공시 • Nov 14
Inageya Co to Delist from Prime Section of the Tokyo Stock Exchange, Effective November 28, 2024 Inageya Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from November 28, 2024, due to becoming a wholly owned subsidiary of United Super Markets Holdings Inc. 공시 • Oct 03
Inageya Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024 Inageya Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥7.50 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%). Reported Earnings • Aug 18
First quarter 2025 earnings released: EPS: JP¥6.00 (vs JP¥6.52 in 1Q 2024) First quarter 2025 results: EPS: JP¥6.00 (down from JP¥6.52 in 1Q 2024). Revenue: JP¥64.2b (up 1.5% from 1Q 2024). Net income: JP¥278.0m (down 7.9% from 1Q 2024). Profit margin: 0.4% (down from 0.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. 공시 • Jun 14
Inageya Co., Ltd. to Report Q1, 2025 Results on Aug 13, 2024 Inageya Co., Ltd. announced that they will report Q1, 2025 results on Aug 13, 2024 Reported Earnings • May 12
Full year 2024 earnings released: EPS: JP¥37.28 (vs JP¥45.42 loss in FY 2023) Full year 2024 results: EPS: JP¥37.28 (up from JP¥45.42 loss in FY 2023). Revenue: JP¥261.5b (up 5.2% from FY 2023). Net income: JP¥1.73b (up JP¥3.83b from FY 2023). Profit margin: 0.7% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance. 공시 • Apr 21
Inageya Co., Ltd., Annual General Meeting, Jun 26, 2024 Inageya Co., Ltd., Annual General Meeting, Jun 26, 2024. 공시 • Apr 20
AN unknown buyer agreed to acquire a stake in Inageya Co., Ltd. (TSE:8182) United Super Markets Holdings Inc. (TSE:3222) agreed to acquire a 49% stake in Inageya Co., Ltd. (TSE:8182) from a group of shareholders for ¥36.2 billion on April 18, 2024. United Super Markets Holdings will issue 1.46 shares for every 1 Inageya share. U.S.M.H has appointed Yodoyabashi & Yamagami LPC to act as its legal advisor, Inageya has appointed Nagashima Ohno & Tsunematsu as its legal advisor. Mizuho Securities Co., Ltd. acted as a financial advisor to USMH. Nomura Securities Co., Ltd. acted as financial advisor to Inageya. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥7.50 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.5%). 공시 • Mar 02
Inageya Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024 Inageya Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024 Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: JP¥18.08 (vs JP¥20.84 in 3Q 2023) Third quarter 2024 results: EPS: JP¥18.08 (down from JP¥20.84 in 3Q 2023). Revenue: JP¥68.8b (up 4.4% from 3Q 2023). Net income: JP¥838.0m (down 13% from 3Q 2023). Profit margin: 1.2% (down from 1.5% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance. 공시 • Dec 28
Inageya Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024 Inageya Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024 Buying Opportunity • Nov 27
Now 20% undervalued Over the last 90 days, the stock is up 5.7%. The fair value is estimated to be JP¥1,981, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Nov 18
Second quarter 2024 earnings released: EPS: JP¥10.51 (vs JP¥8.67 in 2Q 2023) Second quarter 2024 results: EPS: JP¥10.51 (up from JP¥8.67 in 2Q 2023). Revenue: JP¥66.0b (up 4.6% from 2Q 2023). Net income: JP¥487.0m (up 21% from 2Q 2023). Profit margin: 0.7% (up from 0.6% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥7.50 per share at 1.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.6%). 공시 • Aug 30
Inageya Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023 Inageya Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023 Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥6.45 (vs JP¥6.39 loss in 1Q 2023) First quarter 2024 results: EPS: JP¥6.45 (up from JP¥6.39 loss in 1Q 2023). Revenue: JP¥63.2b (up 5.2% from 1Q 2023). Net income: JP¥299.0m (up JP¥595.0m from 1Q 2023). Profit margin: 0.5% (up from net loss in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance. Reported Earnings • Jun 28
Full year 2023 earnings released: JP¥24.94 loss per share (vs JP¥51.76 profit in FY 2022) Full year 2023 results: JP¥24.94 loss per share (down from JP¥51.76 profit in FY 2022). Revenue: JP¥248.5b (down 1.1% from FY 2022). Net loss: JP¥1.16b (down 148% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. 공시 • Jun 09
Inageya Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023 Inageya Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023 Reported Earnings • May 10
Full year 2023 earnings released: JP¥24.94 loss per share (vs JP¥51.76 profit in FY 2022) Full year 2023 results: JP¥24.94 loss per share (down from JP¥51.76 profit in FY 2022). Revenue: JP¥248.5b (down 1.1% from FY 2022). Net loss: JP¥1.16b (down 148% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Apr 26
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to JP¥1,607, the stock trades at a trailing P/E ratio of 54.2x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 3.7% over the past three years. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥7.50 per share at 1.2% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%). Reported Earnings • Feb 10
Third quarter 2023 earnings released: EPS: JP¥20.84 (vs JP¥9.60 in 3Q 2022) Third quarter 2023 results: EPS: JP¥20.84 (up from JP¥9.60 in 3Q 2022). Revenue: JP¥65.9b (up 4.3% from 3Q 2022). Net income: JP¥966.0m (up 117% from 3Q 2022). Profit margin: 1.5% (up from 0.7% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year. 공시 • Dec 28
Inageya Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023 Inageya Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023 Reported Earnings • Nov 17
Second quarter 2023 earnings released: EPS: JP¥8.67 (vs JP¥21.32 in 2Q 2022) Second quarter 2023 results: EPS: JP¥8.67 (down from JP¥21.32 in 2Q 2022). Revenue: JP¥63.1b (down 2.3% from 2Q 2022). Net income: JP¥402.0m (down 59% from 2Q 2022). Profit margin: 0.6% (down from 1.5% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Board Change • Nov 16
Less than half of directors are independent There are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). External Auditor Masami Shinozaki is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Yoshitomo Suzuki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 10
Second quarter 2023 earnings released: EPS: JP¥8.67 (vs JP¥21.32 in 2Q 2022) Second quarter 2023 results: EPS: JP¥8.67 (down from JP¥21.32 in 2Q 2022). Revenue: JP¥63.1b (down 2.3% from 2Q 2022). Net income: JP¥402.0m (down 59% from 2Q 2022). Profit margin: 0.6% (down from 1.5% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥7.50 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 21 November 2022. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%). 공시 • Aug 31
Inageya Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022 Inageya Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022 Reported Earnings • Aug 11
First quarter 2023 earnings released: JP¥6.39 loss per share (vs JP¥14.32 profit in 1Q 2022) First quarter 2023 results: JP¥6.39 loss per share (down from JP¥14.32 profit in 1Q 2022). Revenue: JP¥60.1b (down 6.8% from 1Q 2022). Net loss: JP¥296.0m (down 145% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. 공시 • Jul 02
Inageya Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022 Inageya Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022 공시 • May 12
Inageya Co., Ltd., Annual General Meeting, Jun 23, 2022 Inageya Co., Ltd., Annual General Meeting, Jun 23, 2022. Reported Earnings • May 11
Full year 2022 earnings released: EPS: JP¥51.76 (vs JP¥88.96 in FY 2021) Full year 2022 results: EPS: JP¥51.76 (down from JP¥88.96 in FY 2021). Revenue: JP¥251.4b (down 5.5% from FY 2021). Net income: JP¥2.40b (down 42% from FY 2021). Profit margin: 1.0% (down from 1.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent There are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). External Auditor Masami Shinozaki is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Yoshitomo Suzuki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. 공시 • Apr 08
Inageya Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022 Inageya Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥7.50 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%). Reported Earnings • Feb 09
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥9.60 (down from JP¥30.11 in 3Q 2021). Revenue: JP¥63.2b (down 6.5% from 3Q 2021). Net income: JP¥445.0m (down 68% from 3Q 2021). Profit margin: 0.7% (down from 2.1% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 04
Second quarter 2022 earnings released: EPS JP¥21.32 (vs JP¥22.33 in 2Q 2021) The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥64.5b (down 4.4% from 2Q 2021). Net income: JP¥988.0m (down 4.5% from 2Q 2021). Profit margin: 1.5% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥7.50 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 20 November 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.4%). Reported Earnings • Aug 15
First quarter 2022 earnings released: EPS JP¥14.32 (vs JP¥45.74 in 1Q 2021) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥64.5b (down 6.9% from 1Q 2021). Net income: JP¥664.0m (down 69% from 1Q 2021). Profit margin: 1.0% (down from 3.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 30
Full year 2021 earnings released: EPS JP¥88.96 (vs JP¥14.78 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥265.9b (up 4.6% from FY 2020). Net income: JP¥4.12b (up JP¥3.44b from FY 2020). Profit margin: 1.6% (up from 0.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. 공시 • Jun 24
Marunouchi Capital Fund 2 managed by Marunouchi Capital Inc. agreed to acquire Miuraya Co.,Ltd. from Inageya Co., Ltd. (TSE:8182). Marunouchi Capital Fund 2 managed by Marunouchi Capital Inc. agreed to acquire Miuraya Co.,Ltd. from Inageya Co., Ltd. (TSE:8182) on June 23, 2021. Miuraya will no longer be a consolidated subsidiary of the Company on the date of execution of this transfer. The deal is expected to be completed by August 1, 2021. There will be no change through this transfer of shares, the use of Inageya and shareholder coupons distributed to shareholders who hold Inageya shares as of the end of September 2020 and shareholders who hold Inageya shares as of the end of March 2021 at each Miuraya store. Reported Earnings • May 09
Full year 2021 earnings released: EPS JP¥88.96 (vs JP¥14.78 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥265.9b (up 4.6% from FY 2020). Net income: JP¥4.12b (up JP¥3.44b from FY 2020). Profit margin: 1.6% (up from 0.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.4%). 공시 • Mar 13
Inageya Co., Ltd. to Report Fiscal Year 2021 Results on May 07, 2021 Inageya Co., Ltd. announced that they will report fiscal year 2021 results on May 07, 2021 Is New 90 Day High Low • Feb 20
New 90-day low: JP¥1,676 The company is down 16% from its price of JP¥1,984 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period. Reported Earnings • Feb 03
Third quarter 2021 earnings released: EPS JP¥30.11 (vs JP¥9.54 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥67.5b (up 3.2% from 3Q 2020). Net income: JP¥1.40b (up 216% from 3Q 2020). Profit margin: 2.1% (up from 0.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% 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 21
New 90-day low: JP¥1,760 The company is down 3.0% from its price of JP¥1,814 on 23 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period. Is New 90 Day High Low • Jan 05
New 90-day low: JP¥1,768 The company is down 9.0% from its price of JP¥1,949 on 07 October 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. 공시 • Nov 29
Inageya Co., Ltd. to Report Q3, 2021 Results on Feb 02, 2021 Inageya Co., Ltd. announced that they will report Q3, 2021 results on Feb 02, 2021 공시 • Sep 03
Inageya Co., Ltd. to Report Q2, 2021 Results on Nov 04, 2020 Inageya Co., Ltd. announced that they will report Q2, 2021 results on Nov 04, 2020 공시 • Jun 28
Inageya Co., Ltd. to Report Q1, 2021 Results on Aug 04, 2020 Inageya Co., Ltd. announced that they will report Q1, 2021 results on Aug 04, 2020