View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAeon Delight 향후 성장Future 기준 점검 0/6현재 Aeon Delight 의 성장과 수익을 예측할 만큼 분석가의 범위가 충분하지 않습니다.핵심 정보n/a이익 성장률n/aEPS 성장률Commercial Services 이익 성장5.9%매출 성장률n/a향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트10 Jan 2025최근 향후 성장 업데이트분석 기사 • Apr 11Aeon Delight Co., Ltd. (TSE:9787) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This YearAeon Delight Co., Ltd. ( TSE:9787 ) just released its full-year report and things are looking bullish. Results were...Price Target Changed • Nov 16Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,924. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.Price Target Changed • Oct 23Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,914. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.Price Target Changed • Jul 21Price target decreased to JP¥3,467Down from JP¥3,783, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥2,905. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥205 for next year compared to JP¥213 last year.Major Estimate Revision • Apr 08Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥330.3b to JP¥296.8b. EPS estimate fell from JP¥230 to JP¥215 per share. Net income forecast to shrink 23% next year vs 8.4% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥4,083 to JP¥3,983. Share price fell 7.2% to JP¥2,839 over the past week.공시 • Apr 07+ 2 more updatesAeon Delight Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023Aeon Delight Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the year, the company expected net sales to be JPY 310,000 million and operating income to be JPY 17,000 million. The expected net income attributable to owners of parent to be JPY 10,700 million and net income per share is JPY 213.91.모든 업데이트 보기Recent updates공시 • Jun 30Aeon Delight Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective July 17, 2025Aeon Delight Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from July 17, 2025, due to Reverse stock split.공시 • Jun 18Aeon Delight Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Aeon Delight Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025공시 • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.Reported Earnings • Apr 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥239 (up from JP¥220 in FY 2024). Revenue: JP¥337.9b (up 4.0% from FY 2024). Net income: JP¥11.5b (up 7.6% from FY 2024). Profit margin: 3.4% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 10Aeon Delight Co., Ltd., Annual General Meeting, May 16, 2025Aeon Delight Co., Ltd., Annual General Meeting, May 16, 2025.공시 • Mar 07Aeon Delight Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2025Aeon Delight Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2025분석 기사 • Mar 03What Aeon Delight Co., Ltd.'s (TSE:9787) 32% Share Price Gain Is Not Telling YouAeon Delight Co., Ltd. ( TSE:9787 ) shares have had a really impressive month, gaining 32% after a shaky period...New Risk • Mar 03New 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 5.4% 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: Major Risk Earnings are forecast to decline by an average of 2.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥5,390, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 94% over the past three years.Upcoming Dividend • Feb 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.1%).Buy Or Sell Opportunity • Jan 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.9% to JP¥4,105. The fair value is estimated to be JP¥5,148, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 2.9% in a year. Earnings are forecast to decline by 6.6% in the next year.Reported Earnings • Jan 11Third quarter 2025 earnings released: EPS: JP¥59.27 (vs JP¥47.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥59.27 (up from JP¥47.19 in 3Q 2024). Revenue: JP¥86.4b (up 7.5% from 3Q 2024). Net income: JP¥2.85b (up 24% from 3Q 2024). Profit margin: 3.3% (up from 2.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.분석 기사 • Dec 31Aeon Delight's (TSE:9787) Dividend Will Be Increased To ¥44.00Aeon Delight Co., Ltd. ( TSE:9787 ) has announced that it will be increasing its dividend from last year's comparable...분석 기사 • Dec 17Aeon Delight (TSE:9787) Is Paying Out A Larger Dividend Than Last YearAeon Delight Co., Ltd. ( TSE:9787 ) has announced that it will be increasing its dividend from last year's comparable...공시 • Dec 17Aeon Delight Co., Ltd. to Report Q3, 2025 Results on Jan 09, 2025Aeon Delight Co., Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025분석 기사 • Dec 02Calculating The Fair Value Of Aeon Delight Co., Ltd. (TSE:9787)Key Insights The projected fair value for Aeon Delight is JP¥4,307 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Nov 06Aeon Delight's (TSE:9787) Shareholders Will Receive A Bigger Dividend Than Last YearAeon Delight Co., Ltd.'s ( TSE:9787 ) dividend will be increasing from last year's payment of the same period to ¥44.00...Declared Dividend • Nov 06First half dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.Reported Earnings • Oct 10Second quarter 2025 earnings released: EPS: JP¥56.00 (vs JP¥62.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥56.00 (down from JP¥62.16 in 2Q 2024). Revenue: JP¥83.5b (up 1.3% from 2Q 2024). Net income: JP¥2.71b (down 11% from 2Q 2024). Profit margin: 3.2% (down from 3.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.분석 기사 • Oct 09Aeon Delight (TSE:9787) Has More To Do To Multiply In Value Going ForwardWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock has risen 8.1% to JP¥4,160. The fair value is estimated to be JP¥5,205, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 4.0% in a year. Earnings are forecast to decline by 5.5% in the next year.공시 • Sep 03Aeon Delight Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024Aeon Delight Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 06 November 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).분석 기사 • Aug 06Earnings Not Telling The Story For Aeon Delight Co., Ltd. (TSE:9787)Aeon Delight Co., Ltd.'s ( TSE:9787 ) price-to-earnings (or "P/E") ratio of 15.8x might make it look like a sell right...Reported Earnings • Jul 11First quarter 2025 earnings released: EPS: JP¥53.54 (vs JP¥46.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥53.54 (up from JP¥46.77 in 1Q 2024). Revenue: JP¥81.1b (up 2.5% from 1Q 2024). Net income: JP¥2.60b (up 13% from 1Q 2024). Profit margin: 3.2% (up from 2.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.분석 기사 • Jun 25Here's What To Make Of Aeon Delight's (TSE:9787) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...공시 • Jun 13Aeon Delight Co., Ltd. to Report Q1, 2025 Results on Jul 09, 2024Aeon Delight Co., Ltd. announced that they will report Q1, 2025 results on Jul 09, 2024Declared Dividend • Jun 06Final dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 29th August 2024 Payment date: 6th November 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥220 (up from JP¥204 in FY 2023). Revenue: JP¥324.8b (up 6.9% from FY 2023). Net income: JP¥10.7b (up 5.5% from FY 2023). Profit margin: 3.3% (in line with FY 2023). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • May 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.2% to JP¥3,695. The fair value is estimated to be JP¥4,645, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to decline by 0.06% in the next 2 years.New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.분석 기사 • Apr 17Aeon Delight (TSE:9787) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereShareholders appeared to be happy with Aeon Delight Co., Ltd.'s ( TSE:9787 ) solid earnings report last week. According...분석 기사 • Apr 11Aeon Delight Co., Ltd. (TSE:9787) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This YearAeon Delight Co., Ltd. ( TSE:9787 ) just released its full-year report and things are looking bullish. Results were...공시 • Apr 10+ 1 more updateAeon Delight Co., Ltd., Annual General Meeting, May 17, 2024Aeon Delight Co., Ltd., Annual General Meeting, May 17, 2024.공시 • Mar 07Aeon Delight Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024Aeon Delight Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).Reported Earnings • Jan 12Third quarter 2024 earnings released: EPS: JP¥47.19 (vs JP¥56.65 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.19 (down from JP¥56.65 in 3Q 2023). Revenue: JP¥80.4b (up 1.5% from 3Q 2023). Net income: JP¥2.29b (down 19% from 3Q 2023). Profit margin: 2.9% (down from 3.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.공시 • Jan 10Aeon Delight Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending February 29, 2024Aeon Delight Co., Ltd. provided year end dividend guidance for the fiscal year ending February 29, 2024. For the period, the company expected year end dividend of JPY 43 per share compared to JPY 43 per share paid a year ago.공시 • Dec 21Aeon Delight Co., Ltd. to Report Q3, 2024 Results on Jan 10, 2024Aeon Delight Co., Ltd. announced that they will report Q3, 2024 results on Jan 10, 2024New Risk • Nov 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥62.16 (vs JP¥41.78 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.16 (up from JP¥41.78 in 2Q 2023). Revenue: JP¥82.4b (up 8.6% from 2Q 2023). Net income: JP¥3.03b (up 45% from 2Q 2023). Profit margin: 3.7% (up from 2.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.공시 • Sep 10Aeon Delight Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023Aeon Delight Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥43.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 07 November 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).Reported Earnings • Jul 13First quarter 2024 earnings released: EPS: JP¥46.77 (vs JP¥44.90 in 1Q 2023)First quarter 2024 results: EPS: JP¥46.77 (up from JP¥44.90 in 1Q 2023). Revenue: JP¥79.1b (up 10% from 1Q 2023). Net income: JP¥2.30b (up 2.4% from 1Q 2023). Profit margin: 2.9% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.공시 • Jul 12+ 2 more updatesAeon Delight Co., Ltd. Provides Dividend Guidance for Full Year Ended February 29, 2024Aeon Delight Co., Ltd. provided dividend guidance for full year ended February 29, 2024. For the year, the company expects to pay the dividend of JPY 43 per share against JPY 43 per share a year ago.공시 • May 28Aeon Delight Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Aeon Delight Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023Reported Earnings • Apr 13Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥204 (down from JP¥213 in FY 2022). Revenue: JP¥303.8b (down 4.4% from FY 2022). Net income: JP¥10.2b (down 4.8% from FY 2022). Profit margin: 3.3% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥43.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥56.65 (vs JP¥58.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥56.65 (down from JP¥58.75 in 3Q 2022). Revenue: JP¥79.2b (up 3.1% from 3Q 2022). Net income: JP¥2.83b (down 3.8% from 3Q 2022). Profit margin: 3.6% (down from 3.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Jan 12+ 1 more updateAeon Delight Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending February 28, 2023Aeon Delight Co., Ltd. provided year-end dividend guidance for the fiscal year ending February 28, 2023. The company expects to pay a year-end dividend of JPY 43.00 per share for the fiscal year ending February 28, 2023.공시 • Dec 14Aeon Delight Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023Aeon Delight Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023Price Target Changed • Nov 16Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,924. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. MD & Director Goro Miyamae was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 12Aeon Delight Co., Ltd. Ordinary Shares to Be Deleted from OTC EquityAeon Delight Co., Ltd. Ordinary Shares (Japan) will be deleted from OTC Equity effective from November 11, 2022, due to Inactive Security.Price Target Changed • Oct 23Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,914. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥41.78 (vs JP¥60.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.78 (down from JP¥60.99 in 2Q 2022). Revenue: JP¥75.9b (down 9.9% from 2Q 2022). Net income: JP¥2.09b (down 32% from 2Q 2022). Profit margin: 2.8% (down from 3.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Sep 03Aeon Delight Co., Ltd. to Report Q2, 2023 Results on Oct 04, 2022Aeon Delight Co., Ltd. announced that they will report Q2, 2023 results on Oct 04, 2022공시 • Aug 30Aeon Delight Co., Ltd. Introduces VR Tools for Security and Disaster Prevention EducationAEON DELIGHT CO., LTD. will introduce virtual reality (VR) tools that enables realistic simulation of facility management operations for safety and disaster prevention education for facility management personnel, with the aim of strengthening industrial safety and health and improving technical capabilities from this September. This educational program, which incorporates hands-on learning using VR tools, is planned to be implemented for approximately 500 persons per year, mainly chief electrical engineers. As the first phase of VR contents, company produced the following three programs that could lead to serious accidents in terms of occupational health and safety. Electric arc injury accidents caused by electrical equipment Learn the correct procedures for electric facilities, while at the same time experiencing the suspect risk of accidents that could occur in the event of a procedure default. Accidents involving falling from stepladders Learn the right procedures for high-place operations using the standpoint, while at the same time experiencing the suspect risk of accidents that could occur in the event of a procedure default. Accidental involving falling into a manhole Simulate accidents that could occur when working with manholes open. Through the use of VR tools to experience operations that are difficult to experience in actual workplaces, company will experience serious accidents due to the failure of operational procedures, raise awareness of process for safety and disaster prevention, acquire correct procedures, and improve technological capabilities. The actual screen as seen by the wearer of VR goggles. Designed to allow users to learn important points in business procedures in a quiz format The VR tool will be permanently installed at the AEON DELIGHT Academy Nagahama*, the Group's research and training facility, and will be used during regular training of facilities management staff from September 2022 onward. In the future, company plan to expand the scope of this program to include not only facility management, but also security, cleaning, and other operations, and to increase the number of VR content. As a group of specialists in facility management, they are focusing on the development of specialist human resources that combine "technological capabilities" and "human resources" in order to continue contributing to the resolution of issues faced by customers and local communities. In fiscal 2021 (March 1, 2021 to February 28, 2022), the number of in-house training sessions was 425, and the total number of participants was 11,840. Through these ongoing efforts, they have a total of more than 20,000 qualified personnel, including those who are indispensable for facility maintenance and those with knowledge and skills related to reducing environmental impact, which is one of strengths. The introduction of this VR tool will also be implemented with the aim of strengthening occupational health and safety and improving technological capabilities as part of enhancing educational activities.Upcoming Dividend • Aug 23Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).공시 • Jul 28Aeon Delight Co., Ltd. Launched A IoT Management System for Restrooms and Trash Cans in August to Help Reduce Cleaning Costs At FacilitiesAeon Delight Co., Ltd. will begin offering the "Restroom and Trash Can IoT System" (hereinafter referred to as "the service") in August, for commercial facilities, offices, event venues, and other facilities used by an unspecified number of people. The service will help reduce the stress of the users in the restroom and reduce cleaning costs for facility owners. The Company plans to introduce the service to more than 150 facilities by the end of the fiscal year ending February 2024. The service uses wireless sensors to provide real-time information on restrooms, such as availabilities and frequency of use, and the amount of waste deposited in trash cans and the internal temperature. This will help to improve satisfaction of facility users, reduce cleaning costs by optimizing the cleaning frequency, and improve safety and security of facilities. The service visualizes restroom availabilities on a digital signages. By installing the digital signages in crowded areas of facilities, users can check the status. This will reduce users' stress caused by crowded restroom and lead to user satisfaction. Avoiding gathering in crowded places will also help prevent COVID-19.Price Target Changed • Jul 21Price target decreased to JP¥3,467Down from JP¥3,783, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥2,905. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥205 for next year compared to JP¥213 last year.Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥44.90 (vs JP¥50.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.90 (down from JP¥50.14 in 1Q 2022). Revenue: JP¥71.8b (down 9.9% from 1Q 2022). Net income: JP¥2.25b (down 10% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Over the next year, revenue is forecast to stay flat compared to a 4.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Jul 05+ 1 more updateAeon Delight Co., Ltd. Provides Dividend Guidance for the Second Quarter End and Full Year of Fiscal Ending February 28, 2023Aeon Delight Co., Ltd. provided dividend guidance for the second quarter end and full year of fiscal ending February 28, 2023. For the period, the company expects to pay dividend of JPY 42.00 per share against JPY 37.00 per share paid last year. For the full year, the company expects to pay dividend of JPY 43.00 per share against JPY 37.00 per share paid last year.공시 • Jun 15Aeon Delight Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022Aeon Delight Co., Ltd. announced that they will report Q1, 2023 results on Jul 06, 2022Board Change • Jun 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. MD & Director Goro Miyamae was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Keiji Yoshikawa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥213 (down from JP¥234 in FY 2021). Revenue: JP¥317.7b (up 5.9% from FY 2021). Net income: JP¥10.7b (down 8.7% from FY 2021). Profit margin: 3.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Over the next year, revenue is expected to shrink by 6.6% compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Apr 08+ 1 more updateAeon Delight Co., Ltd. Proposes Commemorative Dividend for the Year Ended February 28, 2022, Payable on May 6, 2022Aeon Delight Co., Ltd. proposed commemorative dividend of JPY 5.00 per share for the Year Ended February 28, 2022. The commemorative dividend was JPY 500 million. The scheduled date to commence dividend payment is May 6, 2022.Major Estimate Revision • Apr 08Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥330.3b to JP¥296.8b. EPS estimate fell from JP¥230 to JP¥215 per share. Net income forecast to shrink 23% next year vs 8.4% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥4,083 to JP¥3,983. Share price fell 7.2% to JP¥2,839 over the past week.공시 • Apr 07+ 2 more updatesAeon Delight Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023Aeon Delight Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the year, the company expected net sales to be JPY 310,000 million and operating income to be JPY 17,000 million. The expected net income attributable to owners of parent to be JPY 10,700 million and net income per share is JPY 213.91.공시 • Feb 26Aeon Delight Co., Ltd. Launches Advanced Course, Its First Program for Training Leaders of New Standard CleaningAEON DELIGHT CO., LTD. launched the Advanced Course, its first program for training leaders of New Standard Cleaning, a cleaning service that incorporates original infection control measures, in September 2021 and 37 employees were certified as the first graduates on February 25, 2022. Those who have completed the advanced course will work as the leaders in the field of infection control cleaning, making proposals to customers regarding NSC quality improvement and infection control measures, and will also be responsible for training experts in the field as instructors. The standards related to "safety and security" required in facilities are changing due to the spread of the novel coronavirus infection. In light of this situation, in order to provide the better services that exceed the required standards, AEON delight has developed NSC as a new cleaning service that incorporates infection control measures. In providing NSC, the workers themselves need to understand the correct knowledge and procedures to prevent infection. To this end, AEON delight has created an original training program based on information accumulated through its hygiene control service*2 provided to hospitals in the past along with the latest research trends in infection control science. To date, it has trained approximately 1,200 infection control cleaning specialists and provided NSC to about 150 facilities (as of January 31, 2022). Against this backdrop, in order to provide "safety and security" to as many customers as possible under the COVID-19 disaster, the company launched the Advanced Course in September 2021, a new leader training program, with the aim of developing human resources that can train specialists in infection control cleaning. During the three- session curriculum, participants from all over Japan learned about cleaning methods based on infection prevention and control measures, and infection prevention measures at the time of disasters such as heavy rains and earthquakes that occur frequently due to climate change. After completing the entire curriculum, the company conducted an assessment and certified 37 people as the first graduates of the advanced course. Going forward, those who have completed the Advanced Course will be responsible for improving NSC's quality, conducting sales activities, and training on-site workers as leaders of the infection control cleaning team in each region. NSC's educational programs includes Basic course: This course teaches self-preventive measures against infections and basic work and infection control measures required to implement NSC. Standard Course: This course trains personnel in managing high- frequency contact surfaces and carrying out quality evaluations. Those who complete the course are qualified to conduct infection control cleaning work. Advanced Course: This course trains personnel to become capable of conducting quality evaluations, staff training, and making improvement proposals. The trained personnel will have detailed knowledge of infection control and can serve as the leaders of the Sanitation and Cleaning Specialists.Upcoming Dividend • Feb 18Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).Reported Earnings • Jan 13Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥58.75 (up from JP¥47.68 in 3Q 2021). Revenue: JP¥76.8b (up 2.9% from 3Q 2021). Net income: JP¥2.94b (up 23% from 3Q 2021). Profit margin: 3.8% (up from 3.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Earnings per share (EPS) surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 3.1%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Jan 12+ 1 more updateAeon Delight Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Aeon Delight Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales to be JPY 325,000 million. Operating income to be JPY 16,500 million. Net income attributable to owners of parent to be JPY 10,500 million. Net income per share to be JPY 209.99.Reported Earnings • Oct 07Second quarter 2022 earnings released: EPS JP¥60.99 (vs JP¥19.05 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥84.2b (up 11% from 2Q 2021). Net income: JP¥3.05b (up 220% from 2Q 2021). Profit margin: 3.6% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 09 November 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.1%). In line with average of industry peers (2.0%).Reported Earnings • Jul 09First quarter 2022 earnings released: EPS JP¥50.13 (vs JP¥59.86 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥79.7b (up 8.4% from 1Q 2021). Net income: JP¥2.51b (down 16% from 1Q 2021). Profit margin: 3.1% (down from 4.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • May 25+ 2 more updatesAeon Delight Co., Ltd. Provides Commemorative Dividend Guidance for the Second Quarter and Full Year of Fiscal Ending February 28, 2022Aeon Delight Co., Ltd. expects to pay commemorative dividend of JPY 5.00 per share for the second quarter of fiscal year ending February 28, 2022. The company expects to pay commemorative dividend of JPY 5.00 per share for the fiscal year ending February 28, 2022.Price Target Changed • Apr 13Price target increased to JP¥3,900Up from JP¥3,600, the current price target is an average from 2 analysts. New target price is 14% above last closing price of JP¥3,415. Stock is up 12% over the past year.Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥234 (vs JP¥187 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥300.1b (down 2.8% from FY 2020). Net income: JP¥11.7b (up 25% from FY 2020). Profit margin: 3.9% (up from 3.0% in FY 2020). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Mar 13Aeon Delight Co., Ltd. to Report Fiscal Year 2021 Results on Apr 09, 2021Aeon Delight Co., Ltd. announced that they will report fiscal year 2021 results on Apr 09, 2021Is New 90 Day High Low • Mar 01New 90-day high: JP¥3,210The company is up 23% from its price of JP¥2,610 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,431 per share.Upcoming Dividend • Feb 18Upcoming Dividend of JP¥35.00 Per ShareWill be paid on the 30th of April to those who are registered shareholders by the 25th of February. The trailing yield of 2.2% is below the top quartile of Japanese dividend payers (2.8%), but it is higher than industry peers (1.9%).Is New 90 Day High Low • Feb 04New 90-day high: JP¥2,872The company is up 2.0% from its price of JP¥2,825 on 06 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,480 per share.이익 및 매출 성장 예측TSE:9787 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수2/28/2026349,00010,70010,80014,80012/28/2025337,92911,52410,94013,793N/A11/30/2024336,29911,354N/AN/AN/A8/31/2024330,29310,80112,67515,702N/A5/31/2024326,82311,005N/AN/AN/A2/29/2024324,82010,70714,90518,518N/A11/30/2023318,85410,606N/AN/AN/A8/31/2023317,62711,1419,65612,956N/A5/31/2023311,10810,205N/AN/AN/A2/28/2023303,77610,1525,8868,895N/A11/30/2022303,7759,333N/AN/AN/A8/31/2022301,4109,4448,16511,763N/A5/31/2022309,75510,404N/AN/AN/A2/28/2022317,65710,6659,12012,598N/A11/30/2021316,40213,849N/AN/AN/A8/31/2021314,25813,2948,51111,205N/A5/31/2021306,24111,196N/AN/AN/A2/28/2021300,08511,6807,93410,403N/A11/30/2020300,3378,305N/AN/AN/A8/31/2020300,8348,1104,9237,390N/A5/31/2020303,06610,269N/AN/AN/A2/29/2020308,5829,3485,0107,371N/A11/30/2019308,8149,891N/AN/AN/A8/31/2019307,7868,7589,26111,506N/A5/31/2019305,5936,418N/AN/AN/A2/28/2019302,9156,41510,31412,373N/A11/30/2018296,9804,732N/AN/AN/A8/31/2018294,2695,046N/A10,462N/A5/31/2018293,7026,424N/AN/AN/A2/28/2018292,3966,397N/A13,568N/A11/30/2017293,2856,633N/AN/AN/A8/31/2017292,5417,412N/A11,860N/A5/31/2017291,9096,699N/AN/AN/A2/28/2017292,6077,093N/A11,703N/A11/30/2016288,7196,291N/AN/AN/A8/31/2016285,9476,435N/A14,027N/A5/31/2016283,1597,603N/AN/AN/A2/29/2016277,9267,247N/A10,303N/A11/30/2015276,9758,556N/AN/AN/A8/31/2015274,3068,267N/A10,445N/A5/31/2015269,6268,028N/AN/AN/A2/28/2015265,5727,965N/A17,234N/A11/30/2014261,1327,618N/AN/AN/A8/31/2014257,1517,272N/A16,094N/A5/31/2014256,4187,196N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9787 의 예상 수익 증가율이 절약률(0.4%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 9787 의 수익이 JP 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 9787 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 9787 의 수익이 JP 시장보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 매출: 9787 의 수익이 연간 20%보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9787의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/04/28 20:04종가2025/04/28 00:00수익2025/02/28연간 수익2025/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Aeon Delight Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kyoko HiranakaCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.Shinnosuke TakeuchiJefferies LLC2명의 분석가 더 보기
분석 기사 • Apr 11Aeon Delight Co., Ltd. (TSE:9787) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This YearAeon Delight Co., Ltd. ( TSE:9787 ) just released its full-year report and things are looking bullish. Results were...
Price Target Changed • Nov 16Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,924. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.
Price Target Changed • Oct 23Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,914. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.
Price Target Changed • Jul 21Price target decreased to JP¥3,467Down from JP¥3,783, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥2,905. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥205 for next year compared to JP¥213 last year.
Major Estimate Revision • Apr 08Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥330.3b to JP¥296.8b. EPS estimate fell from JP¥230 to JP¥215 per share. Net income forecast to shrink 23% next year vs 8.4% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥4,083 to JP¥3,983. Share price fell 7.2% to JP¥2,839 over the past week.
공시 • Apr 07+ 2 more updatesAeon Delight Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023Aeon Delight Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the year, the company expected net sales to be JPY 310,000 million and operating income to be JPY 17,000 million. The expected net income attributable to owners of parent to be JPY 10,700 million and net income per share is JPY 213.91.
공시 • Jun 30Aeon Delight Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective July 17, 2025Aeon Delight Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from July 17, 2025, due to Reverse stock split.
공시 • Jun 18Aeon Delight Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Aeon Delight Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025
공시 • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.
Reported Earnings • Apr 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥239 (up from JP¥220 in FY 2024). Revenue: JP¥337.9b (up 4.0% from FY 2024). Net income: JP¥11.5b (up 7.6% from FY 2024). Profit margin: 3.4% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 10Aeon Delight Co., Ltd., Annual General Meeting, May 16, 2025Aeon Delight Co., Ltd., Annual General Meeting, May 16, 2025.
공시 • Mar 07Aeon Delight Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2025Aeon Delight Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2025
분석 기사 • Mar 03What Aeon Delight Co., Ltd.'s (TSE:9787) 32% Share Price Gain Is Not Telling YouAeon Delight Co., Ltd. ( TSE:9787 ) shares have had a really impressive month, gaining 32% after a shaky period...
New Risk • Mar 03New 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 5.4% 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: Major Risk Earnings are forecast to decline by an average of 2.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥5,390, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 94% over the past three years.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.1%).
Buy Or Sell Opportunity • Jan 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.9% to JP¥4,105. The fair value is estimated to be JP¥5,148, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 2.9% in a year. Earnings are forecast to decline by 6.6% in the next year.
Reported Earnings • Jan 11Third quarter 2025 earnings released: EPS: JP¥59.27 (vs JP¥47.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥59.27 (up from JP¥47.19 in 3Q 2024). Revenue: JP¥86.4b (up 7.5% from 3Q 2024). Net income: JP¥2.85b (up 24% from 3Q 2024). Profit margin: 3.3% (up from 2.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
분석 기사 • Dec 31Aeon Delight's (TSE:9787) Dividend Will Be Increased To ¥44.00Aeon Delight Co., Ltd. ( TSE:9787 ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 • Dec 17Aeon Delight (TSE:9787) Is Paying Out A Larger Dividend Than Last YearAeon Delight Co., Ltd. ( TSE:9787 ) has announced that it will be increasing its dividend from last year's comparable...
공시 • Dec 17Aeon Delight Co., Ltd. to Report Q3, 2025 Results on Jan 09, 2025Aeon Delight Co., Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025
분석 기사 • Dec 02Calculating The Fair Value Of Aeon Delight Co., Ltd. (TSE:9787)Key Insights The projected fair value for Aeon Delight is JP¥4,307 based on 2 Stage Free Cash Flow to Equity Current...
분석 기사 • Nov 06Aeon Delight's (TSE:9787) Shareholders Will Receive A Bigger Dividend Than Last YearAeon Delight Co., Ltd.'s ( TSE:9787 ) dividend will be increasing from last year's payment of the same period to ¥44.00...
Declared Dividend • Nov 06First half dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
Reported Earnings • Oct 10Second quarter 2025 earnings released: EPS: JP¥56.00 (vs JP¥62.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥56.00 (down from JP¥62.16 in 2Q 2024). Revenue: JP¥83.5b (up 1.3% from 2Q 2024). Net income: JP¥2.71b (down 11% from 2Q 2024). Profit margin: 3.2% (down from 3.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
분석 기사 • Oct 09Aeon Delight (TSE:9787) Has More To Do To Multiply In Value Going ForwardWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock has risen 8.1% to JP¥4,160. The fair value is estimated to be JP¥5,205, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 4.0% in a year. Earnings are forecast to decline by 5.5% in the next year.
공시 • Sep 03Aeon Delight Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024Aeon Delight Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 06 November 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).
분석 기사 • Aug 06Earnings Not Telling The Story For Aeon Delight Co., Ltd. (TSE:9787)Aeon Delight Co., Ltd.'s ( TSE:9787 ) price-to-earnings (or "P/E") ratio of 15.8x might make it look like a sell right...
Reported Earnings • Jul 11First quarter 2025 earnings released: EPS: JP¥53.54 (vs JP¥46.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥53.54 (up from JP¥46.77 in 1Q 2024). Revenue: JP¥81.1b (up 2.5% from 1Q 2024). Net income: JP¥2.60b (up 13% from 1Q 2024). Profit margin: 3.2% (up from 2.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year.
분석 기사 • Jun 25Here's What To Make Of Aeon Delight's (TSE:9787) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
공시 • Jun 13Aeon Delight Co., Ltd. to Report Q1, 2025 Results on Jul 09, 2024Aeon Delight Co., Ltd. announced that they will report Q1, 2025 results on Jul 09, 2024
Declared Dividend • Jun 06Final dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 29th August 2024 Payment date: 6th November 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.
Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥220 (up from JP¥204 in FY 2023). Revenue: JP¥324.8b (up 6.9% from FY 2023). Net income: JP¥10.7b (up 5.5% from FY 2023). Profit margin: 3.3% (in line with FY 2023). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.2% to JP¥3,695. The fair value is estimated to be JP¥4,645, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to decline by 0.06% in the next 2 years.
New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
분석 기사 • Apr 17Aeon Delight (TSE:9787) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereShareholders appeared to be happy with Aeon Delight Co., Ltd.'s ( TSE:9787 ) solid earnings report last week. According...
분석 기사 • Apr 11Aeon Delight Co., Ltd. (TSE:9787) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This YearAeon Delight Co., Ltd. ( TSE:9787 ) just released its full-year report and things are looking bullish. Results were...
공시 • Apr 10+ 1 more updateAeon Delight Co., Ltd., Annual General Meeting, May 17, 2024Aeon Delight Co., Ltd., Annual General Meeting, May 17, 2024.
공시 • Mar 07Aeon Delight Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024Aeon Delight Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
Reported Earnings • Jan 12Third quarter 2024 earnings released: EPS: JP¥47.19 (vs JP¥56.65 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.19 (down from JP¥56.65 in 3Q 2023). Revenue: JP¥80.4b (up 1.5% from 3Q 2023). Net income: JP¥2.29b (down 19% from 3Q 2023). Profit margin: 2.9% (down from 3.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
공시 • Jan 10Aeon Delight Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending February 29, 2024Aeon Delight Co., Ltd. provided year end dividend guidance for the fiscal year ending February 29, 2024. For the period, the company expected year end dividend of JPY 43 per share compared to JPY 43 per share paid a year ago.
공시 • Dec 21Aeon Delight Co., Ltd. to Report Q3, 2024 Results on Jan 10, 2024Aeon Delight Co., Ltd. announced that they will report Q3, 2024 results on Jan 10, 2024
New Risk • Nov 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥62.16 (vs JP¥41.78 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.16 (up from JP¥41.78 in 2Q 2023). Revenue: JP¥82.4b (up 8.6% from 2Q 2023). Net income: JP¥3.03b (up 45% from 2Q 2023). Profit margin: 3.7% (up from 2.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
공시 • Sep 10Aeon Delight Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023Aeon Delight Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥43.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 07 November 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).
Reported Earnings • Jul 13First quarter 2024 earnings released: EPS: JP¥46.77 (vs JP¥44.90 in 1Q 2023)First quarter 2024 results: EPS: JP¥46.77 (up from JP¥44.90 in 1Q 2023). Revenue: JP¥79.1b (up 10% from 1Q 2023). Net income: JP¥2.30b (up 2.4% from 1Q 2023). Profit margin: 2.9% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
공시 • Jul 12+ 2 more updatesAeon Delight Co., Ltd. Provides Dividend Guidance for Full Year Ended February 29, 2024Aeon Delight Co., Ltd. provided dividend guidance for full year ended February 29, 2024. For the year, the company expects to pay the dividend of JPY 43 per share against JPY 43 per share a year ago.
공시 • May 28Aeon Delight Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Aeon Delight Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023
Reported Earnings • Apr 13Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥204 (down from JP¥213 in FY 2022). Revenue: JP¥303.8b (down 4.4% from FY 2022). Net income: JP¥10.2b (down 4.8% from FY 2022). Profit margin: 3.3% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥43.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥56.65 (vs JP¥58.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥56.65 (down from JP¥58.75 in 3Q 2022). Revenue: JP¥79.2b (up 3.1% from 3Q 2022). Net income: JP¥2.83b (down 3.8% from 3Q 2022). Profit margin: 3.6% (down from 3.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Jan 12+ 1 more updateAeon Delight Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending February 28, 2023Aeon Delight Co., Ltd. provided year-end dividend guidance for the fiscal year ending February 28, 2023. The company expects to pay a year-end dividend of JPY 43.00 per share for the fiscal year ending February 28, 2023.
공시 • Dec 14Aeon Delight Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023Aeon Delight Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023
Price Target Changed • Nov 16Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,924. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. MD & Director Goro Miyamae was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 12Aeon Delight Co., Ltd. Ordinary Shares to Be Deleted from OTC EquityAeon Delight Co., Ltd. Ordinary Shares (Japan) will be deleted from OTC Equity effective from November 11, 2022, due to Inactive Security.
Price Target Changed • Oct 23Price target decreased to JP¥3,050Down from JP¥3,467, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,914. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥213 last year.
Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥41.78 (vs JP¥60.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.78 (down from JP¥60.99 in 2Q 2022). Revenue: JP¥75.9b (down 9.9% from 2Q 2022). Net income: JP¥2.09b (down 32% from 2Q 2022). Profit margin: 2.8% (down from 3.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Sep 03Aeon Delight Co., Ltd. to Report Q2, 2023 Results on Oct 04, 2022Aeon Delight Co., Ltd. announced that they will report Q2, 2023 results on Oct 04, 2022
공시 • Aug 30Aeon Delight Co., Ltd. Introduces VR Tools for Security and Disaster Prevention EducationAEON DELIGHT CO., LTD. will introduce virtual reality (VR) tools that enables realistic simulation of facility management operations for safety and disaster prevention education for facility management personnel, with the aim of strengthening industrial safety and health and improving technical capabilities from this September. This educational program, which incorporates hands-on learning using VR tools, is planned to be implemented for approximately 500 persons per year, mainly chief electrical engineers. As the first phase of VR contents, company produced the following three programs that could lead to serious accidents in terms of occupational health and safety. Electric arc injury accidents caused by electrical equipment Learn the correct procedures for electric facilities, while at the same time experiencing the suspect risk of accidents that could occur in the event of a procedure default. Accidents involving falling from stepladders Learn the right procedures for high-place operations using the standpoint, while at the same time experiencing the suspect risk of accidents that could occur in the event of a procedure default. Accidental involving falling into a manhole Simulate accidents that could occur when working with manholes open. Through the use of VR tools to experience operations that are difficult to experience in actual workplaces, company will experience serious accidents due to the failure of operational procedures, raise awareness of process for safety and disaster prevention, acquire correct procedures, and improve technological capabilities. The actual screen as seen by the wearer of VR goggles. Designed to allow users to learn important points in business procedures in a quiz format The VR tool will be permanently installed at the AEON DELIGHT Academy Nagahama*, the Group's research and training facility, and will be used during regular training of facilities management staff from September 2022 onward. In the future, company plan to expand the scope of this program to include not only facility management, but also security, cleaning, and other operations, and to increase the number of VR content. As a group of specialists in facility management, they are focusing on the development of specialist human resources that combine "technological capabilities" and "human resources" in order to continue contributing to the resolution of issues faced by customers and local communities. In fiscal 2021 (March 1, 2021 to February 28, 2022), the number of in-house training sessions was 425, and the total number of participants was 11,840. Through these ongoing efforts, they have a total of more than 20,000 qualified personnel, including those who are indispensable for facility maintenance and those with knowledge and skills related to reducing environmental impact, which is one of strengths. The introduction of this VR tool will also be implemented with the aim of strengthening occupational health and safety and improving technological capabilities as part of enhancing educational activities.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
공시 • Jul 28Aeon Delight Co., Ltd. Launched A IoT Management System for Restrooms and Trash Cans in August to Help Reduce Cleaning Costs At FacilitiesAeon Delight Co., Ltd. will begin offering the "Restroom and Trash Can IoT System" (hereinafter referred to as "the service") in August, for commercial facilities, offices, event venues, and other facilities used by an unspecified number of people. The service will help reduce the stress of the users in the restroom and reduce cleaning costs for facility owners. The Company plans to introduce the service to more than 150 facilities by the end of the fiscal year ending February 2024. The service uses wireless sensors to provide real-time information on restrooms, such as availabilities and frequency of use, and the amount of waste deposited in trash cans and the internal temperature. This will help to improve satisfaction of facility users, reduce cleaning costs by optimizing the cleaning frequency, and improve safety and security of facilities. The service visualizes restroom availabilities on a digital signages. By installing the digital signages in crowded areas of facilities, users can check the status. This will reduce users' stress caused by crowded restroom and lead to user satisfaction. Avoiding gathering in crowded places will also help prevent COVID-19.
Price Target Changed • Jul 21Price target decreased to JP¥3,467Down from JP¥3,783, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥2,905. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥205 for next year compared to JP¥213 last year.
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥44.90 (vs JP¥50.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.90 (down from JP¥50.14 in 1Q 2022). Revenue: JP¥71.8b (down 9.9% from 1Q 2022). Net income: JP¥2.25b (down 10% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Over the next year, revenue is forecast to stay flat compared to a 4.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Jul 05+ 1 more updateAeon Delight Co., Ltd. Provides Dividend Guidance for the Second Quarter End and Full Year of Fiscal Ending February 28, 2023Aeon Delight Co., Ltd. provided dividend guidance for the second quarter end and full year of fiscal ending February 28, 2023. For the period, the company expects to pay dividend of JPY 42.00 per share against JPY 37.00 per share paid last year. For the full year, the company expects to pay dividend of JPY 43.00 per share against JPY 37.00 per share paid last year.
공시 • Jun 15Aeon Delight Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022Aeon Delight Co., Ltd. announced that they will report Q1, 2023 results on Jul 06, 2022
Board Change • Jun 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. MD & Director Goro Miyamae was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Keiji Yoshikawa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥213 (down from JP¥234 in FY 2021). Revenue: JP¥317.7b (up 5.9% from FY 2021). Net income: JP¥10.7b (down 8.7% from FY 2021). Profit margin: 3.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Over the next year, revenue is expected to shrink by 6.6% compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Apr 08+ 1 more updateAeon Delight Co., Ltd. Proposes Commemorative Dividend for the Year Ended February 28, 2022, Payable on May 6, 2022Aeon Delight Co., Ltd. proposed commemorative dividend of JPY 5.00 per share for the Year Ended February 28, 2022. The commemorative dividend was JPY 500 million. The scheduled date to commence dividend payment is May 6, 2022.
Major Estimate Revision • Apr 08Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥330.3b to JP¥296.8b. EPS estimate fell from JP¥230 to JP¥215 per share. Net income forecast to shrink 23% next year vs 8.4% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥4,083 to JP¥3,983. Share price fell 7.2% to JP¥2,839 over the past week.
공시 • Apr 07+ 2 more updatesAeon Delight Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023Aeon Delight Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the year, the company expected net sales to be JPY 310,000 million and operating income to be JPY 17,000 million. The expected net income attributable to owners of parent to be JPY 10,700 million and net income per share is JPY 213.91.
공시 • Feb 26Aeon Delight Co., Ltd. Launches Advanced Course, Its First Program for Training Leaders of New Standard CleaningAEON DELIGHT CO., LTD. launched the Advanced Course, its first program for training leaders of New Standard Cleaning, a cleaning service that incorporates original infection control measures, in September 2021 and 37 employees were certified as the first graduates on February 25, 2022. Those who have completed the advanced course will work as the leaders in the field of infection control cleaning, making proposals to customers regarding NSC quality improvement and infection control measures, and will also be responsible for training experts in the field as instructors. The standards related to "safety and security" required in facilities are changing due to the spread of the novel coronavirus infection. In light of this situation, in order to provide the better services that exceed the required standards, AEON delight has developed NSC as a new cleaning service that incorporates infection control measures. In providing NSC, the workers themselves need to understand the correct knowledge and procedures to prevent infection. To this end, AEON delight has created an original training program based on information accumulated through its hygiene control service*2 provided to hospitals in the past along with the latest research trends in infection control science. To date, it has trained approximately 1,200 infection control cleaning specialists and provided NSC to about 150 facilities (as of January 31, 2022). Against this backdrop, in order to provide "safety and security" to as many customers as possible under the COVID-19 disaster, the company launched the Advanced Course in September 2021, a new leader training program, with the aim of developing human resources that can train specialists in infection control cleaning. During the three- session curriculum, participants from all over Japan learned about cleaning methods based on infection prevention and control measures, and infection prevention measures at the time of disasters such as heavy rains and earthquakes that occur frequently due to climate change. After completing the entire curriculum, the company conducted an assessment and certified 37 people as the first graduates of the advanced course. Going forward, those who have completed the Advanced Course will be responsible for improving NSC's quality, conducting sales activities, and training on-site workers as leaders of the infection control cleaning team in each region. NSC's educational programs includes Basic course: This course teaches self-preventive measures against infections and basic work and infection control measures required to implement NSC. Standard Course: This course trains personnel in managing high- frequency contact surfaces and carrying out quality evaluations. Those who complete the course are qualified to conduct infection control cleaning work. Advanced Course: This course trains personnel to become capable of conducting quality evaluations, staff training, and making improvement proposals. The trained personnel will have detailed knowledge of infection control and can serve as the leaders of the Sanitation and Cleaning Specialists.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
Reported Earnings • Jan 13Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥58.75 (up from JP¥47.68 in 3Q 2021). Revenue: JP¥76.8b (up 2.9% from 3Q 2021). Net income: JP¥2.94b (up 23% from 3Q 2021). Profit margin: 3.8% (up from 3.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Earnings per share (EPS) surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 3.1%, compared to a 3.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Jan 12+ 1 more updateAeon Delight Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Aeon Delight Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales to be JPY 325,000 million. Operating income to be JPY 16,500 million. Net income attributable to owners of parent to be JPY 10,500 million. Net income per share to be JPY 209.99.
Reported Earnings • Oct 07Second quarter 2022 earnings released: EPS JP¥60.99 (vs JP¥19.05 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥84.2b (up 11% from 2Q 2021). Net income: JP¥3.05b (up 220% from 2Q 2021). Profit margin: 3.6% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 09 November 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.1%). In line with average of industry peers (2.0%).
Reported Earnings • Jul 09First quarter 2022 earnings released: EPS JP¥50.13 (vs JP¥59.86 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥79.7b (up 8.4% from 1Q 2021). Net income: JP¥2.51b (down 16% from 1Q 2021). Profit margin: 3.1% (down from 4.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • May 25+ 2 more updatesAeon Delight Co., Ltd. Provides Commemorative Dividend Guidance for the Second Quarter and Full Year of Fiscal Ending February 28, 2022Aeon Delight Co., Ltd. expects to pay commemorative dividend of JPY 5.00 per share for the second quarter of fiscal year ending February 28, 2022. The company expects to pay commemorative dividend of JPY 5.00 per share for the fiscal year ending February 28, 2022.
Price Target Changed • Apr 13Price target increased to JP¥3,900Up from JP¥3,600, the current price target is an average from 2 analysts. New target price is 14% above last closing price of JP¥3,415. Stock is up 12% over the past year.
Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥234 (vs JP¥187 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥300.1b (down 2.8% from FY 2020). Net income: JP¥11.7b (up 25% from FY 2020). Profit margin: 3.9% (up from 3.0% in FY 2020). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Mar 13Aeon Delight Co., Ltd. to Report Fiscal Year 2021 Results on Apr 09, 2021Aeon Delight Co., Ltd. announced that they will report fiscal year 2021 results on Apr 09, 2021
Is New 90 Day High Low • Mar 01New 90-day high: JP¥3,210The company is up 23% from its price of JP¥2,610 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,431 per share.
Upcoming Dividend • Feb 18Upcoming Dividend of JP¥35.00 Per ShareWill be paid on the 30th of April to those who are registered shareholders by the 25th of February. The trailing yield of 2.2% is below the top quartile of Japanese dividend payers (2.8%), but it is higher than industry peers (1.9%).
Is New 90 Day High Low • Feb 04New 90-day high: JP¥2,872The company is up 2.0% from its price of JP¥2,825 on 06 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,480 per share.