View Financial Health&Do HoldingsLtd 배당 및 자사주 매입배당 기준 점검 5/6&Do HoldingsLtd 수익으로 충분히 충당되는 현재 수익률 4.95% 보유한 배당금 지급 회사입니다. 다음 지급일은 29th September, 2026 이며 배당락일은 다음과 같습니다. 29th June, 2026.핵심 정보4.9%배당 수익률1.6%자사주 매입 수익률총 주주 수익률6.6%미래 배당 수익률n/a배당 성장률16.1%다음 배당 지급일29 Sep 26배당락일29 Jun 26주당 배당금n/a배당 성향39%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jun 22Upcoming dividend of JP¥46.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.7%).분석 기사 • Feb 16&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 29th of...Declared Dividend • Feb 16Dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).분석 기사 • Jun 19&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...분석 기사 • May 18&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...모든 업데이트 보기Recent updatesUpcoming Dividend • Jun 22Upcoming dividend of JP¥46.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.7%).공시 • Jun 17&Do Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Aug 14, 2026&Do Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Aug 14, 2026Reported Earnings • May 16Third quarter 2026 earnings released: EPS: JP¥77.42 (vs JP¥27.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥77.42 (up from JP¥27.84 in 3Q 2025). Revenue: JP¥13.3b (up 20% from 3Q 2025). Net income: JP¥1.55b (up 182% from 3Q 2025). Profit margin: 12% (up from 4.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.분석 기사 • Feb 16&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 29th of...Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥3.11 (vs JP¥49.98 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.11 (down from JP¥49.98 in 2Q 2025). Revenue: JP¥14.0b (down 34% from 2Q 2025). Net income: JP¥62.0m (down 94% from 2Q 2025). Profit margin: 0.4% (down from 4.7% in 2Q 2025). 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 6% per year, which means it is well ahead of earnings.Declared Dividend • Feb 16Dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Feb 06Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457).Joshin Denki Co., Ltd. (TSE:8173) agreed to acquire DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) for ¥1.5 billion on December 23, 2025. The expected completion of the transaction is February 5, 2026. Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) on February 5, 2026. On completion, DO Reform Co., Ltd will change the Trade Name to Joshin Reform Kinki Co., Ltd. The Company also notifies that DO Reform’s extraordinary general shareholders meeting resolved on the change of the company’s trade name and the appointment of its leadership team. Tatsuya Hattori, Kazuki Maekawa, Nobuhiro Eriguchi, Katsutoshi Takagi, Seiji Matsuura will be the Representative Director and Mitsuru Furusawa will be the Company Auditor of the new company.공시 • Dec 13&Do Holdings Co.,Ltd. to Report Q2, 2026 Results on Feb 13, 2026&Do Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Feb 13, 2026Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥0.90 (vs JP¥7.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.90 (down from JP¥7.18 in 1Q 2025). Revenue: JP¥11.9b (down 18% from 1Q 2025). Net income: JP¥18.0m (down 87% from 1Q 2025). Profit margin: 0.2% (down from 1.0% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.공시 • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2026 Results on Nov 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025분석 기사 • Aug 21&Do HoldingsLtd's (TSE:3457) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from &Do Holdings Co.,Ltd. ( TSE:3457 ) last week didn't sink the stock price. Our...Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥119 (vs JP¥125 in FY 2024)Full year 2025 results: EPS: JP¥119 (down from JP¥125 in FY 2024). Revenue: JP¥64.7b (down 4.2% from FY 2024). Net income: JP¥2.34b (down 5.5% from FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.공시 • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025.Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).분석 기사 • Jun 19&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...공시 • Jun 10&Do Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 14, 2025&Do Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 14, 2025공시 • Jun 04&Do Holdings Co.,Ltd. announced that it has received ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.On June 4, 2025, &Do Holdings Co.,Ltd. closed the transaction. Dai-ichi Life Holdings, Inc. will hold 15.70% stake.분석 기사 • May 18&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...Declared Dividend • May 17Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 15Third quarter 2025 earnings released: EPS: JP¥27.84 (vs JP¥4.52 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.84 (up from JP¥4.52 in 3Q 2024). Revenue: JP¥11.1b (down 20% from 3Q 2024). Net income: JP¥548.0m (up JP¥458.0m from 3Q 2024). Profit margin: 4.9% (up from 0.6% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 13&Do Holdings Co.,Ltd. to Report Q3, 2025 Results on May 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q3, 2025 results on May 13, 2025Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥49.98 (vs JP¥42.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.98 (up from JP¥42.47 in 2Q 2024). Revenue: JP¥21.4b (up 7.0% from 2Q 2024). Net income: JP¥995.0m (up 18% from 2Q 2024). Profit margin: 4.7% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.공시 • Dec 20&Do Holdings Co.,Ltd. announced that it expects to receive ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.&Do Holdings Co.,Ltd. announced a private placement to issue 1,053,000 common shares at issue price of ¥ 962 per share for gross proceeds of ¥1,012,986,000 on December 18, 2024. The transaction includes participation from new investor, Dai-ichi Life Holdings, Inc. for ¥1,012,986,000. The transaction will happen through third party allocation. The issue date will be from January 14, 2025 to September 30, 2025. The transaction has been approved at board of director meeting of the company. The company will bear issuance issuance costs of ¥40,000,000 and will receive net proceeds of ¥972,986,000. The estimated issuance expenses are expected to be the total of advisory fees, attorney's fees, registration fees and other related expenses.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,146, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 42% over the past three years.New Risk • Dec 19New 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 5.3% 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 Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (3.1% net profit margin).공시 • Dec 18&Do Holdings Co.,Ltd. (TSE:3457) announces an Equity Buyback for 1,053,000 shares, representing 5.29% for ¥1,400 million.&Do Holdings Co.,Ltd. (TSE:3457) announces a share repurchase program. Under the program, the company will repurchase up to 1,053,000 shares, representing 5.29% of its total issued shares (excluding treasury stock), for ¥1,400 million. The purpose of the buyback is to promote a capital and business alliance with Dai-ichi Life Holdings, Inc. The repurchase will expire on September 19, 2025. As of November 30, 2024, the company had 19,906,206 shares in issue(excluding treasury stock)and 594 shares in treasury.공시 • Dec 07&Do Holdings Co.,Ltd. to Report Q2, 2025 Results on Feb 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥28.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.18 (down from JP¥28.31 in 1Q 2024). Revenue: JP¥14.5b (down 5.5% from 1Q 2024). Net income: JP¥143.0m (down 74% from 1Q 2024). Profit margin: 1.0% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2025 Results on Nov 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Nov 13, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024.분석 기사 • Aug 06&Do HoldingsLtd (TSE:3457) Has No Shortage Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥848, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 2.2% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%).Reported Earnings • May 16Third quarter 2024 earnings released: EPS: JP¥4.52 (vs JP¥23.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.52 (down from JP¥23.66 in 3Q 2023). Revenue: JP¥13.9b (up 32% from 3Q 2023). Net income: JP¥90.0m (down 81% from 3Q 2023). Profit margin: 0.6% (down from 4.4% 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 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 • Mar 16&Do Holdings Co.,Ltd. to Report Q3, 2024 Results on May 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q3, 2024 results on May 13, 2024Reported Earnings • Feb 15Second quarter 2024 earnings released: EPS: JP¥42.47 (vs JP¥48.96 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.47 (down from JP¥48.96 in 2Q 2023). Revenue: JP¥20.0b (up 26% from 2Q 2023). Net income: JP¥845.0m (down 12% from 2Q 2023). Profit margin: 4.2% (down from 6.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Dec 14&Do Holdings Co.,Ltd. to Report Q2, 2024 Results on Feb 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Feb 13, 2024Reported Earnings • Nov 15First quarter 2024 earnings released: EPS: JP¥28.31 (vs JP¥8.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.31 (up from JP¥8.89 in 1Q 2023). Revenue: JP¥15.4b (up 60% from 1Q 2023). Net income: JP¥558.0m (up 221% from 1Q 2023). Profit margin: 3.6% (up from 1.8% 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 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Sep 23HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion.HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion on September 21, 2023. e &Do Holdings Co., Ltd. announces that during a meeting held on September 21, 2023, its Board of Directors approved the transaction. The transaction is expected to close on September 21, 2023.공시 • Sep 17&Do Holdings Co.,Ltd. to Report Q1, 2024 Results on Nov 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Nov 13, 2023New Risk • Aug 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 38% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.공시 • Aug 16&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023.Reported Earnings • Aug 16Full year 2023 earnings released: EPS: JP¥112 (vs JP¥99.96 in FY 2022)Full year 2023 results: EPS: JP¥112 (up from JP¥99.96 in FY 2022). Revenue: JP¥49.6b (up 20% from FY 2022). Net income: JP¥2.20b (up 12% from FY 2022). Profit margin: 4.4% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.New Risk • Jul 04New 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 5.1% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change).Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).공시 • Jun 17&Do Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Aug 14, 2023&Do Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Aug 14, 2023Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥23.66 (vs JP¥1.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.66 (up from JP¥1.13 in 3Q 2022). Revenue: JP¥10.5b (up 53% from 3Q 2022). Net income: JP¥463.0m (up JP¥441.0m from 3Q 2022). Profit margin: 4.4% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: JP¥48.96 (vs JP¥38.60 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.96 (up from JP¥38.60 in 2Q 2022). Revenue: JP¥15.8b (up 41% from 2Q 2022). Net income: JP¥958.0m (up 27% from 2Q 2022). Profit margin: 6.1% (down from 6.7% 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 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Dec 15&Do Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Mayuko Hara was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13First quarter 2023 earnings released: EPS: JP¥8.89 (vs JP¥21.17 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.89 (down from JP¥21.17 in 1Q 2022). Revenue: JP¥9.61b (down 13% from 1Q 2022). Net income: JP¥174.0m (down 58% from 1Q 2022). Profit margin: 1.8% (down from 3.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공시 • Sep 14&Do Holdings Co.,Ltd. to Report Q1, 2023 Results on Nov 11, 2022&Do Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Nov 11, 2022공시 • Aug 17&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022.Reported Earnings • Aug 17Full year 2022 earnings released: EPS: JP¥99.96 (vs JP¥82.83 in FY 2021)Full year 2022 results: EPS: JP¥99.96 (up from JP¥82.83 in FY 2021). Revenue: JP¥41.4b (up 6.0% from FY 2021). Net income: JP¥1.96b (up 21% from FY 2021). Profit margin: 4.7% (up from 4.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.공시 • Jun 16&Do Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Aug 15, 2022&Do Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Aug 15, 2022Reported Earnings • May 15Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥1.13 (up from JP¥0.67 loss in 3Q 2021). Revenue: JP¥6.87b (up 3.8% from 3Q 2021). Net income: JP¥22.0m (up JP¥35.0m from 3Q 2021). Profit margin: 0.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • May 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Yuichi Ikeda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 07&Do Holdings Co.,Ltd. to Report Q3, 2022 Results on May 12, 2022&Do Holdings Co.,Ltd. announced that they will report Q3, 2022 results on May 12, 2022Reported Earnings • Feb 12Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: JP¥38.60 (up from JP¥32.41 in 2Q 2021). Revenue: JP¥11.2b (flat on 2Q 2021). Net income: JP¥755.0m (up 20% from 2Q 2021). Profit margin: 6.7% (up from 5.6% in 2Q 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥21.17 (vs JP¥7.80 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.1b (up 47% from 1Q 2021). Net income: JP¥414.0m (up 172% from 1Q 2021). Profit margin: 3.7% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥82.83 (vs JP¥52.90 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.0b (up 19% from FY 2020). Net income: JP¥1.62b (up 57% from FY 2020). Profit margin: 4.1% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 16Third quarter 2021 earnings released: JP¥0.67 loss per share (vs JP¥18.28 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥6.62b (down 22% from 3Q 2020). Net loss: JP¥13.0m (down 104% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.공시 • Mar 10HOUSE DO Co.,Ltd. to Report Q3, 2021 Results on May 11, 2021HOUSE DO Co.,Ltd. announced that they will report Q3, 2021 results on May 11, 2021Major Estimate Revision • Mar 10Analysts increase revenue estimates to JP¥39.5bThe 2021 consensus revenue estimate increased from JP¥35.2b. Earning per share (EPS) estimate also increased from JP¥66.30 to JP¥85.70 for the same period. Net income is expected to grow by 16% next year compared to 10.0% growth forecast for the Consumer Durables industry in Japan. The consensus price target increased from JP¥1,050 to JP¥1,300. Share price is up 6.6% to JP¥1,182 over the past week.Is New 90 Day High Low • Feb 24New 90-day low: JP¥1,120The company is down 9.0% from its price of JP¥1,226 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥32.41 (vs JP¥14.74 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥11.2b (up 33% from 2Q 2020). Net income: JP¥632.0m (up 120% from 2Q 2020). Profit margin: 5.6% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 04New 90-day low: JP¥1,131The company is down 13% from its price of JP¥1,302 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 22% over the same period.공시 • Dec 05HOUSE DO Co.,Ltd. to Report Q2, 2021 Results on Feb 10, 2021HOUSE DO Co.,Ltd. announced that they will report Q2, 2021 results on Feb 10, 2021Price Target Changed • Dec 01Price target raised to JP¥1,050Up from JP¥900, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥1,204. As of last close, the stock is down 23% over the past year.공시 • Sep 25HOUSE DO Co.,Ltd. to Report Q1, 2021 Results on Nov 10, 2020HOUSE DO Co.,Ltd. announced that they will report Q1, 2021 results on Nov 10, 2020공시 • Sep 21HOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI IndexHOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI Index공시 • Jun 19HOUSE DO Co.,Ltd. to Report Q4, 2020 Results on Aug 12, 2020HOUSE DO Co.,Ltd. announced that they will report Q4, 2020 results on Aug 12, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 3457 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 3457 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장&Do HoldingsLtd 배당 수익률 vs 시장3457의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (3457)4.9%시장 하위 25% (JP)1.8%시장 상위 25% (JP)3.9%업계 평균 (Consumer Durables)1.5%분석가 예측 (3457) (최대 3년)n/a주목할만한 배당금: 3457 의 배당금( 4.95% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.82% )보다 높습니다.고배당: 3457 의 배당금( 4.95% )은 JP 시장( 3.89% )주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 39.1% )로 3457 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 14% )이 낮기 때문에 3457 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/01 01:04종가2026/07/01 00:00수익2026/03/31연간 수익2025/06/30데이터 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 소스&Do Holdings Co.,Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Katsumi MiyazawaIchiyoshi Research Institute Inc.Takumi KasaiTokai Tokyo Intelligence Laboratory Co., Ltd.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥46.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.7%).
분석 기사 • Feb 16&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 29th of...
Declared Dividend • Feb 16Dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).
분석 기사 • Jun 19&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...
분석 기사 • May 18&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...
Upcoming Dividend • Jun 22Upcoming dividend of JP¥46.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.7%).
공시 • Jun 17&Do Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Aug 14, 2026&Do Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Aug 14, 2026
Reported Earnings • May 16Third quarter 2026 earnings released: EPS: JP¥77.42 (vs JP¥27.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥77.42 (up from JP¥27.84 in 3Q 2025). Revenue: JP¥13.3b (up 20% from 3Q 2025). Net income: JP¥1.55b (up 182% from 3Q 2025). Profit margin: 12% (up from 4.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
분석 기사 • Feb 16&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 29th of...
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥3.11 (vs JP¥49.98 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.11 (down from JP¥49.98 in 2Q 2025). Revenue: JP¥14.0b (down 34% from 2Q 2025). Net income: JP¥62.0m (down 94% from 2Q 2025). Profit margin: 0.4% (down from 4.7% in 2Q 2025). 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 6% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 16Dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Feb 06Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457).Joshin Denki Co., Ltd. (TSE:8173) agreed to acquire DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) for ¥1.5 billion on December 23, 2025. The expected completion of the transaction is February 5, 2026. Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) on February 5, 2026. On completion, DO Reform Co., Ltd will change the Trade Name to Joshin Reform Kinki Co., Ltd. The Company also notifies that DO Reform’s extraordinary general shareholders meeting resolved on the change of the company’s trade name and the appointment of its leadership team. Tatsuya Hattori, Kazuki Maekawa, Nobuhiro Eriguchi, Katsutoshi Takagi, Seiji Matsuura will be the Representative Director and Mitsuru Furusawa will be the Company Auditor of the new company.
공시 • Dec 13&Do Holdings Co.,Ltd. to Report Q2, 2026 Results on Feb 13, 2026&Do Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Feb 13, 2026
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥0.90 (vs JP¥7.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.90 (down from JP¥7.18 in 1Q 2025). Revenue: JP¥11.9b (down 18% from 1Q 2025). Net income: JP¥18.0m (down 87% from 1Q 2025). Profit margin: 0.2% (down from 1.0% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
공시 • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2026 Results on Nov 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025
분석 기사 • Aug 21&Do HoldingsLtd's (TSE:3457) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from &Do Holdings Co.,Ltd. ( TSE:3457 ) last week didn't sink the stock price. Our...
Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥119 (vs JP¥125 in FY 2024)Full year 2025 results: EPS: JP¥119 (down from JP¥125 in FY 2024). Revenue: JP¥64.7b (down 4.2% from FY 2024). Net income: JP¥2.34b (down 5.5% from FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
공시 • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).
분석 기사 • Jun 19&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...
공시 • Jun 10&Do Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 14, 2025&Do Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 14, 2025
공시 • Jun 04&Do Holdings Co.,Ltd. announced that it has received ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.On June 4, 2025, &Do Holdings Co.,Ltd. closed the transaction. Dai-ichi Life Holdings, Inc. will hold 15.70% stake.
분석 기사 • May 18&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...
Declared Dividend • May 17Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 15Third quarter 2025 earnings released: EPS: JP¥27.84 (vs JP¥4.52 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.84 (up from JP¥4.52 in 3Q 2024). Revenue: JP¥11.1b (down 20% from 3Q 2024). Net income: JP¥548.0m (up JP¥458.0m from 3Q 2024). Profit margin: 4.9% (up from 0.6% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 13&Do Holdings Co.,Ltd. to Report Q3, 2025 Results on May 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q3, 2025 results on May 13, 2025
Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥49.98 (vs JP¥42.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.98 (up from JP¥42.47 in 2Q 2024). Revenue: JP¥21.4b (up 7.0% from 2Q 2024). Net income: JP¥995.0m (up 18% from 2Q 2024). Profit margin: 4.7% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Dec 20&Do Holdings Co.,Ltd. announced that it expects to receive ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.&Do Holdings Co.,Ltd. announced a private placement to issue 1,053,000 common shares at issue price of ¥ 962 per share for gross proceeds of ¥1,012,986,000 on December 18, 2024. The transaction includes participation from new investor, Dai-ichi Life Holdings, Inc. for ¥1,012,986,000. The transaction will happen through third party allocation. The issue date will be from January 14, 2025 to September 30, 2025. The transaction has been approved at board of director meeting of the company. The company will bear issuance issuance costs of ¥40,000,000 and will receive net proceeds of ¥972,986,000. The estimated issuance expenses are expected to be the total of advisory fees, attorney's fees, registration fees and other related expenses.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,146, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 42% over the past three years.
New Risk • Dec 19New 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 5.3% 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 Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (3.1% net profit margin).
공시 • Dec 18&Do Holdings Co.,Ltd. (TSE:3457) announces an Equity Buyback for 1,053,000 shares, representing 5.29% for ¥1,400 million.&Do Holdings Co.,Ltd. (TSE:3457) announces a share repurchase program. Under the program, the company will repurchase up to 1,053,000 shares, representing 5.29% of its total issued shares (excluding treasury stock), for ¥1,400 million. The purpose of the buyback is to promote a capital and business alliance with Dai-ichi Life Holdings, Inc. The repurchase will expire on September 19, 2025. As of November 30, 2024, the company had 19,906,206 shares in issue(excluding treasury stock)and 594 shares in treasury.
공시 • Dec 07&Do Holdings Co.,Ltd. to Report Q2, 2025 Results on Feb 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025
Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥28.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.18 (down from JP¥28.31 in 1Q 2024). Revenue: JP¥14.5b (down 5.5% from 1Q 2024). Net income: JP¥143.0m (down 74% from 1Q 2024). Profit margin: 1.0% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2025 Results on Nov 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Nov 13, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024.
분석 기사 • Aug 06&Do HoldingsLtd (TSE:3457) Has No Shortage Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥848, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 2.2% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%).
Reported Earnings • May 16Third quarter 2024 earnings released: EPS: JP¥4.52 (vs JP¥23.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.52 (down from JP¥23.66 in 3Q 2023). Revenue: JP¥13.9b (up 32% from 3Q 2023). Net income: JP¥90.0m (down 81% from 3Q 2023). Profit margin: 0.6% (down from 4.4% 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 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 • Mar 16&Do Holdings Co.,Ltd. to Report Q3, 2024 Results on May 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q3, 2024 results on May 13, 2024
Reported Earnings • Feb 15Second quarter 2024 earnings released: EPS: JP¥42.47 (vs JP¥48.96 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.47 (down from JP¥48.96 in 2Q 2023). Revenue: JP¥20.0b (up 26% from 2Q 2023). Net income: JP¥845.0m (down 12% from 2Q 2023). Profit margin: 4.2% (down from 6.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Dec 14&Do Holdings Co.,Ltd. to Report Q2, 2024 Results on Feb 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15First quarter 2024 earnings released: EPS: JP¥28.31 (vs JP¥8.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.31 (up from JP¥8.89 in 1Q 2023). Revenue: JP¥15.4b (up 60% from 1Q 2023). Net income: JP¥558.0m (up 221% from 1Q 2023). Profit margin: 3.6% (up from 1.8% 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 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Sep 23HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion.HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion on September 21, 2023. e &Do Holdings Co., Ltd. announces that during a meeting held on September 21, 2023, its Board of Directors approved the transaction. The transaction is expected to close on September 21, 2023.
공시 • Sep 17&Do Holdings Co.,Ltd. to Report Q1, 2024 Results on Nov 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Nov 13, 2023
New Risk • Aug 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 38% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
공시 • Aug 16&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023.
Reported Earnings • Aug 16Full year 2023 earnings released: EPS: JP¥112 (vs JP¥99.96 in FY 2022)Full year 2023 results: EPS: JP¥112 (up from JP¥99.96 in FY 2022). Revenue: JP¥49.6b (up 20% from FY 2022). Net income: JP¥2.20b (up 12% from FY 2022). Profit margin: 4.4% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 04New 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 5.1% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change).
Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
공시 • Jun 17&Do Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Aug 14, 2023&Do Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Aug 14, 2023
Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥23.66 (vs JP¥1.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.66 (up from JP¥1.13 in 3Q 2022). Revenue: JP¥10.5b (up 53% from 3Q 2022). Net income: JP¥463.0m (up JP¥441.0m from 3Q 2022). Profit margin: 4.4% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: JP¥48.96 (vs JP¥38.60 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.96 (up from JP¥38.60 in 2Q 2022). Revenue: JP¥15.8b (up 41% from 2Q 2022). Net income: JP¥958.0m (up 27% from 2Q 2022). Profit margin: 6.1% (down from 6.7% 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 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Dec 15&Do Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Mayuko Hara was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13First quarter 2023 earnings released: EPS: JP¥8.89 (vs JP¥21.17 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.89 (down from JP¥21.17 in 1Q 2022). Revenue: JP¥9.61b (down 13% from 1Q 2022). Net income: JP¥174.0m (down 58% from 1Q 2022). Profit margin: 1.8% (down from 3.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • Sep 14&Do Holdings Co.,Ltd. to Report Q1, 2023 Results on Nov 11, 2022&Do Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Nov 11, 2022
공시 • Aug 17&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022.
Reported Earnings • Aug 17Full year 2022 earnings released: EPS: JP¥99.96 (vs JP¥82.83 in FY 2021)Full year 2022 results: EPS: JP¥99.96 (up from JP¥82.83 in FY 2021). Revenue: JP¥41.4b (up 6.0% from FY 2021). Net income: JP¥1.96b (up 21% from FY 2021). Profit margin: 4.7% (up from 4.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
공시 • Jun 16&Do Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Aug 15, 2022&Do Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Aug 15, 2022
Reported Earnings • May 15Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥1.13 (up from JP¥0.67 loss in 3Q 2021). Revenue: JP¥6.87b (up 3.8% from 3Q 2021). Net income: JP¥22.0m (up JP¥35.0m from 3Q 2021). Profit margin: 0.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • May 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Yuichi Ikeda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 07&Do Holdings Co.,Ltd. to Report Q3, 2022 Results on May 12, 2022&Do Holdings Co.,Ltd. announced that they will report Q3, 2022 results on May 12, 2022
Reported Earnings • Feb 12Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: JP¥38.60 (up from JP¥32.41 in 2Q 2021). Revenue: JP¥11.2b (flat on 2Q 2021). Net income: JP¥755.0m (up 20% from 2Q 2021). Profit margin: 6.7% (up from 5.6% in 2Q 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥21.17 (vs JP¥7.80 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.1b (up 47% from 1Q 2021). Net income: JP¥414.0m (up 172% from 1Q 2021). Profit margin: 3.7% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥82.83 (vs JP¥52.90 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.0b (up 19% from FY 2020). Net income: JP¥1.62b (up 57% from FY 2020). Profit margin: 4.1% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 16Third quarter 2021 earnings released: JP¥0.67 loss per share (vs JP¥18.28 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥6.62b (down 22% from 3Q 2020). Net loss: JP¥13.0m (down 104% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
공시 • Mar 10HOUSE DO Co.,Ltd. to Report Q3, 2021 Results on May 11, 2021HOUSE DO Co.,Ltd. announced that they will report Q3, 2021 results on May 11, 2021
Major Estimate Revision • Mar 10Analysts increase revenue estimates to JP¥39.5bThe 2021 consensus revenue estimate increased from JP¥35.2b. Earning per share (EPS) estimate also increased from JP¥66.30 to JP¥85.70 for the same period. Net income is expected to grow by 16% next year compared to 10.0% growth forecast for the Consumer Durables industry in Japan. The consensus price target increased from JP¥1,050 to JP¥1,300. Share price is up 6.6% to JP¥1,182 over the past week.
Is New 90 Day High Low • Feb 24New 90-day low: JP¥1,120The company is down 9.0% from its price of JP¥1,226 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.
Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥32.41 (vs JP¥14.74 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥11.2b (up 33% from 2Q 2020). Net income: JP¥632.0m (up 120% from 2Q 2020). Profit margin: 5.6% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 04New 90-day low: JP¥1,131The company is down 13% from its price of JP¥1,302 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 22% over the same period.
공시 • Dec 05HOUSE DO Co.,Ltd. to Report Q2, 2021 Results on Feb 10, 2021HOUSE DO Co.,Ltd. announced that they will report Q2, 2021 results on Feb 10, 2021
Price Target Changed • Dec 01Price target raised to JP¥1,050Up from JP¥900, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥1,204. As of last close, the stock is down 23% over the past year.
공시 • Sep 25HOUSE DO Co.,Ltd. to Report Q1, 2021 Results on Nov 10, 2020HOUSE DO Co.,Ltd. announced that they will report Q1, 2021 results on Nov 10, 2020
공시 • Sep 21HOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI IndexHOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI Index
공시 • Jun 19HOUSE DO Co.,Ltd. to Report Q4, 2020 Results on Aug 12, 2020HOUSE DO Co.,Ltd. announced that they will report Q4, 2020 results on Aug 12, 2020