025, level with fiscal year 2023 dividends. Interim dividend is JPY 25 per share and year end dividend date is JPY 25 per share.
공시 • Apr 10AEON Mall Co., Ltd. Resolves Distribution for the Year 2023, Effective on May 7, 2024AEON Mall Co., Ltd. announced that at its board meeting held on April 9, 2024, resolved the distribution of JPY 25 per share with record date is February 29, 2024. Total dividend is JPY 5,688 million. Effective date is May 7, 2024.
Reported Earnings • Apr 10Full year 2024 earnings released: EPS: JP¥89.64 (vs JP¥57.10 in FY 2023)Full year 2024 results: EPS: JP¥89.64 (up from JP¥57.10 in FY 2023). Revenue: JP¥423.2b (up 6.3% from FY 2023). Net income: JP¥20.4b (up 57% from FY 2023). Profit margin: 4.8% (up from 3.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Apr 09AEON Mall Co., Ltd., Annual General Meeting, May 23, 2024AEON Mall Co., Ltd., Annual General Meeting, May 23, 2024.
공시 • Mar 01AEON Mall Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024AEON Mall Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 01 May 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.6%).
Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥18.48 (vs JP¥14.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.48 (up from JP¥14.53 in 3Q 2023). Revenue: JP¥103.1b (up 2.5% from 3Q 2023). Net income: JP¥4.20b (up 27% from 3Q 2023). Profit margin: 4.1% (up from 3.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany.
공시 • Jan 11Aeon Mall Co., Ltd. Provides Dividend Guidance for Year Ending February 29, 2024AEON Mall Co., Ltd. provided dividend guidance for year ending February 29, 2024. For the year the company expects to pay the dividend of JPY 25 per share.
공시 • Dec 06AEON Mall Co., Ltd. to Report Q3, 2024 Results on Jan 11, 2024AEON Mall Co., Ltd. announced that they will report Q3, 2024 results on Jan 11, 2024
Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥18.16 (vs JP¥3.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.16 (up from JP¥3.94 in 2Q 2023). Revenue: JP¥105.3b (up 7.5% from 2Q 2023). Net income: JP¥4.13b (up 361% from 2Q 2023). Profit margin: 3.9% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 14% decline forecast for the Real Estate industry in Germany.
공시 • Oct 11AEON Mall Co., Ltd. Announces Dividend for the First Half-End of the Fiscal Year Ending February 29, 2024, Payable on October 20, 2023; Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024AEON Mall Co., Ltd. announced dividend of JPY 25.00 per share for the first half-end of the fiscal year ending February 29, 2024 against JPY 25.00 per share paid a year ago. Starting date of dividend payment: October 20, 2023. For the Fiscal Year end, Company expects dividend of JPY 25.00 per share against JPY 25.00 per share paid a year ago.
공시 • Sep 08AEON Mall Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023AEON Mall Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 23 October 2023. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.8%).
Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: JP¥28.00 (vs JP¥27.36 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.00 (up from JP¥27.36 in 1Q 2023). Revenue: JP¥105.5b (up 9.7% from 1Q 2023). Net income: JP¥6.37b (up 2.3% from 1Q 2023). Profit margin: 6.0% (down from 6.5% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 27% decline forecast for the Real Estate industry in Germany.
공시 • Jul 12+ 1 more updateAEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year Ending February 29, 2024AEON Mall Co., Ltd. provided consolidated earnings guidance for the first half and full year ending February 29, 2024. For the half year, the company expects operating revenue of JPY 220,000 million, operating income of JPY 27,500 million, net income attributable to owners of parent of JPY 15,000 million or net income per share of JPY 65.91.For the year, the company expects operating revenue of JPY 447,000 million, operating income of JPY 58,500 million, net income attributable to owners of parent of JPY 27,000 million or net income per share of JPY 118.65.
공시 • Jun 03AEON Mall Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023AEON Mall Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023
Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥57.10 (vs JP¥84.72 in FY 2022)Full year 2023 results: EPS: JP¥57.10 (down from JP¥84.72 in FY 2022). Revenue: JP¥398.2b (up 26% from FY 2022). Net income: JP¥13.0b (down 33% from FY 2022). Profit margin: 3.3% (down from 6.1% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 32% decline forecast for the Real Estate industry in Germany.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥25.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 02 May 2023. Payout ratio is on the higher end at 86% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.6%).
Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥14.53 (vs JP¥15.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.53 (down from JP¥15.92 in 3Q 2022). Revenue: JP¥100.5b (up 27% from 3Q 2022). Net income: JP¥3.31b (down 8.7% from 3Q 2022). Profit margin: 3.3% (down from 4.6% in 3Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany.
공시 • Jan 12+ 1 more updateAEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the period, the company expects operating revenue of JPY 404,000 million, operating income of JPY 55,500 million, net income attributable to owners of parent of JPY 23,000 million and net income per share of JPY 101.07.
공시 • Dec 08AEON Mall Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023AEON Mall Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023
공시 • Oct 06AEON Mall Co., Ltd. Resolves Interim Dividend, Effective May 2, 2022AEON Mall Co., Ltd. resolved to pay an interim dividend per share of ¥25, as originally forecast and in reflection of the aforementioned policy and earnings forecasts and plan to pay a year-end dividend of ¥25, resulting in an annual dividend of ¥50 per share, Effective date October 21, 2022 as of the record date of August 31, 2022.
Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥3.94 (vs JP¥17.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥3.94 (down from JP¥17.39 in 2Q 2022). Revenue: JP¥97.9b (up 26% from 2Q 2022). Net income: JP¥896.0m (down 77% from 2Q 2022). Profit margin: 0.9% (down from 5.1% in 2Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany.
공시 • Sep 03AEON Mall Co., Ltd. to Report Q2, 2023 Results on Oct 04, 2022AEON Mall Co., Ltd. announced that they will report Q2, 2023 results on Oct 04, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 24 October 2022. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.9%).
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥27.36 (vs JP¥39.02 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.36 (down from JP¥39.02 in 1Q 2022). Revenue: JP¥96.2b (up 26% from 1Q 2022). Net income: JP¥6.23b (down 30% from 1Q 2022). Profit margin: 6.5% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18% compared to a 44% decline forecast for the industry in Germany.
공시 • Jul 06AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal First Half of 2023 and Full Year Ending February 28, 2023AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal first half of 2023 and full year ending February 28, 2023. For the half year, the company expects operating revenue of JPY 196,500 million, operating income of JPY 24,700 million, ordinary income of JPY 20,000 million, net income attributable to owners of parent of JPY 8,000 million or EPS JPY 35.15.For the year, the company expects operating revenue of JPY 404,000 million, operating income of JPY 55,500 million, ordinary income of JPY 45,500 million, net income attributable to owners of parent of JPY 23,000 million or EPS JPY 101.07.
공시 • Jul 05AEON Mall Co., Ltd. Provides Dividend Guidance for the Fiscal First Half of 2023 and Fiscal Year Ending February 28, 2023AEON Mall Co., Ltd. provided dividend guidance for the fiscal first half of 2023 and fiscal year ending February 28, 2023. For the first half, the company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.For the year, the company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.
공시 • Jun 19AEON Mall Co., Ltd. to Report Q1, 2023 Results on Jul 05, 2022AEON Mall Co., Ltd. announced that they will report Q1, 2023 results on Jul 05, 2022
Reported Earnings • Apr 08Full year 2022 earnings released: EPS: JP¥84.72 (vs JP¥8.19 loss in FY 2021)Full year 2022 results: EPS: JP¥84.72 (up from JP¥8.19 loss in FY 2021). Revenue: JP¥316.8b (up 13% from FY 2021). Net income: JP¥19.3b (up JP¥21.1b from FY 2021). Profit margin: 6.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 15% compared to a 34% decline forecast for the industry in Germany.
공시 • Apr 08AEON Mall Co., Ltd. to Report Fiscal Year 2022 Results on Apr 07, 2022AEON Mall Co., Ltd. announced that they will report fiscal year 2022 results on Apr 07, 2022
공시 • Apr 07+ 2 more updatesAEON Mall Co., Ltd. Provides Earnings Guidance for the First Half and Full Year Ending February 28, 2023AEON Mall Co., Ltd. provided earnings guidance for the first half and full year ending February 28, 2023. For the half year, the company expected operating revenue of JPY 196,500 million, operating income of JPY 24,700 million, ordinary income of JPY 20,000 million, net income attributable to owners of parent of JPY 8,000 million or EPS JPY 35.15.For the year, the company expected operating revenue of JPY 404,000 million, operating income of JPY 55,500 million, ordinary income of JPY 45,500 million, net income attributable to owners of parent of JPY 23,000 million or EPS JPY 101.07.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 30 April 2022. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (3.2%).
Reported Earnings • Jan 12Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥15.92 (down from JP¥27.54 in 3Q 2021). Revenue: JP¥79.2b (up 3.3% from 3Q 2021). Net income: JP¥3.62b (down 42% from 3Q 2021). Profit margin: 4.6% (down from 8.2% in 3Q 2021). Revenue missed analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 10% compared to a 19% decline forecast for the industry in Germany.
공시 • Jan 12AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects operating revenue of JPY 344,000 million, operating income of JPY 59,000 million, net income attributable to owners of parent of JPY 31,000 million and net income per share of JPY 136.23.
Reported Earnings • Oct 06Second quarter 2022 earnings released: EPS JP¥17.39 (vs JP¥11.48 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥77.9b (up 6.3% from 2Q 2021). Net income: JP¥3.96b (up 52% from 2Q 2021). Profit margin: 5.1% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 23 October 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (2.8%).
Reported Earnings • Jul 08First quarter 2022 earnings released: EPS JP¥39.02 (vs JP¥59.23 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥76.2b (up 44% from 1Q 2021). Net income: JP¥8.88b (up JP¥22.4b from 1Q 2021). Profit margin: 12% (up from net loss in 1Q 2021).
Executive Departure • May 27Outside Independent Director has left the companyOn the 20th of May, Masao Kawabata's tenure as Outside Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Masao's name. Masao is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 10Full year 2021 earnings released: JP¥8.19 loss per share (vs JP¥151 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥280.7b (down 13% from FY 2020). Net loss: JP¥1.86b (down 105% from profit in FY 2020).
공시 • Apr 09AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the First Half & Full Year Ending February 28, 2022AEON Mall Co., Ltd. provided consolidated earnings guidance for the first half & full year ending February 28, 2022. For the first half, the company expects operating revenue of JPY 167,000 million, Operating income of JPY 26,500 million, Net income attributable to owners of parent of JPY 18,000 million or JPY 79.10 per share. For the year, the company expects operating revenue of JPY 344,000 million, Operating income of JPY 59,000 million, Net income attributable to owners of parent of JPY 31,000 million or JPY 136.23 per share.
공시 • Mar 09AEON Mall Co., Ltd. to Report Fiscal Year 2021 Results on Apr 08, 2021AEON Mall Co., Ltd. announced that they will report fiscal year 2021 results on Apr 08, 2021
