ikuyoLtd (7273) 주식 개요는 일본에서 합성수지 제품을 제조, 생산 및 판매하는 회사입니다. 자세히 보기7273 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적4/6재무 건전성6/6배당0/6강점주가수익률(6.4x)이 JP 시장(14x)보다 낮습니다.지난 1년간 수익이 6163.6% 증가했습니다.위험 분석지난 1년 동안 주주가 크게 희석되었습니다.재무 결과에 영향을 미치는 대규모 일회성 항목모든 위험 점검 보기7273 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,485 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 NarrativeBLINRODA480,485 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥604.00130.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-513m68b2016201920222025202620282031Revenue JP¥67.6bEarnings JP¥6.2bAdvancedSet Fair ValueView all narrativesikuyo Co.,Ltd. 경쟁사Fuji OozxSymbol: TSE:7299Market cap: JP¥18.5bAhrestySymbol: TSE:5852Market cap: JP¥17.9bYorozuSymbol: TSE:7294Market cap: JP¥18.4bSandenSymbol: TSE:6444Market cap: JP¥17.4b가격 이력 및 성과ikuyoLtd 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥604.0052주 최고가JP¥1,380.0052주 최저가JP¥541.00베타2.421개월 변동-3.97%3개월 변동-6.93%1년 변동-31.29%3년 변동348.74%5년 변동326.25%IPO 이후 변동-66.28%최근 뉴스 및 업데이트공고 • Jul 03ikuyo Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026ikuyo Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026분석 기사 • May 23ikuyoLtd (TSE:7273) Is Posting Healthy Earnings, But It Is Not All Good Newsikuyo Co.,Ltd.'s ( TSE:7273 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥108 (vs JP¥2.86 in FY 2025)Full year 2026 results: EPS: JP¥108 (up from JP¥2.86 in FY 2025). Revenue: JP¥30.1b (up 70% from FY 2025). Net income: JP¥2.76b (up JP¥2.71b from FY 2025). Profit margin: 9.1% (up from 0.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 65% per year.공고 • May 18ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026.공고 • May 10ikuyo Co.,Ltd. to Report Fiscal Year 2026 Results on May 15, 2026ikuyo Co.,Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 2.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).더 많은 업데이트 보기Recent updates공고 • Jul 03ikuyo Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026ikuyo Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026분석 기사 • May 23ikuyoLtd (TSE:7273) Is Posting Healthy Earnings, But It Is Not All Good Newsikuyo Co.,Ltd.'s ( TSE:7273 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥108 (vs JP¥2.86 in FY 2025)Full year 2026 results: EPS: JP¥108 (up from JP¥2.86 in FY 2025). Revenue: JP¥30.1b (up 70% from FY 2025). Net income: JP¥2.76b (up JP¥2.71b from FY 2025). Profit margin: 9.1% (up from 0.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 65% per year.공고 • May 18ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026.공고 • May 10ikuyo Co.,Ltd. to Report Fiscal Year 2026 Results on May 15, 2026ikuyo Co.,Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 2.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 18Third quarter 2026 earnings released: JP¥0.79 loss per share (vs JP¥1.05 loss in 3Q 2025)Third quarter 2026 results: JP¥0.79 loss per share. Revenue: JP¥8.09b (up 81% from 3Q 2025). Net loss: JP¥23.0m (loss widened 44% from 3Q 2025).분석 기사 • Jan 08Is ikuyoLtd (TSE:7273) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 11ikuyo Co.,Ltd.'s (TSE:7273) Share Price Is Still Matching Investor Opinion Despite 25% SlumpTo the annoyance of some shareholders, ikuyo Co.,Ltd. ( TSE:7273 ) shares are down a considerable 25% in the last...공고 • Dec 05ikuyo Co.,Ltd. to Report Q3, 2026 Results on Feb 16, 2026ikuyo Co.,Ltd. announced that they will report Q3, 2026 results on Feb 16, 2026분석 기사 • Nov 21We Believe ikuyoLtd's (TSE:7273) Earnings Are A Poor Guide For Its ProfitabilityStrong earnings weren't enough to please ikuyo Co.,Ltd.'s ( TSE:7273 ) shareholders over the last week. We did some...Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 536% over the past three years.Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥29.91 (vs JP¥8.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.91 (up from JP¥8.21 in 2Q 2025). Revenue: JP¥7.41b (up 72% from 2Q 2025). Net income: JP¥699.0m (up 459% from 2Q 2025). Profit margin: 9.4% (up from 2.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.공고 • Nov 14ikuyo Co.,Ltd. (TSE:7273) announces an Equity Buyback for 2,000,000 shares, representing 6.84% for ¥2,600 million.ikuyo Co.,Ltd. (TSE:7273) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 6.84% of its issued share capital, for ¥2,600 million. The purpose of the program is to return value to shareholders and to enable flexible capital policy execution. The program will expire on March 31, 2026. As of November 14, 2025, the company had 29,231,420 shares(excluding treasury stock) in issue and 153,580 shares in treasury.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥995, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 814% over the past three years.분석 기사 • Oct 08Take Care Before Jumping Onto ikuyo Co.,Ltd. (TSE:7273) Even Though It's 30% Cheaperikuyo Co.,Ltd. ( TSE:7273 ) shares have had a horrible month, losing 30% after a relatively good period beforehand. Of...Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥835, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 762% over the past three years.분석 기사 • Sep 29With EPS Growth And More, ikuyoLtd (TSE:7273) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공고 • Sep 03ikuyo Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025ikuyo Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥1,214, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 1,004% over the past three years.분석 기사 • Aug 24ikuyo Co.,Ltd. (TSE:7273) Looks Just Right With A 29% Price JumpDespite an already strong run, ikuyo Co.,Ltd. ( TSE:7273 ) shares have been powering on, with a gain of 29% in the last...Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥113 (vs JP¥7.16 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥113 (up from JP¥7.16 loss in 1Q 2025). Revenue: JP¥6.81b (up 72% from 1Q 2025). Net income: JP¥2.28b (up JP¥2.39b from 1Q 2025). Profit margin: 34% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 09These 4 Measures Indicate That ikuyoLtd (TSE:7273) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Jul 09New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).공고 • Jun 13ikuyo Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025ikuyo Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025분석 기사 • Jun 12Investors Still Aren't Entirely Convinced By ikuyo Co.,Ltd.'s (TSE:7273) Revenues Despite 25% Price JumpDespite an already strong run, ikuyo Co.,Ltd. ( TSE:7273 ) shares have been powering on, with a gain of 25% in the last...New Risk • May 31New 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 Japanese stocks, typically moving 9.4% 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 Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥7.66b market cap, or US$53.2m).New Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 7.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥6.79b market cap, or US$47.0m).Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥28.57 (vs JP¥320 in FY 2024)Full year 2025 results: EPS: JP¥28.57 (down from JP¥320 in FY 2024). Revenue: JP¥17.7b (up 2.2% from FY 2024). Net income: JP¥44.0m (down 91% from FY 2024). Profit margin: 0.2% (down from 2.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.공고 • May 16+ 1 more updateikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2025ikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2025.공고 • Apr 16ikuyo Co.,Ltd. (TSE:7273) completed the acquisition of 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG.ikuyo Co.,Ltd. (TSE:7273) agreed to acquire 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG for ¥3.7 billion on September 25, 2024. As part of transaction ikuyo Co.,Ltd. will acquire the remaining 49% stake in the target by March 31, 2030.The transaction will be partly funded by the transfer price of the land of Atsugi Plant. For the period ended December 31, 2023 Kunshan Veritas Automotive Systems Co.,Ltd reported net assets of ¥5.6 billion total assets of ¥8.7 billion turnover of ¥13 billion operating profit of ¥1.8 billion and net income of ¥1.6 billion. The transaction has been approved by the board of ikuyo Co., Ltd. and is expected to complete on March 31, 2025. As of March 26, 2025, it has been decided to change the date for the share transfer, and this was resolved at the board of directors meeting held and a memorandum of change was concluded. The transaction is expected to be completed on April 15, 2025. ikuyo Co.,Ltd. (TSE:7273) completed the acquisition of 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG on April 15, 2025.분석 기사 • Apr 08ikuyo Co.,Ltd.'s (TSE:7273) 30% Share Price Surge Not Quite Adding UpDespite an already strong run, ikuyo Co.,Ltd. ( TSE:7273 ) shares have been powering on, with a gain of 30% in the last...Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥4,595, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 285% over the past three years.공고 • Mar 27+ 1 more updateikuyo Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025ikuyo Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).공고 • Feb 18ikuyo Co.,Ltd. announced that it has received ¥155.16 million in funding from Nitto Co., Ltd., Sunrise Oriental Capital Pte. Ltd.On February 17, 2025 ikuyo Co.,Ltd. closed the transaction.Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥10.50 loss per share (vs JP¥40.71 profit in 3Q 2024)Third quarter 2025 results: JP¥10.50 loss per share (down from JP¥40.71 profit in 3Q 2024). Revenue: JP¥4.47b (up 3.6% from 3Q 2024). Net loss: JP¥16.0m (down 126% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.공고 • Jan 31ikuyo Co.,Ltd. announced that it expects to receive ¥155.16 million in funding from Nitto Co., Ltd., Sunrise Oriental Capital Pte. Ltd.ikuyo Co.,Ltd. announced a private placement to issue 15,000 1st Stock Acquisition Rights at issue price of ¥10,344 per stock acquisition right for gross proceeds of ¥155,160,000 on January 30, 2025. The transaction includes participation from returning investor, Nitto Co., Ltd subscribed for 7,500 units and new investor, SUNRISE ORIENTAL CAPITAL PTE. LTD subscribed for 7,500 units. The potential shares from issuance of stock acquisition right will be 1,500,000 . The initial exercise price of stock acquisition right will be ¥3,398 for a exercise period from February 18, 2025 to January 31, 2028. The transaction will happen through third party allocation. The issue date will be February 17, 2025. The transaction has been approved at board of director meeting of the company.분석 기사 • Jan 20ikuyo Co.,Ltd.'s (TSE:7273) 38% Price Boost Is Out Of Tune With Earningsikuyo Co.,Ltd. ( TSE:7273 ) shareholders would be excited to see that the share price has had a great month, posting a...분석 기사 • Jan 18ikuyoLtd (TSE:7273) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,120, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 109% over the past three years.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,750, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 85% over the past three years.공고 • Dec 03ikuyo Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025ikuyo Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025분석 기사 • Nov 21Lacklustre Performance Is Driving ikuyo Co.,Ltd.'s (TSE:7273) 27% Price Dropikuyo Co.,Ltd. ( TSE:7273 ) shares have retraced a considerable 27% in the last month, reversing a fair amount of their...분석 기사 • Nov 06ikuyoLtd (TSE:7273) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥3,220, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 150% over the past three years.New Risk • Oct 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks High level of debt (44% net debt to equity). Profit margins are more than 30% lower than last year (2.0% net profit margin). Shareholders have been diluted in the past year (9.9% increase in shares outstanding). Market cap is less than US$100m (JP¥4.32b market cap, or US$29.0m).분석 기사 • Sep 30ikuyo Co.,Ltd. (TSE:7273) Surges 34% Yet Its Low P/E Is No Reason For ExcitementThe ikuyo Co.,Ltd. ( TSE:7273 ) share price has done very well over the last month, posting an excellent gain of 34...공고 • Sep 27ikuyo Co.,Ltd. (TSE:7273) agreed to acquire 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG.ikuyo Co.,Ltd. (TSE:7273) agreed to acquire 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG on September 25, 2024. As part of transaction ikuyo Co.,Ltd. will acquire the remaining 49% stake in the target by March 31, 2030. For the period ended December 31, 2023 Kunshan Veritas Automotive Systems Co.,Ltd reported net assets of ¥5.6 billion total assets of ¥8.7 billion turnover of ¥13 billion operating profit of ¥1.8 billion and net income of ¥1.6 billion. The transaction has been approved by the board of ikuyo Co.,Ltd. and is expected to complete on March 31, 2025.New Risk • Sep 26New 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 Japanese stocks, typically moving 11% 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 Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks High level of debt (42% net debt to equity). Shareholders have been diluted in the past year (9.9% increase in shares outstanding). Market cap is less than US$100m (JP¥3.56b market cap, or US$24.7m).Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,338, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 83% over the past three years.분석 기사 • Sep 05We Think ikuyoLtd (TSE:7273) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공고 • Sep 04ikuyo Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024ikuyo Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,075, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 64% over the past three years.New Risk • Aug 05New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥3.05b market cap, or US$20.8m).Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,752, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 28% over the past three years.분석 기사 • Jul 24Lacklustre Performance Is Driving ikuyo Co.,Ltd.'s (TSE:7273) Low P/Eikuyo Co.,Ltd.'s ( TSE:7273 ) price-to-earnings (or "P/E") ratio of 5.9x might make it look like a strong buy right now...공고 • Jun 06ikuyo Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024ikuyo Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024분석 기사 • May 23Weak Statutory Earnings May Not Tell The Whole Story For ikuyoLtd (TSE:7273)A lackluster earnings announcement from ikuyo Co.,Ltd. ( TSE:7273 ) last week didn't sink the stock price. Our analysis...Reported Earnings • May 22Full year 2024 earnings released: EPS: JP¥320 (vs JP¥324 in FY 2023)Full year 2024 results: EPS: JP¥320 (down from JP¥324 in FY 2023). Revenue: JP¥17.4b (up 19% from FY 2023). Net income: JP¥488.0m (down 1.0% from FY 2023). Profit margin: 2.8% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.New Risk • May 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% 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 Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥3.32b market cap, or US$21.3m).공고 • May 18ikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2024ikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2024.분석 기사 • Apr 23ikuyo Co.,Ltd. (TSE:7273) Not Doing Enough For Some Investors As Its Shares Slump 26%Unfortunately for some shareholders, the ikuyo Co.,Ltd. ( TSE:7273 ) share price has dived 26% in the last thirty days...분석 기사 • Apr 02Returns On Capital At ikuyoLtd (TSE:7273) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,399, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 116% over the past three years.공고 • Mar 02ikuyo Co.,Ltd. to Report Fiscal Year 2024 Results on May 16, 2024ikuyo Co.,Ltd. announced that they will report fiscal year 2024 results on May 16, 2024분석 기사 • Feb 26The Market Doesn't Like What It Sees From ikuyo Co.,Ltd.'s (TSE:7273) Earnings Yet As Shares Tumble 27%The ikuyo Co.,Ltd. ( TSE:7273 ) share price has softened a substantial 27% over the previous 30 days, handing back much...Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥40.69 (vs JP¥137 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.69 (down from JP¥137 in 3Q 2023). Revenue: JP¥4.32b (flat on 3Q 2023). Net income: JP¥62.0m (down 70% from 3Q 2023). Profit margin: 1.4% (down from 4.9% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,879, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,297, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 158% over the past three years.공고 • Nov 27ikuyo Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024ikuyo Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥57.12 (vs JP¥86.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.12 (down from JP¥86.01 in 2Q 2023). Revenue: JP¥4.36b (up 24% from 2Q 2023). Net income: JP¥87.0m (down 34% from 2Q 2023). Profit margin: 2.0% (down from 3.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (JP¥2.56b market cap, or US$17.1m).Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,599, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 95% over the past three years.공고 • Aug 30ikuyo Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023ikuyo Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥17.07 (vs JP¥38.74 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥17.07 (up from JP¥38.74 loss in 1Q 2023). Revenue: JP¥3.75b (up 28% from 1Q 2023). Net income: JP¥26.0m (up JP¥85.0m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Board Change • Jul 21Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). External Auditor Yuichi Komine is the most experienced director on the board, commencing their role in 2010. Outside Independent Director Satoshi Ninoyu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.공고 • May 31ikuyo Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023ikuyo Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 23Full year 2023 earnings released: EPS: JP¥324 (vs JP¥284 in FY 2022)Full year 2023 results: EPS: JP¥324 (up from JP¥284 in FY 2022). Revenue: JP¥14.6b (up 10% from FY 2022). Net income: JP¥493.0m (up 14% from FY 2022). Profit margin: 3.4% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공고 • May 20ikuyo Co.,Ltd., Annual General Meeting, Jun 28, 2023ikuyo Co.,Ltd., Annual General Meeting, Jun 28, 2023.Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,794, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 130% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 2.7% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,835, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 78% over the past three years.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥136 (vs JP¥22.32 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥136 (up from JP¥22.32 loss in 3Q 2022). Revenue: JP¥4.28b (up 30% from 3Q 2022). Net income: JP¥208.0m (up JP¥242.0m from 3Q 2022). Profit margin: 4.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,490, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 30% over the past three years.공고 • Nov 30ikuyo Co.,Ltd. to Report Q3, 2023 Results on Feb 14, 2023ikuyo Co.,Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improved over the past weekAfter last week's 30% share price gain to JP¥1,416, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 21% over the past three years.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥85.98 (vs JP¥135 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.98 (down from JP¥135 in 2Q 2022). Revenue: JP¥3.51b (up 18% from 2Q 2022). Net income: JP¥131.0m (down 36% from 2Q 2022). Profit margin: 3.7% (down from 6.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kimitoshi Mori was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Aug 31+ 1 more updateikuyo Co.,Ltd. announced that it expects to receive ¥936 million in fundingikuyo Co.,Ltd. announced that it will issue gross proceeds of ¥936 Million on August 30, 2022. The transaction is expected to close on October 14, 2022. At the board of directors meeting held on August 30, 2022, we decided to subscribe to the capital increase of our consolidated subsidiary PT.IKUYOINDONESIA.Reported Earnings • Aug 14First quarter 2023 earnings released: JP¥38.73 loss per share (vs JP¥12.48 loss in 1Q 2022)First quarter 2023 results: JP¥38.73 loss per share (down from JP¥12.48 loss in 1Q 2022). Revenue: JP¥2.92b (down 12% from 1Q 2022). Net loss: JP¥59.0m (loss widened 211% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공고 • Jun 03ikuyo Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022ikuyo Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022Reported Earnings • May 22Full year 2022 earnings released: EPS: JP¥284 (vs JP¥337 loss in FY 2021)Full year 2022 results: EPS: JP¥284 (up from JP¥337 loss in FY 2021). Revenue: JP¥13.2b (up 32% from FY 2021). Net income: JP¥432.0m (up JP¥945.0m from FY 2021). Profit margin: 3.3% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.주주 수익률7273JP Auto ComponentsJP 시장7D-3.7%1.5%0.4%1Y-31.3%41.5%35.7%전체 주주 수익률 보기수익률 대 산업: 7273은 지난 1년 동안 41.5%의 수익을 기록한 JP Auto Components 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7273은 지난 1년 동안 35.7%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7273's price volatile compared to industry and market?7273 volatility7273 Average Weekly Movement2.9%Auto Components Industry Average Movement4.2%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%안정적인 주가: 7273는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7273의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1947337Ho Sonwww.ikuyo194.co.jp이쿠요는 일본에서 합성수지 제품을 제조, 생산, 판매하는 회사입니다. 이 회사는 수지 성형 부품과 자동차 내외장 부품을 제공합니다. 또한 라디에이터 그릴, 범퍼, 플로어 콘솔, 도어 트림, 필러 트림 및 그립과 같은 수지 사출 성형 제품도 제공합니다.더 보기ikuyo Co.,Ltd. 기초 지표 요약ikuyoLtd의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7273 기초 통계시가총액JP¥17.67b순이익 (TTM)JP¥2.76b매출 (TTM)JP¥30.14b6.4x주가수익비율(P/E)0.6x주가매출비율(P/S)7273는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7273 손익계산서 (TTM)매출JP¥30.14b매출원가JP¥25.68b총이익JP¥4.47b기타 비용JP¥1.71b순이익JP¥2.76b최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 14, 2026주당순이익(EPS)94.23총이익률14.83%순이익률9.14%부채/자본 비율30.2%7273의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.5%현재 배당 수익률3%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 07:13종가2026/07/23 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ikuyo Co.,Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공고 • Jul 03ikuyo Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026ikuyo Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026
분석 기사 • May 23ikuyoLtd (TSE:7273) Is Posting Healthy Earnings, But It Is Not All Good Newsikuyo Co.,Ltd.'s ( TSE:7273 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥108 (vs JP¥2.86 in FY 2025)Full year 2026 results: EPS: JP¥108 (up from JP¥2.86 in FY 2025). Revenue: JP¥30.1b (up 70% from FY 2025). Net income: JP¥2.76b (up JP¥2.71b from FY 2025). Profit margin: 9.1% (up from 0.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 65% per year.
공고 • May 18ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026.
공고 • May 10ikuyo Co.,Ltd. to Report Fiscal Year 2026 Results on May 15, 2026ikuyo Co.,Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 2.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
공고 • Jul 03ikuyo Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026ikuyo Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026
분석 기사 • May 23ikuyoLtd (TSE:7273) Is Posting Healthy Earnings, But It Is Not All Good Newsikuyo Co.,Ltd.'s ( TSE:7273 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥108 (vs JP¥2.86 in FY 2025)Full year 2026 results: EPS: JP¥108 (up from JP¥2.86 in FY 2025). Revenue: JP¥30.1b (up 70% from FY 2025). Net income: JP¥2.76b (up JP¥2.71b from FY 2025). Profit margin: 9.1% (up from 0.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 65% per year.
공고 • May 18ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026ikuyo Co.,Ltd., Annual General Meeting, Jun 23, 2026.
공고 • May 10ikuyo Co.,Ltd. to Report Fiscal Year 2026 Results on May 15, 2026ikuyo Co.,Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 2.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 18Third quarter 2026 earnings released: JP¥0.79 loss per share (vs JP¥1.05 loss in 3Q 2025)Third quarter 2026 results: JP¥0.79 loss per share. Revenue: JP¥8.09b (up 81% from 3Q 2025). Net loss: JP¥23.0m (loss widened 44% from 3Q 2025).
분석 기사 • Jan 08Is ikuyoLtd (TSE:7273) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Dec 11ikuyo Co.,Ltd.'s (TSE:7273) Share Price Is Still Matching Investor Opinion Despite 25% SlumpTo the annoyance of some shareholders, ikuyo Co.,Ltd. ( TSE:7273 ) shares are down a considerable 25% in the last...
공고 • Dec 05ikuyo Co.,Ltd. to Report Q3, 2026 Results on Feb 16, 2026ikuyo Co.,Ltd. announced that they will report Q3, 2026 results on Feb 16, 2026
분석 기사 • Nov 21We Believe ikuyoLtd's (TSE:7273) Earnings Are A Poor Guide For Its ProfitabilityStrong earnings weren't enough to please ikuyo Co.,Ltd.'s ( TSE:7273 ) shareholders over the last week. We did some...
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 536% over the past three years.
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥29.91 (vs JP¥8.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.91 (up from JP¥8.21 in 2Q 2025). Revenue: JP¥7.41b (up 72% from 2Q 2025). Net income: JP¥699.0m (up 459% from 2Q 2025). Profit margin: 9.4% (up from 2.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Nov 14ikuyo Co.,Ltd. (TSE:7273) announces an Equity Buyback for 2,000,000 shares, representing 6.84% for ¥2,600 million.ikuyo Co.,Ltd. (TSE:7273) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 6.84% of its issued share capital, for ¥2,600 million. The purpose of the program is to return value to shareholders and to enable flexible capital policy execution. The program will expire on March 31, 2026. As of November 14, 2025, the company had 29,231,420 shares(excluding treasury stock) in issue and 153,580 shares in treasury.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥995, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 814% over the past three years.
분석 기사 • Oct 08Take Care Before Jumping Onto ikuyo Co.,Ltd. (TSE:7273) Even Though It's 30% Cheaperikuyo Co.,Ltd. ( TSE:7273 ) shares have had a horrible month, losing 30% after a relatively good period beforehand. Of...
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥835, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 762% over the past three years.
분석 기사 • Sep 29With EPS Growth And More, ikuyoLtd (TSE:7273) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공고 • Sep 03ikuyo Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025ikuyo Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥1,214, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 1,004% over the past three years.
분석 기사 • Aug 24ikuyo Co.,Ltd. (TSE:7273) Looks Just Right With A 29% Price JumpDespite an already strong run, ikuyo Co.,Ltd. ( TSE:7273 ) shares have been powering on, with a gain of 29% in the last...
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥113 (vs JP¥7.16 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥113 (up from JP¥7.16 loss in 1Q 2025). Revenue: JP¥6.81b (up 72% from 1Q 2025). Net income: JP¥2.28b (up JP¥2.39b from 1Q 2025). Profit margin: 34% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 09These 4 Measures Indicate That ikuyoLtd (TSE:7273) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Jul 09New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).
공고 • Jun 13ikuyo Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025ikuyo Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
분석 기사 • Jun 12Investors Still Aren't Entirely Convinced By ikuyo Co.,Ltd.'s (TSE:7273) Revenues Despite 25% Price JumpDespite an already strong run, ikuyo Co.,Ltd. ( TSE:7273 ) shares have been powering on, with a gain of 25% in the last...
New Risk • May 31New 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 Japanese stocks, typically moving 9.4% 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 Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥7.66b market cap, or US$53.2m).
New Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 7.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥6.79b market cap, or US$47.0m).
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥28.57 (vs JP¥320 in FY 2024)Full year 2025 results: EPS: JP¥28.57 (down from JP¥320 in FY 2024). Revenue: JP¥17.7b (up 2.2% from FY 2024). Net income: JP¥44.0m (down 91% from FY 2024). Profit margin: 0.2% (down from 2.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
공고 • May 16+ 1 more updateikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2025ikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2025.
공고 • Apr 16ikuyo Co.,Ltd. (TSE:7273) completed the acquisition of 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG.ikuyo Co.,Ltd. (TSE:7273) agreed to acquire 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG for ¥3.7 billion on September 25, 2024. As part of transaction ikuyo Co.,Ltd. will acquire the remaining 49% stake in the target by March 31, 2030.The transaction will be partly funded by the transfer price of the land of Atsugi Plant. For the period ended December 31, 2023 Kunshan Veritas Automotive Systems Co.,Ltd reported net assets of ¥5.6 billion total assets of ¥8.7 billion turnover of ¥13 billion operating profit of ¥1.8 billion and net income of ¥1.6 billion. The transaction has been approved by the board of ikuyo Co., Ltd. and is expected to complete on March 31, 2025. As of March 26, 2025, it has been decided to change the date for the share transfer, and this was resolved at the board of directors meeting held and a memorandum of change was concluded. The transaction is expected to be completed on April 15, 2025. ikuyo Co.,Ltd. (TSE:7273) completed the acquisition of 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG on April 15, 2025.
분석 기사 • Apr 08ikuyo Co.,Ltd.'s (TSE:7273) 30% Share Price Surge Not Quite Adding UpDespite an already strong run, ikuyo Co.,Ltd. ( TSE:7273 ) shares have been powering on, with a gain of 30% in the last...
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥4,595, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 285% over the past three years.
공고 • Mar 27+ 1 more updateikuyo Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025ikuyo Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
공고 • Feb 18ikuyo Co.,Ltd. announced that it has received ¥155.16 million in funding from Nitto Co., Ltd., Sunrise Oriental Capital Pte. Ltd.On February 17, 2025 ikuyo Co.,Ltd. closed the transaction.
Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥10.50 loss per share (vs JP¥40.71 profit in 3Q 2024)Third quarter 2025 results: JP¥10.50 loss per share (down from JP¥40.71 profit in 3Q 2024). Revenue: JP¥4.47b (up 3.6% from 3Q 2024). Net loss: JP¥16.0m (down 126% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
공고 • Jan 31ikuyo Co.,Ltd. announced that it expects to receive ¥155.16 million in funding from Nitto Co., Ltd., Sunrise Oriental Capital Pte. Ltd.ikuyo Co.,Ltd. announced a private placement to issue 15,000 1st Stock Acquisition Rights at issue price of ¥10,344 per stock acquisition right for gross proceeds of ¥155,160,000 on January 30, 2025. The transaction includes participation from returning investor, Nitto Co., Ltd subscribed for 7,500 units and new investor, SUNRISE ORIENTAL CAPITAL PTE. LTD subscribed for 7,500 units. The potential shares from issuance of stock acquisition right will be 1,500,000 . The initial exercise price of stock acquisition right will be ¥3,398 for a exercise period from February 18, 2025 to January 31, 2028. The transaction will happen through third party allocation. The issue date will be February 17, 2025. The transaction has been approved at board of director meeting of the company.
분석 기사 • Jan 20ikuyo Co.,Ltd.'s (TSE:7273) 38% Price Boost Is Out Of Tune With Earningsikuyo Co.,Ltd. ( TSE:7273 ) shareholders would be excited to see that the share price has had a great month, posting a...
분석 기사 • Jan 18ikuyoLtd (TSE:7273) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,120, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 109% over the past three years.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,750, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 85% over the past three years.
공고 • Dec 03ikuyo Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025ikuyo Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
분석 기사 • Nov 21Lacklustre Performance Is Driving ikuyo Co.,Ltd.'s (TSE:7273) 27% Price Dropikuyo Co.,Ltd. ( TSE:7273 ) shares have retraced a considerable 27% in the last month, reversing a fair amount of their...
분석 기사 • Nov 06ikuyoLtd (TSE:7273) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥3,220, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 150% over the past three years.
New Risk • Oct 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks High level of debt (44% net debt to equity). Profit margins are more than 30% lower than last year (2.0% net profit margin). Shareholders have been diluted in the past year (9.9% increase in shares outstanding). Market cap is less than US$100m (JP¥4.32b market cap, or US$29.0m).
분석 기사 • Sep 30ikuyo Co.,Ltd. (TSE:7273) Surges 34% Yet Its Low P/E Is No Reason For ExcitementThe ikuyo Co.,Ltd. ( TSE:7273 ) share price has done very well over the last month, posting an excellent gain of 34...
공고 • Sep 27ikuyo Co.,Ltd. (TSE:7273) agreed to acquire 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG.ikuyo Co.,Ltd. (TSE:7273) agreed to acquire 51% stake in Kunshan Veritas Automotive Systems Co.,Ltd. from Veritas AG on September 25, 2024. As part of transaction ikuyo Co.,Ltd. will acquire the remaining 49% stake in the target by March 31, 2030. For the period ended December 31, 2023 Kunshan Veritas Automotive Systems Co.,Ltd reported net assets of ¥5.6 billion total assets of ¥8.7 billion turnover of ¥13 billion operating profit of ¥1.8 billion and net income of ¥1.6 billion. The transaction has been approved by the board of ikuyo Co.,Ltd. and is expected to complete on March 31, 2025.
New Risk • Sep 26New 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 Japanese stocks, typically moving 11% 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 Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks High level of debt (42% net debt to equity). Shareholders have been diluted in the past year (9.9% increase in shares outstanding). Market cap is less than US$100m (JP¥3.56b market cap, or US$24.7m).
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,338, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 83% over the past three years.
분석 기사 • Sep 05We Think ikuyoLtd (TSE:7273) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공고 • Sep 04ikuyo Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024ikuyo Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,075, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 64% over the past three years.
New Risk • Aug 05New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥3.05b market cap, or US$20.8m).
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,752, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 28% over the past three years.
분석 기사 • Jul 24Lacklustre Performance Is Driving ikuyo Co.,Ltd.'s (TSE:7273) Low P/Eikuyo Co.,Ltd.'s ( TSE:7273 ) price-to-earnings (or "P/E") ratio of 5.9x might make it look like a strong buy right now...
공고 • Jun 06ikuyo Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024ikuyo Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
분석 기사 • May 23Weak Statutory Earnings May Not Tell The Whole Story For ikuyoLtd (TSE:7273)A lackluster earnings announcement from ikuyo Co.,Ltd. ( TSE:7273 ) last week didn't sink the stock price. Our analysis...
Reported Earnings • May 22Full year 2024 earnings released: EPS: JP¥320 (vs JP¥324 in FY 2023)Full year 2024 results: EPS: JP¥320 (down from JP¥324 in FY 2023). Revenue: JP¥17.4b (up 19% from FY 2023). Net income: JP¥488.0m (down 1.0% from FY 2023). Profit margin: 2.8% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
New Risk • May 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% 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 Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (JP¥3.32b market cap, or US$21.3m).
공고 • May 18ikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2024ikuyo Co.,Ltd., Annual General Meeting, Jun 26, 2024.
분석 기사 • Apr 23ikuyo Co.,Ltd. (TSE:7273) Not Doing Enough For Some Investors As Its Shares Slump 26%Unfortunately for some shareholders, the ikuyo Co.,Ltd. ( TSE:7273 ) share price has dived 26% in the last thirty days...
분석 기사 • Apr 02Returns On Capital At ikuyoLtd (TSE:7273) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,399, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 116% over the past three years.
공고 • Mar 02ikuyo Co.,Ltd. to Report Fiscal Year 2024 Results on May 16, 2024ikuyo Co.,Ltd. announced that they will report fiscal year 2024 results on May 16, 2024
분석 기사 • Feb 26The Market Doesn't Like What It Sees From ikuyo Co.,Ltd.'s (TSE:7273) Earnings Yet As Shares Tumble 27%The ikuyo Co.,Ltd. ( TSE:7273 ) share price has softened a substantial 27% over the previous 30 days, handing back much...
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥40.69 (vs JP¥137 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.69 (down from JP¥137 in 3Q 2023). Revenue: JP¥4.32b (flat on 3Q 2023). Net income: JP¥62.0m (down 70% from 3Q 2023). Profit margin: 1.4% (down from 4.9% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,879, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥2,297, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 158% over the past three years.
공고 • Nov 27ikuyo Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024ikuyo Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 20Second quarter 2024 earnings released: EPS: JP¥57.12 (vs JP¥86.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.12 (down from JP¥86.01 in 2Q 2023). Revenue: JP¥4.36b (up 24% from 2Q 2023). Net income: JP¥87.0m (down 34% from 2Q 2023). Profit margin: 2.0% (down from 3.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (JP¥2.56b market cap, or US$17.1m).
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,599, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 95% over the past three years.
공고 • Aug 30ikuyo Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023ikuyo Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥17.07 (vs JP¥38.74 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥17.07 (up from JP¥38.74 loss in 1Q 2023). Revenue: JP¥3.75b (up 28% from 1Q 2023). Net income: JP¥26.0m (up JP¥85.0m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 21Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). External Auditor Yuichi Komine is the most experienced director on the board, commencing their role in 2010. Outside Independent Director Satoshi Ninoyu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
공고 • May 31ikuyo Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023ikuyo Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 23Full year 2023 earnings released: EPS: JP¥324 (vs JP¥284 in FY 2022)Full year 2023 results: EPS: JP¥324 (up from JP¥284 in FY 2022). Revenue: JP¥14.6b (up 10% from FY 2022). Net income: JP¥493.0m (up 14% from FY 2022). Profit margin: 3.4% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공고 • May 20ikuyo Co.,Ltd., Annual General Meeting, Jun 28, 2023ikuyo Co.,Ltd., Annual General Meeting, Jun 28, 2023.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,794, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 130% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 2.7% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,835, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 78% over the past three years.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥136 (vs JP¥22.32 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥136 (up from JP¥22.32 loss in 3Q 2022). Revenue: JP¥4.28b (up 30% from 3Q 2022). Net income: JP¥208.0m (up JP¥242.0m from 3Q 2022). Profit margin: 4.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,490, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 30% over the past three years.
공고 • Nov 30ikuyo Co.,Ltd. to Report Q3, 2023 Results on Feb 14, 2023ikuyo Co.,Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improved over the past weekAfter last week's 30% share price gain to JP¥1,416, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 21% over the past three years.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥85.98 (vs JP¥135 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.98 (down from JP¥135 in 2Q 2022). Revenue: JP¥3.51b (up 18% from 2Q 2022). Net income: JP¥131.0m (down 36% from 2Q 2022). Profit margin: 3.7% (down from 6.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kimitoshi Mori was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Aug 31+ 1 more updateikuyo Co.,Ltd. announced that it expects to receive ¥936 million in fundingikuyo Co.,Ltd. announced that it will issue gross proceeds of ¥936 Million on August 30, 2022. The transaction is expected to close on October 14, 2022. At the board of directors meeting held on August 30, 2022, we decided to subscribe to the capital increase of our consolidated subsidiary PT.IKUYOINDONESIA.
Reported Earnings • Aug 14First quarter 2023 earnings released: JP¥38.73 loss per share (vs JP¥12.48 loss in 1Q 2022)First quarter 2023 results: JP¥38.73 loss per share (down from JP¥12.48 loss in 1Q 2022). Revenue: JP¥2.92b (down 12% from 1Q 2022). Net loss: JP¥59.0m (loss widened 211% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공고 • Jun 03ikuyo Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022ikuyo Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
Reported Earnings • May 22Full year 2022 earnings released: EPS: JP¥284 (vs JP¥337 loss in FY 2021)Full year 2022 results: EPS: JP¥284 (up from JP¥337 loss in FY 2021). Revenue: JP¥13.2b (up 32% from FY 2021). Net income: JP¥432.0m (up JP¥945.0m from FY 2021). Profit margin: 3.3% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
