View Financial HealtheREXLtd 배당 및 자사주 매입배당 기준 점검 2/6eREXLtd 수익으로 충분히 충당되는 현재 수익률 1.24% 보유한 배당금 지급 회사입니다. 다음 지급일은 29th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.핵심 정보1.2%배당 수익률-3.0%자사주 매입 수익률총 주주 수익률-1.8%미래 배당 수익률2.5%배당 성장률9.6%다음 배당 지급일29 Jun 26배당락일30 Mar 26주당 배당금n/a배당 성향60%최근 배당 및 자사주 매입 업데이트공시 • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).모든 업데이트 보기Recent updates공시 • May 12eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026.공시 • May 10eREX Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026eREX Co.,Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026공시 • Dec 27eREX Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026eREX Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026공시 • Sep 01eREX Co.,Ltd. to Report Q2, 2026 Results on Nov 11, 2025eREX Co.,Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025공시 • Jul 18eREX Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025eREX Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • May 12+ 3 more updateseREX Co.,Ltd., Annual General Meeting, Jun 24, 2025eREX Co.,Ltd., Annual General Meeting, Jun 24, 2025.공시 • Mar 27eREX Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025eREX Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025공시 • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.공시 • Dec 04eREX Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025eREX Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥0.81 loss per share (vs JP¥124 loss in 2Q 2024)Second quarter 2025 results: JP¥0.81 loss per share (improved from JP¥124 loss in 2Q 2024). Revenue: JP¥49.8b (down 23% from 2Q 2024). Net loss: JP¥60.0m (loss narrowed 99% from 2Q 2024). Revenue is expected to decline by 6.4% p.a. on average during the next 2 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.공시 • Oct 09eREX Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024eREX Co.,Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024공시 • Sep 25erex Co., Ltd. and Taiheiyo Cement Corporation Announce Complete PKS Co-Firing Testerex Co. Ltd. announced that a cofiring test of PKS (Palm Kernel Shell) has been conducted at the Itoigawa Power Plant, which is jointly operated by the Company and Taiheiyo Cement Corporation as follows: As part of efforts to address the social issue of achieving a de-carbonized society, the company is planning fuel conversion of coal-fired power plants in Japan. As a test to implement the plan, a co-firing test with coal using inexpensively procured PKS was conducted for eight days from September 6 to 13. The test operation was conducted with a maximum of approximately 30% PKS mixed with coal, and it was confirmed that stable firing and power generation were available. The company will continue to implement initiatives to achieve a de-carbonized society in Japan and abroad, with its biomass power generation business as a cornerstone. With regard to the fuel conversion of coal-fired power plants, the company will steadily proceed with the plan with the understanding and cooperation of local residents and other related parties.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥25.22 (vs JP¥64.09 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥25.22 (up from JP¥64.09 loss in 1Q 2024). Revenue: JP¥33.4b (down 40% from 1Q 2024). Net income: JP¥1.75b (up JP¥5.54b from 1Q 2024). Profit margin: 5.2% (up from net loss in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Aug 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €4.10. The fair value is estimated to be €5.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.공시 • Jun 28eREX Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024eREX Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding).공시 • May 28eREX Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the period, the company expects net sales of JPY 155,456 million, operating profit of JPY 5,378 million, profit attributable to owners of parent of JPY 1,885 million and basic earnings per share of JPY 31.75.공시 • May 15eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 13Full year 2024 earnings released: JP¥375 loss per share (vs JP¥155 profit in FY 2023)Full year 2024 results: JP¥375 loss per share (down from JP¥155 profit in FY 2023). Revenue: JP¥245.0b (down 17% from FY 2023). Net loss: JP¥22.3b (down 342% from profit in FY 2023). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 7.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.공시 • Mar 31eREX Co.,Ltd. to Report Q4, 2024 Results on May 10, 2024eREX Co.,Ltd. announced that they will report Q4, 2024 results on May 10, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥79.66 loss per share (vs JP¥23.67 profit in 3Q 2023)Third quarter 2024 results: JP¥79.66 loss per share (down from JP¥23.67 profit in 3Q 2023). Revenue: JP¥63.4b (down 25% from 3Q 2023). Net loss: JP¥4.73b (down 437% from profit in 3Q 2023). Revenue is expected to decline by 7.7% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 9.5%.New Risk • Jan 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.공시 • Jan 09eREX Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024eREX Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.8% average weekly change).공시 • Sep 28eREX Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023eREX Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023New Risk • Aug 14New 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Reported Earnings • Aug 13First quarter 2024 earnings released: JP¥64.09 loss per share (vs JP¥28.33 profit in 1Q 2023)First quarter 2024 results: JP¥64.09 loss per share (down from JP¥28.33 profit in 1Q 2023). Revenue: JP¥55.9b (down 4.7% from 1Q 2023). Net loss: JP¥3.80b (down 327% from profit in 1Q 2023). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 5.3%.공시 • Jun 28eREX Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023eREX Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023공시 • May 17eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥155 (vs JP¥163 in FY 2022)Full year 2023 results: EPS: JP¥155 (down from JP¥163 in FY 2022). Revenue: JP¥296.3b (up 29% from FY 2022). Net income: JP¥9.19b (down 4.8% from FY 2022). Profit margin: 3.1% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 3.0%.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €10.10, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Renewable Energy industry in Europe. Total loss to shareholders of 37% over the past year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥23.67 (vs JP¥60.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.67 (down from JP¥60.70 in 3Q 2022). Revenue: JP¥84.1b (up 23% from 3Q 2022). Net income: JP¥1.40b (down 61% from 3Q 2022). Profit margin: 1.7% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in Germany.공시 • Dec 28eREX Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023eREX Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥48.34 (vs JP¥59.07 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.34 (down from JP¥59.07 in 2Q 2022). Revenue: JP¥78.9b (up 60% from 2Q 2022). Net income: JP¥2.86b (down 18% from 2Q 2022). Profit margin: 3.6% (down from 7.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Renewable Energy industry in Germany.공시 • Oct 19eREX Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022eREX Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥28.33 (vs JP¥14.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.33 (up from JP¥14.13 in 1Q 2022). Revenue: JP¥58.7b (up 77% from 1Q 2022). Net income: JP¥1.68b (up 101% from 1Q 2022). Profit margin: 2.9% (up from 2.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 15% compared to a 14% decline forecast for the industry in Germany.공시 • Jun 29eREX Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022eREX Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to €15.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 16% over the past year.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥163 (vs JP¥116 in FY 2021)Full year 2022 results: EPS: JP¥163 (up from JP¥116 in FY 2021). Revenue: JP¥230.5b (up 63% from FY 2021). Net income: JP¥9.65b (up 54% from FY 2021). Profit margin: 4.2% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 2.0% compared to a 30% decline forecast for the industry in Germany.공시 • May 14eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Apr 08eREX Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022eREX Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to €14.70, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Renewable Energy industry in Europe.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥60.70 (up from JP¥22.92 in 3Q 2021). Revenue: JP¥68.3b (up 141% from 3Q 2021). Net income: JP¥3.59b (up 182% from 3Q 2021). Profit margin: 5.3% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 64%. Over the next year, revenue is expected to shrink by 17% compared to a 28% decline forecast for the industry in Germany.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥59.07 (vs JP¥42.56 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥49.5b (up 72% from 2Q 2021). Net income: JP¥3.49b (up 61% from 2Q 2021). Profit margin: 7.1% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €20.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Renewable Energy industry in Europe.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥14.13 (vs JP¥10.08 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥33.2b (up 79% from 1Q 2021). Net income: JP¥833.0m (up 62% from 1Q 2021). Profit margin: 2.5% (down from 2.8% in 1Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥18.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.59 per share.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥19.94, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €31.82 per share.Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 6HF 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 6HF 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장eREXLtd 배당 수익률 vs 시장6HF의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (6HF)1.2%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Renewable Energy)2.2%분석가 예측 (6HF) (최대 3년)2.5%주목할만한 배당금: 6HF 의 배당금( 1.24% )은 German 시장에서 배당금 지급자의 하위 25%( 1.54% )와 비교해 주목할 만하지 않습니다.고배당: 6HF 의 배당금( 1.24% )은 German 시장에서 배당금 지급자의 상위 25%( 4.55% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 59.6% )을 통해 6HF 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 6HF 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 15:37종가2026/05/22 00:00수익2026/03/31연간 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스eREX Co.,Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Citi ResearchCitigroup IncYui ShojiCitigroup Incnull nullDaiwa Securities Co. Ltd.7명의 분석가 더 보기
공시 • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).
공시 • May 12eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026eREX Co.,Ltd., Annual General Meeting, Jun 26, 2026.
공시 • May 10eREX Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026eREX Co.,Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
공시 • Dec 27eREX Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026eREX Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
공시 • Sep 01eREX Co.,Ltd. to Report Q2, 2026 Results on Nov 11, 2025eREX Co.,Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
공시 • Jul 18eREX Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025eREX Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • May 12+ 3 more updateseREX Co.,Ltd., Annual General Meeting, Jun 24, 2025eREX Co.,Ltd., Annual General Meeting, Jun 24, 2025.
공시 • Mar 27eREX Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025eREX Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
공시 • Feb 13eREX Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 11.00 per share compared to Nil a year ago.
공시 • Dec 04eREX Co.,Ltd. to Report Q3, 2025 Results on Feb 12, 2025eREX Co.,Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥0.81 loss per share (vs JP¥124 loss in 2Q 2024)Second quarter 2025 results: JP¥0.81 loss per share (improved from JP¥124 loss in 2Q 2024). Revenue: JP¥49.8b (down 23% from 2Q 2024). Net loss: JP¥60.0m (loss narrowed 99% from 2Q 2024). Revenue is expected to decline by 6.4% p.a. on average during the next 2 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
공시 • Oct 09eREX Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024eREX Co.,Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
공시 • Sep 25erex Co., Ltd. and Taiheiyo Cement Corporation Announce Complete PKS Co-Firing Testerex Co. Ltd. announced that a cofiring test of PKS (Palm Kernel Shell) has been conducted at the Itoigawa Power Plant, which is jointly operated by the Company and Taiheiyo Cement Corporation as follows: As part of efforts to address the social issue of achieving a de-carbonized society, the company is planning fuel conversion of coal-fired power plants in Japan. As a test to implement the plan, a co-firing test with coal using inexpensively procured PKS was conducted for eight days from September 6 to 13. The test operation was conducted with a maximum of approximately 30% PKS mixed with coal, and it was confirmed that stable firing and power generation were available. The company will continue to implement initiatives to achieve a de-carbonized society in Japan and abroad, with its biomass power generation business as a cornerstone. With regard to the fuel conversion of coal-fired power plants, the company will steadily proceed with the plan with the understanding and cooperation of local residents and other related parties.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥25.22 (vs JP¥64.09 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥25.22 (up from JP¥64.09 loss in 1Q 2024). Revenue: JP¥33.4b (down 40% from 1Q 2024). Net income: JP¥1.75b (up JP¥5.54b from 1Q 2024). Profit margin: 5.2% (up from net loss in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Aug 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €4.10. The fair value is estimated to be €5.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.
공시 • Jun 28eREX Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024eREX Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
New Risk • May 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding).
공시 • May 28eREX Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025eREX Co.,Ltd. provided consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the period, the company expects net sales of JPY 155,456 million, operating profit of JPY 5,378 million, profit attributable to owners of parent of JPY 1,885 million and basic earnings per share of JPY 31.75.
공시 • May 15eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024eREX Co.,Ltd., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 13Full year 2024 earnings released: JP¥375 loss per share (vs JP¥155 profit in FY 2023)Full year 2024 results: JP¥375 loss per share (down from JP¥155 profit in FY 2023). Revenue: JP¥245.0b (down 17% from FY 2023). Net loss: JP¥22.3b (down 342% from profit in FY 2023). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 7.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
공시 • Mar 31eREX Co.,Ltd. to Report Q4, 2024 Results on May 10, 2024eREX Co.,Ltd. announced that they will report Q4, 2024 results on May 10, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥79.66 loss per share (vs JP¥23.67 profit in 3Q 2023)Third quarter 2024 results: JP¥79.66 loss per share (down from JP¥23.67 profit in 3Q 2023). Revenue: JP¥63.4b (down 25% from 3Q 2023). Net loss: JP¥4.73b (down 437% from profit in 3Q 2023). Revenue is expected to decline by 7.7% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 9.5%.
New Risk • Jan 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
공시 • Jan 09eREX Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024eREX Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.8% average weekly change).
공시 • Sep 28eREX Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023eREX Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
New Risk • Aug 14New 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Reported Earnings • Aug 13First quarter 2024 earnings released: JP¥64.09 loss per share (vs JP¥28.33 profit in 1Q 2023)First quarter 2024 results: JP¥64.09 loss per share (down from JP¥28.33 profit in 1Q 2023). Revenue: JP¥55.9b (down 4.7% from 1Q 2023). Net loss: JP¥3.80b (down 327% from profit in 1Q 2023). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 5.3%.
공시 • Jun 28eREX Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023eREX Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
공시 • May 17eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023eREX Co.,Ltd., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥155 (vs JP¥163 in FY 2022)Full year 2023 results: EPS: JP¥155 (down from JP¥163 in FY 2022). Revenue: JP¥296.3b (up 29% from FY 2022). Net income: JP¥9.19b (down 4.8% from FY 2022). Profit margin: 3.1% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 3.0%.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €10.10, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Renewable Energy industry in Europe. Total loss to shareholders of 37% over the past year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥23.67 (vs JP¥60.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.67 (down from JP¥60.70 in 3Q 2022). Revenue: JP¥84.1b (up 23% from 3Q 2022). Net income: JP¥1.40b (down 61% from 3Q 2022). Profit margin: 1.7% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in Germany.
공시 • Dec 28eREX Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023eREX Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥48.34 (vs JP¥59.07 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.34 (down from JP¥59.07 in 2Q 2022). Revenue: JP¥78.9b (up 60% from 2Q 2022). Net income: JP¥2.86b (down 18% from 2Q 2022). Profit margin: 3.6% (down from 7.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Renewable Energy industry in Germany.
공시 • Oct 19eREX Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022eREX Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥28.33 (vs JP¥14.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.33 (up from JP¥14.13 in 1Q 2022). Revenue: JP¥58.7b (up 77% from 1Q 2022). Net income: JP¥1.68b (up 101% from 1Q 2022). Profit margin: 2.9% (up from 2.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 15% compared to a 14% decline forecast for the industry in Germany.
공시 • Jun 29eREX Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022eREX Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to €15.80, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 16% over the past year.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥163 (vs JP¥116 in FY 2021)Full year 2022 results: EPS: JP¥163 (up from JP¥116 in FY 2021). Revenue: JP¥230.5b (up 63% from FY 2021). Net income: JP¥9.65b (up 54% from FY 2021). Profit margin: 4.2% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 2.0% compared to a 30% decline forecast for the industry in Germany.
공시 • May 14eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022eREX Co.,Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent External Director Shigeru Kimura was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Apr 08eREX Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022eREX Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to €14.70, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Renewable Energy industry in Europe.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Renewable Energy industry in Europe.
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥60.70 (up from JP¥22.92 in 3Q 2021). Revenue: JP¥68.3b (up 141% from 3Q 2021). Net income: JP¥3.59b (up 182% from 3Q 2021). Profit margin: 5.3% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 64%. Over the next year, revenue is expected to shrink by 17% compared to a 28% decline forecast for the industry in Germany.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥59.07 (vs JP¥42.56 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥49.5b (up 72% from 2Q 2021). Net income: JP¥3.49b (up 61% from 2Q 2021). Profit margin: 7.1% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €20.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Renewable Energy industry in Europe.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥14.13 (vs JP¥10.08 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥33.2b (up 79% from 1Q 2021). Net income: JP¥833.0m (up 62% from 1Q 2021). Profit margin: 2.5% (down from 2.8% in 1Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥18.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.59 per share.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 26% share price gain to JP¥19.94, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Renewable Energy industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €31.82 per share.
Reported Earnings • Jun 27Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥116 (vs JP¥89.01 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥141.9b (up 60% from FY 2020). Net income: JP¥6.29b (up 39% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses.