View Future GrowthSaibo 과거 순이익 실적과거 기준 점검 5/6Saibo은 연평균 16%의 비율로 수입이 증가해 온 반면, Luxury 산업은 수입이 16% 증가했습니다. 매출은 연평균 6.6%의 비율로 증가했습니다. Saibo의 자기자본이익률은 5.1%이고 순이익률은 10.3%입니다.핵심 정보15.95%순이익 성장률16.44%주당순이익(EPS) 성장률Luxury 산업 성장률10.88%매출 성장률6.57%자기자본이익률5.06%순이익률10.31%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥82.93 (vs JP¥65.79 in FY 2025)Full year 2026 results: EPS: JP¥82.93 (up from JP¥65.79 in FY 2025). Revenue: JP¥10.3b (flat on FY 2025). Net income: JP¥1.07b (up 24% from FY 2025). Profit margin: 10% (up from 8.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.분석 기사 • Feb 17We Like The Quality Of Saibo's (TSE:3123) EarningsInvestors signalled that they were pleased with Saibo Co., Ltd.'s ( TSE:3123 ) most recent earnings report. This...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥17.30 (vs JP¥0.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.30 (up from JP¥0.99 in 3Q 2025). Revenue: JP¥2.39b (down 4.7% from 3Q 2025). Net income: JP¥223.0m (up JP¥210.0m from 3Q 2025). Profit margin: 9.3% (up from 0.5% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.공시 • Dec 04Saibo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Saibo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.71 (up from JP¥15.60 in 2Q 2025). Revenue: JP¥2.61b (flat on 2Q 2025). Net income: JP¥499.0m (up 145% from 2Q 2025). Profit margin: 19% (up from 7.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.공시 • Sep 05Saibo Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Saibo Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025모든 업데이트 보기Recent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥82.93 (vs JP¥65.79 in FY 2025)Full year 2026 results: EPS: JP¥82.93 (up from JP¥65.79 in FY 2025). Revenue: JP¥10.3b (flat on FY 2025). Net income: JP¥1.07b (up 24% from FY 2025). Profit margin: 10% (up from 8.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.공시 • May 14Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).분석 기사 • Feb 17We Like The Quality Of Saibo's (TSE:3123) EarningsInvestors signalled that they were pleased with Saibo Co., Ltd.'s ( TSE:3123 ) most recent earnings report. This...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥17.30 (vs JP¥0.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.30 (up from JP¥0.99 in 3Q 2025). Revenue: JP¥2.39b (down 4.7% from 3Q 2025). Net income: JP¥223.0m (up JP¥210.0m from 3Q 2025). Profit margin: 9.3% (up from 0.5% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.공시 • Feb 10Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, representing 1.55% for ¥134.2 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.55% of its issued share capital (excluding treasury stock), for ¥134.2 million. The shares will be repurchased at ¥671 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 12, 2026. As of January 31, 2026, the company had 12,891,679 shares in issue (excluding treasury stock) and 708,321 shares in treasury.공시 • Dec 04Saibo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Saibo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.71 (up from JP¥15.60 in 2Q 2025). Revenue: JP¥2.61b (flat on 2Q 2025). Net income: JP¥499.0m (up 145% from 2Q 2025). Profit margin: 19% (up from 7.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).공시 • Sep 05Saibo Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Saibo Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥22.20 (vs JP¥28.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.20 (down from JP¥28.37 in 1Q 2025). Revenue: JP¥2.82b (up 7.1% from 1Q 2025). Net income: JP¥286.0m (down 23% from 1Q 2025). Profit margin: 10% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.공시 • Jun 05Saibo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Saibo Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥65.79 (vs JP¥71.70 in FY 2024)Full year 2025 results: EPS: JP¥65.79 (down from JP¥71.70 in FY 2024). Revenue: JP¥10.3b (down 9.8% from FY 2024). Net income: JP¥859.0m (down 9.1% from FY 2024). Profit margin: 8.3% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • May 15Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).공시 • Mar 06Saibo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Saibo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥0.99 (vs JP¥14.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.99 (down from JP¥14.54 in 3Q 2024). Revenue: JP¥2.51b (down 6.2% from 3Q 2024). Net income: JP¥13.0m (down 93% from 3Q 2024). Profit margin: 0.5% (down from 7.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Feb 07Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, for ¥95.6 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.53% of its issued share capital (excluding treasury stock), for ¥95.6 million. The shares will be repurchased at ¥478 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. As of January 31, 2025, the company had 13,084,679 shares in issue (excluding treasury stock) and 515,321 shares in treasury.공시 • Dec 05Saibo Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Saibo Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥6.12b market cap, or US$39.2m).Reported Earnings • Nov 11Second quarter 2025 earnings released: EPS: JP¥15.60 (vs JP¥18.69 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.60 (down from JP¥18.69 in 2Q 2024). Revenue: JP¥2.58b (flat on 2Q 2024). Net income: JP¥204.0m (down 17% from 2Q 2024). Profit margin: 7.9% (down from 9.5% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Sep 27Saibo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Saibo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥28.37 (vs JP¥20.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.37 (up from JP¥20.81 in 1Q 2024). Revenue: JP¥2.64b (down 12% from 1Q 2024). Net income: JP¥371.0m (up 35% from 1Q 2024). Profit margin: 14% (up from 9.1% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 06Is Saibo (TSE:3123) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥421, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 1.2% over the past three years.Buy Or Sell Opportunity • Aug 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥472. The fair value is estimated to be JP¥601, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 27%.공시 • Jun 08Saibo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Saibo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥71.70 (vs JP¥55.47 in FY 2023)Full year 2024 results: EPS: JP¥71.70 (up from JP¥55.47 in FY 2023). Revenue: JP¥11.4b (up 12% from FY 2023). Net income: JP¥945.0m (up 29% from FY 2023). Profit margin: 8.3% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • May 17Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).공시 • Mar 07Saibo Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Saibo Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥14.54 (vs JP¥15.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.54 (down from JP¥15.06 in 3Q 2023). Revenue: JP¥2.68b (up 2.5% from 3Q 2023). Net income: JP¥192.0m (down 3.5% from 3Q 2023). Profit margin: 7.2% (down from 7.6% in 3Q 2023). 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 only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Dec 08Saibo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Saibo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥18.69 (vs JP¥12.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.69 (up from JP¥12.94 in 2Q 2023). Revenue: JP¥2.61b (up 7.1% from 2Q 2023). Net income: JP¥247.0m (up 44% from 2Q 2023). Profit margin: 9.5% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).공시 • Sep 06Saibo Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Saibo Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥20.81 (vs JP¥8.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.81 (up from JP¥8.86 in 1Q 2023). Revenue: JP¥3.01b (up 9.7% from 1Q 2023). Net income: JP¥275.0m (up 135% from 1Q 2023). Profit margin: 9.1% (up from 4.3% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Jul 06Saibo Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Saibo Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥55.47 (vs JP¥37.77 in FY 2022)Full year 2023 results: EPS: JP¥55.47 (up from JP¥37.77 in FY 2022). Revenue: JP¥10.2b (up 14% from FY 2022). Net income: JP¥733.0m (up 47% from FY 2022). Profit margin: 7.2% (up from 5.6% 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 53% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥15.06 (vs JP¥14.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥15.06 (up from JP¥14.38 in 3Q 2022). Revenue: JP¥2.61b (up 13% from 3Q 2022). Net income: JP¥199.0m (up 4.7% from 3Q 2022). Profit margin: 7.6% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Dec 08Saibo Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Saibo Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board 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. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥12.94 (vs JP¥14.91 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.94 (down from JP¥14.91 in 2Q 2022). Revenue: JP¥2.43b (up 13% from 2Q 2022). Net income: JP¥171.0m (down 13% from 2Q 2022). Profit margin: 7.0% (down from 9.2% 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 68% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.0%).공시 • Sep 09Saibo Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Saibo Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥8.86 (vs JP¥7.57 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥8.86 (up from JP¥7.57 loss in 1Q 2022). Revenue: JP¥2.74b (up 18% from 1Q 2022). Net income: JP¥117.0m (up JP¥217.0m from 1Q 2022). Profit margin: 4.3% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Jun 11Saibo Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Saibo Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 20Full year 2022 earnings released: EPS: JP¥37.77 (vs JP¥44.47 in FY 2021)Full year 2022 results: EPS: JP¥37.77 (down from JP¥44.47 in FY 2021). Revenue: JP¥8.96b (up 33% from FY 2021). Net income: JP¥499.0m (down 15% from FY 2021). Profit margin: 5.6% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • May 18Saibo Co., Ltd., Annual General Meeting, Jun 29, 2022Saibo Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 07Saibo Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Saibo Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.38 (up from JP¥9.62 in 3Q 2021). Revenue: JP¥2.32b (up 44% from 3Q 2021). Net income: JP¥190.0m (up 50% from 3Q 2021). Profit margin: 8.2% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥14.91 (vs JP¥11.97 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.15b (up 34% from 2Q 2021). Net income: JP¥197.0m (up 25% from 2Q 2021). Profit margin: 9.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 15First quarter 2022 earnings released: JP¥7.57 loss per share (vs JP¥5.76 profit in 1Q 2021)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥2.32b (up 36% from 1Q 2021). Net loss: JP¥100.0m (down 232% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 20Full year 2021 earnings released: EPS JP¥44.47 (vs JP¥4.93 loss 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¥6.73b (down 12% from FY 2020). Net income: JP¥587.0m (up JP¥652.0m from FY 2020). Profit margin: 8.7% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).공시 • Mar 21Saibo Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Saibo Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Mar 15New 90-day high: JP¥469The company is up 7.0% from a price of JP¥438 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Exceeded the Luxury industry, which is up 5.0% over the same period.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥9.62 (vs JP¥7.43 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.61b (down 8.7% from 3Q 2020). Net income: JP¥127.0m (up 30% from 3Q 2020). Profit margin: 7.9% (up from 5.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 27New 90-day high: JP¥451The company is up 10.0% from its price of JP¥410 on 29 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 1.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: JP¥440The company is up 2.0% from its price of JP¥430 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 1.0% over the same period.공시 • Dec 19Saibo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Saibo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Dec 14New 90-day high: JP¥437The company is up 4.0% from its price of JP¥421 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 4.0% over the same period.공시 • Sep 25Saibo Co., Ltd. to Report Q2, 2021 Results on Oct 11, 2020Saibo Co., Ltd. announced that they will report Q2, 2021 results on Oct 11, 2020공시 • Jun 21Saibo Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Saibo Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020매출 및 비용 세부 내역Saibo가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3123 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2610,3491,0671,468031 Dec 2510,3881,2791,415030 Sep 2510,5051,0691,706030 Jun 2510,4837741,876031 Mar 2510,2978591,895031 Dec 2410,8628192,042030 Sep 2411,0299981,803030 Jun 2411,0501,0411,671031 Mar 2411,4229451,657031 Dec 2310,6859601,493030 Sep 2310,6209671,405030 Jun 2310,4488911,362031 Mar 2310,1827331,302031 Dec 229,9626991,275030 Sep 229,6706901,247030 Jun 229,3837161,221031 Mar 228,9584991,217031 Dec 218,5955131,177030 Sep 217,8844501,194030 Jun 217,3394111,219031 Mar 216,7295871,233031 Dec 206,7863431,306030 Sep 206,9393141,305030 Jun 207,209-1051,332031 Mar 207,601-651,410031 Dec 197,754241,426030 Sep 197,998911,476030 Jun 198,1921771,511031 Mar 198,438-791,504031 Dec 188,456-2301,564030 Sep 188,452-5531,567030 Jun 188,392-3761,564031 Mar 188,311-591,584031 Dec 178,309551,565030 Sep 178,3253731,568030 Jun 178,2265531,583031 Mar 178,3008241,570031 Dec 168,3698181,566030 Sep 168,3637211,586030 Jun 168,3786831,581031 Mar 168,2475061,572031 Dec 158,0595871,544030 Sep 158,0767851,498030 Jun 158,0608301,5140양질의 수익: 3123는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 3123의 현재 순 이익률 (10.3%)은 지난해 (8.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3123의 수익은 지난 5년 동안 연평균 16% 증가했습니다.성장 가속화: 지난 1년간 3123 의 수익 증가율(24.2%)은 연간 평균(16%)을 초과합니다.수익 대 산업: 3123의 지난 1년 수익 증가율(24.2%)은 Luxury 업계의 16.3%를 상회했습니다.자기자본이익률높은 ROE: 3123의 자본 수익률(5.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 09:55종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Saibo 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.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥82.93 (vs JP¥65.79 in FY 2025)Full year 2026 results: EPS: JP¥82.93 (up from JP¥65.79 in FY 2025). Revenue: JP¥10.3b (flat on FY 2025). Net income: JP¥1.07b (up 24% from FY 2025). Profit margin: 10% (up from 8.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.
분석 기사 • Feb 17We Like The Quality Of Saibo's (TSE:3123) EarningsInvestors signalled that they were pleased with Saibo Co., Ltd.'s ( TSE:3123 ) most recent earnings report. This...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥17.30 (vs JP¥0.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.30 (up from JP¥0.99 in 3Q 2025). Revenue: JP¥2.39b (down 4.7% from 3Q 2025). Net income: JP¥223.0m (up JP¥210.0m from 3Q 2025). Profit margin: 9.3% (up from 0.5% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
공시 • Dec 04Saibo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Saibo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.71 (up from JP¥15.60 in 2Q 2025). Revenue: JP¥2.61b (flat on 2Q 2025). Net income: JP¥499.0m (up 145% from 2Q 2025). Profit margin: 19% (up from 7.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
공시 • Sep 05Saibo Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Saibo Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥82.93 (vs JP¥65.79 in FY 2025)Full year 2026 results: EPS: JP¥82.93 (up from JP¥65.79 in FY 2025). Revenue: JP¥10.3b (flat on FY 2025). Net income: JP¥1.07b (up 24% from FY 2025). Profit margin: 10% (up from 8.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.
공시 • May 14Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026Saibo Co., Ltd., Annual General Meeting, Jun 26, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
분석 기사 • Feb 17We Like The Quality Of Saibo's (TSE:3123) EarningsInvestors signalled that they were pleased with Saibo Co., Ltd.'s ( TSE:3123 ) most recent earnings report. This...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥17.30 (vs JP¥0.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥17.30 (up from JP¥0.99 in 3Q 2025). Revenue: JP¥2.39b (down 4.7% from 3Q 2025). Net income: JP¥223.0m (up JP¥210.0m from 3Q 2025). Profit margin: 9.3% (up from 0.5% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
공시 • Feb 10Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, representing 1.55% for ¥134.2 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.55% of its issued share capital (excluding treasury stock), for ¥134.2 million. The shares will be repurchased at ¥671 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 12, 2026. As of January 31, 2026, the company had 12,891,679 shares in issue (excluding treasury stock) and 708,321 shares in treasury.
공시 • Dec 04Saibo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Saibo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥38.71 (vs JP¥15.60 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.71 (up from JP¥15.60 in 2Q 2025). Revenue: JP¥2.61b (flat on 2Q 2025). Net income: JP¥499.0m (up 145% from 2Q 2025). Profit margin: 19% (up from 7.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
공시 • Sep 05Saibo Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Saibo Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥22.20 (vs JP¥28.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.20 (down from JP¥28.37 in 1Q 2025). Revenue: JP¥2.82b (up 7.1% from 1Q 2025). Net income: JP¥286.0m (down 23% from 1Q 2025). Profit margin: 10% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
공시 • Jun 05Saibo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Saibo Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥65.79 (vs JP¥71.70 in FY 2024)Full year 2025 results: EPS: JP¥65.79 (down from JP¥71.70 in FY 2024). Revenue: JP¥10.3b (down 9.8% from FY 2024). Net income: JP¥859.0m (down 9.1% from FY 2024). Profit margin: 8.3% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • May 15Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025Saibo Co., Ltd., Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
공시 • Mar 06Saibo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Saibo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥0.99 (vs JP¥14.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.99 (down from JP¥14.54 in 3Q 2024). Revenue: JP¥2.51b (down 6.2% from 3Q 2024). Net income: JP¥13.0m (down 93% from 3Q 2024). Profit margin: 0.5% (down from 7.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Feb 07Saibo Co., Ltd. (TSE:3123) announces an Equity Buyback for 200,000 shares, for ¥95.6 million.Saibo Co., Ltd. (TSE:3123) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.53% of its issued share capital (excluding treasury stock), for ¥95.6 million. The shares will be repurchased at ¥478 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency, as well as to implement a flexible capital policy that responds to changes in the business environment. As of January 31, 2025, the company had 13,084,679 shares in issue (excluding treasury stock) and 515,321 shares in treasury.
공시 • Dec 05Saibo Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Saibo Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥6.12b market cap, or US$39.2m).
Reported Earnings • Nov 11Second quarter 2025 earnings released: EPS: JP¥15.60 (vs JP¥18.69 in 2Q 2024)Second quarter 2025 results: EPS: JP¥15.60 (down from JP¥18.69 in 2Q 2024). Revenue: JP¥2.58b (flat on 2Q 2024). Net income: JP¥204.0m (down 17% from 2Q 2024). Profit margin: 7.9% (down from 9.5% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Sep 27Saibo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Saibo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥28.37 (vs JP¥20.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.37 (up from JP¥20.81 in 1Q 2024). Revenue: JP¥2.64b (down 12% from 1Q 2024). Net income: JP¥371.0m (up 35% from 1Q 2024). Profit margin: 14% (up from 9.1% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 06Is Saibo (TSE:3123) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥421, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 1.2% over the past three years.
Buy Or Sell Opportunity • Aug 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥472. The fair value is estimated to be JP¥601, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 27%.
공시 • Jun 08Saibo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Saibo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥71.70 (vs JP¥55.47 in FY 2023)Full year 2024 results: EPS: JP¥71.70 (up from JP¥55.47 in FY 2023). Revenue: JP¥11.4b (up 12% from FY 2023). Net income: JP¥945.0m (up 29% from FY 2023). Profit margin: 8.3% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • May 17Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024Saibo Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).
공시 • Mar 07Saibo Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Saibo Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥14.54 (vs JP¥15.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥14.54 (down from JP¥15.06 in 3Q 2023). Revenue: JP¥2.68b (up 2.5% from 3Q 2023). Net income: JP¥192.0m (down 3.5% from 3Q 2023). Profit margin: 7.2% (down from 7.6% in 3Q 2023). 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 only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Dec 08Saibo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Saibo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥18.69 (vs JP¥12.94 in 2Q 2023)Second quarter 2024 results: EPS: JP¥18.69 (up from JP¥12.94 in 2Q 2023). Revenue: JP¥2.61b (up 7.1% from 2Q 2023). Net income: JP¥247.0m (up 44% from 2Q 2023). Profit margin: 9.5% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
공시 • Sep 06Saibo Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Saibo Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥20.81 (vs JP¥8.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.81 (up from JP¥8.86 in 1Q 2023). Revenue: JP¥3.01b (up 9.7% from 1Q 2023). Net income: JP¥275.0m (up 135% from 1Q 2023). Profit margin: 9.1% (up from 4.3% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Jul 06Saibo Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Saibo Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥55.47 (vs JP¥37.77 in FY 2022)Full year 2023 results: EPS: JP¥55.47 (up from JP¥37.77 in FY 2022). Revenue: JP¥10.2b (up 14% from FY 2022). Net income: JP¥733.0m (up 47% from FY 2022). Profit margin: 7.2% (up from 5.6% 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 53% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥15.06 (vs JP¥14.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥15.06 (up from JP¥14.38 in 3Q 2022). Revenue: JP¥2.61b (up 13% from 3Q 2022). Net income: JP¥199.0m (up 4.7% from 3Q 2022). Profit margin: 7.6% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Dec 08Saibo Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Saibo Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
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. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥12.94 (vs JP¥14.91 in 2Q 2022)Second quarter 2023 results: EPS: JP¥12.94 (down from JP¥14.91 in 2Q 2022). Revenue: JP¥2.43b (up 13% from 2Q 2022). Net income: JP¥171.0m (down 13% from 2Q 2022). Profit margin: 7.0% (down from 9.2% 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 68% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.0%).
공시 • Sep 09Saibo Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Saibo Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥8.86 (vs JP¥7.57 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥8.86 (up from JP¥7.57 loss in 1Q 2022). Revenue: JP¥2.74b (up 18% from 1Q 2022). Net income: JP¥117.0m (up JP¥217.0m from 1Q 2022). Profit margin: 4.3% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Jun 11Saibo Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Saibo Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 20Full year 2022 earnings released: EPS: JP¥37.77 (vs JP¥44.47 in FY 2021)Full year 2022 results: EPS: JP¥37.77 (down from JP¥44.47 in FY 2021). Revenue: JP¥8.96b (up 33% from FY 2021). Net income: JP¥499.0m (down 15% from FY 2021). Profit margin: 5.6% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • May 18Saibo Co., Ltd., Annual General Meeting, Jun 29, 2022Saibo Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 10 highly experienced directors. No independent directors (11 non-independent directors). Manager of Tokyo Branch and Director Yutaka Iizuka was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 07Saibo Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022Saibo Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.38 (up from JP¥9.62 in 3Q 2021). Revenue: JP¥2.32b (up 44% from 3Q 2021). Net income: JP¥190.0m (up 50% from 3Q 2021). Profit margin: 8.2% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥14.91 (vs JP¥11.97 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥2.15b (up 34% from 2Q 2021). Net income: JP¥197.0m (up 25% from 2Q 2021). Profit margin: 9.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 15First quarter 2022 earnings released: JP¥7.57 loss per share (vs JP¥5.76 profit in 1Q 2021)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥2.32b (up 36% from 1Q 2021). Net loss: JP¥100.0m (down 232% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 20Full year 2021 earnings released: EPS JP¥44.47 (vs JP¥4.93 loss 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¥6.73b (down 12% from FY 2020). Net income: JP¥587.0m (up JP¥652.0m from FY 2020). Profit margin: 8.7% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).
공시 • Mar 21Saibo Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Saibo Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Mar 15New 90-day high: JP¥469The company is up 7.0% from a price of JP¥438 on 15 December 2020. Underperformed the Japanese market, which is up 9.0% over the last 90 days. Exceeded the Luxury industry, which is up 5.0% over the same period.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥9.62 (vs JP¥7.43 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.61b (down 8.7% from 3Q 2020). Net income: JP¥127.0m (up 30% from 3Q 2020). Profit margin: 7.9% (up from 5.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 27New 90-day high: JP¥451The company is up 10.0% from its price of JP¥410 on 29 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: JP¥440The company is up 2.0% from its price of JP¥430 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is up 1.0% over the same period.
공시 • Dec 19Saibo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Saibo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Dec 14New 90-day high: JP¥437The company is up 4.0% from its price of JP¥421 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 4.0% over the same period.
공시 • Sep 25Saibo Co., Ltd. to Report Q2, 2021 Results on Oct 11, 2020Saibo Co., Ltd. announced that they will report Q2, 2021 results on Oct 11, 2020
공시 • Jun 21Saibo Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Saibo Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020