This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsPLENUS (9945) 주식 개요PLENUS Co., Ltd. engages in sale of foodstuffs in Japan and internationally. 자세히 보기9945 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장3/6과거 실적4/6재무 건전성5/6배당4/6강점공정 가치 추정치보다 낮은 12.6% 에서 거래수익은 매년 27.45% 증가할 것으로 예상됩니다.지난 1년간 수익이 51.5% 증가했습니다.위험 분석재무 결과에 영향을 미치는 대규모 일회성 항목불안정한 배당 실적모든 위험 점검 보기9945 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.63k해당 없음내재 할인율Est. Revenue$PastFuture-3b176b2016201920222025202620282031Revenue JP¥176.3bEarnings JP¥3.3bAdvancedSet Fair ValueView all narrativesPLENUS Co., Ltd. 경쟁사Hiday HidakaSymbol: TSE:7611Market cap: JP¥97.9bROYAL HOLDINGSSymbol: TSE:8179Market cap: JP¥126.2bDOUTOR NICHIRES HoldingsSymbol: TSE:3087Market cap: JP¥119.0bOhsho Food ServiceSymbol: TSE:9936Market cap: JP¥144.5b가격 이력 및 성과PLENUS 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥2,634.0052주 최고가JP¥2,639.0052주 최저가JP¥1,845.00베타0.171개월 변동0%3개월 변동-0.11%1년 변동31.44%3년 변동53.23%5년 변동28.24%IPO 이후 변동240.37%최근 뉴스 및 업데이트공시 • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023Board 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. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama 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.공시 • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.더 많은 업데이트 보기Recent updates공시 • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023Board 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. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama 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.공시 • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥35.96 (vs JP¥29.26 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.96 (up from JP¥29.26 in 2Q 2022). Revenue: JP¥36.7b (up 4.5% from 2Q 2022). Net income: JP¥1.38b (up 23% from 2Q 2022). Profit margin: 3.8% (up from 3.2% in 2Q 2022). Revenue is forecast to grow 3.3% 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 99% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).공시 • Aug 21PLENUS Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022PLENUS Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022공시 • Jul 27+ 1 more updatePLENUS Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023PLENUS Co., Ltd. provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥36.53 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥36.53 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥36.6b (up 1.9% from 1Q 2022). Net income: JP¥1.40b (up 40% from 1Q 2022). Profit margin: 3.8% (up from 2.8% in 1Q 2022). Over the next year, revenue is forecast to grow 4.5%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% 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 • May 29Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 4.4%, compared to a 51% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • May 22Plenus Company Limited to Report Q1, 2023 Results on Jul 13, 2022Plenus Company Limited announced that they will report Q1, 2023 results on Jul 13, 2022공시 • May 03+ 1 more updatePlenus Company Limited Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023; Announces Cash Dividend for the Year Ended February 28, 2022, Payable on May 25, 2022Plenus Company Limited provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.The company announced cash dividend of JPY 30 per share for the year ended February 28, 2022 against JPY 30.00 per share a year ago. Payment date is May 25, 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. 5 experienced directors. 2 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama 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.공시 • Apr 15Plenus Company Limited, Annual General Meeting, May 25, 2022Plenus Company Limited, Annual General Meeting, May 25, 2022.Reported Earnings • Apr 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 2.8%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Feb 22Plenus Company Limited to Report Fiscal Year 2022 Results on Apr 13, 2022Plenus Company Limited announced that they will report fiscal year 2022 results on Apr 13, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).공시 • Jan 27Plenus Company Limited Provides Earnings Guidance for the Year Ending February 28, 2022Plenus Company Limited provided earning guidance for the year ending February 28, 2022 For the period, the company expects net sales of JPY 145,230 million, operating profit of JPY 5,400 million, ordinary profit of JPY 6,040 million, profit attributable to owners of parent JPY 2,510 million and profit per share JPY 65.45.Reported Earnings • Jan 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥34.68 (up from JP¥19.95 in 3Q 2021). Revenue: JP¥36.0b (down 2.4% from 3Q 2021). Net income: JP¥1.33b (up 74% from 3Q 2021). Profit margin: 3.7% (up from 2.1% in 3Q 2021). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) exceeded analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 3.6%, compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥29.26 (vs JP¥20.00 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥35.1b (up 1.0% from 2Q 2021). Net income: JP¥1.12b (up JP¥1.89b from 2Q 2021). Profit margin: 3.2% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Jul 12First quarter 2022 earnings released: EPS JP¥26.13 (vs JP¥24.24 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥35.9b (up 7.5% from 1Q 2021). Net income: JP¥1.00b (up JP¥1.93b from 1Q 2021). Profit margin: 2.8% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • May 30Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 17Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.공시 • Feb 24Plenus Company Limited to Report Fiscal Year 2021 Results on Apr 14, 2021Plenus Company Limited announced that they will report fiscal year 2021 results on Apr 14, 2021Is New 90 Day High Low • Feb 02New 90-day high: JP¥2,036The company is up 19% from its price of JP¥1,712 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to grow 5.0%, compared to a 12% growth forecast for the Hospitality industry in Japan.Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the Hospitality industry in Japan.Is New 90 Day High Low • Jan 15New 90-day high: JP¥1,872The company is up 10.0% from its price of JP¥1,705 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 6.0% over the same period.Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥19.95The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥36.9b (flat on 3Q 2020). Net income: JP¥765.0m (up JP¥841.0m from 3Q 2020). Profit margin: 2.1% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 88% 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.공시 • Aug 10Plenus Company Limited to Report Q2, 2021 Results on Oct 09, 2020Plenus Company Limited announced that they will report Q2, 2021 results on Oct 09, 2020주주 수익률9945JP HospitalityJP 시장7D-0.08%-2.5%0.6%1Y31.4%-12.3%40.0%전체 주주 수익률 보기수익률 대 산업: 9945은 지난 1년 동안 -12.3%의 수익을 기록한 JP Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 9945은 지난 1년 동안 40%를 기록한 JP 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 9945's price volatile compared to industry and market?9945 volatility9945 Average Weekly Movement0.1%Hospitality Industry Average Movement3.5%Market Average Movement4.9%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.4%안정적인 주가: 9945는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9945의 주간 변동성(0%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19601,640Tatsuo Shioiwww.plenus.co.jp더 보기PLENUS Co., Ltd. 기초 지표 요약PLENUS의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9945 기초 통계시가총액JP¥101.09b순이익 (TTM)JP¥2.79b매출 (TTM)JP¥147.63b36.2x주가수익비율(P/E)0.7x주가매출비율(P/S)9945는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9945 손익계산서 (TTM)매출JP¥147.63b매출원가JP¥71.62b총이익JP¥76.01b기타 비용JP¥73.22b순이익JP¥2.79b최근 보고된 실적Nov 30, 2022다음 실적 발표일해당 없음주당순이익(EPS)72.72총이익률51.48%순이익률1.89%부채/자본 비율2.7%9945의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.3%현재 배당 수익률41%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/02/28 01:18종가2023/02/22 00:00수익2022/11/30연간 수익2022/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PLENUS Co., Ltd.는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shun IgarashiDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.Kyoichiro ShigemuraNomura Securities Co. Ltd.1명의 분석가 더 보기
공시 • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.
Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
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. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama 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.
공시 • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.
공시 • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.
Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
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. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama 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.
공시 • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥35.96 (vs JP¥29.26 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.96 (up from JP¥29.26 in 2Q 2022). Revenue: JP¥36.7b (up 4.5% from 2Q 2022). Net income: JP¥1.38b (up 23% from 2Q 2022). Profit margin: 3.8% (up from 3.2% in 2Q 2022). Revenue is forecast to grow 3.3% 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 99% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
공시 • Aug 21PLENUS Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022PLENUS Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022
공시 • Jul 27+ 1 more updatePLENUS Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023PLENUS Co., Ltd. provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.
Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥36.53 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥36.53 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥36.6b (up 1.9% from 1Q 2022). Net income: JP¥1.40b (up 40% from 1Q 2022). Profit margin: 3.8% (up from 2.8% in 1Q 2022). Over the next year, revenue is forecast to grow 4.5%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% 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 • May 29Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 4.4%, compared to a 51% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • May 22Plenus Company Limited to Report Q1, 2023 Results on Jul 13, 2022Plenus Company Limited announced that they will report Q1, 2023 results on Jul 13, 2022
공시 • May 03+ 1 more updatePlenus Company Limited Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023; Announces Cash Dividend for the Year Ended February 28, 2022, Payable on May 25, 2022Plenus Company Limited provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.The company announced cash dividend of JPY 30 per share for the year ended February 28, 2022 against JPY 30.00 per share a year ago. Payment date is May 25, 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. 5 experienced directors. 2 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama 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.
공시 • Apr 15Plenus Company Limited, Annual General Meeting, May 25, 2022Plenus Company Limited, Annual General Meeting, May 25, 2022.
Reported Earnings • Apr 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 2.8%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Feb 22Plenus Company Limited to Report Fiscal Year 2022 Results on Apr 13, 2022Plenus Company Limited announced that they will report fiscal year 2022 results on Apr 13, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
공시 • Jan 27Plenus Company Limited Provides Earnings Guidance for the Year Ending February 28, 2022Plenus Company Limited provided earning guidance for the year ending February 28, 2022 For the period, the company expects net sales of JPY 145,230 million, operating profit of JPY 5,400 million, ordinary profit of JPY 6,040 million, profit attributable to owners of parent JPY 2,510 million and profit per share JPY 65.45.
Reported Earnings • Jan 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥34.68 (up from JP¥19.95 in 3Q 2021). Revenue: JP¥36.0b (down 2.4% from 3Q 2021). Net income: JP¥1.33b (up 74% from 3Q 2021). Profit margin: 3.7% (up from 2.1% in 3Q 2021). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) exceeded analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 3.6%, compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥29.26 (vs JP¥20.00 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥35.1b (up 1.0% from 2Q 2021). Net income: JP¥1.12b (up JP¥1.89b from 2Q 2021). Profit margin: 3.2% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Jul 12First quarter 2022 earnings released: EPS JP¥26.13 (vs JP¥24.24 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥35.9b (up 7.5% from 1Q 2021). Net income: JP¥1.00b (up JP¥1.93b from 1Q 2021). Profit margin: 2.8% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • May 30Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 17Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
공시 • Feb 24Plenus Company Limited to Report Fiscal Year 2021 Results on Apr 14, 2021Plenus Company Limited announced that they will report fiscal year 2021 results on Apr 14, 2021
Is New 90 Day High Low • Feb 02New 90-day high: JP¥2,036The company is up 19% from its price of JP¥1,712 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.
Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to grow 5.0%, compared to a 12% growth forecast for the Hospitality industry in Japan.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the Hospitality industry in Japan.
Is New 90 Day High Low • Jan 15New 90-day high: JP¥1,872The company is up 10.0% from its price of JP¥1,705 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 6.0% over the same period.
Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥19.95The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥36.9b (flat on 3Q 2020). Net income: JP¥765.0m (up JP¥841.0m from 3Q 2020). Profit margin: 2.1% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 88% 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.
공시 • Aug 10Plenus Company Limited to Report Q2, 2021 Results on Oct 09, 2020Plenus Company Limited announced that they will report Q2, 2021 results on Oct 09, 2020
