View Future GrowthDaio Paper 과거 순이익 실적과거 기준 점검 2/6Daio Paper의 수입은 연평균 -34%의 비율로 감소해 온 반면, Forestry 산업은 수입이 연평균 5.7% 감소했습니다. 매출은 연평균 2.9%의 비율로 증가해 왔습니다. Daio Paper의 자기자본이익률은 4.4%이고 순이익률은 1.3%입니다.핵심 정보-33.99%순이익 성장률-34.30%주당순이익(EPS) 성장률Forestry 산업 성장률13.14%매출 성장률2.87%자기자본이익률4.40%순이익률1.33%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥53.73 (up from JP¥67.29 loss in FY 2025). Revenue: JP¥666.8b (flat on FY 2025). Net income: JP¥8.89b (up JP¥20.1b from FY 2025). Profit margin: 1.3% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • May 09Daio Paper Corporation to Report Fiscal Year 2026 Results on May 15, 2026Daio Paper Corporation announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.65 (vs JP¥16.91 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.65 (up from JP¥16.91 loss in 3Q 2025). Revenue: JP¥173.7b (up 3.0% from 3Q 2025). Net income: JP¥4.44b (up JP¥7.25b from 3Q 2025). Profit margin: 2.6% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Dec 02Daio Paper Corporation to Report Q3, 2026 Results on Feb 13, 2026Daio Paper Corporation announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥24.33 (vs JP¥14.33 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.33 (up from JP¥14.33 loss in 2Q 2025). Revenue: JP¥161.1b (down 3.7% from 2Q 2025). Net income: JP¥4.05b (up JP¥6.43b from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Sep 03Daio Paper Corporation to Report Q2, 2026 Results on Nov 14, 2025Daio Paper Corporation announced that they will report Q2, 2026 results on Nov 14, 2025모든 업데이트 보기Recent updatesReported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥53.73 (up from JP¥67.29 loss in FY 2025). Revenue: JP¥666.8b (flat on FY 2025). Net income: JP¥8.89b (up JP¥20.1b from FY 2025). Profit margin: 1.3% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • May 15Daio Paper Corporation, Annual General Meeting, Jun 29, 2026Daio Paper Corporation, Annual General Meeting, Jun 29, 2026.공시 • May 09Daio Paper Corporation to Report Fiscal Year 2026 Results on May 15, 2026Daio Paper Corporation announced that they will report fiscal year 2026 results on May 15, 2026공시 • Mar 27Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026. Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. on March 27, 2026.공시 • Mar 18+ 1 more updateDaio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.65 (vs JP¥16.91 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.65 (up from JP¥16.91 loss in 3Q 2025). Revenue: JP¥173.7b (up 3.0% from 3Q 2025). Net income: JP¥4.44b (up JP¥7.25b from 3Q 2025). Profit margin: 2.6% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 10Getting In Cheap On Daio Paper Corporation (TSE:3880) Is UnlikelyWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...분석 기사 • Jan 09Daio Paper Corporation (TSE:3880) Shares Could Be 29% Below Their Intrinsic Value EstimateKey Insights Daio Paper's estimated fair value is JP¥1,377 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Dec 03Daio Paper (TSE:3880) Has Announced A Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 29th of June...Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.공시 • Dec 02Daio Paper Corporation to Report Q3, 2026 Results on Feb 13, 2026Daio Paper Corporation announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥24.33 (vs JP¥14.33 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.33 (up from JP¥14.33 loss in 2Q 2025). Revenue: JP¥161.1b (down 3.7% from 2Q 2025). Net income: JP¥4.05b (up JP¥6.43b from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.분석 기사 • Oct 30Daio Paper Corporation's (TSE:3880) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Daio Paper Corporation's ( TSE:3880 ) price-to-sales (or "P/S") ratio of 0.2x seems...Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).분석 기사 • Sep 22Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 3rd of December, with...분석 기사 • Sep 03Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 3rd of...공시 • Sep 03Daio Paper Corporation to Report Q2, 2026 Results on Nov 14, 2025Daio Paper Corporation announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.01 (vs JP¥6.51 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥2.01 (up from JP¥6.51 loss in 1Q 2025). Revenue: JP¥158.2b (down 4.8% from 1Q 2025). Net income: JP¥335.0m (up JP¥1.42b from 1Q 2025). Profit margin: 0.2% (up from net loss in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.분석 기사 • Jul 24Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. The dividend yield is 1.7...분석 기사 • Jul 10Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. This means the annual payment...Declared Dividend • Jul 09Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.공시 • Jun 03Daio Paper Corporation to Report Q1, 2026 Results on Aug 08, 2025Daio Paper Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: JP¥67.29 loss per share (down from JP¥27.10 profit in FY 2024). Revenue: JP¥668.9b (flat on FY 2024). Net loss: JP¥11.2b (down 348% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 58%. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • May 15Daio Paper Corporation, Annual General Meeting, Jun 26, 2025Daio Paper Corporation, Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.7%).분석 기사 • Mar 15Daio Paper (TSE:3880) Will Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...공시 • Mar 08Daio Paper Corporation to Report Fiscal Year 2025 Results on May 15, 2025Daio Paper Corporation announced that they will report fiscal year 2025 results on May 15, 2025공시 • Mar 07Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880).Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880) on March 6, 2025. The expected completion of the transaction is June 11, 2025 to June 20, 2025.분석 기사 • Mar 01Daio Paper (TSE:3880) Is Due To Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥16.91 loss per share (vs JP¥11.48 loss in 3Q 2024)Third quarter 2025 results: JP¥16.91 loss per share (further deteriorated from JP¥11.48 loss in 3Q 2024). Revenue: JP¥168.6b (down 2.3% from 3Q 2024). Net loss: JP¥2.81b (loss widened 47% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.분석 기사 • Feb 14Daio Paper (TSE:3880) Will Pay A Dividend Of ¥9.00Daio Paper Corporation's ( TSE:3880 ) investors are due to receive a payment of ¥9.00 per share on 27th of June. This...공시 • Feb 14Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announced retirement of Yoichiro Yamakawa as Outside Audit & Supervisory Board member and retirement of Toshiki Yamagami. Current position: Managing Executive Officer President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.- New position President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.분석 기사 • Jan 01Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...분석 기사 • Dec 18Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥9.00 on the 27th of June. Based on this payment, the...분석 기사 • Dec 04Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...Declared Dividend • Dec 04First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (8% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.공시 • Dec 03Daio Paper Corporation to Report Q3, 2025 Results on Feb 14, 2025Daio Paper Corporation announced that they will report Q3, 2025 results on Feb 14, 2025분석 기사 • Nov 14Daio Paper (TSE:3880) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Sep 23Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).공시 • Aug 29Daio Paper Corporation to Report Q2, 2025 Results on Nov 14, 2024Daio Paper Corporation announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥6.51 loss per share (vs JP¥19.90 profit in 1Q 2024)First quarter 2025 results: JP¥6.51 loss per share (down from JP¥19.90 profit in 1Q 2024). Revenue: JP¥166.3b (up 2.6% from 1Q 2024). Net loss: JP¥1.08b (down 133% from profit in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 11Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.분석 기사 • Jun 09Risks Still Elevated At These Prices As Daio Paper Corporation (TSE:3880) Shares Dive 25%The Daio Paper Corporation ( TSE:3880 ) share price has fared very poorly over the last month, falling by a substantial...Price Target Changed • Jun 04Price target decreased by 15% to JP¥1,125Down from JP¥1,325, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥865. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥67.90 for next year compared to JP¥27.10 last year.Major Estimate Revision • Jun 04Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥665.8b to JP¥685.0b. EPS estimate increased from JP¥61.60 to JP¥67.90 per share. Net income forecast to grow 151% next year vs 35% growth forecast for Forestry industry in Japan. Consensus price target down from JP¥1,325 to JP¥1,125. Share price fell 6.2% to JP¥865 over the past week.Reported Earnings • May 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥27.10 (up from JP¥209 loss in FY 2023). Revenue: JP¥671.7b (up 3.9% from FY 2023). Net income: JP¥4.51b (up JP¥39.2b from FY 2023). Profit margin: 0.7% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 132%. Revenue is forecast to stay flat during the next 2 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.공시 • May 17Daio Paper Corporation, Annual General Meeting, Jun 26, 2024Daio Paper Corporation, Annual General Meeting, Jun 26, 2024.Buy Or Sell Opportunity • May 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥980. The fair value is estimated to be JP¥1,251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Meanwhile, the company became loss making.공시 • May 16+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the First Half and Full Year Ending March 31, 2025 and for the Full Year 2026Daio Paper Corporation provided consolidated earnings guidance for the first half and full year ending March 31, 2025 and for the full year 2026. For the first half, the company expects net sales of ¥335,000 million, operating profit of ¥3,000 million, loss attributable to owners of parent of ¥3,000 million and basic loss per share of ¥18.03.For the full year ending March 31, 2025, the company expects net sales of ¥700,000 million, operating profit of ¥15,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.For the full year 2026, the company expects net sales of ¥740.0 billion, operating profit of ¥30.0 billion.분석 기사 • Mar 29Daio Paper Corporation's (TSE:3880) Share Price Could Signal Some RiskWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.9%).분석 기사 • Mar 12Daio Paper (TSE:3880) Has Announced A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...공시 • Mar 02Daio Paper Corporation to Report Fiscal Year 2024 Results on May 15, 2024Daio Paper Corporation announced that they will report fiscal year 2024 results on May 15, 2024분석 기사 • Feb 27Daio Paper's (TSE:3880) Dividend Will Be ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 1st of July, with...Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥11.48 loss per share (vs JP¥94.77 loss in 3Q 2023)Third quarter 2024 results: JP¥11.48 loss per share (improved from JP¥94.77 loss in 3Q 2023). Revenue: JP¥172.5b (flat on 3Q 2023). Net loss: JP¥1.91b (loss narrowed 88% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.공시 • Feb 09+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Daio Paper Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of ¥670,000 million, operating profit of ¥14,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.Price Target Changed • Dec 23Price target decreased by 13% to JP¥1,167Down from JP¥1,343, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,137. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥8.28 next year compared to a net loss per share of JP¥209 last year.Price Target Changed • Dec 14Price target decreased by 10% to JP¥1,283Down from JP¥1,427, the current price target is an average from 3 analysts. New target price is 17% above last closing price of JP¥1,100. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of JP¥7.21 next year compared to a net loss per share of JP¥209 last year.Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥3.72 (vs JP¥58.20 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.72 (up from JP¥58.20 loss in 2Q 2023). Revenue: JP¥169.2b (up 4.9% from 2Q 2023). Net income: JP¥618.0m (up JP¥10.3b from 2Q 2023). Profit margin: 0.4% (up from net loss in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.공시 • Nov 11+ 1 more updateDaio Paper Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2024, Payable on December 5, 2023; Provides Dividend Guidance for the Year Ending March 31, 2024Daio Paper Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2024. For the quarter, the company announced dividend of JPY 7.00 against JPY 7.00 a year ago. Payable on December 5, 2023.For the year ending March 31, 2024, the company expects to pay dividend of JPY 9.00 against JPY 9.00 a year ago.Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥19.90 (vs JP¥8.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.90 (up from JP¥8.20 in 1Q 2023). Revenue: JP¥162.0b (up 10.0% from 1Q 2023). Net income: JP¥3.31b (up 143% from 1Q 2023). Profit margin: 2.0% (up from 0.9% in 1Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).Price Target Changed • Jul 25Price target increased by 7.9% to JP¥1,160Up from JP¥1,075, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,151. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥30.39 next year compared to a net loss per share of JP¥209 last year.공시 • May 26Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announces that have resolved at the Board of Directors meeting held on May 12, 2023, to make changes to Representative Directors, etc. and partial change to the announcement "Changes of Directors, etc." dated March 9, 2023. 1. Reasons for Change to the Announcement "Change of Directors, etc." New position Advisor (part-time) Name: Toshihiro Adachi. Current position: Executive Vice President and Representative Director Executive Vice President Responsible for Corporate Unit, Risk & Compliance and Sustainability; General Manager of Business Administration Division, Corporate Unit. 4. Change of Executive Officers (Dated June 29, 2023) (1) Change of Executive Officers: New position Executive Officer Deputy General Manager of Resources and Materials Procurement Division <Responsible for Procurement Planning Division and Overseas Resources Division> Name: Mikiro Shiramine, > Junichi Ikawa: Executive Officer general Manager of Accounting Department, Business Administration Division, Corporate Unit.Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: JP¥209 loss per share (down from JP¥143 profit in FY 2022). Revenue: JP¥646.2b (up 5.5% from FY 2022). Net loss: JP¥34.7b (down 246% from profit in FY 2022). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Major Estimate Revision • May 16Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥34.16 to JP¥40.01. Revenue forecast unchanged at JP¥725.0b. Net income forecast to grow 74% next year vs 19% growth forecast for Forestry industry in Japan. Consensus price target of JP¥1,075 unchanged from last update. Share price fell 6.8% to JP¥1,058 over the past week.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.7%).Major Estimate Revision • Mar 04Consensus EPS estimates fall by 37%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -JP¥175 to -JP¥240 per share. Revenue forecast of JP¥653.4b unchanged since last update. Forestry industry in Japan expected to see average net income growth of 17% next year. Consensus price target down from JP¥1,223 to JP¥1,148. Share price was steady at JP¥1,065 over the past week.Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥94.78 loss per share (vs JP¥33.49 profit in 3Q 2022)Third quarter 2023 results: JP¥94.78 loss per share (down from JP¥33.49 profit in 3Q 2022). Revenue: JP¥172.2b (up 14% from 3Q 2022). Net loss: JP¥15.7b (down 383% from profit in 3Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% 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.공시 • Feb 10+ 1 more updateDaio Paper Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2023Daio Paper Corporation provided year end dividend guidance for the year ending March 31, 2023. For the period, the company expected dividend of JPY 9.00 per share compared to JPY 12.00 per share paid a year ago.Major Estimate Revision • Jan 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥168 to -JP¥150 per share. Revenue forecast steady at JP¥654.5b. Forestry industry in Japan expected to see average net income growth of 15% next year. Consensus price target down from JP¥1,340 to JP¥1,223. Share price was steady at JP¥998 over the past week.Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥29.82 to -JP¥26.50 per share. Revenue forecast unchanged from JP¥659.8b at last update. Forestry industry in Japan expected to see average net income growth of 9.5% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price fell 4.9% to JP¥1,052 over the past week.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Naosuke Oda was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥58.20 loss per share (vs JP¥28.54 profit in 2Q 2022)Second quarter 2023 results: JP¥58.20 loss per share (down from JP¥28.54 profit in 2Q 2022). Revenue: JP¥161.4b (up 6.2% from 2Q 2022). Net loss: JP¥9.66b (down 304% from profit in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Oct 08Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -JP¥25.61 to -JP¥29.82 per share. Revenue forecast unchanged at JP¥660.7b. Forestry industry in Japan expected to see average net income growth of 21% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price was steady at JP¥1,178 over the past week.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and the cash payout ratio is 78%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).Major Estimate Revision • Sep 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥646.0b to JP¥655.6b. Now expected to report loss of -JP¥6.60 instead of JP¥31.41 per share profit. Forestry industry in Japan expected to see average net income decline 28% next year. Consensus price target down from JP¥1,655 to JP¥1,365. Share price was steady at JP¥1,208 over the past week.Price Target Changed • Sep 02Price target decreased to JP¥1,530Down from JP¥1,725, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥1,291. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥31.41 for next year compared to JP¥143 last year.공시 • Aug 28Daio Paper Corporation to Report Q3, 2023 Results on Feb 10, 2023Daio Paper Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥8.20 (vs JP¥40.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.20 (down from JP¥40.47 in 1Q 2022). Revenue: JP¥147.3b (up 1.6% from 1Q 2022). Net income: JP¥1.36b (down 80% from 1Q 2022). Profit margin: 0.9% (down from 4.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.3%, compared to a 6.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jul 09Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥51.43 to JP¥59.75. Revenue forecast steady at JP¥659.8b. Net income forecast to shrink 58% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,725 to JP¥1,655. Share price rose 2.3% to JP¥1,454 over the past week.Major Estimate Revision • Jun 16Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥646.0b to JP¥655.3b. EPS estimate increased from JP¥46.14 to JP¥51.43 per share. Net income forecast to shrink 64% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,725. Share price fell 4.2% to JP¥1,393 over the past week.Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥617.7b to JP¥646.0b. EPS estimate fell from JP¥129 to JP¥46.14 per share. Net income forecast to shrink 68% next year vs 20% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,998 to JP¥1,810. Share price rose 4.6% to JP¥1,438 over the past week.Price Target Changed • Jun 01Price target decreased to JP¥1,810Down from JP¥2,073, the current price target is an average from 4 analysts. New target price is 26% above last closing price of JP¥1,436. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥46.16 for next year compared to JP¥143 last year.Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥143 (up from JP¥139 in FY 2021). Revenue: JP¥612.3b (up 8.8% from FY 2021). Net income: JP¥23.7b (up 7.3% from FY 2021). Profit margin: 3.9% (in line with FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.4%, compared to a 3.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Haruko Ozeki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥2,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥33.49 (down from JP¥44.50 in 3Q 2021). Revenue: JP¥150.7b (flat on 3Q 2021). Net income: JP¥5.56b (down 25% from 3Q 2021). Profit margin: 3.7% (down from 4.9% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the next year, revenue is forecast to grow 1.6%, compared to a 2.1% 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 12% per year, which means it is significantly lagging earnings growth.매출 및 비용 세부 내역Daio Paper가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3880 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26666,7708,886134,857031 Dec 25659,6853,904133,708030 Sep 25654,620-3,345132,951030 Jun 25660,882-9,779134,378031 Mar 25668,912-11,197134,208031 Dec 24670,204-3,765132,819030 Sep 24674,110-2,886132,450030 Jun 24675,938116131,339031 Mar 24671,6884,507128,849031 Dec 23669,132-8,648126,714030 Sep 23668,762-22,478128,994030 Jun 23660,917-32,758130,026031 Mar 23646,213-34,705131,641031 Dec 22645,641-17,335134,070030 Sep 22624,1203,964127,900030 Jun 22614,67018,359126,644031 Mar 22612,31423,721124,105031 Dec 21597,97822,414125,517030 Sep 21598,21624,223128,090030 Jun 21587,17522,878126,990031 Mar 21562,92822,115122,706031 Dec 20555,30320,595117,792030 Sep 20539,40017,733113,350030 Jun 20536,61522,875108,916031 Mar 20546,43319,199109,677031 Dec 19540,45117,157107,351030 Sep 19544,82411,040107,649030 Jun 19535,5255,230103,771031 Mar 19533,8904,697104,255031 Dec 18535,6452,007105,970030 Sep 18536,2204,278106,942030 Jun 18535,3404,925110,118031 Mar 18531,3113,971110,312031 Dec 17518,1739,941106,638030 Sep 17501,37512,702102,929030 Jun 17488,43711,69699,395031 Mar 17477,14012,13695,600031 Dec 16471,55615,62093,124030 Sep 16472,63113,98991,484030 Jun 16474,68313,93590,989031 Mar 16474,07714,59489,821031 Dec 15472,34311,81089,068030 Sep 15466,04312,37488,193030 Jun 15459,94412,75186,2360양질의 수익: 3880는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 3880는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3880의 수익은 지난 5년 동안 연평균 34% 감소했습니다.성장 가속화: 3880는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: 3880는 지난해 흑자전환하여 지난 해 수익 성장률을 Forestry 업계(20.7%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 3880의 자본 수익률(4.4%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 14:06종가2026/05/25 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Daio Paper Corporation는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Akiko KuwaharaBofA Global ResearchJun KatoCLSANoritsugu HirakawaDaiwa Securities Co. Ltd.4명의 분석가 더 보기
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥53.73 (up from JP¥67.29 loss in FY 2025). Revenue: JP¥666.8b (flat on FY 2025). Net income: JP¥8.89b (up JP¥20.1b from FY 2025). Profit margin: 1.3% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • May 09Daio Paper Corporation to Report Fiscal Year 2026 Results on May 15, 2026Daio Paper Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.65 (vs JP¥16.91 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.65 (up from JP¥16.91 loss in 3Q 2025). Revenue: JP¥173.7b (up 3.0% from 3Q 2025). Net income: JP¥4.44b (up JP¥7.25b from 3Q 2025). Profit margin: 2.6% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Dec 02Daio Paper Corporation to Report Q3, 2026 Results on Feb 13, 2026Daio Paper Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥24.33 (vs JP¥14.33 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.33 (up from JP¥14.33 loss in 2Q 2025). Revenue: JP¥161.1b (down 3.7% from 2Q 2025). Net income: JP¥4.05b (up JP¥6.43b from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Sep 03Daio Paper Corporation to Report Q2, 2026 Results on Nov 14, 2025Daio Paper Corporation announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥53.73 (up from JP¥67.29 loss in FY 2025). Revenue: JP¥666.8b (flat on FY 2025). Net income: JP¥8.89b (up JP¥20.1b from FY 2025). Profit margin: 1.3% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • May 15Daio Paper Corporation, Annual General Meeting, Jun 29, 2026Daio Paper Corporation, Annual General Meeting, Jun 29, 2026.
공시 • May 09Daio Paper Corporation to Report Fiscal Year 2026 Results on May 15, 2026Daio Paper Corporation announced that they will report fiscal year 2026 results on May 15, 2026
공시 • Mar 27Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026. Daio Paper Corporation (TSE:3880) completed the acquisition of 16.24% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. on March 27, 2026.
공시 • Mar 18+ 1 more updateDaio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion.Daio Paper Corporation (TSE:3880) agreed to acquire an additional 16.23% stake in Hokuetsu Corporation (TSE:3865) from Daio Kaiun Co.,Ltd. and Misuga Kaiun Co., Ltd. for ¥26.3 billion on March 18, 2026. A cash consideration of ¥26.34 billion will be paid by Daio Paper Corporation. As part of consideration, ¥26.34 billion is paid towards common equity of Hokuetsu Corporation. Before completion, Daio Paper Corporation owns 1.35% stake in Hokuetsu Corporation. Upon completion, Daio Paper Corporation will own 17.58% stake in Hokuetsu Corporation. The expected completion of the transaction is March 27, 2026.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.65 (vs JP¥16.91 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.65 (up from JP¥16.91 loss in 3Q 2025). Revenue: JP¥173.7b (up 3.0% from 3Q 2025). Net income: JP¥4.44b (up JP¥7.25b from 3Q 2025). Profit margin: 2.6% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 10Getting In Cheap On Daio Paper Corporation (TSE:3880) Is UnlikelyWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...
분석 기사 • Jan 09Daio Paper Corporation (TSE:3880) Shares Could Be 29% Below Their Intrinsic Value EstimateKey Insights Daio Paper's estimated fair value is JP¥1,377 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 • Dec 03Daio Paper (TSE:3880) Has Announced A Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 29th of June...
Declared Dividend • Dec 03First half dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.
공시 • Dec 02Daio Paper Corporation to Report Q3, 2026 Results on Feb 13, 2026Daio Paper Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥24.33 (vs JP¥14.33 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.33 (up from JP¥14.33 loss in 2Q 2025). Revenue: JP¥161.1b (down 3.7% from 2Q 2025). Net income: JP¥4.05b (up JP¥6.43b from 2Q 2025). Profit margin: 2.5% (up from net loss in 2Q 2025). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
분석 기사 • Oct 30Daio Paper Corporation's (TSE:3880) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Daio Paper Corporation's ( TSE:3880 ) price-to-sales (or "P/S") ratio of 0.2x seems...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.3%).
분석 기사 • Sep 22Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 3rd of December, with...
분석 기사 • Sep 03Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥7.00Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥7.00 per share on the 3rd of...
공시 • Sep 03Daio Paper Corporation to Report Q2, 2026 Results on Nov 14, 2025Daio Paper Corporation announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.01 (vs JP¥6.51 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥2.01 (up from JP¥6.51 loss in 1Q 2025). Revenue: JP¥158.2b (down 4.8% from 1Q 2025). Net income: JP¥335.0m (up JP¥1.42b from 1Q 2025). Profit margin: 0.2% (up from net loss in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 24Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. The dividend yield is 1.7...
분석 기사 • Jul 10Daio Paper's (TSE:3880) Dividend Will Be ¥7.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥7.00 on the 3rd of December. This means the annual payment...
Declared Dividend • Jul 09Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time.
공시 • Jun 03Daio Paper Corporation to Report Q1, 2026 Results on Aug 08, 2025Daio Paper Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: JP¥67.29 loss per share (down from JP¥27.10 profit in FY 2024). Revenue: JP¥668.9b (flat on FY 2024). Net loss: JP¥11.2b (down 348% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 58%. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • May 15Daio Paper Corporation, Annual General Meeting, Jun 26, 2025Daio Paper Corporation, Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.7%).
분석 기사 • Mar 15Daio Paper (TSE:3880) Will Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...
공시 • Mar 08Daio Paper Corporation to Report Fiscal Year 2025 Results on May 15, 2025Daio Paper Corporation announced that they will report fiscal year 2025 results on May 15, 2025
공시 • Mar 07Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880).Evyap Holding A.S. agreed to acquire Elleair International Turkey Kisisel Bakim Ürünleri Üretim A.S. from Daio Paper Corporation (TSE:3880) on March 6, 2025. The expected completion of the transaction is June 11, 2025 to June 20, 2025.
분석 기사 • Mar 01Daio Paper (TSE:3880) Is Due To Pay A Dividend Of ¥7.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...
Reported Earnings • Feb 16Third quarter 2025 earnings released: JP¥16.91 loss per share (vs JP¥11.48 loss in 3Q 2024)Third quarter 2025 results: JP¥16.91 loss per share (further deteriorated from JP¥11.48 loss in 3Q 2024). Revenue: JP¥168.6b (down 2.3% from 3Q 2024). Net loss: JP¥2.81b (loss widened 47% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
분석 기사 • Feb 14Daio Paper (TSE:3880) Will Pay A Dividend Of ¥9.00Daio Paper Corporation's ( TSE:3880 ) investors are due to receive a payment of ¥9.00 per share on 27th of June. This...
공시 • Feb 14Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announced retirement of Yoichiro Yamakawa as Outside Audit & Supervisory Board member and retirement of Toshiki Yamagami. Current position: Managing Executive Officer President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.- New position President and Representative Director of Elleair International Turkey Kiisel Bakim Ürünleri Üretim A.
분석 기사 • Jan 01Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...
분석 기사 • Dec 18Daio Paper (TSE:3880) Has Affirmed Its Dividend Of ¥9.00Daio Paper Corporation ( TSE:3880 ) will pay a dividend of ¥9.00 on the 27th of June. Based on this payment, the...
분석 기사 • Dec 04Daio Paper (TSE:3880) Is Paying Out A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 27th of June, with...
Declared Dividend • Dec 04First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (8% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.
공시 • Dec 03Daio Paper Corporation to Report Q3, 2025 Results on Feb 14, 2025Daio Paper Corporation announced that they will report Q3, 2025 results on Feb 14, 2025
분석 기사 • Nov 14Daio Paper (TSE:3880) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Sep 23Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)Daio Paper Corporation(TSE:3880) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).
공시 • Aug 29Daio Paper Corporation to Report Q2, 2025 Results on Nov 14, 2024Daio Paper Corporation announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: JP¥6.51 loss per share (vs JP¥19.90 profit in 1Q 2024)First quarter 2025 results: JP¥6.51 loss per share (down from JP¥19.90 profit in 1Q 2024). Revenue: JP¥166.3b (up 2.6% from 1Q 2024). Net loss: JP¥1.08b (down 133% from profit in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 11Final dividend of JP¥7.00 announcedDividend of JP¥7.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time.
분석 기사 • Jun 09Risks Still Elevated At These Prices As Daio Paper Corporation (TSE:3880) Shares Dive 25%The Daio Paper Corporation ( TSE:3880 ) share price has fared very poorly over the last month, falling by a substantial...
Price Target Changed • Jun 04Price target decreased by 15% to JP¥1,125Down from JP¥1,325, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥865. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥67.90 for next year compared to JP¥27.10 last year.
Major Estimate Revision • Jun 04Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥665.8b to JP¥685.0b. EPS estimate increased from JP¥61.60 to JP¥67.90 per share. Net income forecast to grow 151% next year vs 35% growth forecast for Forestry industry in Japan. Consensus price target down from JP¥1,325 to JP¥1,125. Share price fell 6.2% to JP¥865 over the past week.
Reported Earnings • May 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥27.10 (up from JP¥209 loss in FY 2023). Revenue: JP¥671.7b (up 3.9% from FY 2023). Net income: JP¥4.51b (up JP¥39.2b from FY 2023). Profit margin: 0.7% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 132%. Revenue is forecast to stay flat during the next 2 years compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
공시 • May 17Daio Paper Corporation, Annual General Meeting, Jun 26, 2024Daio Paper Corporation, Annual General Meeting, Jun 26, 2024.
Buy Or Sell Opportunity • May 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to JP¥980. The fair value is estimated to be JP¥1,251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Meanwhile, the company became loss making.
공시 • May 16+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the First Half and Full Year Ending March 31, 2025 and for the Full Year 2026Daio Paper Corporation provided consolidated earnings guidance for the first half and full year ending March 31, 2025 and for the full year 2026. For the first half, the company expects net sales of ¥335,000 million, operating profit of ¥3,000 million, loss attributable to owners of parent of ¥3,000 million and basic loss per share of ¥18.03.For the full year ending March 31, 2025, the company expects net sales of ¥700,000 million, operating profit of ¥15,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.For the full year 2026, the company expects net sales of ¥740.0 billion, operating profit of ¥30.0 billion.
분석 기사 • Mar 29Daio Paper Corporation's (TSE:3880) Share Price Could Signal Some RiskWith a median price-to-sales (or "P/S") ratio of close to 0.3x in the Forestry industry in Japan, you could be forgiven...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.9%).
분석 기사 • Mar 12Daio Paper (TSE:3880) Has Announced A Dividend Of ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend of ¥9.00 per share on the...
공시 • Mar 02Daio Paper Corporation to Report Fiscal Year 2024 Results on May 15, 2024Daio Paper Corporation announced that they will report fiscal year 2024 results on May 15, 2024
분석 기사 • Feb 27Daio Paper's (TSE:3880) Dividend Will Be ¥9.00The board of Daio Paper Corporation ( TSE:3880 ) has announced that it will pay a dividend on the 1st of July, with...
Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥11.48 loss per share (vs JP¥94.77 loss in 3Q 2023)Third quarter 2024 results: JP¥11.48 loss per share (improved from JP¥94.77 loss in 3Q 2023). Revenue: JP¥172.5b (flat on 3Q 2023). Net loss: JP¥1.91b (loss narrowed 88% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
공시 • Feb 09+ 1 more updateDaio Paper Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Daio Paper Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of ¥670,000 million, operating profit of ¥14,000 million, profit attributable to owners of parent of ¥1,000 million and basic earnings per share of ¥6.01.
Price Target Changed • Dec 23Price target decreased by 13% to JP¥1,167Down from JP¥1,343, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,137. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥8.28 next year compared to a net loss per share of JP¥209 last year.
Price Target Changed • Dec 14Price target decreased by 10% to JP¥1,283Down from JP¥1,427, the current price target is an average from 3 analysts. New target price is 17% above last closing price of JP¥1,100. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of JP¥7.21 next year compared to a net loss per share of JP¥209 last year.
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥3.72 (vs JP¥58.20 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.72 (up from JP¥58.20 loss in 2Q 2023). Revenue: JP¥169.2b (up 4.9% from 2Q 2023). Net income: JP¥618.0m (up JP¥10.3b from 2Q 2023). Profit margin: 0.4% (up from net loss in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
공시 • Nov 11+ 1 more updateDaio Paper Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2024, Payable on December 5, 2023; Provides Dividend Guidance for the Year Ending March 31, 2024Daio Paper Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2024. For the quarter, the company announced dividend of JPY 7.00 against JPY 7.00 a year ago. Payable on December 5, 2023.For the year ending March 31, 2024, the company expects to pay dividend of JPY 9.00 against JPY 9.00 a year ago.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥19.90 (vs JP¥8.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.90 (up from JP¥8.20 in 1Q 2023). Revenue: JP¥162.0b (up 10.0% from 1Q 2023). Net income: JP¥3.31b (up 143% from 1Q 2023). Profit margin: 2.0% (up from 0.9% in 1Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).
Price Target Changed • Jul 25Price target increased by 7.9% to JP¥1,160Up from JP¥1,075, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,151. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥30.39 next year compared to a net loss per share of JP¥209 last year.
공시 • May 26Daio Paper Corporation Announces Executive ChangesDaio Paper Corporation announces that have resolved at the Board of Directors meeting held on May 12, 2023, to make changes to Representative Directors, etc. and partial change to the announcement "Changes of Directors, etc." dated March 9, 2023. 1. Reasons for Change to the Announcement "Change of Directors, etc." New position Advisor (part-time) Name: Toshihiro Adachi. Current position: Executive Vice President and Representative Director Executive Vice President Responsible for Corporate Unit, Risk & Compliance and Sustainability; General Manager of Business Administration Division, Corporate Unit. 4. Change of Executive Officers (Dated June 29, 2023) (1) Change of Executive Officers: New position Executive Officer Deputy General Manager of Resources and Materials Procurement Division <Responsible for Procurement Planning Division and Overseas Resources Division> Name: Mikiro Shiramine, > Junichi Ikawa: Executive Officer general Manager of Accounting Department, Business Administration Division, Corporate Unit.
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: JP¥209 loss per share (down from JP¥143 profit in FY 2022). Revenue: JP¥646.2b (up 5.5% from FY 2022). Net loss: JP¥34.7b (down 246% from profit in FY 2022). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • May 16Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥34.16 to JP¥40.01. Revenue forecast unchanged at JP¥725.0b. Net income forecast to grow 74% next year vs 19% growth forecast for Forestry industry in Japan. Consensus price target of JP¥1,075 unchanged from last update. Share price fell 6.8% to JP¥1,058 over the past week.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.7%).
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 37%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -JP¥175 to -JP¥240 per share. Revenue forecast of JP¥653.4b unchanged since last update. Forestry industry in Japan expected to see average net income growth of 17% next year. Consensus price target down from JP¥1,223 to JP¥1,148. Share price was steady at JP¥1,065 over the past week.
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥94.78 loss per share (vs JP¥33.49 profit in 3Q 2022)Third quarter 2023 results: JP¥94.78 loss per share (down from JP¥33.49 profit in 3Q 2022). Revenue: JP¥172.2b (up 14% from 3Q 2022). Net loss: JP¥15.7b (down 383% from profit in 3Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% 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.
공시 • Feb 10+ 1 more updateDaio Paper Corporation Provides Year End Dividend Guidance for the Year Ending March 31, 2023Daio Paper Corporation provided year end dividend guidance for the year ending March 31, 2023. For the period, the company expected dividend of JPY 9.00 per share compared to JPY 12.00 per share paid a year ago.
Major Estimate Revision • Jan 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥168 to -JP¥150 per share. Revenue forecast steady at JP¥654.5b. Forestry industry in Japan expected to see average net income growth of 15% next year. Consensus price target down from JP¥1,340 to JP¥1,223. Share price was steady at JP¥998 over the past week.
Major Estimate Revision • Dec 03Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 losses forecast to reduce from -JP¥29.82 to -JP¥26.50 per share. Revenue forecast unchanged from JP¥659.8b at last update. Forestry industry in Japan expected to see average net income growth of 9.5% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price fell 4.9% to JP¥1,052 over the past week.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Naosuke Oda was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥58.20 loss per share (vs JP¥28.54 profit in 2Q 2022)Second quarter 2023 results: JP¥58.20 loss per share (down from JP¥28.54 profit in 2Q 2022). Revenue: JP¥161.4b (up 6.2% from 2Q 2022). Net loss: JP¥9.66b (down 304% from profit in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Forestry industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Oct 08Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 expected loss increased from -JP¥25.61 to -JP¥29.82 per share. Revenue forecast unchanged at JP¥660.7b. Forestry industry in Japan expected to see average net income growth of 21% next year. Consensus price target of JP¥1,365 unchanged from last update. Share price was steady at JP¥1,178 over the past week.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and the cash payout ratio is 78%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
Major Estimate Revision • Sep 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥646.0b to JP¥655.6b. Now expected to report loss of -JP¥6.60 instead of JP¥31.41 per share profit. Forestry industry in Japan expected to see average net income decline 28% next year. Consensus price target down from JP¥1,655 to JP¥1,365. Share price was steady at JP¥1,208 over the past week.
Price Target Changed • Sep 02Price target decreased to JP¥1,530Down from JP¥1,725, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥1,291. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥31.41 for next year compared to JP¥143 last year.
공시 • Aug 28Daio Paper Corporation to Report Q3, 2023 Results on Feb 10, 2023Daio Paper Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥8.20 (vs JP¥40.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.20 (down from JP¥40.47 in 1Q 2022). Revenue: JP¥147.3b (up 1.6% from 1Q 2022). Net income: JP¥1.36b (down 80% from 1Q 2022). Profit margin: 0.9% (down from 4.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.3%, compared to a 6.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jul 09Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥51.43 to JP¥59.75. Revenue forecast steady at JP¥659.8b. Net income forecast to shrink 58% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,725 to JP¥1,655. Share price rose 2.3% to JP¥1,454 over the past week.
Major Estimate Revision • Jun 16Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥646.0b to JP¥655.3b. EPS estimate increased from JP¥46.14 to JP¥51.43 per share. Net income forecast to shrink 64% next year vs 16% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,725. Share price fell 4.2% to JP¥1,393 over the past week.
Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥617.7b to JP¥646.0b. EPS estimate fell from JP¥129 to JP¥46.14 per share. Net income forecast to shrink 68% next year vs 20% decline forecast for Forestry industry in Japan. Consensus price target down from JP¥1,998 to JP¥1,810. Share price rose 4.6% to JP¥1,438 over the past week.
Price Target Changed • Jun 01Price target decreased to JP¥1,810Down from JP¥2,073, the current price target is an average from 4 analysts. New target price is 26% above last closing price of JP¥1,436. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥46.16 for next year compared to JP¥143 last year.
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥143 (up from JP¥139 in FY 2021). Revenue: JP¥612.3b (up 8.8% from FY 2021). Net income: JP¥23.7b (up 7.3% from FY 2021). Profit margin: 3.9% (in line with FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.4%, compared to a 3.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Haruko Ozeki was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).
Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥2,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years.
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥33.49 (down from JP¥44.50 in 3Q 2021). Revenue: JP¥150.7b (flat on 3Q 2021). Net income: JP¥5.56b (down 25% from 3Q 2021). Profit margin: 3.7% (down from 4.9% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the next year, revenue is forecast to grow 1.6%, compared to a 2.1% 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 12% per year, which means it is significantly lagging earnings growth.