RenaissanceIncorporated (2378) 주식 개요르네상스는 일본에서 스포츠 클럽 사업을 하고 있습니다. 자세히 보기2378 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장3/6과거 실적0/6재무 건전성1/6배당0/6강점수익은 매년 87.35% 증가할 것으로 예상됩니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석이자 지급액이 수익으로 잘 충당되지 않음모든 위험 점검 보기2378 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥994.0070.2% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-9b72b2016201920222025202620282031Revenue JP¥72.2bEarnings JP¥5.6bAdvancedSet Fair ValueView all narrativesRenaissance,Incorporated 경쟁사Nippon Ski Resort DevelopmentLtdSymbol: TSE:6040Market cap: JP¥22.1bGokurakuyu HoldingsSymbol: TSE:2340Market cap: JP¥14.9bToshoSymbol: TSE:8920Market cap: JP¥26.4bCentral SportsSymbol: TSE:4801Market cap: JP¥26.4b가격 이력 및 성과RenaissanceIncorporated 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥994.0052주 최고가JP¥1,295.0052주 최저가JP¥967.00베타0.111개월 변동0.30%3개월 변동-9.64%1년 변동-1.49%3년 변동9.71%5년 변동-23.01%IPO 이후 변동24.25%최근 뉴스 및 업데이트공시 • Jun 01Renaissance,Incorporated to Report Q1, 2027 Results on Aug 07, 2026Renaissance,Incorporated announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.공시 • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...더 많은 업데이트 보기Recent updates공시 • Jun 01Renaissance,Incorporated to Report Q1, 2027 Results on Aug 07, 2026Renaissance,Incorporated announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.공시 • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...Declared Dividend • Dec 09First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Nov 29Renaissance,Incorporated to Report Q3, 2026 Results on Feb 12, 2026Renaissance,Incorporated announced that they will report Q3, 2026 results on Feb 12, 2026공시 • Nov 28Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro.Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro on November 27, 2025. Renaissance acquires Kaedenokaze and make Consolidated Subsidiary. The expected completion of the transaction is December 1, 2025.분석 기사 • Nov 21RenaissanceIncorporated's (TSE:2378) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Renaissance,Incorporated ( TSE:2378 ) last week didn't sink the stock price...Reported Earnings • Nov 08Second quarter 2026 earnings released: JP¥1.41 loss per share (vs JP¥0.74 profit in 2Q 2025)Second quarter 2026 results: JP¥1.41 loss per share (down from JP¥0.74 profit in 2Q 2025). Revenue: JP¥16.1b (up 1.3% from 2Q 2025). Net loss: JP¥26.7m (down 291% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).분석 기사 • Sep 01RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥4.00 per share on the...공시 • Sep 01Renaissance,Incorporated to Report Q2, 2026 Results on Nov 07, 2025Renaissance,Incorporated announced that they will report Q2, 2026 results on Nov 07, 2025New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.65 (vs JP¥10.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.65 (down from JP¥10.48 in 1Q 2025). Revenue: JP¥15.6b (flat on 1Q 2025). Net income: JP¥50.0m (down 75% from 1Q 2025). Profit margin: 0.3% (down from 1.3% in 1Q 2025). 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 7% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 23RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00Renaissance,Incorporated's ( TSE:2378 ) investors are due to receive a payment of ¥4.00 per share on 9th of December...분석 기사 • Jul 09RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend on the 9th of December...Declared Dividend • Jul 09Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (300% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 14% EPS decline seen over the last 5 years.공시 • May 31Renaissance,Incorporated to Report Q1, 2026 Results on Aug 08, 2025Renaissance,Incorporated announced that they will report Q1, 2026 results on Aug 08, 2025분석 기사 • May 22RenaissanceIncorporated's (TSE:2378) Solid Earnings Have Been Accounted For ConservativelyRenaissance,Incorporated's ( TSE:2378 ) recent earnings report didn't offer any surprises, with the shares unchanged...Reported Earnings • May 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.54 (up from JP¥32.40 in FY 2024). Revenue: JP¥63.7b (up 46% from FY 2024). Net income: JP¥766.0m (up 25% from FY 2024). Profit margin: 1.2% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • May 09Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (0.8%).공시 • Feb 28Renaissance,Incorporated to Report Fiscal Year 2025 Results on May 09, 2025Renaissance,Incorporated announced that they will report fiscal year 2025 results on May 09, 2025공시 • Feb 18+ 1 more updateRenaissance,Incorporated Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the period, the company expected net sales of JPY 63,500 million, operating income of JPY 1,900 million, net income attributable to owners of parent of JPY 800 million and net income per share of JPY 41.28.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥27.10 (vs JP¥24.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.10 (up from JP¥24.30 in 3Q 2024). Revenue: JP¥16.2b (up 44% from 3Q 2024). Net income: JP¥512.0m (up 12% from 3Q 2024). Profit margin: 3.2% (down from 4.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Dec 10First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 48%.공시 • Dec 06+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the full year, company expects net sales of JPY 63, 500 million against JPY 63,000 million forecasted earlier, operating income of JPY 1,800 million against JPY 1,800 million forecasted earlier, net income attributable to owners of parent company of JPY 700 million against JPY 700 million forecasted earlier and net income per share of JPY 36.00 against JPY 36 forecasted earlier.공시 • Nov 30Renaissance,Incorporated to Report Q3, 2025 Results on Feb 07, 2025Renaissance,Incorporated announced that they will report Q3, 2025 results on Feb 07, 2025분석 기사 • Nov 20RenaissanceIncorporated's (TSE:2378) Promising Earnings May Rest On Soft FoundationsRenaissance,Incorporated's ( TSE:2378 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥1.27 (vs JP¥3.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.27 (down from JP¥3.76 in 2Q 2024). Revenue: JP¥15.9b (up 48% from 2Q 2024). Net income: JP¥24.0m (down 66% from 2Q 2024). Profit margin: 0.2% (down from 0.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. 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 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).공시 • Aug 30Renaissance,Incorporated Revises Consolidated Earnings Guidance for the First Six Months of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the first six months of fiscal year ending March 31, 2025. For the first six months, the company now expects net sales of JPY 31,000 million, operating income of JPY 650 million, net income attributable to owners of parent company of JPY 200 million and net income per share of JPY 10.06.공시 • Aug 28Renaissance,Incorporated to Report Q2, 2025 Results on Nov 08, 2024Renaissance,Incorporated announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: JP¥10.48 (vs JP¥3.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.48 (up from JP¥3.66 in 1Q 2024). Revenue: JP¥15.4b (up 49% from 1Q 2024). Net income: JP¥198.0m (up 187% from 1Q 2024). Profit margin: 1.3% (up from 0.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.공시 • Jun 08Renaissance,Incorporated to Report Q1, 2025 Results on Aug 08, 2024Renaissance,Incorporated announced that they will report Q1, 2025 results on Aug 08, 2024공시 • Jun 06+ 2 more updatesRenaissance,Incorporated Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the first six months and full year of fiscal year ending March 31, 2025. For the first six months, company expects net sales of JPY 30,500 million, operating income of JPY 400 million, net income attributable to owners of parent company of JPY 10 million and net income per share of JPY 0.00For the full year, company expects net sales of JPY 63,000 million, operating income of JPY 1,800 million, net income attributable to owners of parent company of JPY 700 million and net income per share of JPY 36.00.분석 기사 • May 21Additional Considerations Required While Assessing RenaissanceIncorporated's (TSE:2378) Strong EarningsDespite posting some strong earnings, the market for Renaissance,Incorporated's ( TSE:2378 ) stock hasn't moved much...Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥33.46 (vs JP¥60.41 loss in FY 2023)Full year 2024 results: EPS: JP¥33.46 (up from JP¥60.41 loss in FY 2023). Revenue: JP¥43.6b (up 7.0% from FY 2023). Net income: JP¥632.0m (up JP¥1.77b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024.Buy Or Sell Opportunity • Mar 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥1,067. The fair value is estimated to be JP¥885, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 13 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).분석 기사 • Mar 02RenaissanceIncorporated (TSE:2378) Is Increasing Its Dividend To ¥7.00Renaissance,Incorporated ( TSE:2378 ) will increase its dividend from last year's comparable payment on the 13th of...공시 • Mar 02Renaissance,Incorporated to Report Fiscal Year 2024 Results on May 10, 2024Renaissance,Incorporated announced that they will report fiscal year 2024 results on May 10, 2024공시 • Feb 29+ 1 more updateRenaissance,Incorporated Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 7.00 per share against JPY 4.00 per share paid for the same period a year ago.Buy Or Sell Opportunity • Feb 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to JP¥1,105. The fair value is estimated to be JP¥900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥25.10 (vs JP¥0.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.10 (up from JP¥0.32 in 3Q 2023). Revenue: JP¥11.3b (up 8.1% from 3Q 2023). Net income: JP¥474.0m (up JP¥468.0m from 3Q 2023). Profit margin: 4.2% (up from 0.1% in 3Q 2023). 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 6% per year, which means it is significantly lagging earnings.New Risk • Dec 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.공시 • Dec 02Renaissance,Incorporated Announces Dividend for the End of Second Quarter of the Fiscal Year Ending March 31, 2024 Payable on December 7, 2023Renaissance,Incorporated announced dividend of JPY 3.0 per share for the End of second quarter of the fiscal year ending March 31,2024, against dividend of JPY 4.0 per share for the previous period. Dividend is payable on December 7, 2023.공시 • Dec 01+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Renaissance, Incorporated revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2024. For the Full Year, company expects net sales of JPY 44,000 million, Operating income of JPY 1,000 million, Net income attributable to owners of the parent company of JPY 100 million and Net income per share of JPY 5.29.공시 • Nov 26Renaissance,Incorporated to Report Q3, 2024 Results on Feb 09, 2024Renaissance,Incorporated announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥4.29 (vs JP¥1.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.29 (up from JP¥1.43 in 2Q 2023). Revenue: JP¥10.8b (up 6.1% from 2Q 2023). Net income: JP¥81.0m (up 200% from 2Q 2023). Profit margin: 0.8% (up from 0.3% in 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Oct 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Full-Time Auditor Takako Ishida was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).공시 • Sep 02+ 2 more updatesRenaissance,Incorporated Provides Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend for the second quarter of Fiscal year ending March 31, 2024. For the second quarter, company expects dividend of JPY 3.00 per share compared to JPY 4.00 per share a year ago.공시 • Aug 30Renaissance,Incorporated to Report Q2, 2024 Results on Nov 10, 2023Renaissance,Incorporated announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥3.92 (vs JP¥1.11 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥3.92 (up from JP¥1.11 loss in 1Q 2023). Revenue: JP¥10.4b (up 6.6% from 1Q 2023). Net income: JP¥74.0m (up JP¥95.0m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% 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 12Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation.Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation on August 10, 2023. The deal has been approved by board of directors of Renaissance,Incorporated, and is expected to be completed on March 31, 2024.Board Change • Jul 22Less 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. Independent Outside Director Takumi Matsui 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.공시 • Jun 01Renaissance,Incorporated to Report Q1, 2024 Results on Aug 10, 2023Renaissance,Incorporated announced that they will report Q1, 2024 results on Aug 10, 2023공시 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023.Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: JP¥60.41 loss per share (down from JP¥27.16 profit in FY 2022). Revenue: JP¥40.8b (up 9.8% from FY 2022). Net loss: JP¥1.14b (down 322% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.32 (vs JP¥30.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.32 (down from JP¥30.07 in 3Q 2022). Revenue: JP¥10.4b (up 5.8% from 3Q 2022). Net income: JP¥6.00m (down 99% from 3Q 2022). Profit margin: 0.1% (down from 5.8% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공시 • Feb 01Renaissance,Incorporated announced that it has received ¥5.01157688 billion in fundingOn January 31, 2023, Renaissance,Incorporated closed the transaction.공시 • Nov 27Renaissance,Incorporated to Report Q3, 2023 Results on Feb 10, 2023Renaissance,Incorporated announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Nami Abe 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. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.43 (vs JP¥42.94 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.43 (down from JP¥42.94 in 2Q 2022). Revenue: JP¥10.1b (up 7.5% from 2Q 2022). Net income: JP¥27.0m (down 97% from 2Q 2022). Profit margin: 0.3% (down from 8.6% in 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).공시 • Sep 01Renaissance,Incorporated to Report Q2, 2023 Results on Nov 11, 2022Renaissance,Incorporated announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥1.11 loss per share (vs JP¥47.33 loss in 1Q 2022)First quarter 2023 results: JP¥1.11 loss per share (up from JP¥47.33 loss in 1Q 2022). Revenue: JP¥9.74b (up 19% from 1Q 2022). Net loss: JP¥21.0m (loss narrowed 98% from 1Q 2022). Over the next year, revenue is forecast to grow 5.3%, compared to a 38% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.공시 • Jun 03Renaissance,Incorporated to Report Q1, 2023 Results on Aug 09, 2022Renaissance,Incorporated announced that they will report Q1, 2023 results on Aug 09, 2022공시 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022.Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥27.16 (up from JP¥485 loss in FY 2021). Revenue: JP¥37.1b (up 23% from FY 2021). Net income: JP¥513.0m (up JP¥9.22b from FY 2021). Profit margin: 1.4% (up from net loss in FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.8%, compared to a 50% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less 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. 6 non-independent directors. Independent Outside Director Nami Abe 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 07Renaissance,Incorporated to Report Fiscal Year 2022 Results on May 10, 2022Renaissance,Incorporated announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).Reported Earnings • Feb 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥30.07 (up from JP¥22.44 loss in 3Q 2021). Revenue: JP¥9.86b (up 11% from 3Q 2021). Net income: JP¥568.0m (up JP¥992.0m from 3Q 2021). Profit margin: 5.8% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 67% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥42.94 (vs JP¥16.12 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.44b (up 8.1% from 2Q 2021). Net income: JP¥811.0m (up JP¥1.10b from 2Q 2021). Profit margin: 8.6% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Reported Earnings • May 15Full year 2021 earnings released: JP¥485 loss per share (vs JP¥84.63 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥30.2b (down 33% from FY 2020). Net loss: JP¥8.71b (down JP¥10.1b from profit in FY 2020). 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 • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 09 June 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.5%).공시 • Mar 05Renaissance,Incorporated to Report Fiscal Year 2021 Results on May 12, 2021Renaissance,Incorporated announced that they will report fiscal year 2021 results on May 12, 2021Is New 90 Day High Low • Feb 24New 90-day high: JP¥1,274The company is up 44% from its price of JP¥882 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 6.0% over the same period.Reported Earnings • Feb 11Third quarter 2021 earnings released: JP¥22.44 loss per share (vs JP¥45.38 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¥8.92b (down 24% from 3Q 2020). Net loss: JP¥424.0m (down 157% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.1%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 17%, compared to a 42% growth forecast for the Hospitality industry in Japan.공시 • Feb 03Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation.Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation on February 3, 2021. Acquisition time is scheduled for April 1, 2021. Renaissance,Incorporated will acquire 31 shares in total.Is New 90 Day High Low • Feb 03New 90-day high: JP¥985The company is up 26% from its price of JP¥784 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.공시 • Dec 25Renaissance,Incorporated to Report Q3, 2021 Results on Feb 09, 2021Renaissance,Incorporated announced that they will report Q3, 2021 results on Feb 09, 2021주주 수익률2378JP HospitalityJP 시장7D1.3%-1.5%-1.0%1Y-1.5%-19.9%39.9%전체 주주 수익률 보기수익률 대 산업: 2378은 지난 1년 동안 -19.9%의 수익을 기록한 JP Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 2378은 지난 1년 동안 39.9%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 2378's price volatile compared to industry and market?2378 volatility2378 Average Weekly Movement2.3%Hospitality Industry Average Movement3.4%Market Average Movement4.7%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%안정적인 주가: 2378는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 2378의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19791,958Misao Mochizukiwww.s-renaissance.co.jp르네상스는 일본에서 스포츠 클럽 사업을 하고 있습니다. 피트니스 클럽, 수영 학교, 테니스 학교, 골프 학교 등을 운영합니다. 또한 지역 지자체를 대상으로 건강 증진 서비스, 개호 및 재활 지원 서비스, 점포 개발 지원 서비스도 제공합니다.더 보기Renaissance,Incorporated 기초 지표 요약RenaissanceIncorporated의 순이익과 매출은 시가총액과 어떻게 비교됩니까?2378 기초 통계시가총액JP¥18.46b순이익 (TTM)-JP¥2.13b매출 (TTM)JP¥64.93b0.3x주가매출비율(P/S)-8.8x주가수익비율(P/E)2378는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표2378 손익계산서 (TTM)매출JP¥64.93b매출원가JP¥59.49b총이익JP¥5.44b기타 비용JP¥7.57b순이익-JP¥2.13b최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 07, 2026주당순이익(EPS)-112.43총이익률8.38%순이익률-3.28%부채/자본 비율164.6%2378의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.3%현재 배당 수익률-12%배당 성향2378는 안정적으로 배당을 지급합니까?2378 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 2378를 매수해야 하나요?RenaissanceIncorporated 배당 일정배당락일Mar 30 2026배당 지급일Jun 10 2026배당락일까지 남은 일수72 days배당 지급일까지 남은 일수0 days2378는 안정적으로 배당을 지급합니까?2378 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 08:37종가2026/06/10 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 소스Renaissance,Incorporated는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yasuo KonoGoldman SachsSeiichiro SamejimaIchiyoshi Research Institute Inc.Yusuke TaketsuMarusan Securities Co. Ltd.1명의 분석가 더 보기
공시 • Jun 01Renaissance,Incorporated to Report Q1, 2027 Results on Aug 07, 2026Renaissance,Incorporated announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.
공시 • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...
공시 • Jun 01Renaissance,Incorporated to Report Q1, 2027 Results on Aug 07, 2026Renaissance,Incorporated announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). 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 3% per year, which means it is significantly lagging earnings growth.
공시 • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...
Declared Dividend • Dec 09First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Nov 29Renaissance,Incorporated to Report Q3, 2026 Results on Feb 12, 2026Renaissance,Incorporated announced that they will report Q3, 2026 results on Feb 12, 2026
공시 • Nov 28Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro.Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro on November 27, 2025. Renaissance acquires Kaedenokaze and make Consolidated Subsidiary. The expected completion of the transaction is December 1, 2025.
분석 기사 • Nov 21RenaissanceIncorporated's (TSE:2378) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Renaissance,Incorporated ( TSE:2378 ) last week didn't sink the stock price...
Reported Earnings • Nov 08Second quarter 2026 earnings released: JP¥1.41 loss per share (vs JP¥0.74 profit in 2Q 2025)Second quarter 2026 results: JP¥1.41 loss per share (down from JP¥0.74 profit in 2Q 2025). Revenue: JP¥16.1b (up 1.3% from 2Q 2025). Net loss: JP¥26.7m (down 291% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).
분석 기사 • Sep 01RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥4.00 per share on the...
공시 • Sep 01Renaissance,Incorporated to Report Q2, 2026 Results on Nov 07, 2025Renaissance,Incorporated announced that they will report Q2, 2026 results on Nov 07, 2025
New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.65 (vs JP¥10.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.65 (down from JP¥10.48 in 1Q 2025). Revenue: JP¥15.6b (flat on 1Q 2025). Net income: JP¥50.0m (down 75% from 1Q 2025). Profit margin: 0.3% (down from 1.3% in 1Q 2025). 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 7% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 23RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00Renaissance,Incorporated's ( TSE:2378 ) investors are due to receive a payment of ¥4.00 per share on 9th of December...
분석 기사 • Jul 09RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend on the 9th of December...
Declared Dividend • Jul 09Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (300% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 14% EPS decline seen over the last 5 years.
공시 • May 31Renaissance,Incorporated to Report Q1, 2026 Results on Aug 08, 2025Renaissance,Incorporated announced that they will report Q1, 2026 results on Aug 08, 2025
분석 기사 • May 22RenaissanceIncorporated's (TSE:2378) Solid Earnings Have Been Accounted For ConservativelyRenaissance,Incorporated's ( TSE:2378 ) recent earnings report didn't offer any surprises, with the shares unchanged...
Reported Earnings • May 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.54 (up from JP¥32.40 in FY 2024). Revenue: JP¥63.7b (up 46% from FY 2024). Net income: JP¥766.0m (up 25% from FY 2024). Profit margin: 1.2% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • May 09Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (0.8%).
공시 • Feb 28Renaissance,Incorporated to Report Fiscal Year 2025 Results on May 09, 2025Renaissance,Incorporated announced that they will report fiscal year 2025 results on May 09, 2025
공시 • Feb 18+ 1 more updateRenaissance,Incorporated Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the period, the company expected net sales of JPY 63,500 million, operating income of JPY 1,900 million, net income attributable to owners of parent of JPY 800 million and net income per share of JPY 41.28.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥27.10 (vs JP¥24.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.10 (up from JP¥24.30 in 3Q 2024). Revenue: JP¥16.2b (up 44% from 3Q 2024). Net income: JP¥512.0m (up 12% from 3Q 2024). Profit margin: 3.2% (down from 4.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Dec 10First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 48%.
공시 • Dec 06+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the full year, company expects net sales of JPY 63, 500 million against JPY 63,000 million forecasted earlier, operating income of JPY 1,800 million against JPY 1,800 million forecasted earlier, net income attributable to owners of parent company of JPY 700 million against JPY 700 million forecasted earlier and net income per share of JPY 36.00 against JPY 36 forecasted earlier.
공시 • Nov 30Renaissance,Incorporated to Report Q3, 2025 Results on Feb 07, 2025Renaissance,Incorporated announced that they will report Q3, 2025 results on Feb 07, 2025
분석 기사 • Nov 20RenaissanceIncorporated's (TSE:2378) Promising Earnings May Rest On Soft FoundationsRenaissance,Incorporated's ( TSE:2378 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥1.27 (vs JP¥3.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.27 (down from JP¥3.76 in 2Q 2024). Revenue: JP¥15.9b (up 48% from 2Q 2024). Net income: JP¥24.0m (down 66% from 2Q 2024). Profit margin: 0.2% (down from 0.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. 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 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).
공시 • Aug 30Renaissance,Incorporated Revises Consolidated Earnings Guidance for the First Six Months of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the first six months of fiscal year ending March 31, 2025. For the first six months, the company now expects net sales of JPY 31,000 million, operating income of JPY 650 million, net income attributable to owners of parent company of JPY 200 million and net income per share of JPY 10.06.
공시 • Aug 28Renaissance,Incorporated to Report Q2, 2025 Results on Nov 08, 2024Renaissance,Incorporated announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: JP¥10.48 (vs JP¥3.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.48 (up from JP¥3.66 in 1Q 2024). Revenue: JP¥15.4b (up 49% from 1Q 2024). Net income: JP¥198.0m (up 187% from 1Q 2024). Profit margin: 1.3% (up from 0.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
공시 • Jun 08Renaissance,Incorporated to Report Q1, 2025 Results on Aug 08, 2024Renaissance,Incorporated announced that they will report Q1, 2025 results on Aug 08, 2024
공시 • Jun 06+ 2 more updatesRenaissance,Incorporated Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the first six months and full year of fiscal year ending March 31, 2025. For the first six months, company expects net sales of JPY 30,500 million, operating income of JPY 400 million, net income attributable to owners of parent company of JPY 10 million and net income per share of JPY 0.00For the full year, company expects net sales of JPY 63,000 million, operating income of JPY 1,800 million, net income attributable to owners of parent company of JPY 700 million and net income per share of JPY 36.00.
분석 기사 • May 21Additional Considerations Required While Assessing RenaissanceIncorporated's (TSE:2378) Strong EarningsDespite posting some strong earnings, the market for Renaissance,Incorporated's ( TSE:2378 ) stock hasn't moved much...
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥33.46 (vs JP¥60.41 loss in FY 2023)Full year 2024 results: EPS: JP¥33.46 (up from JP¥60.41 loss in FY 2023). Revenue: JP¥43.6b (up 7.0% from FY 2023). Net income: JP¥632.0m (up JP¥1.77b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024.
Buy Or Sell Opportunity • Mar 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥1,067. The fair value is estimated to be JP¥885, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 13 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).
분석 기사 • Mar 02RenaissanceIncorporated (TSE:2378) Is Increasing Its Dividend To ¥7.00Renaissance,Incorporated ( TSE:2378 ) will increase its dividend from last year's comparable payment on the 13th of...
공시 • Mar 02Renaissance,Incorporated to Report Fiscal Year 2024 Results on May 10, 2024Renaissance,Incorporated announced that they will report fiscal year 2024 results on May 10, 2024
공시 • Feb 29+ 1 more updateRenaissance,Incorporated Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 7.00 per share against JPY 4.00 per share paid for the same period a year ago.
Buy Or Sell Opportunity • Feb 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to JP¥1,105. The fair value is estimated to be JP¥900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥25.10 (vs JP¥0.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.10 (up from JP¥0.32 in 3Q 2023). Revenue: JP¥11.3b (up 8.1% from 3Q 2023). Net income: JP¥474.0m (up JP¥468.0m from 3Q 2023). Profit margin: 4.2% (up from 0.1% in 3Q 2023). 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 6% per year, which means it is significantly lagging earnings.
New Risk • Dec 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
공시 • Dec 02Renaissance,Incorporated Announces Dividend for the End of Second Quarter of the Fiscal Year Ending March 31, 2024 Payable on December 7, 2023Renaissance,Incorporated announced dividend of JPY 3.0 per share for the End of second quarter of the fiscal year ending March 31,2024, against dividend of JPY 4.0 per share for the previous period. Dividend is payable on December 7, 2023.
공시 • Dec 01+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Renaissance, Incorporated revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2024. For the Full Year, company expects net sales of JPY 44,000 million, Operating income of JPY 1,000 million, Net income attributable to owners of the parent company of JPY 100 million and Net income per share of JPY 5.29.
공시 • Nov 26Renaissance,Incorporated to Report Q3, 2024 Results on Feb 09, 2024Renaissance,Incorporated announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥4.29 (vs JP¥1.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.29 (up from JP¥1.43 in 2Q 2023). Revenue: JP¥10.8b (up 6.1% from 2Q 2023). Net income: JP¥81.0m (up 200% from 2Q 2023). Profit margin: 0.8% (up from 0.3% in 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Full-Time Auditor Takako Ishida was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).
공시 • Sep 02+ 2 more updatesRenaissance,Incorporated Provides Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend for the second quarter of Fiscal year ending March 31, 2024. For the second quarter, company expects dividend of JPY 3.00 per share compared to JPY 4.00 per share a year ago.
공시 • Aug 30Renaissance,Incorporated to Report Q2, 2024 Results on Nov 10, 2023Renaissance,Incorporated announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥3.92 (vs JP¥1.11 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥3.92 (up from JP¥1.11 loss in 1Q 2023). Revenue: JP¥10.4b (up 6.6% from 1Q 2023). Net income: JP¥74.0m (up JP¥95.0m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% 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 12Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation.Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation on August 10, 2023. The deal has been approved by board of directors of Renaissance,Incorporated, and is expected to be completed on March 31, 2024.
Board Change • Jul 22Less 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. Independent Outside Director Takumi Matsui 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.
공시 • Jun 01Renaissance,Incorporated to Report Q1, 2024 Results on Aug 10, 2023Renaissance,Incorporated announced that they will report Q1, 2024 results on Aug 10, 2023
공시 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: JP¥60.41 loss per share (down from JP¥27.16 profit in FY 2022). Revenue: JP¥40.8b (up 9.8% from FY 2022). Net loss: JP¥1.14b (down 322% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.32 (vs JP¥30.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.32 (down from JP¥30.07 in 3Q 2022). Revenue: JP¥10.4b (up 5.8% from 3Q 2022). Net income: JP¥6.00m (down 99% from 3Q 2022). Profit margin: 0.1% (down from 5.8% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • Feb 01Renaissance,Incorporated announced that it has received ¥5.01157688 billion in fundingOn January 31, 2023, Renaissance,Incorporated closed the transaction.
공시 • Nov 27Renaissance,Incorporated to Report Q3, 2023 Results on Feb 10, 2023Renaissance,Incorporated announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Nami Abe 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. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.43 (vs JP¥42.94 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.43 (down from JP¥42.94 in 2Q 2022). Revenue: JP¥10.1b (up 7.5% from 2Q 2022). Net income: JP¥27.0m (down 97% from 2Q 2022). Profit margin: 0.3% (down from 8.6% in 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).
공시 • Sep 01Renaissance,Incorporated to Report Q2, 2023 Results on Nov 11, 2022Renaissance,Incorporated announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥1.11 loss per share (vs JP¥47.33 loss in 1Q 2022)First quarter 2023 results: JP¥1.11 loss per share (up from JP¥47.33 loss in 1Q 2022). Revenue: JP¥9.74b (up 19% from 1Q 2022). Net loss: JP¥21.0m (loss narrowed 98% from 1Q 2022). Over the next year, revenue is forecast to grow 5.3%, compared to a 38% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
공시 • Jun 03Renaissance,Incorporated to Report Q1, 2023 Results on Aug 09, 2022Renaissance,Incorporated announced that they will report Q1, 2023 results on Aug 09, 2022
공시 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022.
Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥27.16 (up from JP¥485 loss in FY 2021). Revenue: JP¥37.1b (up 23% from FY 2021). Net income: JP¥513.0m (up JP¥9.22b from FY 2021). Profit margin: 1.4% (up from net loss in FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.8%, compared to a 50% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less 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. 6 non-independent directors. Independent Outside Director Nami Abe 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 07Renaissance,Incorporated to Report Fiscal Year 2022 Results on May 10, 2022Renaissance,Incorporated announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥30.07 (up from JP¥22.44 loss in 3Q 2021). Revenue: JP¥9.86b (up 11% from 3Q 2021). Net income: JP¥568.0m (up JP¥992.0m from 3Q 2021). Profit margin: 5.8% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 67% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥42.94 (vs JP¥16.12 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.44b (up 8.1% from 2Q 2021). Net income: JP¥811.0m (up JP¥1.10b from 2Q 2021). Profit margin: 8.6% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 15Full year 2021 earnings released: JP¥485 loss per share (vs JP¥84.63 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥30.2b (down 33% from FY 2020). Net loss: JP¥8.71b (down JP¥10.1b from profit in FY 2020). 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 • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 09 June 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.5%).
공시 • Mar 05Renaissance,Incorporated to Report Fiscal Year 2021 Results on May 12, 2021Renaissance,Incorporated announced that they will report fiscal year 2021 results on May 12, 2021
Is New 90 Day High Low • Feb 24New 90-day high: JP¥1,274The company is up 44% from its price of JP¥882 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 6.0% over the same period.
Reported Earnings • Feb 11Third quarter 2021 earnings released: JP¥22.44 loss per share (vs JP¥45.38 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¥8.92b (down 24% from 3Q 2020). Net loss: JP¥424.0m (down 157% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.1%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 17%, compared to a 42% growth forecast for the Hospitality industry in Japan.
공시 • Feb 03Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation.Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation on February 3, 2021. Acquisition time is scheduled for April 1, 2021. Renaissance,Incorporated will acquire 31 shares in total.
Is New 90 Day High Low • Feb 03New 90-day high: JP¥985The company is up 26% from its price of JP¥784 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.
공시 • Dec 25Renaissance,Incorporated to Report Q3, 2021 Results on Feb 09, 2021Renaissance,Incorporated announced that they will report Q3, 2021 results on Feb 09, 2021