RIDE ON EXPRESS HOLDINGS (6082) 주식 개요라이드온익스프레스 홀딩스는 일본 내 식품 택배 사업을 하고 있습니다. 자세히 보기6082 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적4/6재무 건전성5/6배당3/6강점가격 대비 수익 비율(14.4x)은 Hospitality 업계 평균(22x)보다 낮습니다.지난 1년간 수익이 109.9% 증가했습니다.위험 분석지난 5년간 매년 수익이 32.4% 감소했습니다.의미 있는 시가총액이 없습니다(¥10B)모든 위험 점검 보기6082 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW465,688 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA465,688 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.02k57.5% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture026b2016201920222025202620282031Revenue JP¥21.5bEarnings JP¥631.4mAdvancedSet Fair ValueView all narrativesRIDE ON EXPRESS HOLDINGS Co., Ltd. 경쟁사Hachi-BanSymbol: TSE:9950Market cap: JP¥10.0bJFLA HoldingsSymbol: TSE:3069Market cap: JP¥8.1bY's TableSymbol: TSE:2798Market cap: JP¥10.1bUmenohana GroupLtdSymbol: TSE:7604Market cap: JP¥8.0b가격 이력 및 성과RIDE ON EXPRESS HOLDINGS 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,023.0052주 최고가JP¥1,050.0052주 최저가JP¥962.00베타0.311개월 변동3.13%3개월 변동4.18%1년 변동2.30%3년 변동1.39%5년 변동-36.14%IPO 이후 변동-26.93%최근 뉴스 및 업데이트공고 • Jun 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2027 Results on Aug 14, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026분석 기사 • May 22RIDE ON EXPRESS HOLDINGS' (TSE:6082) Strong Earnings Are Of Good QualityEven though RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) recent earnings release was robust, the market didn't...New Risk • May 20New major risk - Revenue and earnings growthEarnings have declined by 32% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥9.61b market cap, or US$60.4m).Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥71.39 (up from JP¥34.08 in FY 2025). Revenue: JP¥23.8b (up 1.9% from FY 2025). Net income: JP¥699.0m (up 110% from FY 2025). Profit margin: 2.9% (up from 1.4% in FY 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 1.8%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026.공고 • May 10RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026더 많은 업데이트 보기Recent updates공고 • Jun 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2027 Results on Aug 14, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026분석 기사 • May 22RIDE ON EXPRESS HOLDINGS' (TSE:6082) Strong Earnings Are Of Good QualityEven though RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) recent earnings release was robust, the market didn't...New Risk • May 20New major risk - Revenue and earnings growthEarnings have declined by 32% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥9.61b market cap, or US$60.4m).Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥71.39 (up from JP¥34.08 in FY 2025). Revenue: JP¥23.8b (up 1.9% from FY 2025). Net income: JP¥699.0m (up 110% from FY 2025). Profit margin: 2.9% (up from 1.4% in FY 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 1.8%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026.공고 • May 10RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Buy Or Sell Opportunity • Mar 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to JP¥1,041. The fair value is estimated to be JP¥865, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.5% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to decline by 9.7% in a year. Earnings are forecast to grow by 23% in the next year.Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥16.43 (vs JP¥21.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.43 (down from JP¥21.84 in 3Q 2025). Revenue: JP¥6.70b (up 3.2% from 3Q 2025). Net income: JP¥161.0m (down 25% from 3Q 2025). Profit margin: 2.4% (down from 3.3% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.6% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 8.9%. Over the last 3 years on average, earnings per share has fallen by 12% 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.분석 기사 • Dec 03RIDE ON EXPRESS HOLDINGS (TSE:6082) Has Announced A Dividend Of ¥15.00The board of RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) has announced that it will pay a dividend of ¥15.00 per...공고 • Dec 02RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026분석 기사 • Nov 16RIDE ON EXPRESS HOLDINGS' (TSE:6082) Dividend Will Be ¥15.00RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) will pay a dividend of ¥15.00 on the 26th of June. This means the...Declared Dividend • Nov 16Dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.5%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.0% over the next year, which should provide support to the dividend and adequate earnings cover.공고 • Sep 02RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥2.05 (vs JP¥2.93 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥2.05 (up from JP¥2.93 loss in 1Q 2025). Revenue: JP¥5.23b (down 1.9% from 1Q 2025). Net income: JP¥20.0m (up JP¥48.6m from 1Q 2025). Profit margin: 0.4% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 29Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥34.08 (down from JP¥37.35 in FY 2024). Revenue: JP¥23.4b (down 2.5% from FY 2024). Net income: JP¥333.0m (down 8.5% from FY 2024). Profit margin: 1.4% (in line with FY 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is expected to decline by 4.1% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Jun 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2026 Results on Aug 14, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025분석 기사 • May 26RIDE ON EXPRESS HOLDINGS' (TSE:6082) Soft Earnings Don't Show The Whole PictureThe market for RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) shares didn't move much after it posted weak earnings...Reported Earnings • May 21Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥34.08 (down from JP¥37.35 in FY 2024). Revenue: JP¥23.4b (down 2.5% from FY 2024). Net income: JP¥333.0m (down 8.5% from FY 2024). Profit margin: 1.4% (in line with FY 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is expected to decline by 4.1% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2025.공고 • Apr 01RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥21.78 (vs JP¥10.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.78 (up from JP¥10.15 in 3Q 2024). Revenue: JP¥6.49b (flat on 3Q 2024). Net income: JP¥213.0m (up 115% from 3Q 2024). Profit margin: 3.3% (up from 1.5% in 3Q 2024). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.6%. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.분석 기사 • Jan 03RIDE ON EXPRESS HOLDINGS' (TSE:6082) Dividend Will Be ¥15.00RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) has announced that it will pay a dividend of ¥15.00 per share on the...공고 • Jan 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025분석 기사 • Nov 25Some May Be Optimistic About RIDE ON EXPRESS HOLDINGS' (TSE:6082) EarningsSoft earnings didn't appear to concern RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) shareholders over the last...분석 기사 • Nov 16RIDE ON EXPRESS HOLDINGS (TSE:6082) Is Paying Out A Dividend Of ¥15.00RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) has announced that it will pay a dividend of ¥15.00 per share on the...Declared Dividend • Nov 16Dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.5%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 71% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Aug 27RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024New Risk • Aug 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥9.83b market cap, or US$67.2m).Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥12.10 loss per share (vs JP¥0.10 profit in 1Q 2024)First quarter 2025 results: JP¥12.10 loss per share (down from JP¥0.10 profit in 1Q 2024). Revenue: JP¥5.19b (down 5.1% from 1Q 2024). Net loss: JP¥118.0m (down JP¥119.0m from profit in 1Q 2024). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.7%. 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 13% per year, which means it has not declined as severely as earnings.공고 • Jun 06RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2025 Results on Aug 14, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2025 results on Aug 14, 2024Price Target Changed • May 25Price target decreased by 25% to JP¥1,200Down from JP¥1,600, the current price target is provided by 1 analyst. New target price is 13% above last closing price of JP¥1,059. Stock is up 5.4% over the past year. The company is forecast to post earnings per share of JP¥58.40 for next year compared to JP¥37.35 last year.분석 기사 • May 22Investors Can Find Comfort In RIDE ON EXPRESS HOLDINGS' (TSE:6082) Earnings QualitySoft earnings didn't appear to concern RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) shareholders over the last...Reported Earnings • May 21Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥37.35 (down from JP¥55.63 in FY 2023). Revenue: JP¥24.0b (down 5.4% from FY 2023). Net income: JP¥364.0m (down 33% from FY 2023). Profit margin: 1.5% (down from 2.2% in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 9.2% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (JP¥10.4b market cap, or US$66.4m).공고 • May 17RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 26, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).공고 • Mar 02RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥10.15 (vs JP¥18.60 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.15 (down from JP¥18.60 in 3Q 2023). Revenue: JP¥6.51b (down 4.2% from 3Q 2023). Net income: JP¥99.0m (down 45% from 3Q 2023). Profit margin: 1.5% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공고 • Dec 06RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥12.41 (vs JP¥17.81 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.41 (down from JP¥17.81 in 2Q 2023). Revenue: JP¥5.59b (down 11% from 2Q 2023). Net income: JP¥121.0m (down 31% from 2Q 2023). Profit margin: 2.2% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.공고 • Sep 06RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥0.10 (vs JP¥9.28 in 1Q 2023)First quarter 2024 results: EPS: JP¥0.10 (down from JP¥9.28 in 1Q 2023). Revenue: JP¥5.46b (down 6.9% from 1Q 2023). Net income: JP¥1.00m (down 99% from 1Q 2023). Profit margin: 0% (down from 1.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 30% per year.Buying Opportunity • Jun 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be JP¥1,308, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is also forecast to grow by 4.6% per annum over the same time period.공고 • May 28RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2024 Results on Aug 14, 2023RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023공고 • May 22+ 2 more updatesRIDE ON EXPRESS HOLDINGS Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 10.00 per share against JPY 30.00 per share a year ago.Reported Earnings • May 17Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥55.63 (down from JP¥119 in FY 2022). Revenue: JP¥25.4b (down 1.4% from FY 2022). Net income: JP¥546.0m (down 56% from FY 2022). Profit margin: 2.2% (down from 4.8% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.Buying Opportunity • May 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be JP¥1,326, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 2.7% in 2 years. Earnings is forecast to grow by 55% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥18.60 (vs JP¥29.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.60 (down from JP¥29.27 in 3Q 2022). Revenue: JP¥6.79b (flat on 3Q 2022). Net income: JP¥181.0m (down 40% from 3Q 2022). Profit margin: 2.7% (down from 4.4% in 3Q 2022). Revenue is forecast to grow 1.7% 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 2% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.공고 • Nov 27RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥17.81 (vs JP¥42.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.81 (down from JP¥42.84 in 2Q 2022). Revenue: JP¥6.25b (down 2.4% from 2Q 2022). Net income: JP¥174.0m (down 62% from 2Q 2022). Profit margin: 2.8% (down from 7.1% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.6% 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 8% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target decreased to JP¥3,100Down from JP¥4,100, the current price target is provided by 1 analyst. New target price is 194% above last closing price of JP¥1,053. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥125 for next year compared to JP¥119 last year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Director Toshihiko Seino was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Aug 31RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥9.28 (vs JP¥25.58 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.28 (down from JP¥25.58 in 1Q 2022). Revenue: JP¥5.87b (down 1.5% from 1Q 2022). Net income: JP¥93.0m (down 66% from 1Q 2022). Profit margin: 1.6% (down from 4.6% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 4.8%, compared to a 37% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공고 • Jun 01RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022Major Estimate Revision • May 25Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥161 to JP¥125 per share. Revenue forecast steady at JP¥26.6b. Net income forecast to grow 1.1% next year vs 0.5% decline forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,100 to JP¥3,400. Share price fell 2.5% to JP¥1,150 over the past week.Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥119 (down from JP¥141 in FY 2021). Revenue: JP¥25.7b (up 1.3% from FY 2021). Net income: JP¥1.25b (down 17% from FY 2021). Profit margin: 4.8% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 3.4%, compared to a 49% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). Director Toshihiko Seino was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Apr 08RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥29.27 (down from JP¥36.02 in 3Q 2021). Revenue: JP¥6.79b (up 2.2% from 3Q 2021). Net income: JP¥301.0m (down 21% from 3Q 2021). Profit margin: 4.4% (down from 5.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 3.2%, compared to a 69% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥42.84 (vs JP¥45.87 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥6.41b (up 5.6% from 2Q 2021). Net income: JP¥458.0m (down 6.0% from 2Q 2021). Profit margin: 7.1% (down from 8.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공고 • Sep 08RIDE ON EXPRESS HOLDINGS Co., Ltd. (TSE:6082) announces an Equity Buyback for 700,000 shares, representing 6.52% for ¥1,000 million.RIDE ON EXPRESS HOLDINGS Co., Ltd. (TSE:6082) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 6.52% of the outstanding shares for ¥1,000 million. The purpose of the program is to improve shareholder returns, enhance capital efficiency and enable the implementation of a flexible capital policy in response to changes in the business environment. The program will run until January 31, 2022. As of August 31, 2021, the company had 10,728,976 shares outstanding and 125,071 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (0.5%).Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,753, the stock is trading at a trailing P/E ratio of 12.8x, down from the previous P/E ratio of 15.4x. This compares to an average P/E of 37x in the Hospitality industry in Japan. Total returns to shareholders over the past three years are 66%.Is New 90 Day High Low • Feb 18New 90-day low: JP¥1,750The company is down 15% from its price of JP¥2,058 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 5.0% over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥36.02 (vs JP¥26.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.64b (up 14% from 3Q 2020). Net income: JP¥383.0m (up 36% from 3Q 2020). Profit margin: 5.8% (up from 4.8% 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 36% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 7.1%, compared to a 42% growth forecast for the Hospitality industry in Japan.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,198, the stock is trading at a trailing P/E ratio of 17.3x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 37x in the Hospitality industry in Japan. Total returns to shareholders over the past three years are 103%.Is New 90 Day High Low • Dec 25New 90-day low: JP¥1,877The company is down 28% from its price of JP¥2,623 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 5.0% over the same period.공고 • Dec 05RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2021 Results on Feb 12, 2021RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2021 results on Feb 12, 2021Price Target Changed • Dec 01Price target raised to JP¥4,600Up from JP¥4,000, the current price target is provided by 1 analyst. The new target price is 119% above the current share price of JP¥2,098. As of last close, the stock is up 4.3% over the past year.공고 • Sep 19A Gifu based unknown investment company acquired 3.9% additional stake in Ride On Express Co., Ltd. (TSE:6082) from individual investor.A Gifu based unknown investment company acquired 3.9% additional stake in Ride On Express Co., Ltd. (TSE:6082) from individual investor on December 13, 2016. A Gifu based unknown investment company completed acquisition of 3.9% additional stake in Ride On Express Co., Ltd. (TSE:6082) from individual investor on December 13, 2016.공고 • Sep 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020주주 수익률6082JP HospitalityJP 시장7D2.8%1.7%-2.7%1Y2.3%-5.2%30.5%전체 주주 수익률 보기수익률 대 산업: 6082은 지난 1년 동안 -5.2%의 수익을 기록한 JP Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 6082은 지난 1년 동안 30.5%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 6082's price volatile compared to industry and market?6082 volatility6082 Average Weekly Movement1.6%Hospitality Industry Average Movement3.4%Market Average Movement4.0%10% most volatile stocks in JP Market9.1%10% least volatile stocks in JP Market2.1%안정적인 주가: 6082는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 6082의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1992363Akira Emirideonexpresshd.co.jp라이드 온 익스프레스 홀딩스는 일본에서 음식 택배 사업을 하고 있습니다. 긴노사라와 스시 조토! 브랜드로 초밥을, 카마토라 브랜드로 식사를 배달하며, 배달 대행 서비스인 파인 다이네를 운영하고 있습니다.더 보기RIDE ON EXPRESS HOLDINGS Co., Ltd. 기초 지표 요약RIDE ON EXPRESS HOLDINGS의 순이익과 매출은 시가총액과 어떻게 비교됩니까?6082 기초 통계시가총액JP¥10.04b순이익 (TTM)JP¥699.00m매출 (TTM)JP¥23.83b14.4x주가수익비율(P/E)0.4x주가매출비율(P/S)6082는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표6082 손익계산서 (TTM)매출JP¥23.83b매출원가JP¥12.69b총이익JP¥11.14b기타 비용JP¥10.44b순이익JP¥699.00m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)71.19총이익률46.74%순이익률2.93%부채/자본 비율31.7%6082의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.5%현재 배당 수익률21%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/22 21:31종가2026/08/21 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스RIDE ON EXPRESS HOLDINGS Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Satoshi SakaeDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.Atsushi KanekoMarusan Securities Co. Ltd.2명의 분석가 더 보기
공고 • Jun 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2027 Results on Aug 14, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026
분석 기사 • May 22RIDE ON EXPRESS HOLDINGS' (TSE:6082) Strong Earnings Are Of Good QualityEven though RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) recent earnings release was robust, the market didn't...
New Risk • May 20New major risk - Revenue and earnings growthEarnings have declined by 32% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥9.61b market cap, or US$60.4m).
Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥71.39 (up from JP¥34.08 in FY 2025). Revenue: JP¥23.8b (up 1.9% from FY 2025). Net income: JP¥699.0m (up 110% from FY 2025). Profit margin: 2.9% (up from 1.4% in FY 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 1.8%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026.
공고 • May 10RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
공고 • Jun 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2027 Results on Aug 14, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026
분석 기사 • May 22RIDE ON EXPRESS HOLDINGS' (TSE:6082) Strong Earnings Are Of Good QualityEven though RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) recent earnings release was robust, the market didn't...
New Risk • May 20New major risk - Revenue and earnings growthEarnings have declined by 32% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥9.61b market cap, or US$60.4m).
Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥71.39 (up from JP¥34.08 in FY 2025). Revenue: JP¥23.8b (up 1.9% from FY 2025). Net income: JP¥699.0m (up 110% from FY 2025). Profit margin: 2.9% (up from 1.4% in FY 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 1.8%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2026.
공고 • May 10RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Buy Or Sell Opportunity • Mar 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to JP¥1,041. The fair value is estimated to be JP¥865, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.5% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to decline by 9.7% in a year. Earnings are forecast to grow by 23% in the next year.
Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥16.43 (vs JP¥21.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.43 (down from JP¥21.84 in 3Q 2025). Revenue: JP¥6.70b (up 3.2% from 3Q 2025). Net income: JP¥161.0m (down 25% from 3Q 2025). Profit margin: 2.4% (down from 3.3% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.6% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 8.9%. Over the last 3 years on average, earnings per share has fallen by 12% 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.
분석 기사 • Dec 03RIDE ON EXPRESS HOLDINGS (TSE:6082) Has Announced A Dividend Of ¥15.00The board of RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) has announced that it will pay a dividend of ¥15.00 per...
공고 • Dec 02RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
분석 기사 • Nov 16RIDE ON EXPRESS HOLDINGS' (TSE:6082) Dividend Will Be ¥15.00RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) will pay a dividend of ¥15.00 on the 26th of June. This means the...
Declared Dividend • Nov 16Dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.5%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.0% over the next year, which should provide support to the dividend and adequate earnings cover.
공고 • Sep 02RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥2.05 (vs JP¥2.93 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥2.05 (up from JP¥2.93 loss in 1Q 2025). Revenue: JP¥5.23b (down 1.9% from 1Q 2025). Net income: JP¥20.0m (up JP¥48.6m from 1Q 2025). Profit margin: 0.4% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 29Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥34.08 (down from JP¥37.35 in FY 2024). Revenue: JP¥23.4b (down 2.5% from FY 2024). Net income: JP¥333.0m (down 8.5% from FY 2024). Profit margin: 1.4% (in line with FY 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is expected to decline by 4.1% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Jun 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2026 Results on Aug 14, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025
분석 기사 • May 26RIDE ON EXPRESS HOLDINGS' (TSE:6082) Soft Earnings Don't Show The Whole PictureThe market for RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) shares didn't move much after it posted weak earnings...
Reported Earnings • May 21Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥34.08 (down from JP¥37.35 in FY 2024). Revenue: JP¥23.4b (down 2.5% from FY 2024). Net income: JP¥333.0m (down 8.5% from FY 2024). Profit margin: 1.4% (in line with FY 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is expected to decline by 4.1% p.a. on average during the next 2 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.5%. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2025.
공고 • Apr 01RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥21.78 (vs JP¥10.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.78 (up from JP¥10.15 in 3Q 2024). Revenue: JP¥6.49b (flat on 3Q 2024). Net income: JP¥213.0m (up 115% from 3Q 2024). Profit margin: 3.3% (up from 1.5% in 3Q 2024). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.6%. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
분석 기사 • Jan 03RIDE ON EXPRESS HOLDINGS' (TSE:6082) Dividend Will Be ¥15.00RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) has announced that it will pay a dividend of ¥15.00 per share on the...
공고 • Jan 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
분석 기사 • Nov 25Some May Be Optimistic About RIDE ON EXPRESS HOLDINGS' (TSE:6082) EarningsSoft earnings didn't appear to concern RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) shareholders over the last...
분석 기사 • Nov 16RIDE ON EXPRESS HOLDINGS (TSE:6082) Is Paying Out A Dividend Of ¥15.00RIDE ON EXPRESS HOLDINGS Co., Ltd. ( TSE:6082 ) has announced that it will pay a dividend of ¥15.00 per share on the...
Declared Dividend • Nov 16Dividend of JP¥15.00 announcedDividend of JP¥15.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.5%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 71% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Aug 27RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
New Risk • Aug 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥9.83b market cap, or US$67.2m).
Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥12.10 loss per share (vs JP¥0.10 profit in 1Q 2024)First quarter 2025 results: JP¥12.10 loss per share (down from JP¥0.10 profit in 1Q 2024). Revenue: JP¥5.19b (down 5.1% from 1Q 2024). Net loss: JP¥118.0m (down JP¥119.0m from profit in 1Q 2024). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Hospitality industry in Japan are expected to grow by 6.7%. 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 13% per year, which means it has not declined as severely as earnings.
공고 • Jun 06RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2025 Results on Aug 14, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2025 results on Aug 14, 2024
Price Target Changed • May 25Price target decreased by 25% to JP¥1,200Down from JP¥1,600, the current price target is provided by 1 analyst. New target price is 13% above last closing price of JP¥1,059. Stock is up 5.4% over the past year. The company is forecast to post earnings per share of JP¥58.40 for next year compared to JP¥37.35 last year.
분석 기사 • May 22Investors Can Find Comfort In RIDE ON EXPRESS HOLDINGS' (TSE:6082) Earnings QualitySoft earnings didn't appear to concern RIDE ON EXPRESS HOLDINGS Co., Ltd.'s ( TSE:6082 ) shareholders over the last...
Reported Earnings • May 21Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥37.35 (down from JP¥55.63 in FY 2023). Revenue: JP¥24.0b (down 5.4% from FY 2023). Net income: JP¥364.0m (down 33% from FY 2023). Profit margin: 1.5% (down from 2.2% in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 9.2% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (JP¥10.4b market cap, or US$66.4m).
공고 • May 17RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 26, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).
공고 • Mar 02RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥10.15 (vs JP¥18.60 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.15 (down from JP¥18.60 in 3Q 2023). Revenue: JP¥6.51b (down 4.2% from 3Q 2023). Net income: JP¥99.0m (down 45% from 3Q 2023). Profit margin: 1.5% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공고 • Dec 06RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥12.41 (vs JP¥17.81 in 2Q 2023)Second quarter 2024 results: EPS: JP¥12.41 (down from JP¥17.81 in 2Q 2023). Revenue: JP¥5.59b (down 11% from 2Q 2023). Net income: JP¥121.0m (down 31% from 2Q 2023). Profit margin: 2.2% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
공고 • Sep 06RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥0.10 (vs JP¥9.28 in 1Q 2023)First quarter 2024 results: EPS: JP¥0.10 (down from JP¥9.28 in 1Q 2023). Revenue: JP¥5.46b (down 6.9% from 1Q 2023). Net income: JP¥1.00m (down 99% from 1Q 2023). Profit margin: 0% (down from 1.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 30% per year.
Buying Opportunity • Jun 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be JP¥1,308, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is also forecast to grow by 4.6% per annum over the same time period.
공고 • May 28RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2024 Results on Aug 14, 2023RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023
공고 • May 22+ 2 more updatesRIDE ON EXPRESS HOLDINGS Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024RIDE ON EXPRESS HOLDINGS Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 10.00 per share against JPY 30.00 per share a year ago.
Reported Earnings • May 17Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥55.63 (down from JP¥119 in FY 2022). Revenue: JP¥25.4b (down 1.4% from FY 2022). Net income: JP¥546.0m (down 56% from FY 2022). Profit margin: 2.2% (down from 4.8% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.
Buying Opportunity • May 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be JP¥1,326, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 2.7% in 2 years. Earnings is forecast to grow by 55% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥18.60 (vs JP¥29.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.60 (down from JP¥29.27 in 3Q 2022). Revenue: JP¥6.79b (flat on 3Q 2022). Net income: JP¥181.0m (down 40% from 3Q 2022). Profit margin: 2.7% (down from 4.4% in 3Q 2022). Revenue is forecast to grow 1.7% 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 2% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
공고 • Nov 27RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥17.81 (vs JP¥42.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.81 (down from JP¥42.84 in 2Q 2022). Revenue: JP¥6.25b (down 2.4% from 2Q 2022). Net income: JP¥174.0m (down 62% from 2Q 2022). Profit margin: 2.8% (down from 7.1% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.6% 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 8% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target decreased to JP¥3,100Down from JP¥4,100, the current price target is provided by 1 analyst. New target price is 194% above last closing price of JP¥1,053. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥125 for next year compared to JP¥119 last year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Director Toshihiko Seino was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Aug 31RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥9.28 (vs JP¥25.58 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.28 (down from JP¥25.58 in 1Q 2022). Revenue: JP¥5.87b (down 1.5% from 1Q 2022). Net income: JP¥93.0m (down 66% from 1Q 2022). Profit margin: 1.6% (down from 4.6% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 4.8%, compared to a 37% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공고 • Jun 01RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
Major Estimate Revision • May 25Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥161 to JP¥125 per share. Revenue forecast steady at JP¥26.6b. Net income forecast to grow 1.1% next year vs 0.5% decline forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,100 to JP¥3,400. Share price fell 2.5% to JP¥1,150 over the past week.
Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥119 (down from JP¥141 in FY 2021). Revenue: JP¥25.7b (up 1.3% from FY 2021). Net income: JP¥1.25b (down 17% from FY 2021). Profit margin: 4.8% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 3.4%, compared to a 49% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공고 • May 15RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). Director Toshihiko Seino was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Apr 08RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
Reported Earnings • Feb 18Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥29.27 (down from JP¥36.02 in 3Q 2021). Revenue: JP¥6.79b (up 2.2% from 3Q 2021). Net income: JP¥301.0m (down 21% from 3Q 2021). Profit margin: 4.4% (down from 5.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 3.2%, compared to a 69% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥42.84 (vs JP¥45.87 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥6.41b (up 5.6% from 2Q 2021). Net income: JP¥458.0m (down 6.0% from 2Q 2021). Profit margin: 7.1% (down from 8.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공고 • Sep 08RIDE ON EXPRESS HOLDINGS Co., Ltd. (TSE:6082) announces an Equity Buyback for 700,000 shares, representing 6.52% for ¥1,000 million.RIDE ON EXPRESS HOLDINGS Co., Ltd. (TSE:6082) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 6.52% of the outstanding shares for ¥1,000 million. The purpose of the program is to improve shareholder returns, enhance capital efficiency and enable the implementation of a flexible capital policy in response to changes in the business environment. The program will run until January 31, 2022. As of August 31, 2021, the company had 10,728,976 shares outstanding and 125,071 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (0.5%).
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥1,753, the stock is trading at a trailing P/E ratio of 12.8x, down from the previous P/E ratio of 15.4x. This compares to an average P/E of 37x in the Hospitality industry in Japan. Total returns to shareholders over the past three years are 66%.
Is New 90 Day High Low • Feb 18New 90-day low: JP¥1,750The company is down 15% from its price of JP¥2,058 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 5.0% over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥36.02 (vs JP¥26.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.64b (up 14% from 3Q 2020). Net income: JP¥383.0m (up 36% from 3Q 2020). Profit margin: 5.8% (up from 4.8% 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 36% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 7.1%, compared to a 42% growth forecast for the Hospitality industry in Japan.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,198, the stock is trading at a trailing P/E ratio of 17.3x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 37x in the Hospitality industry in Japan. Total returns to shareholders over the past three years are 103%.
Is New 90 Day High Low • Dec 25New 90-day low: JP¥1,877The company is down 28% from its price of JP¥2,623 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 5.0% over the same period.
공고 • Dec 05RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q3, 2021 Results on Feb 12, 2021RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q3, 2021 results on Feb 12, 2021
Price Target Changed • Dec 01Price target raised to JP¥4,600Up from JP¥4,000, the current price target is provided by 1 analyst. The new target price is 119% above the current share price of JP¥2,098. As of last close, the stock is up 4.3% over the past year.
공고 • Sep 19A Gifu based unknown investment company acquired 3.9% additional stake in Ride On Express Co., Ltd. (TSE:6082) from individual investor.A Gifu based unknown investment company acquired 3.9% additional stake in Ride On Express Co., Ltd. (TSE:6082) from individual investor on December 13, 2016. A Gifu based unknown investment company completed acquisition of 3.9% additional stake in Ride On Express Co., Ltd. (TSE:6082) from individual investor on December 13, 2016.
공고 • Sep 03RIDE ON EXPRESS HOLDINGS Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020RIDE ON EXPRESS HOLDINGS Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
