Ya-Man (6630) 주식 개요는 일본 및 국제적으로 미용 및 건강 장비의 연구, 개발, 제조, 수입, 수출 및 판매에 종사합니다. 자세히 보기6630 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장3/6과거 실적0/6재무 건전성4/6배당1/6강점수익은 매년 95.61% 증가할 것으로 예상됩니다.위험 분석우리의 위험 점검에서 6630에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기6630 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¥722.005.8% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b45b2016201920222025202620282031Revenue JP¥29.7bEarnings JP¥3.0bAdvancedSet Fair ValueView all narrativesYa-Man Ltd. 경쟁사ShinnihonseiyakuSymbol: TSE:4931Market cap: JP¥40.3bEuglenaSymbol: TSE:2931Market cap: JP¥51.8bCotaSymbol: TSE:4923Market cap: JP¥29.5bArtnatureSymbol: TSE:7823Market cap: JP¥26.4b가격 이력 및 성과Ya-Man 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥722.0052주 최고가JP¥887.0052주 최저가JP¥661.00베타-0.271개월 변동1.69%3개월 변동1.83%1년 변동-15.95%3년 변동-36.44%5년 변동-50.82%IPO 이후 변동835.23%최근 뉴스 및 업데이트공시 • May 09Ya-Man Ltd. to Report Q1, 2026 Results on May 15, 2026Ya-Man Ltd. announced that they will report Q1, 2026 results on May 15, 2026분석 기사 • Apr 07News Flash: Analysts Just Made A Meaningful Upgrade To Their Ya-Man Ltd. (TSE:6630) ForecastsYa-Man Ltd. ( TSE:6630 ) shareholders will have a reason to smile today, with the covering analyst making substantial...Reported Earnings • Feb 18Full year 2025 earnings released: JP¥32.63 loss per share (vs JP¥6.60 profit in FY 2024)Full year 2025 results: JP¥32.63 loss per share (down from JP¥6.60 profit in FY 2024). Revenue: JP¥25.9b (up 1.6% from FY 2024). Net loss: JP¥1.80b (down JP¥2.16b from profit in FY 2024). Revenue is expected to decline by 4.9% p.a. on average during the next 2 years, while revenues in the Personal Products industry in Japan are expected to grow by 3.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.공시 • Feb 14+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales to be JPY 27,500 million, Operating profit to be JPY 450 million, Profit attributable to owners of parent to be JPY 350 million, Net income per share to be JPY 6.36.공시 • Feb 13Ya-Man Ltd., Annual General Meeting, Mar 27, 2026Ya-Man Ltd., Annual General Meeting, Mar 27, 2026.Reported Earnings • Dec 13Second quarter 2026 earnings released: JP¥5.80 loss per share (vs JP¥1.64 profit in 2Q 2025)Second quarter 2026 results: JP¥5.80 loss per share (down from JP¥1.64 profit in 2Q 2025). Revenue: JP¥6.82b (down 2.1% from 2Q 2025). Net loss: JP¥319.0m (down 454% from profit in 2Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.더 많은 업데이트 보기Recent updates공시 • May 09Ya-Man Ltd. to Report Q1, 2026 Results on May 15, 2026Ya-Man Ltd. announced that they will report Q1, 2026 results on May 15, 2026분석 기사 • Apr 07News Flash: Analysts Just Made A Meaningful Upgrade To Their Ya-Man Ltd. (TSE:6630) ForecastsYa-Man Ltd. ( TSE:6630 ) shareholders will have a reason to smile today, with the covering analyst making substantial...Reported Earnings • Feb 18Full year 2025 earnings released: JP¥32.63 loss per share (vs JP¥6.60 profit in FY 2024)Full year 2025 results: JP¥32.63 loss per share (down from JP¥6.60 profit in FY 2024). Revenue: JP¥25.9b (up 1.6% from FY 2024). Net loss: JP¥1.80b (down JP¥2.16b from profit in FY 2024). Revenue is expected to decline by 4.9% p.a. on average during the next 2 years, while revenues in the Personal Products industry in Japan are expected to grow by 3.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.공시 • Feb 14+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales to be JPY 27,500 million, Operating profit to be JPY 450 million, Profit attributable to owners of parent to be JPY 350 million, Net income per share to be JPY 6.36.공시 • Feb 13Ya-Man Ltd., Annual General Meeting, Mar 27, 2026Ya-Man Ltd., Annual General Meeting, Mar 27, 2026.Reported Earnings • Dec 13Second quarter 2026 earnings released: JP¥5.80 loss per share (vs JP¥1.64 profit in 2Q 2025)Second quarter 2026 results: JP¥5.80 loss per share (down from JP¥1.64 profit in 2Q 2025). Revenue: JP¥6.82b (down 2.1% from 2Q 2025). Net loss: JP¥319.0m (down 454% from profit in 2Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.공시 • Dec 03Ya-Man Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Ya-Man Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026Upcoming Dividend • Oct 23Upcoming dividend of JP¥4.25 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 07 January 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.2%).Reported Earnings • Sep 15First quarter 2026 earnings released: JP¥15.94 loss per share (vs JP¥1.53 loss in 1Q 2025)First quarter 2026 results: JP¥15.94 loss per share (further deteriorated from JP¥1.53 loss in 1Q 2025). Revenue: JP¥4.69b (down 18% from 1Q 2025). Net loss: JP¥877.0m (loss widened JP¥793.0m from 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.분석 기사 • Aug 20Ya-Man (TSE:6630) Has Affirmed Its Dividend Of ¥4.25The board of Ya-Man Ltd. ( TSE:6630 ) has announced that it will pay a dividend of ¥4.25 per share on the 7th of...Declared Dividend • Aug 20Final dividend of JP¥4.25 announcedDividend of JP¥4.25 is the same as last year. Ex-date: 30th October 2025 Payment date: 7th January 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 34% over the next 3 years. Since a fall of 22% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.공시 • Aug 02+ 1 more updateYa-Man Ltd. to Report Q2, 2026 Results on Dec 12, 2025Ya-Man Ltd. announced that they will report Q2, 2026 results on Dec 12, 2025공시 • Jun 25Ya-Man Ltd. Announces Retirement of Directors and Audit & Supervisory Board Members, Effective July 25, 2025YA-MAN LTD. announced that the Board of Directors resolved at its meeting held on June 25, 2025, on the candidates for Director after the transition to a company with an Audit and Supervisory Committee, which it will propose to the 51st Annual General Meeting of Shareholders scheduled to be held on July 25, 2025. Retiring Directors and Audit & Supervisory Board Members include Shota Toda, Director, General Manager of Sales Division and General Manager of Whole Sale Department for TV shopping and Mail-Order; Jun Takada, Director, General Manager of Development Division, General Manager of Quality Management Department and General Manager of Production Engineering Department; Takeshi Kurihara, Director (Outside); Kazuaki Oshiumi, Audit & Supervisory Board Member (Outside); and Tomoko Kawamoto, Audit & Supervisory Board Member (Outside). Mr. Shota Toda and Mr. Jun Takada will retire from their positions as Directors at the conclusion of the 51st Annual General Meeting of Shareholders following the transition to a company with an Audit and Supervisory Committee. However, they are scheduled to be appointed as Executive Officers at the meeting of the Board of Directors to be held after the conclusion of that General Meeting of Shareholders.분석 기사 • Jun 20Ya-Man (TSE:6630) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Ya-Man Ltd. ( TSE:6630 ) were solid, but the stock didn't move as much as we expected...New Risk • Jun 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Jun 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥12.83 (up from JP¥7.23 in FY 2024). Revenue: JP¥25.0b (down 22% from FY 2024). Net income: JP¥706.0m (up 77% from FY 2024). Profit margin: 2.8% (up from 1.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.공시 • Jun 13+ 2 more updatesYa-Man Ltd., Annual General Meeting, Jul 25, 2025Ya-Man Ltd., Annual General Meeting, Jul 25, 2025.Upcoming Dividend • Apr 21Upcoming dividend of JP¥4.75 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 29 July 2025. The company is paying out more than 100% of its profits and is paying out 93% of its cash flow. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.4%).Major Estimate Revision • Apr 19Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥30.9b to JP¥25.0b. EPS estimate fell from JP¥36.32 to JP¥19.80 per share. Net income forecast to grow 261% next year vs 3.8% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥989 unchanged from last update. Share price was steady at JP¥918 over the past week.New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.1% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).Buy Or Sell Opportunity • Apr 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥876. The fair value is estimated to be JP¥700, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 214% in the next 2 years.공시 • Apr 01Ya-Man Ltd. to Report Fiscal Year 2025 Results on Jun 13, 2025Ya-Man Ltd. announced that they will report fiscal year 2025 results on Jun 13, 2025Reported Earnings • Mar 15Third quarter 2025 earnings released: EPS: JP¥20.32 (vs JP¥8.16 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.32 (up from JP¥8.16 loss in 3Q 2024). Revenue: JP¥6.32b (down 7.2% from 3Q 2024). Net income: JP¥1.12b (up JP¥1.57b from 3Q 2024). Profit margin: 18% (up from net loss in 3Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.분석 기사 • Mar 14Ya-Man's (TSE:6630) Dividend Will Be ¥4.75Ya-Man Ltd. ( TSE:6630 ) has announced that it will pay a dividend of ¥4.75 per share on the 29th of July. This means...분석 기사 • Jan 29Ya-Man (TSE:6630) Has Affirmed Its Dividend Of ¥4.75Ya-Man Ltd.'s ( TSE:6630 ) investors are due to receive a payment of ¥4.75 per share on 29th of July. The dividend...공시 • Jan 29An undisclosed buyer completed the acquisition of 35% stake in MACHERIE BEAUTY TECHNOLOGY CO., LTD. from Ya-Man Ltd. (TSE:6630).An undisclosed buyer signed a letter of intent to acquire 35% stake in MACHERIE BEAUTY TECHNOLOGY CO., LTD. from Ya-Man Ltd. (TSE:6630) on November 23, 2024. An undisclosed buyer completed the acquisition of 35% stake in MACHERIE BEAUTY TECHNOLOGY CO., LTD. from Ya-Man Ltd. (TSE:6630) on January 27, 2025.분석 기사 • Jan 08Ya-Man (TSE:6630) Has Announced A Dividend Of ¥4.75The board of Ya-Man Ltd. ( TSE:6630 ) has announced that it will pay a dividend of ¥4.75 per share on the 29th of July...Declared Dividend • Jan 08First half dividend of JP¥4.75 announcedDividend of JP¥4.75 is the same as last year. Ex-date: 28th April 2025 Payment date: 29th July 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • Dec 15Second quarter 2025 earnings released: EPS: JP¥1.64 (vs JP¥8.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.64 (down from JP¥8.47 in 2Q 2024). Revenue: JP¥6.97b (down 24% from 2Q 2024). Net income: JP¥90.0m (down 81% from 2Q 2024). Profit margin: 1.3% (down from 5.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Nov 18Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥757. The fair value is estimated to be JP¥629, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Oct 23Upcoming dividend of JP¥4.25 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 06 January 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).공시 • Sep 28Ya-Man Ltd. to Report Q3, 2025 Results on Mar 14, 2025Ya-Man Ltd. announced that they will report Q3, 2025 results on Mar 14, 2025Reported Earnings • Sep 15First quarter 2025 earnings released: JP¥1.53 loss per share (vs JP¥20.76 profit in 1Q 2024)First quarter 2025 results: JP¥1.53 loss per share (down from JP¥20.76 profit in 1Q 2024). Revenue: JP¥5.75b (down 40% from 1Q 2024). Net loss: JP¥84.0m (down 107% from profit in 1Q 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.공시 • Jul 21+ 1 more updateYa-Man Ltd. to Report Q1, 2025 Results on Sep 13, 2024Ya-Man Ltd. announced that they will report Q1, 2025 results on Sep 13, 2024Buy Or Sell Opportunity • Jul 01Now 13% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥826. The fair value is estimated to be JP¥728, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.Buy Or Sell Opportunity • Jun 24Now 22% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥829. The fair value is estimated to be JP¥679, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.Reported Earnings • Jun 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥7.23 (down from JP¥71.12 in FY 2023). Revenue: JP¥32.0b (down 26% from FY 2023). Net income: JP¥398.0m (down 90% from FY 2023). Profit margin: 1.2% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jun 15Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥30.78 to JP¥25.70. Revenue forecast unchanged from JP¥32.5b at last update. Net income forecast to shrink 13% next year vs 9.2% growth forecast for Personal Products industry in Japan . Consensus price target of JP¥919 unchanged from last update. Share price was steady at JP¥956 over the past week.공시 • Jun 15Ya-Man Ltd., Annual General Meeting, Jul 26, 2024Ya-Man Ltd., Annual General Meeting, Jul 26, 2024.Upcoming Dividend • Apr 19Upcoming dividend of JP¥4.75 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 29 July 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).공시 • Apr 02Ya-Man Ltd. to Report Fiscal Year 2024 Results on Jun 14, 2024Ya-Man Ltd. announced that they will report fiscal year 2024 results on Jun 14, 2024분석 기사 • Mar 18Earnings Report: Ya-Man Ltd. Missed Revenue Estimates By 21%The third-quarter results for Ya-Man Ltd. ( TSE:6630 ) were released last week, making it a good time to revisit its...Reported Earnings • Mar 15Third quarter 2024 earnings released: JP¥8.16 loss per share (vs JP¥17.59 loss in 3Q 2023)Third quarter 2024 results: JP¥8.16 loss per share (improved from JP¥17.59 loss in 3Q 2023). Revenue: JP¥6.80b (down 23% from 3Q 2023). Net loss: JP¥449.2m (loss narrowed 54% from 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.공시 • Mar 14Ya-Man Ltd. Revises Dividend Guidance for the Fiscal Year Ending April 30, 2024Ya-Man Ltd. revised dividend guidance for the fiscal year ending April 30, 2024. For the year-end, company expects dividend of JPY 4.75 per share compared to JPY 4.25 per share a year ago.공시 • Jan 28Ya-Man Ltd. to Report Q3, 2024 Results on Mar 14, 2024Ya-Man Ltd. announced that they will report Q3, 2024 results on Mar 14, 2024Major Estimate Revision • Jan 10Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.3b to JP¥35.3b. EPS estimate also fell from JP¥61.87 per share to JP¥48.31 per share. Net income forecast to grow 179% next year vs 11% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥919 unchanged from last update. Share price rose 3.5% to JP¥1,041 over the past week.New Risk • Dec 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 16Second quarter 2024 earnings released: EPS: JP¥8.47 (vs JP¥57.45 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.47 (down from JP¥57.45 in 2Q 2023). Revenue: JP¥9.17b (down 38% from 2Q 2023). Net income: JP¥465.8m (down 85% from 2Q 2023). Profit margin: 5.1% (down from 21% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Major Estimate Revision • Dec 14Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥44.3b to JP¥39.8b. EPS estimate fell from JP¥78.90 to JP¥68.10 per share. Net income forecast to grow 3.9% next year vs 11% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥990 unchanged from last update. Share price fell 11% to JP¥915 over the past week.공시 • Dec 13+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2024Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 45,000 million, operating profit of JPY 6,500 million, profit attributable to owners of parent of JPY 4,350 million and net income per share of JPY 79.06.Buying Opportunity • Nov 30Now 21% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be JP¥1,341, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.Upcoming Dividend • Oct 23Upcoming dividend of JP¥4.25 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 13% and the cash payout ratio is 94%. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.9%).공시 • Sep 22Ya-Man Ltd. to Report Q2, 2024 Results on Dec 13, 2023Ya-Man Ltd. announced that they will report Q2, 2024 results on Dec 13, 2023공시 • Sep 15Ya-Man Ltd. Announces Dividend Guidance for Second Quarter and Full Year of Fiscal Year Ending April 30, 2024Ya-Man Ltd. announced dividend guidance for second quarter and full year of fiscal year ending April 30, 2024. For the quarter, the company expects to pay the dividend of JPY 4.25 per share.For the year, the company expects to pay the dividend of JPY 4.25 per share.Reported Earnings • Aug 02Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥71.12 (down from JP¥102 in FY 2022). Revenue: JP¥43.0b (up 5.0% from FY 2022). Net income: JP¥3.91b (down 30% from FY 2022). Profit margin: 9.1% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Jun 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 36% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (9.1% net profit margin).Reported Earnings • Jun 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥71.12 (down from JP¥102 in FY 2022). Revenue: JP¥43.0b (up 5.0% from FY 2022). Net income: JP¥3.91b (down 30% from FY 2022). Profit margin: 9.1% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Jun 14+ 3 more updatesYa-Man Ltd. Declares Special Dividend for the Fiscal Year Ended April 30, 2023, Payable on July 28, 2023Ya-Man Ltd. declared a special dividend of JPY 4.50 per share for the fiscal year ended April 30, 2023, payable on July 28, 2023.공시 • Jun 13Ya-Man Ltd., Annual General Meeting, Jul 27, 2023Ya-Man Ltd., Annual General Meeting, Jul 27, 2023.Upcoming Dividend • Apr 20Upcoming dividend of JP¥8.75 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).Reported Earnings • Mar 15Third quarter 2023 earnings released: JP¥17.59 loss per share (vs JP¥26.68 profit in 3Q 2022)Third quarter 2023 results: JP¥17.59 loss per share (down from JP¥26.68 profit in 3Q 2022). Revenue: JP¥8.82b (down 18% from 3Q 2022). Net loss: JP¥968.0m (down 166% from profit in 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products 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 19% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 15Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥47.1b to JP¥43.8b. EPS estimate also fell from JP¥114 per share to JP¥78.72 per share. Net income forecast to shrink 31% next year vs 2.7% growth forecast for Personal Products industry in Japan . Consensus price target down from JP¥1,700 to JP¥1,383. Share price fell 28% to JP¥1,067 over the past week.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥1,067, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 29x in the Personal Products industry in Japan. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,101 per share.Buying Opportunity • Mar 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥1,730, 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 47%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 2.3% in the next 2 years.공시 • Jan 07Ya-Man Ltd. to Report Q3, 2023 Results on Mar 14, 2023Ya-Man Ltd. announced that they will report Q3, 2023 results on Mar 14, 2023Reported Earnings • Dec 15Second quarter 2023 earnings released: EPS: JP¥57.45 (vs JP¥14.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.45 (up from JP¥14.09 in 2Q 2022). Revenue: JP¥14.9b (up 45% from 2Q 2022). Net income: JP¥3.16b (up 308% from 2Q 2022). Profit margin: 21% (up from 7.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공시 • Dec 14+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2023Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2023. For the period, the company expects Net sales of JPY 50,000 million, Operating profit of JPY 10,000 million, Profit attributable to owners of parent of JPY 6,652 million and Net income per share of JPY 120.90.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,526, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 30x in the Personal Products industry in Japan. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,942 per share.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,308, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Personal Products industry in Japan. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,142 per share.공시 • Nov 16+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2023Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2023. For the year, the company expects net sales of JPY 50,000 million, operating profit of JPY 10,000 million, profit attributable to owners of parent of JPY 6,652 million and net income per share of JPY 120.90.Price Target Changed • Nov 16Price target increased to JP¥1,700Up from JP¥1,500, the current price target is an average from 2 analysts. New target price is 54% above last closing price of JP¥1,106. Stock is down 3.5% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥102 last year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. No independent directors (8 non-independent directors). External Director Michiko Shigeno 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.Upcoming Dividend • Oct 21Upcoming dividend of JP¥4.25 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 05 January 2023. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).공시 • Oct 02Ya-Man Ltd. to Report Q2, 2023 Results on Dec 13, 2022Ya-Man Ltd. announced that they will report Q2, 2023 results on Dec 13, 2022Reported Earnings • Sep 15First quarter 2023 earnings released: EPS: JP¥25.11 (vs JP¥36.73 in 1Q 2022)First quarter 2023 results: EPS: JP¥25.11 (down from JP¥36.73 in 1Q 2022). Revenue: JP¥11.7b (up 9.9% from 1Q 2022). Net income: JP¥1.38b (down 32% from 1Q 2022). Profit margin: 12% (down from 19% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products 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 24% per year, which means it is significantly lagging earnings growth.공시 • Sep 13+ 1 more updateYa-Man Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending April 30 2023 and Full Year Ending April 30 2023Ya-Man Ltd. provided dividend guidance for the second quarter of fiscal year ending April 30 2023 and full year ending April 30 2023. For the second quarter, the company expects a dividend of ¥4.25 per share against ¥2.00 per share paid a year ago.For the full year ending April 30 2023, the company expects a dividend of ¥4.25 per share against ¥2.00 per share paid a year ago.Reported Earnings • Aug 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥102 (up from JP¥67.74 in FY 2021). Revenue: JP¥40.9b (up 12% from FY 2021). Net income: JP¥5.59b (up 50% from FY 2021). Profit margin: 14% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 15%, compared to a 4.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jul 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥99.55 to JP¥110. Revenue forecast unchanged at JP¥46.9b. Net income forecast to grow 8.0% next year vs 2.4% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥1,700 unchanged from last update. Share price fell 6.1% to JP¥1,569 over the past week.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 28% share price gain to JP¥1,581, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,696 per share.공시 • Jun 16Ya-Man Ltd., Annual General Meeting, Jul 28, 2022Ya-Man Ltd., Annual General Meeting, Jul 28, 2022.Reported Earnings • Jun 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥102 (up from JP¥67.74 in FY 2021). Revenue: JP¥40.9b (up 12% from FY 2021). Net income: JP¥5.59b (up 50% from FY 2021). Profit margin: 14% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 13%, compared to a 4.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,243, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Personal Products industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,046 per share.Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,800, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥1,214. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥84.83 for next year compared to JP¥67.74 last year.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. 3 experienced directors. 8 highly experienced directors. No independent directors (8 non-independent directors). External Director Michiko Shigeno 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.Upcoming Dividend • Apr 20Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 27 April 2022. Payment date: 30 July 2022. Payout ratio is a comfortable 4.3% but the company is paying out more than the cash it is generating. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.8%).공시 • Apr 08Ya-Man Ltd. to Report Fiscal Year 2022 Results on Jun 14, 2022Ya-Man Ltd. announced that they will report fiscal year 2022 results on Jun 14, 2022Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥1,123, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Personal Products industry in Japan. Total loss to shareholders of 3.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,962 per share.주주 수익률6630JP Personal ProductsJP 시장7D0.3%2.3%1.9%1Y-15.9%3.0%41.5%전체 주주 수익률 보기수익률 대 산업: 6630은 지난 1년 동안 3%의 수익을 기록한 JP Personal Products 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 6630은 지난 1년 동안 41.5%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 6630's price volatile compared to industry and market?6630 volatility6630 Average Weekly Movement4.5%Personal Products Industry Average Movement4.0%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 6630는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 6630의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1978420Kimiyo Yamazakiwww.ya-man.co.jp는 일본 및 국제적으로 미용 및 건강 장비의 연구, 개발, 제조, 수입, 수출 및 판매에 종사하고 있습니다. 이 회사는 얼굴, 바디, 헤어, 화장품 제품을 제공합니다. 화장품과 반도체 검사 장비를 수입 및 판매하고 생활용품도 판매합니다.더 보기Ya-Man Ltd. 기초 지표 요약Ya-Man의 순이익과 매출은 시가총액과 어떻게 비교됩니까?6630 기초 통계시가총액JP¥39.73b순이익 (TTM)-JP¥1.80b매출 (TTM)JP¥25.87b1.5x주가매출비율(P/S)-22.1x주가수익비율(P/E)6630는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표6630 손익계산서 (TTM)매출JP¥25.87b매출원가JP¥11.56b총이익JP¥14.31b기타 비용JP¥16.11b순이익-JP¥1.80b최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)-32.63총이익률55.32%순이익률-6.94%부채/자본 비율0.4%6630의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.2%현재 배당 수익률-41%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/30 00:52종가2026/05/29 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ya-Man Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullChina International Capital Corporation LimitedRudi WeiChina International Capital Corporation LimitedAya HaraHaitong International Research Limited2명의 분석가 더 보기
공시 • May 09Ya-Man Ltd. to Report Q1, 2026 Results on May 15, 2026Ya-Man Ltd. announced that they will report Q1, 2026 results on May 15, 2026
분석 기사 • Apr 07News Flash: Analysts Just Made A Meaningful Upgrade To Their Ya-Man Ltd. (TSE:6630) ForecastsYa-Man Ltd. ( TSE:6630 ) shareholders will have a reason to smile today, with the covering analyst making substantial...
Reported Earnings • Feb 18Full year 2025 earnings released: JP¥32.63 loss per share (vs JP¥6.60 profit in FY 2024)Full year 2025 results: JP¥32.63 loss per share (down from JP¥6.60 profit in FY 2024). Revenue: JP¥25.9b (up 1.6% from FY 2024). Net loss: JP¥1.80b (down JP¥2.16b from profit in FY 2024). Revenue is expected to decline by 4.9% p.a. on average during the next 2 years, while revenues in the Personal Products industry in Japan are expected to grow by 3.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
공시 • Feb 14+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales to be JPY 27,500 million, Operating profit to be JPY 450 million, Profit attributable to owners of parent to be JPY 350 million, Net income per share to be JPY 6.36.
공시 • Feb 13Ya-Man Ltd., Annual General Meeting, Mar 27, 2026Ya-Man Ltd., Annual General Meeting, Mar 27, 2026.
Reported Earnings • Dec 13Second quarter 2026 earnings released: JP¥5.80 loss per share (vs JP¥1.64 profit in 2Q 2025)Second quarter 2026 results: JP¥5.80 loss per share (down from JP¥1.64 profit in 2Q 2025). Revenue: JP¥6.82b (down 2.1% from 2Q 2025). Net loss: JP¥319.0m (down 454% from profit in 2Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
공시 • May 09Ya-Man Ltd. to Report Q1, 2026 Results on May 15, 2026Ya-Man Ltd. announced that they will report Q1, 2026 results on May 15, 2026
분석 기사 • Apr 07News Flash: Analysts Just Made A Meaningful Upgrade To Their Ya-Man Ltd. (TSE:6630) ForecastsYa-Man Ltd. ( TSE:6630 ) shareholders will have a reason to smile today, with the covering analyst making substantial...
Reported Earnings • Feb 18Full year 2025 earnings released: JP¥32.63 loss per share (vs JP¥6.60 profit in FY 2024)Full year 2025 results: JP¥32.63 loss per share (down from JP¥6.60 profit in FY 2024). Revenue: JP¥25.9b (up 1.6% from FY 2024). Net loss: JP¥1.80b (down JP¥2.16b from profit in FY 2024). Revenue is expected to decline by 4.9% p.a. on average during the next 2 years, while revenues in the Personal Products industry in Japan are expected to grow by 3.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
공시 • Feb 14+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales to be JPY 27,500 million, Operating profit to be JPY 450 million, Profit attributable to owners of parent to be JPY 350 million, Net income per share to be JPY 6.36.
공시 • Feb 13Ya-Man Ltd., Annual General Meeting, Mar 27, 2026Ya-Man Ltd., Annual General Meeting, Mar 27, 2026.
Reported Earnings • Dec 13Second quarter 2026 earnings released: JP¥5.80 loss per share (vs JP¥1.64 profit in 2Q 2025)Second quarter 2026 results: JP¥5.80 loss per share (down from JP¥1.64 profit in 2Q 2025). Revenue: JP¥6.82b (down 2.1% from 2Q 2025). Net loss: JP¥319.0m (down 454% from profit in 2Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
공시 • Dec 03Ya-Man Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Ya-Man Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026
Upcoming Dividend • Oct 23Upcoming dividend of JP¥4.25 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 07 January 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.2%).
Reported Earnings • Sep 15First quarter 2026 earnings released: JP¥15.94 loss per share (vs JP¥1.53 loss in 1Q 2025)First quarter 2026 results: JP¥15.94 loss per share (further deteriorated from JP¥1.53 loss in 1Q 2025). Revenue: JP¥4.69b (down 18% from 1Q 2025). Net loss: JP¥877.0m (loss widened JP¥793.0m from 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
분석 기사 • Aug 20Ya-Man (TSE:6630) Has Affirmed Its Dividend Of ¥4.25The board of Ya-Man Ltd. ( TSE:6630 ) has announced that it will pay a dividend of ¥4.25 per share on the 7th of...
Declared Dividend • Aug 20Final dividend of JP¥4.25 announcedDividend of JP¥4.25 is the same as last year. Ex-date: 30th October 2025 Payment date: 7th January 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 34% over the next 3 years. Since a fall of 22% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
공시 • Aug 02+ 1 more updateYa-Man Ltd. to Report Q2, 2026 Results on Dec 12, 2025Ya-Man Ltd. announced that they will report Q2, 2026 results on Dec 12, 2025
공시 • Jun 25Ya-Man Ltd. Announces Retirement of Directors and Audit & Supervisory Board Members, Effective July 25, 2025YA-MAN LTD. announced that the Board of Directors resolved at its meeting held on June 25, 2025, on the candidates for Director after the transition to a company with an Audit and Supervisory Committee, which it will propose to the 51st Annual General Meeting of Shareholders scheduled to be held on July 25, 2025. Retiring Directors and Audit & Supervisory Board Members include Shota Toda, Director, General Manager of Sales Division and General Manager of Whole Sale Department for TV shopping and Mail-Order; Jun Takada, Director, General Manager of Development Division, General Manager of Quality Management Department and General Manager of Production Engineering Department; Takeshi Kurihara, Director (Outside); Kazuaki Oshiumi, Audit & Supervisory Board Member (Outside); and Tomoko Kawamoto, Audit & Supervisory Board Member (Outside). Mr. Shota Toda and Mr. Jun Takada will retire from their positions as Directors at the conclusion of the 51st Annual General Meeting of Shareholders following the transition to a company with an Audit and Supervisory Committee. However, they are scheduled to be appointed as Executive Officers at the meeting of the Board of Directors to be held after the conclusion of that General Meeting of Shareholders.
분석 기사 • Jun 20Ya-Man (TSE:6630) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Ya-Man Ltd. ( TSE:6630 ) were solid, but the stock didn't move as much as we expected...
New Risk • Jun 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Jun 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥12.83 (up from JP¥7.23 in FY 2024). Revenue: JP¥25.0b (down 22% from FY 2024). Net income: JP¥706.0m (up 77% from FY 2024). Profit margin: 2.8% (up from 1.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
공시 • Jun 13+ 2 more updatesYa-Man Ltd., Annual General Meeting, Jul 25, 2025Ya-Man Ltd., Annual General Meeting, Jul 25, 2025.
Upcoming Dividend • Apr 21Upcoming dividend of JP¥4.75 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 29 July 2025. The company is paying out more than 100% of its profits and is paying out 93% of its cash flow. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.4%).
Major Estimate Revision • Apr 19Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥30.9b to JP¥25.0b. EPS estimate fell from JP¥36.32 to JP¥19.80 per share. Net income forecast to grow 261% next year vs 3.8% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥989 unchanged from last update. Share price was steady at JP¥918 over the past week.
New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.1% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).
Buy Or Sell Opportunity • Apr 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥876. The fair value is estimated to be JP¥700, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 214% in the next 2 years.
공시 • Apr 01Ya-Man Ltd. to Report Fiscal Year 2025 Results on Jun 13, 2025Ya-Man Ltd. announced that they will report fiscal year 2025 results on Jun 13, 2025
Reported Earnings • Mar 15Third quarter 2025 earnings released: EPS: JP¥20.32 (vs JP¥8.16 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.32 (up from JP¥8.16 loss in 3Q 2024). Revenue: JP¥6.32b (down 7.2% from 3Q 2024). Net income: JP¥1.12b (up JP¥1.57b from 3Q 2024). Profit margin: 18% (up from net loss in 3Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
분석 기사 • Mar 14Ya-Man's (TSE:6630) Dividend Will Be ¥4.75Ya-Man Ltd. ( TSE:6630 ) has announced that it will pay a dividend of ¥4.75 per share on the 29th of July. This means...
분석 기사 • Jan 29Ya-Man (TSE:6630) Has Affirmed Its Dividend Of ¥4.75Ya-Man Ltd.'s ( TSE:6630 ) investors are due to receive a payment of ¥4.75 per share on 29th of July. The dividend...
공시 • Jan 29An undisclosed buyer completed the acquisition of 35% stake in MACHERIE BEAUTY TECHNOLOGY CO., LTD. from Ya-Man Ltd. (TSE:6630).An undisclosed buyer signed a letter of intent to acquire 35% stake in MACHERIE BEAUTY TECHNOLOGY CO., LTD. from Ya-Man Ltd. (TSE:6630) on November 23, 2024. An undisclosed buyer completed the acquisition of 35% stake in MACHERIE BEAUTY TECHNOLOGY CO., LTD. from Ya-Man Ltd. (TSE:6630) on January 27, 2025.
분석 기사 • Jan 08Ya-Man (TSE:6630) Has Announced A Dividend Of ¥4.75The board of Ya-Man Ltd. ( TSE:6630 ) has announced that it will pay a dividend of ¥4.75 per share on the 29th of July...
Declared Dividend • Jan 08First half dividend of JP¥4.75 announcedDividend of JP¥4.75 is the same as last year. Ex-date: 28th April 2025 Payment date: 29th July 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • Dec 15Second quarter 2025 earnings released: EPS: JP¥1.64 (vs JP¥8.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.64 (down from JP¥8.47 in 2Q 2024). Revenue: JP¥6.97b (down 24% from 2Q 2024). Net income: JP¥90.0m (down 81% from 2Q 2024). Profit margin: 1.3% (down from 5.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Nov 18Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to JP¥757. The fair value is estimated to be JP¥629, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥4.25 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 06 January 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).
공시 • Sep 28Ya-Man Ltd. to Report Q3, 2025 Results on Mar 14, 2025Ya-Man Ltd. announced that they will report Q3, 2025 results on Mar 14, 2025
Reported Earnings • Sep 15First quarter 2025 earnings released: JP¥1.53 loss per share (vs JP¥20.76 profit in 1Q 2024)First quarter 2025 results: JP¥1.53 loss per share (down from JP¥20.76 profit in 1Q 2024). Revenue: JP¥5.75b (down 40% from 1Q 2024). Net loss: JP¥84.0m (down 107% from profit in 1Q 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
공시 • Jul 21+ 1 more updateYa-Man Ltd. to Report Q1, 2025 Results on Sep 13, 2024Ya-Man Ltd. announced that they will report Q1, 2025 results on Sep 13, 2024
Buy Or Sell Opportunity • Jul 01Now 13% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥826. The fair value is estimated to be JP¥728, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.
Buy Or Sell Opportunity • Jun 24Now 22% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥829. The fair value is estimated to be JP¥679, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.
Reported Earnings • Jun 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥7.23 (down from JP¥71.12 in FY 2023). Revenue: JP¥32.0b (down 26% from FY 2023). Net income: JP¥398.0m (down 90% from FY 2023). Profit margin: 1.2% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jun 15Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥30.78 to JP¥25.70. Revenue forecast unchanged from JP¥32.5b at last update. Net income forecast to shrink 13% next year vs 9.2% growth forecast for Personal Products industry in Japan . Consensus price target of JP¥919 unchanged from last update. Share price was steady at JP¥956 over the past week.
공시 • Jun 15Ya-Man Ltd., Annual General Meeting, Jul 26, 2024Ya-Man Ltd., Annual General Meeting, Jul 26, 2024.
Upcoming Dividend • Apr 19Upcoming dividend of JP¥4.75 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 29 July 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
공시 • Apr 02Ya-Man Ltd. to Report Fiscal Year 2024 Results on Jun 14, 2024Ya-Man Ltd. announced that they will report fiscal year 2024 results on Jun 14, 2024
분석 기사 • Mar 18Earnings Report: Ya-Man Ltd. Missed Revenue Estimates By 21%The third-quarter results for Ya-Man Ltd. ( TSE:6630 ) were released last week, making it a good time to revisit its...
Reported Earnings • Mar 15Third quarter 2024 earnings released: JP¥8.16 loss per share (vs JP¥17.59 loss in 3Q 2023)Third quarter 2024 results: JP¥8.16 loss per share (improved from JP¥17.59 loss in 3Q 2023). Revenue: JP¥6.80b (down 23% from 3Q 2023). Net loss: JP¥449.2m (loss narrowed 54% from 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.
공시 • Mar 14Ya-Man Ltd. Revises Dividend Guidance for the Fiscal Year Ending April 30, 2024Ya-Man Ltd. revised dividend guidance for the fiscal year ending April 30, 2024. For the year-end, company expects dividend of JPY 4.75 per share compared to JPY 4.25 per share a year ago.
공시 • Jan 28Ya-Man Ltd. to Report Q3, 2024 Results on Mar 14, 2024Ya-Man Ltd. announced that they will report Q3, 2024 results on Mar 14, 2024
Major Estimate Revision • Jan 10Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥38.3b to JP¥35.3b. EPS estimate also fell from JP¥61.87 per share to JP¥48.31 per share. Net income forecast to grow 179% next year vs 11% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥919 unchanged from last update. Share price rose 3.5% to JP¥1,041 over the past week.
New Risk • Dec 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 16Second quarter 2024 earnings released: EPS: JP¥8.47 (vs JP¥57.45 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.47 (down from JP¥57.45 in 2Q 2023). Revenue: JP¥9.17b (down 38% from 2Q 2023). Net income: JP¥465.8m (down 85% from 2Q 2023). Profit margin: 5.1% (down from 21% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Dec 14Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥44.3b to JP¥39.8b. EPS estimate fell from JP¥78.90 to JP¥68.10 per share. Net income forecast to grow 3.9% next year vs 11% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥990 unchanged from last update. Share price fell 11% to JP¥915 over the past week.
공시 • Dec 13+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2024Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2024. For the period, the company expects net sales of JPY 45,000 million, operating profit of JPY 6,500 million, profit attributable to owners of parent of JPY 4,350 million and net income per share of JPY 79.06.
Buying Opportunity • Nov 30Now 21% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be JP¥1,341, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥4.25 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 13% and the cash payout ratio is 94%. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.9%).
공시 • Sep 22Ya-Man Ltd. to Report Q2, 2024 Results on Dec 13, 2023Ya-Man Ltd. announced that they will report Q2, 2024 results on Dec 13, 2023
공시 • Sep 15Ya-Man Ltd. Announces Dividend Guidance for Second Quarter and Full Year of Fiscal Year Ending April 30, 2024Ya-Man Ltd. announced dividend guidance for second quarter and full year of fiscal year ending April 30, 2024. For the quarter, the company expects to pay the dividend of JPY 4.25 per share.For the year, the company expects to pay the dividend of JPY 4.25 per share.
Reported Earnings • Aug 02Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥71.12 (down from JP¥102 in FY 2022). Revenue: JP¥43.0b (up 5.0% from FY 2022). Net income: JP¥3.91b (down 30% from FY 2022). Profit margin: 9.1% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Jun 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 36% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (9.1% net profit margin).
Reported Earnings • Jun 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥71.12 (down from JP¥102 in FY 2022). Revenue: JP¥43.0b (up 5.0% from FY 2022). Net income: JP¥3.91b (down 30% from FY 2022). Profit margin: 9.1% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Jun 14+ 3 more updatesYa-Man Ltd. Declares Special Dividend for the Fiscal Year Ended April 30, 2023, Payable on July 28, 2023Ya-Man Ltd. declared a special dividend of JPY 4.50 per share for the fiscal year ended April 30, 2023, payable on July 28, 2023.
공시 • Jun 13Ya-Man Ltd., Annual General Meeting, Jul 27, 2023Ya-Man Ltd., Annual General Meeting, Jul 27, 2023.
Upcoming Dividend • Apr 20Upcoming dividend of JP¥8.75 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).
Reported Earnings • Mar 15Third quarter 2023 earnings released: JP¥17.59 loss per share (vs JP¥26.68 profit in 3Q 2022)Third quarter 2023 results: JP¥17.59 loss per share (down from JP¥26.68 profit in 3Q 2022). Revenue: JP¥8.82b (down 18% from 3Q 2022). Net loss: JP¥968.0m (down 166% from profit in 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products 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 19% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 15Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥47.1b to JP¥43.8b. EPS estimate also fell from JP¥114 per share to JP¥78.72 per share. Net income forecast to shrink 31% next year vs 2.7% growth forecast for Personal Products industry in Japan . Consensus price target down from JP¥1,700 to JP¥1,383. Share price fell 28% to JP¥1,067 over the past week.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥1,067, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 29x in the Personal Products industry in Japan. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,101 per share.
Buying Opportunity • Mar 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥1,730, 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 47%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 2.3% in the next 2 years.
공시 • Jan 07Ya-Man Ltd. to Report Q3, 2023 Results on Mar 14, 2023Ya-Man Ltd. announced that they will report Q3, 2023 results on Mar 14, 2023
Reported Earnings • Dec 15Second quarter 2023 earnings released: EPS: JP¥57.45 (vs JP¥14.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.45 (up from JP¥14.09 in 2Q 2022). Revenue: JP¥14.9b (up 45% from 2Q 2022). Net income: JP¥3.16b (up 308% from 2Q 2022). Profit margin: 21% (up from 7.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공시 • Dec 14+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2023Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2023. For the period, the company expects Net sales of JPY 50,000 million, Operating profit of JPY 10,000 million, Profit attributable to owners of parent of JPY 6,652 million and Net income per share of JPY 120.90.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,526, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 30x in the Personal Products industry in Japan. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,942 per share.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,308, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Personal Products industry in Japan. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,142 per share.
공시 • Nov 16+ 1 more updateYa-Man Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending April 30, 2023Ya-Man Ltd. provided consolidated earnings guidance for the fiscal year ending April 30, 2023. For the year, the company expects net sales of JPY 50,000 million, operating profit of JPY 10,000 million, profit attributable to owners of parent of JPY 6,652 million and net income per share of JPY 120.90.
Price Target Changed • Nov 16Price target increased to JP¥1,700Up from JP¥1,500, the current price target is an average from 2 analysts. New target price is 54% above last closing price of JP¥1,106. Stock is down 3.5% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥102 last year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. No independent directors (8 non-independent directors). External Director Michiko Shigeno 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.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥4.25 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 05 January 2023. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
공시 • Oct 02Ya-Man Ltd. to Report Q2, 2023 Results on Dec 13, 2022Ya-Man Ltd. announced that they will report Q2, 2023 results on Dec 13, 2022
Reported Earnings • Sep 15First quarter 2023 earnings released: EPS: JP¥25.11 (vs JP¥36.73 in 1Q 2022)First quarter 2023 results: EPS: JP¥25.11 (down from JP¥36.73 in 1Q 2022). Revenue: JP¥11.7b (up 9.9% from 1Q 2022). Net income: JP¥1.38b (down 32% from 1Q 2022). Profit margin: 12% (down from 19% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products 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 24% per year, which means it is significantly lagging earnings growth.
공시 • Sep 13+ 1 more updateYa-Man Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending April 30 2023 and Full Year Ending April 30 2023Ya-Man Ltd. provided dividend guidance for the second quarter of fiscal year ending April 30 2023 and full year ending April 30 2023. For the second quarter, the company expects a dividend of ¥4.25 per share against ¥2.00 per share paid a year ago.For the full year ending April 30 2023, the company expects a dividend of ¥4.25 per share against ¥2.00 per share paid a year ago.
Reported Earnings • Aug 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥102 (up from JP¥67.74 in FY 2021). Revenue: JP¥40.9b (up 12% from FY 2021). Net income: JP¥5.59b (up 50% from FY 2021). Profit margin: 14% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 15%, compared to a 4.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jul 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥99.55 to JP¥110. Revenue forecast unchanged at JP¥46.9b. Net income forecast to grow 8.0% next year vs 2.4% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥1,700 unchanged from last update. Share price fell 6.1% to JP¥1,569 over the past week.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 28% share price gain to JP¥1,581, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,696 per share.
공시 • Jun 16Ya-Man Ltd., Annual General Meeting, Jul 28, 2022Ya-Man Ltd., Annual General Meeting, Jul 28, 2022.
Reported Earnings • Jun 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥102 (up from JP¥67.74 in FY 2021). Revenue: JP¥40.9b (up 12% from FY 2021). Net income: JP¥5.59b (up 50% from FY 2021). Profit margin: 14% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 13%, compared to a 4.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,243, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Personal Products industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,046 per share.
Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,800, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥1,214. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥84.83 for next year compared to JP¥67.74 last year.
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. 3 experienced directors. 8 highly experienced directors. No independent directors (8 non-independent directors). External Director Michiko Shigeno 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.
Upcoming Dividend • Apr 20Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 27 April 2022. Payment date: 30 July 2022. Payout ratio is a comfortable 4.3% but the company is paying out more than the cash it is generating. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.8%).
공시 • Apr 08Ya-Man Ltd. to Report Fiscal Year 2022 Results on Jun 14, 2022Ya-Man Ltd. announced that they will report fiscal year 2022 results on Jun 14, 2022
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥1,123, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Personal Products industry in Japan. Total loss to shareholders of 3.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,962 per share.
