View ValuationGift Holdings 향후 성장Future 기준 점검 4/6Gift Holdings (는) 각각 연간 18.1% 및 18.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26% 로 예상됩니다.핵심 정보18.1%이익 성장률18.10%EPS 성장률Hospitality 이익 성장12.7%매출 성장률18.1%향후 자기자본이익률25.95%애널리스트 커버리지Low마지막 업데이트16 Jul 2026최근 향후 성장 업데이트Price Target Changed • Mar 19Price target increased by 13% to JP¥4,500Up from JP¥3,975, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,475. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥109 last year.분석 기사 • Dec 18Gift Holdings Inc. (TSE:9279) Just Released Its Annual Earnings: Here's What Analysts ThinkIt's been a good week for Gift Holdings Inc. ( TSE:9279 ) shareholders, because the company has just released its...Price Target Changed • Sep 18Price target decreased by 8.0% to JP¥3,740Down from JP¥4,067, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥2,637. Stock is up 5.3% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥80.10 last year.Major Estimate Revision • Mar 22Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.0b to JP¥28.5b. EPS estimate increased from JP¥94.07 to JP¥114 per share. Net income forecast to grow 31% next year vs 32% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥2,933 to JP¥4,067. Share price rose 16% to JP¥3,550 over the past week.분석 기사 • Mar 19Revenue Beat: Gift Holdings Inc. Exceeded Revenue Forecasts By 6.4% And Analysts Are Updating Their EstimatesShareholders of Gift Holdings Inc. ( TSE:9279 ) will be pleased this week, given that the stock price is up 16% to...Price Target Changed • Mar 19Price target increased by 11% to JP¥3,267Up from JP¥2,933, the current price target is an average from 3 analysts. New target price is 7.1% below last closing price of JP¥3,515. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥80.10 last year.모든 업데이트 보기Recent updatesDeclared Dividend • Jul 18First half dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th October 2026 Payment date: 29th January 2027 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 83%.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,010, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Hospitality industry in Japan. Total returns to shareholders of 112% over the past three years.Reported Earnings • Jun 16Second quarter 2026 earnings released: EPS: JP¥39.98 (vs JP¥24.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.98 (up from JP¥24.26 in 2Q 2025). Revenue: JP¥10.6b (up 22% from 2Q 2025). Net income: JP¥801.2m (up 65% from 2Q 2025). Profit margin: 7.6% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.공고 • Jun 16+ 1 more updateGift Holdings Inc. Announces Dividend for the Second Quarter Ended April 30, 2026, Effective July 17, 2026Gift Holdings Inc. announced a dividend of JPY 13.00 per share for the second quarter ended April 30, 2026 compared to JPY 11 per share. Scheduled date to commence dividend payments: July 17, 2026.Upcoming Dividend • Apr 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,991 per share.Price Target Changed • Mar 19Price target increased by 13% to JP¥4,500Up from JP¥3,975, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,475. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥109 last year.New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 17First quarter 2026 earnings released: EPS: JP¥47.95 (vs JP¥27.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.95 (up from JP¥27.40 in 1Q 2025). Revenue: JP¥10.6b (up 25% from 1Q 2025). Net income: JP¥960.0m (up 76% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 19Final dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 28th April 2026 Payment date: 21st July 2026 Dividend yield will be 0.6%, which is about the same as the industry average.분석 기사 • Jan 08Is Gift Holdings (TSE:9279) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Dec 22Concerns Surrounding Gift Holdings' (TSE:9279) PerformanceGift Holdings Inc. ( TSE:9279 ) just released a solid earnings report, and the stock displayed some strength. Despite...분석 기사 • Dec 18Gift Holdings Inc. (TSE:9279) Just Released Its Annual Earnings: Here's What Analysts ThinkIt's been a good week for Gift Holdings Inc. ( TSE:9279 ) shareholders, because the company has just released its...Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥109 (up from JP¥93.95 in FY 2024). Revenue: JP¥35.9b (up 26% from FY 2024). Net income: JP¥2.19b (up 17% from FY 2024). Profit margin: 6.1% (down from 6.6% 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 3.2%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.공고 • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 28, 2026Gift Holdings Inc., Annual General Meeting, Jan 28, 2026.Upcoming Dividend • Oct 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).공고 • Oct 02Gift Holdings Inc. to Report Fiscal Year 2025 Results on Dec 15, 2025Gift Holdings Inc. announced that they will report fiscal year 2025 results on Dec 15, 2025Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,113 per share.Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥27.15 (vs JP¥16.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.15 (up from JP¥16.59 in 3Q 2024). Revenue: JP¥8.92b (up 27% from 3Q 2024). Net income: JP¥543.0m (up 64% from 3Q 2024). Profit margin: 6.1% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 19First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th October 2025 Payment date: 30th January 2026 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%.공고 • Jul 10Gift Holdings Inc. to Report Q3, 2025 Results on Sep 12, 2025Gift Holdings Inc. announced that they will report Q3, 2025 results on Sep 12, 2025분석 기사 • Jun 22Gift Holdings' (TSE:9279) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Gift Holdings Inc. ( TSE:9279 ) was disappointing to investors, with a sluggish...Reported Earnings • Jun 14Second quarter 2025 earnings released: EPS: JP¥24.29 (vs JP¥21.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.29 (up from JP¥21.75 in 2Q 2024). Revenue: JP¥8.69b (up 29% from 2Q 2024). Net income: JP¥485.4m (up 12% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jun 13Gift Holdings Inc. Announces Dividend for the Fiscal Year Ending October 31, 2025, Effective July 18, 2025Gift Holdings Inc. announced a dividend of JPY 11.00 per share for the fiscal year ending October 31, 2025. Record date is April 30, 2025 and Effective date is July 18, 2025.분석 기사 • May 07Gift Holdings Inc.'s (TSE:9279) 34% Jump Shows Its Popularity With InvestorsGift Holdings Inc. ( TSE:9279 ) shares have had a really impressive month, gaining 34% after a shaky period beforehand...Upcoming Dividend • Apr 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 22 July 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (0.9%).공고 • Apr 17Gift Holdings Inc. to Report Q2, 2025 Results on Jun 13, 2025Gift Holdings Inc. announced that they will report Q2, 2025 results on Jun 13, 2025Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,195, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,348 per share.Buy Or Sell Opportunity • Apr 03Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥2,810. The fair value is estimated to be JP¥2,296, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥2,875, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,248 per share.분석 기사 • Mar 20Gift Holdings Inc.'s (TSE:9279) Share Price Is Still Matching Investor Opinion Despite 28% SlumpGift Holdings Inc. ( TSE:9279 ) shares have had a horrible month, losing 28% after a relatively good period beforehand...New Risk • Mar 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 18First quarter 2025 earnings released: EPS: JP¥27.39 (vs JP¥31.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥27.39 (down from JP¥31.09 in 1Q 2024). Revenue: JP¥8.50b (up 25% from 1Q 2024). Net income: JP¥547.0m (down 12% from 1Q 2024). Profit margin: 6.4% (down from 9.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% 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 10% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 12Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 28th April 2025 Payment date: 22nd July 2025 Dividend yield will be 0.5%, which is about the same as the industry average.Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.95 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 20% 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 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jan 23Gift Holdings Inc. to Report Q1, 2025 Results on Mar 17, 2025Gift Holdings Inc. announced that they will report Q1, 2025 results on Mar 17, 2025분석 기사 • Jan 08Is Gift Holdings (TSE:9279) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Dec 20Solid Earnings May Not Tell The Whole Story For Gift Holdings (TSE:9279)Gift Holdings Inc.'s ( TSE:9279 ) robust recent earnings didn't do much to move the stock. However the statutory profit...Reported Earnings • Dec 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.98 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Total stores: 810 (up by 65 from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 19% 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 14% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.공고 • Dec 13Gift Holdings Inc., Annual General Meeting, Jan 29, 2025Gift Holdings Inc., Annual General Meeting, Jan 29, 2025.공고 • Nov 17Gift Holdings Inc. to Report Fiscal Year 2024 Results on Dec 13, 2024Gift Holdings Inc. announced that they will report fiscal year 2024 results on Dec 13, 2024Upcoming Dividend • Oct 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 31 January 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (0.8%).분석 기사 • Oct 11Gift Holdings Inc. (TSE:9279) Looks Just Right With A 26% Price JumpThe Gift Holdings Inc. ( TSE:9279 ) share price has done very well over the last month, posting an excellent gain of...분석 기사 • Oct 01Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Sep 18Price target decreased by 8.0% to JP¥3,740Down from JP¥4,067, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥2,637. Stock is up 5.3% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥80.10 last year.Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥16.59 (vs JP¥20.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.59 (down from JP¥20.21 in 3Q 2023). Revenue: JP¥7.04b (up 19% from 3Q 2023). Net income: JP¥331.3m (down 18% from 3Q 2023). Profit margin: 4.7% (down from 6.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,111, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 96% over the past three years.공고 • Jul 07Gift Holdings Inc. to Report Q3, 2024 Results on Sep 13, 2024Gift Holdings Inc. announced that they will report Q3, 2024 results on Sep 13, 2024New Risk • Jun 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Declared Dividend • Jun 17First half dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 30th October 2024 Payment date: 31st January 2025 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 50%.Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥21.73 (vs JP¥17.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.73 (up from JP¥17.41 in 2Q 2023). Revenue: JP¥6.74b (up 22% from 2Q 2023). Net income: JP¥433.7m (up 25% from 2Q 2023). Profit margin: 6.4% (up from 6.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 32% per year.분석 기사 • May 08Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공고 • Apr 29Gift Holdings Inc. to Report Q2, 2024 Results on Jun 14, 2024Gift Holdings Inc. announced that they will report Q2, 2024 results on Jun 14, 2024Upcoming Dividend • Apr 19Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (0.6%).Major Estimate Revision • Mar 22Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.0b to JP¥28.5b. EPS estimate increased from JP¥94.07 to JP¥114 per share. Net income forecast to grow 31% next year vs 32% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥2,933 to JP¥4,067. Share price rose 16% to JP¥3,550 over the past week.분석 기사 • Mar 19Revenue Beat: Gift Holdings Inc. Exceeded Revenue Forecasts By 6.4% And Analysts Are Updating Their EstimatesShareholders of Gift Holdings Inc. ( TSE:9279 ) will be pleased this week, given that the stock price is up 16% to...Price Target Changed • Mar 19Price target increased by 11% to JP¥3,267Up from JP¥2,933, the current price target is an average from 3 analysts. New target price is 7.1% below last closing price of JP¥3,515. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥80.10 last year.Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥31.09 (vs JP¥19.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.09 (up from JP¥19.02 in 1Q 2023). Revenue: JP¥6.81b (up 31% from 1Q 2023). Net income: JP¥620.0m (up 64% from 1Q 2023). Profit margin: 9.1% (up from 7.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% 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 increased by 37% per year whereas the company’s share price has increased by 41% per year.Buy Or Sell Opportunity • Mar 01Now 23% undervaluedOver the last 90 days, the stock has risen 45% to JP¥2,930. The fair value is estimated to be JP¥3,785, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Declared Dividend • Feb 16Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 26th April 2024 Payment date: 22nd July 2024 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 21%. Cash payout ratio: 39%.Reported Earnings • Feb 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.공고 • Jan 28Gift Holdings Inc. to Report Q1, 2024 Results on Mar 15, 2024Gift Holdings Inc. announced that they will report Q1, 2024 results on Mar 15, 2024Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 28% to JP¥2,715. The fair value is estimated to be JP¥3,453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,406, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Hospitality industry in Japan. Total returns to shareholders of 187% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,464 per share.Reported Earnings • Dec 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 15% p.a. on average during the next 2 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 increased by 46% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.공고 • Dec 16Gift Holdings Inc. Provides Dividend Guidance for the Ending Second Quarter Ending April 30, 2024Gift Holdings Inc. provided dividend guidance for the second quarter ending April 30, 2024. For the second quarter-end, the company expects to pay dividend of JPY 9.00 per share against JPY 15.00 per share paid for the same period a year ago.공고 • Dec 15+ 3 more updatesGift Holdings Inc., Annual General Meeting, Jan 30, 2024Gift Holdings Inc., Annual General Meeting, Jan 30, 2024.Upcoming Dividend • Oct 23Upcoming dividend of JP¥7.50 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.5%).Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥2,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥20.23 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.23 (down from JP¥20.99 in 3Q 2022). Revenue: JP¥5.90b (up 36% from 3Q 2022). Net income: JP¥403.4m (down 3.5% from 3Q 2022). Profit margin: 6.8% (down from 9.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% 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 55% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.공고 • Sep 15+ 1 more updateGift Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the fiscal year ending October 31, 2023. For the year, the company expects net sales of JPY 20,500 million, operating profit of JPY 2,050 million, profit attributable to owners of parent of JPY 1,380 million and basic earnings per share of JPY 69.26.Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥34.75 (vs JP¥27.51 in 2Q 2022)Second quarter 2023 results: EPS: JP¥34.75 (up from JP¥27.51 in 2Q 2022). Revenue: JP¥5.52b (up 42% from 2Q 2022). Net income: JP¥346.4m (up 26% from 2Q 2022). Profit margin: 6.3% (down from 7.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.2% 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 only increased by 55% per year, which means it is significantly lagging earnings growth.공고 • Jun 14+ 1 more updateGift Holdings Inc. Declares Interim Dividend for the Fiscal Year Ending October 31, 2023, payable July 20, 2023Gift Holdings Inc. announces that its Board of Directors has resolved at a meeting held on June 14, 2023 to distribute dividends of surplus as follows with a record date of April 30, 2023. Dividend per share: JPY 15.00. Total amount of dividends: JPY 149 million. Effective date: July 20, 2023. The interim dividend for the fiscal year ending October 31, 2023 with a record date of April 30, 2023 will be distributed based on the number of shares before the stock split announced June 14, 2023.Upcoming Dividend • Apr 20Upcoming dividend of JP¥15.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 20 July 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).Price Target Changed • Mar 27Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥4,490. Stock is up 93% over the past year. The company is forecast to post earnings per share of JP¥141 for next year compared to JP¥154 last year.Reported Earnings • Mar 17First quarter 2023 earnings released: EPS: JP¥38.04 (vs JP¥54.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.04 (down from JP¥54.45 in 1Q 2022). Revenue: JP¥5.21b (up 31% from 1Q 2022). Net income: JP¥379.0m (down 30% from 1Q 2022). Profit margin: 7.3% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 63% per year whereas the company’s share price has increased by 67% per year.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Hospitality industry in Japan. Total returns to shareholders of 323% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,822 per share.Reported Earnings • Feb 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 17% 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 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.공고 • Jan 28Gift Holdings Inc. to Report Q1, 2023 Results on Mar 15, 2023Gift Holdings Inc. announced that they will report Q1, 2023 results on Mar 15, 2023Reported Earnings • Dec 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 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 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.공고 • Dec 16+ 3 more updatesGift Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending April 30, 2023 and for the Full Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the six months ending April 30, 2023 and for the full year ending October 31, 2023. For the six months ending April 30, 2023, the company expects net sales to be JPY 9,700 million, operating profit to be JPY 970 million, Profit attributable to owners of parent to be JPY 680 million and earnings per share to be JPY 68.26.For the year 2023, the company expects net sales to be JPY 20,500 million, operating profit to be JPY 2,050 million, Profit attributable to owners of parent to be JPY 1,380 million and earnings per share to be JPY 138.52.공고 • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 27, 2023Gift Holdings Inc., Annual General Meeting, Jan 27, 2023.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). GM of Product Division & Director Mitsuo Terada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Nov 11Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥4,564, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.공고 • Oct 28Gift Holdings Inc. to Report Fiscal Year 2022 Results on Dec 15, 2022Gift Holdings Inc. announced that they will report fiscal year 2022 results on Dec 15, 2022Upcoming Dividend • Oct 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.6%).Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥3,605, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Hospitality industry in Japan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,865 per share.Reported Earnings • Sep 16Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: (down JP¥507.0m from profit in 3Q 2021). Revenue is forecast to grow 17% 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 57% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공고 • Sep 14Gift Holdings Inc. Provides Consolidated Earnings Guidance for the Full Year Ending October 31, 2022Gift Holdings Inc. provided consolidated earnings guidance for the full year ending October 31, 2022. For the period, the company expects net sales to be JPY 17,000 million, operating profit to be JPY 1,700 million, Profit attributable to owners of parent to be JPY 1,280 million and earnings per share to be JPY 128.59.이익 및 매출 성장 예측TSE:9279 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수10/31/202864,7754,5559777,117410/31/202753,6253,7851376,123410/31/202643,8103,105-3055,41244/30/202639,9222,9156315,846N/A1/31/202638,0172,600N/AN/AN/A10/31/202535,8782,185-1,1024,089N/A7/31/202533,9942,066N/AN/AN/A4/30/202532,1151,853-1,7163,060N/A1/31/202530,1661,802N/AN/AN/A10/31/202428,4721,875-7873,276N/A7/31/202426,9421,853N/AN/AN/A4/30/202425,8051,9257152,973N/A1/31/202424,5861,838N/AN/AN/A10/31/202322,9821,5979262,534N/A7/31/202321,4271,433N/AN/AN/A4/30/202319,8531,4486142,203N/A1/31/202318,2311,375N/AN/AN/A10/31/202217,0151,5386352,149N/A7/31/202215,9351,448N/AN/AN/A4/30/202215,0621,5371,1802,549N/A1/31/202214,1021,449N/AN/AN/A10/31/202113,4741,0769892,402N/A7/31/202112,769792N/AN/AN/A4/30/202111,984296-4291,239N/A1/31/202111,53698N/AN/AN/A10/31/202010,982112-939409N/A7/31/202010,367212N/AN/AN/A4/30/202010,020341-313575N/A1/31/20209,776511N/AN/AN/A10/31/20199,052524N/A1,074N/A7/31/20198,548483N/AN/AN/A10/31/20186,971455N/A798N/A10/31/20175,612218N/AN/AN/A10/31/20164,535104N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9279 의 연간 예상 수익 증가율(18.1%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 9279 의 연간 수익(18.1%)이 JP 시장(10.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 9279 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 9279 의 수익(연간 18.1%)이 JP 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 9279 의 수익(연간 18.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9279의 자본 수익률은 3년 후 26%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/21 03:52종가2026/07/21 00:00수익2026/04/30연간 수익2025/10/31데이터 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 소스Gift Holdings Inc.는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kazunori TsudaDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.Hideya AsaedaMizuho Securities Co., Ltd.2명의 분석가 더 보기
Price Target Changed • Mar 19Price target increased by 13% to JP¥4,500Up from JP¥3,975, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,475. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥109 last year.
분석 기사 • Dec 18Gift Holdings Inc. (TSE:9279) Just Released Its Annual Earnings: Here's What Analysts ThinkIt's been a good week for Gift Holdings Inc. ( TSE:9279 ) shareholders, because the company has just released its...
Price Target Changed • Sep 18Price target decreased by 8.0% to JP¥3,740Down from JP¥4,067, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥2,637. Stock is up 5.3% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥80.10 last year.
Major Estimate Revision • Mar 22Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.0b to JP¥28.5b. EPS estimate increased from JP¥94.07 to JP¥114 per share. Net income forecast to grow 31% next year vs 32% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥2,933 to JP¥4,067. Share price rose 16% to JP¥3,550 over the past week.
분석 기사 • Mar 19Revenue Beat: Gift Holdings Inc. Exceeded Revenue Forecasts By 6.4% And Analysts Are Updating Their EstimatesShareholders of Gift Holdings Inc. ( TSE:9279 ) will be pleased this week, given that the stock price is up 16% to...
Price Target Changed • Mar 19Price target increased by 11% to JP¥3,267Up from JP¥2,933, the current price target is an average from 3 analysts. New target price is 7.1% below last closing price of JP¥3,515. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥80.10 last year.
Declared Dividend • Jul 18First half dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th October 2026 Payment date: 29th January 2027 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 83%.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,010, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Hospitality industry in Japan. Total returns to shareholders of 112% over the past three years.
Reported Earnings • Jun 16Second quarter 2026 earnings released: EPS: JP¥39.98 (vs JP¥24.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.98 (up from JP¥24.26 in 2Q 2025). Revenue: JP¥10.6b (up 22% from 2Q 2025). Net income: JP¥801.2m (up 65% from 2Q 2025). Profit margin: 7.6% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
공고 • Jun 16+ 1 more updateGift Holdings Inc. Announces Dividend for the Second Quarter Ended April 30, 2026, Effective July 17, 2026Gift Holdings Inc. announced a dividend of JPY 13.00 per share for the second quarter ended April 30, 2026 compared to JPY 11 per share. Scheduled date to commence dividend payments: July 17, 2026.
Upcoming Dividend • Apr 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,991 per share.
Price Target Changed • Mar 19Price target increased by 13% to JP¥4,500Up from JP¥3,975, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,475. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥109 last year.
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 17First quarter 2026 earnings released: EPS: JP¥47.95 (vs JP¥27.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.95 (up from JP¥27.40 in 1Q 2025). Revenue: JP¥10.6b (up 25% from 1Q 2025). Net income: JP¥960.0m (up 76% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 19Final dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 28th April 2026 Payment date: 21st July 2026 Dividend yield will be 0.6%, which is about the same as the industry average.
분석 기사 • Jan 08Is Gift Holdings (TSE:9279) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Dec 22Concerns Surrounding Gift Holdings' (TSE:9279) PerformanceGift Holdings Inc. ( TSE:9279 ) just released a solid earnings report, and the stock displayed some strength. Despite...
분석 기사 • Dec 18Gift Holdings Inc. (TSE:9279) Just Released Its Annual Earnings: Here's What Analysts ThinkIt's been a good week for Gift Holdings Inc. ( TSE:9279 ) shareholders, because the company has just released its...
Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥109 (up from JP¥93.95 in FY 2024). Revenue: JP¥35.9b (up 26% from FY 2024). Net income: JP¥2.19b (up 17% from FY 2024). Profit margin: 6.1% (down from 6.6% 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 3.2%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
공고 • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 28, 2026Gift Holdings Inc., Annual General Meeting, Jan 28, 2026.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).
공고 • Oct 02Gift Holdings Inc. to Report Fiscal Year 2025 Results on Dec 15, 2025Gift Holdings Inc. announced that they will report fiscal year 2025 results on Dec 15, 2025
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,113 per share.
Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥27.15 (vs JP¥16.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.15 (up from JP¥16.59 in 3Q 2024). Revenue: JP¥8.92b (up 27% from 3Q 2024). Net income: JP¥543.0m (up 64% from 3Q 2024). Profit margin: 6.1% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 19First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th October 2025 Payment date: 30th January 2026 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%.
공고 • Jul 10Gift Holdings Inc. to Report Q3, 2025 Results on Sep 12, 2025Gift Holdings Inc. announced that they will report Q3, 2025 results on Sep 12, 2025
분석 기사 • Jun 22Gift Holdings' (TSE:9279) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Gift Holdings Inc. ( TSE:9279 ) was disappointing to investors, with a sluggish...
Reported Earnings • Jun 14Second quarter 2025 earnings released: EPS: JP¥24.29 (vs JP¥21.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.29 (up from JP¥21.75 in 2Q 2024). Revenue: JP¥8.69b (up 29% from 2Q 2024). Net income: JP¥485.4m (up 12% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jun 13Gift Holdings Inc. Announces Dividend for the Fiscal Year Ending October 31, 2025, Effective July 18, 2025Gift Holdings Inc. announced a dividend of JPY 11.00 per share for the fiscal year ending October 31, 2025. Record date is April 30, 2025 and Effective date is July 18, 2025.
분석 기사 • May 07Gift Holdings Inc.'s (TSE:9279) 34% Jump Shows Its Popularity With InvestorsGift Holdings Inc. ( TSE:9279 ) shares have had a really impressive month, gaining 34% after a shaky period beforehand...
Upcoming Dividend • Apr 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 22 July 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (0.9%).
공고 • Apr 17Gift Holdings Inc. to Report Q2, 2025 Results on Jun 13, 2025Gift Holdings Inc. announced that they will report Q2, 2025 results on Jun 13, 2025
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,195, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,348 per share.
Buy Or Sell Opportunity • Apr 03Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥2,810. The fair value is estimated to be JP¥2,296, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥2,875, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,248 per share.
분석 기사 • Mar 20Gift Holdings Inc.'s (TSE:9279) Share Price Is Still Matching Investor Opinion Despite 28% SlumpGift Holdings Inc. ( TSE:9279 ) shares have had a horrible month, losing 28% after a relatively good period beforehand...
New Risk • Mar 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 18First quarter 2025 earnings released: EPS: JP¥27.39 (vs JP¥31.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥27.39 (down from JP¥31.09 in 1Q 2024). Revenue: JP¥8.50b (up 25% from 1Q 2024). Net income: JP¥547.0m (down 12% from 1Q 2024). Profit margin: 6.4% (down from 9.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% 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 10% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 12Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 28th April 2025 Payment date: 22nd July 2025 Dividend yield will be 0.5%, which is about the same as the industry average.
Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.95 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 20% 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 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jan 23Gift Holdings Inc. to Report Q1, 2025 Results on Mar 17, 2025Gift Holdings Inc. announced that they will report Q1, 2025 results on Mar 17, 2025
분석 기사 • Jan 08Is Gift Holdings (TSE:9279) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Dec 20Solid Earnings May Not Tell The Whole Story For Gift Holdings (TSE:9279)Gift Holdings Inc.'s ( TSE:9279 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
Reported Earnings • Dec 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.98 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Total stores: 810 (up by 65 from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 19% 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 14% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Dec 13Gift Holdings Inc., Annual General Meeting, Jan 29, 2025Gift Holdings Inc., Annual General Meeting, Jan 29, 2025.
공고 • Nov 17Gift Holdings Inc. to Report Fiscal Year 2024 Results on Dec 13, 2024Gift Holdings Inc. announced that they will report fiscal year 2024 results on Dec 13, 2024
Upcoming Dividend • Oct 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 31 January 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (0.8%).
분석 기사 • Oct 11Gift Holdings Inc. (TSE:9279) Looks Just Right With A 26% Price JumpThe Gift Holdings Inc. ( TSE:9279 ) share price has done very well over the last month, posting an excellent gain of...
분석 기사 • Oct 01Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Sep 18Price target decreased by 8.0% to JP¥3,740Down from JP¥4,067, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥2,637. Stock is up 5.3% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥80.10 last year.
Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥16.59 (vs JP¥20.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.59 (down from JP¥20.21 in 3Q 2023). Revenue: JP¥7.04b (up 19% from 3Q 2023). Net income: JP¥331.3m (down 18% from 3Q 2023). Profit margin: 4.7% (down from 6.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,111, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 96% over the past three years.
공고 • Jul 07Gift Holdings Inc. to Report Q3, 2024 Results on Sep 13, 2024Gift Holdings Inc. announced that they will report Q3, 2024 results on Sep 13, 2024
New Risk • Jun 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Declared Dividend • Jun 17First half dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 30th October 2024 Payment date: 31st January 2025 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 50%.
Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥21.73 (vs JP¥17.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.73 (up from JP¥17.41 in 2Q 2023). Revenue: JP¥6.74b (up 22% from 2Q 2023). Net income: JP¥433.7m (up 25% from 2Q 2023). Profit margin: 6.4% (up from 6.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 32% per year.
분석 기사 • May 08Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공고 • Apr 29Gift Holdings Inc. to Report Q2, 2024 Results on Jun 14, 2024Gift Holdings Inc. announced that they will report Q2, 2024 results on Jun 14, 2024
Upcoming Dividend • Apr 19Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (0.6%).
Major Estimate Revision • Mar 22Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.0b to JP¥28.5b. EPS estimate increased from JP¥94.07 to JP¥114 per share. Net income forecast to grow 31% next year vs 32% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥2,933 to JP¥4,067. Share price rose 16% to JP¥3,550 over the past week.
분석 기사 • Mar 19Revenue Beat: Gift Holdings Inc. Exceeded Revenue Forecasts By 6.4% And Analysts Are Updating Their EstimatesShareholders of Gift Holdings Inc. ( TSE:9279 ) will be pleased this week, given that the stock price is up 16% to...
Price Target Changed • Mar 19Price target increased by 11% to JP¥3,267Up from JP¥2,933, the current price target is an average from 3 analysts. New target price is 7.1% below last closing price of JP¥3,515. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥80.10 last year.
Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥31.09 (vs JP¥19.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.09 (up from JP¥19.02 in 1Q 2023). Revenue: JP¥6.81b (up 31% from 1Q 2023). Net income: JP¥620.0m (up 64% from 1Q 2023). Profit margin: 9.1% (up from 7.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% 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 increased by 37% per year whereas the company’s share price has increased by 41% per year.
Buy Or Sell Opportunity • Mar 01Now 23% undervaluedOver the last 90 days, the stock has risen 45% to JP¥2,930. The fair value is estimated to be JP¥3,785, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Declared Dividend • Feb 16Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 26th April 2024 Payment date: 22nd July 2024 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 21%. Cash payout ratio: 39%.
Reported Earnings • Feb 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
공고 • Jan 28Gift Holdings Inc. to Report Q1, 2024 Results on Mar 15, 2024Gift Holdings Inc. announced that they will report Q1, 2024 results on Mar 15, 2024
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 28% to JP¥2,715. The fair value is estimated to be JP¥3,453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,406, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Hospitality industry in Japan. Total returns to shareholders of 187% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,464 per share.
Reported Earnings • Dec 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 15% p.a. on average during the next 2 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 increased by 46% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
공고 • Dec 16Gift Holdings Inc. Provides Dividend Guidance for the Ending Second Quarter Ending April 30, 2024Gift Holdings Inc. provided dividend guidance for the second quarter ending April 30, 2024. For the second quarter-end, the company expects to pay dividend of JPY 9.00 per share against JPY 15.00 per share paid for the same period a year ago.
공고 • Dec 15+ 3 more updatesGift Holdings Inc., Annual General Meeting, Jan 30, 2024Gift Holdings Inc., Annual General Meeting, Jan 30, 2024.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥7.50 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.5%).
Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥2,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.
Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥20.23 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.23 (down from JP¥20.99 in 3Q 2022). Revenue: JP¥5.90b (up 36% from 3Q 2022). Net income: JP¥403.4m (down 3.5% from 3Q 2022). Profit margin: 6.8% (down from 9.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% 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 55% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
공고 • Sep 15+ 1 more updateGift Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the fiscal year ending October 31, 2023. For the year, the company expects net sales of JPY 20,500 million, operating profit of JPY 2,050 million, profit attributable to owners of parent of JPY 1,380 million and basic earnings per share of JPY 69.26.
Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥34.75 (vs JP¥27.51 in 2Q 2022)Second quarter 2023 results: EPS: JP¥34.75 (up from JP¥27.51 in 2Q 2022). Revenue: JP¥5.52b (up 42% from 2Q 2022). Net income: JP¥346.4m (up 26% from 2Q 2022). Profit margin: 6.3% (down from 7.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.2% 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 only increased by 55% per year, which means it is significantly lagging earnings growth.
공고 • Jun 14+ 1 more updateGift Holdings Inc. Declares Interim Dividend for the Fiscal Year Ending October 31, 2023, payable July 20, 2023Gift Holdings Inc. announces that its Board of Directors has resolved at a meeting held on June 14, 2023 to distribute dividends of surplus as follows with a record date of April 30, 2023. Dividend per share: JPY 15.00. Total amount of dividends: JPY 149 million. Effective date: July 20, 2023. The interim dividend for the fiscal year ending October 31, 2023 with a record date of April 30, 2023 will be distributed based on the number of shares before the stock split announced June 14, 2023.
Upcoming Dividend • Apr 20Upcoming dividend of JP¥15.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 20 July 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).
Price Target Changed • Mar 27Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥4,490. Stock is up 93% over the past year. The company is forecast to post earnings per share of JP¥141 for next year compared to JP¥154 last year.
Reported Earnings • Mar 17First quarter 2023 earnings released: EPS: JP¥38.04 (vs JP¥54.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.04 (down from JP¥54.45 in 1Q 2022). Revenue: JP¥5.21b (up 31% from 1Q 2022). Net income: JP¥379.0m (down 30% from 1Q 2022). Profit margin: 7.3% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 63% per year whereas the company’s share price has increased by 67% per year.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Hospitality industry in Japan. Total returns to shareholders of 323% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,822 per share.
Reported Earnings • Feb 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 17% 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 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
공고 • Jan 28Gift Holdings Inc. to Report Q1, 2023 Results on Mar 15, 2023Gift Holdings Inc. announced that they will report Q1, 2023 results on Mar 15, 2023
Reported Earnings • Dec 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 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 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
공고 • Dec 16+ 3 more updatesGift Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending April 30, 2023 and for the Full Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the six months ending April 30, 2023 and for the full year ending October 31, 2023. For the six months ending April 30, 2023, the company expects net sales to be JPY 9,700 million, operating profit to be JPY 970 million, Profit attributable to owners of parent to be JPY 680 million and earnings per share to be JPY 68.26.For the year 2023, the company expects net sales to be JPY 20,500 million, operating profit to be JPY 2,050 million, Profit attributable to owners of parent to be JPY 1,380 million and earnings per share to be JPY 138.52.
공고 • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 27, 2023Gift Holdings Inc., Annual General Meeting, Jan 27, 2023.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). GM of Product Division & Director Mitsuo Terada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Nov 11Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥4,564, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.
공고 • Oct 28Gift Holdings Inc. to Report Fiscal Year 2022 Results on Dec 15, 2022Gift Holdings Inc. announced that they will report fiscal year 2022 results on Dec 15, 2022
Upcoming Dividend • Oct 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.6%).
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥3,605, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Hospitality industry in Japan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,865 per share.
Reported Earnings • Sep 16Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: (down JP¥507.0m from profit in 3Q 2021). Revenue is forecast to grow 17% 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 57% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공고 • Sep 14Gift Holdings Inc. Provides Consolidated Earnings Guidance for the Full Year Ending October 31, 2022Gift Holdings Inc. provided consolidated earnings guidance for the full year ending October 31, 2022. For the period, the company expects net sales to be JPY 17,000 million, operating profit to be JPY 1,700 million, Profit attributable to owners of parent to be JPY 1,280 million and earnings per share to be JPY 128.59.