View Financial HealthKH Neochem 배당 및 자사주 매입배당 기준 점검 6/6KH Neochem 수익으로 충분히 충당되는 현재 수익률 4.14% 보유한 배당금 지급 회사입니다. 다음 지급일은 7th September, 2026 이며 배당락일은 다음과 같습니다. 29th June, 2026.핵심 정보4.1%배당 수익률5.4%자사주 매입 수익률총 주주 수익률9.6%미래 배당 수익률4.5%배당 성장률7.5%다음 배당 지급일07 Sep 26배당락일29 Jun 26주당 배당금n/a배당 성향50%최근 배당 및 자사주 매입 업데이트Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 10% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Dec 22Upcoming dividend of JP¥52.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).분석 기사 • Dec 04KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...분석 기사 • Nov 11KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...분석 기사 • Sep 06KH Neochem (TSE:4189) Will Pay A Dividend Of ¥52.50The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥52.50 per share on the...Declared Dividend • Sep 06First half dividend of JP¥52.50 announcedShareholders will receive a dividend of JP¥52.50. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.5% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updates분석 기사 • May 15KH Neochem Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedLast week saw the newest first-quarter earnings release from KH Neochem Co., Ltd. ( TSE:4189 ), an important milestone...Reported Earnings • May 12First quarter 2026 earnings released: EPS: JP¥38.51 (vs JP¥47.96 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.51 (down from JP¥47.96 in 1Q 2025). Revenue: JP¥25.6b (down 11% from 1Q 2025). Net income: JP¥1.35b (down 24% from 1Q 2025). Profit margin: 5.3% (down from 6.1% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 10% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Apr 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Tarou Hasuo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 12KH Neochem Co., Ltd. to Report Q1, 2026 Results on May 11, 2026KH Neochem Co., Ltd. announced that they will report Q1, 2026 results on May 11, 2026Reported Earnings • Feb 07Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥218 (down from JP¥226 in FY 2024). Revenue: JP¥115.1b (down 3.9% from FY 2024). Net income: JP¥7.80b (down 6.7% from FY 2024). Profit margin: 6.8% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Feb 06KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2026KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2026.공시 • Jan 30+ 1 more updateKH Neochem Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2026KH Neochem Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 2026. For the period, the company's consolidated operating profit is expected to be approximately JPY 13 billion, representing an increase compared to the fiscal year ending December 2025.Upcoming Dividend • Dec 22Upcoming dividend of JP¥52.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).분석 기사 • Dec 04KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...공시 • Dec 04KH Neochem Co., Ltd. to Report Fiscal Year 2025 Results on Feb 06, 2026KH Neochem Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Feb 06, 2026분석 기사 • Nov 11KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: JP¥48.04 (vs JP¥43.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥48.04 (up from JP¥43.55 in 3Q 2024). Revenue: JP¥27.8b (down 9.8% from 3Q 2024). Net income: JP¥1.69b (up 5.0% from 3Q 2024). Profit margin: 6.1% (up from 5.2% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.분석 기사 • Sep 06KH Neochem (TSE:4189) Will Pay A Dividend Of ¥52.50The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥52.50 per share on the...Declared Dividend • Sep 06First half dividend of JP¥52.50 announcedShareholders will receive a dividend of JP¥52.50. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.5% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Sep 02KH Neochem Co., Ltd. to Report Q3, 2025 Results on Nov 05, 2025KH Neochem Co., Ltd. announced that they will report Q3, 2025 results on Nov 05, 2025Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: JP¥60.29 (vs JP¥41.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥60.29 (up from JP¥41.75 in 2Q 2024). Revenue: JP¥29.9b (up 3.4% from 2Q 2024). Net income: JP¥2.17b (up 40% from 2Q 2024). Profit margin: 7.2% (up from 5.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Aug 04+ 1 more updateKH Neochem Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending December 31, 2025, Payable on September 5, 2025KH Neochem Co., Ltd. announced dividend for the second quarter-end of the fiscal year ending December 31, 2025. For the second quarter, the company announced dividend of JPY 52.50 per share against JPY 45.00 per share a year ago. Scheduled date to commence dividend payments is September 5, 2025.분석 기사 • Jun 16KH Neochem's (TSE:4189) Dividend Will Be Increased To ¥52.50KH Neochem Co., Ltd. ( TSE:4189 ) will increase its dividend from last year's comparable payment on the 8th of...공시 • Jun 09KH Neochem Co., Ltd. to Report Q2, 2025 Results on Aug 04, 2025KH Neochem Co., Ltd. announced that they will report Q2, 2025 results on Aug 04, 2025분석 기사 • Jun 01KH Neochem (TSE:4189) Will Pay A Larger Dividend Than Last Year At ¥52.50KH Neochem Co., Ltd. ( TSE:4189 ) will increase its dividend from last year's comparable payment on the 8th of...Reported Earnings • May 09First quarter 2025 earnings released: EPS: JP¥47.96 (vs JP¥47.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥47.96 (up from JP¥47.62 in 1Q 2024). Revenue: JP¥28.8b (up 6.8% from 1Q 2024). Net income: JP¥1.77b (flat on 1Q 2024). Profit margin: 6.1% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Declared Dividend • Apr 11Final dividend of JP¥52.50 announcedShareholders will receive a dividend of JP¥52.50. Ex-date: 27th June 2025 Payment date: 8th September 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,117, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Chemicals industry in Japan. Total loss to shareholders of 5.3% over the past three years.Reported Earnings • Mar 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥226 (up from JP¥184 in FY 2023). Revenue: JP¥119.8b (up 3.9% from FY 2023). Net income: JP¥8.36b (up 23% from FY 2023). Profit margin: 7.0% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Mar 05KH Neochem Co., Ltd. to Report Q1, 2025 Results on May 08, 2025KH Neochem Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025Price Target Changed • Feb 13Price target increased by 8.7% to JP¥2,900Up from JP¥2,667, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥2,507. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥268 for next year compared to JP¥226 last year.New Risk • Feb 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.분석 기사 • Feb 10KH Neochem Co., Ltd.'s (TSE:4189) Shares Leap 26% Yet They're Still Not Telling The Full StoryThe KH Neochem Co., Ltd. ( TSE:4189 ) share price has done very well over the last month, posting an excellent gain of...분석 기사 • Feb 09Investors Met With Slowing Returns on Capital At KH Neochem (TSE:4189)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Reported Earnings • Feb 08Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥226 (up from JP¥184 in FY 2023). Revenue: JP¥119.8b (up 3.9% from FY 2023). Net income: JP¥8.36b (up 23% from FY 2023). Profit margin: 7.0% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공시 • Feb 07+ 1 more updateKH Neochem Co., Ltd., Annual General Meeting, Mar 25, 2025KH Neochem Co., Ltd., Annual General Meeting, Mar 25, 2025.분석 기사 • Dec 26KH Neochem's (TSE:4189) Dividend Will Be ¥45.00The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥45.00 per share on the...Upcoming Dividend • Dec 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.6%).분석 기사 • Dec 04KH Neochem (TSE:4189) Has Announced A Dividend Of ¥45.00The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend on the 27th of March, with...공시 • Dec 04KH Neochem Co., Ltd. to Report Fiscal Year 2024 Results on Feb 07, 2025KH Neochem Co., Ltd. announced that they will report fiscal year 2024 results on Feb 07, 2025분석 기사 • Nov 10The KH Neochem Co., Ltd. (TSE:4189) Third-Quarter Results Are Out And Analysts Have Published New ForecastsKH Neochem Co., Ltd. ( TSE:4189 ) came out with its quarterly results last week, and we wanted to see how the business...Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥43.55 (vs JP¥42.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.55 (up from JP¥42.84 in 3Q 2023). Revenue: JP¥30.9b (up 12% from 3Q 2023). Net income: JP¥1.61b (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% 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.분석 기사 • Sep 24KH Neochem (TSE:4189) Is Due To Pay A Dividend Of ¥45.00The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥45.00 per share on the...분석 기사 • Sep 10KH Neochem (TSE:4189) Has Announced A Dividend Of ¥45.00KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥45.00 per share on 27th of March. Based...공시 • Sep 10KH Neochem Co., Ltd. to Report Q3, 2024 Results on Nov 05, 2024KH Neochem Co., Ltd. announced that they will report Q3, 2024 results on Nov 05, 2024분석 기사 • Aug 08KH Neochem (TSE:4189) Has Affirmed Its Dividend Of ¥45.00KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥45.00 per share on the 27th of March...Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: JP¥41.75 (vs JP¥42.99 in 2Q 2023)Second quarter 2024 results: EPS: JP¥41.75 (down from JP¥42.99 in 2Q 2023). Revenue: JP¥28.9b (flat on 2Q 2023). Net income: JP¥1.55b (down 3.0% from 2Q 2023). Profit margin: 5.3% (down from 5.5% in 2Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,777, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 29% over the past three years.Declared Dividend • Aug 04Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Aug 02Is KH Neochem Co., Ltd. (TSE:4189) Potentially Undervalued?While KH Neochem Co., Ltd. ( TSE:4189 ) might not have the largest market cap around , it saw significant share price...분석 기사 • May 11Earnings Report: KH Neochem Co., Ltd. Missed Revenue Estimates By 8.7%KH Neochem Co., Ltd. ( TSE:4189 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9...Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥47.62 (vs JP¥40.09 in 1Q 2023)First quarter 2024 results: EPS: JP¥47.62 (up from JP¥40.09 in 1Q 2023). Revenue: JP¥27.0b (down 6.1% from 1Q 2023). Net income: JP¥1.76b (up 19% from 1Q 2023). Profit margin: 6.5% (up from 5.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 9% per year.Declared Dividend • Apr 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2024 Payment date: 9th September 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 9.5% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 30Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥184 (down from JP¥218 in FY 2022). Revenue: JP¥115.2b (flat on FY 2022). Net income: JP¥6.83b (down 15% from FY 2022). Profit margin: 5.9% (down from 7.0% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.공시 • Mar 07KH Neochem Co., Ltd. to Report Q1, 2024 Results on May 08, 2024KH Neochem Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024Reported Earnings • Feb 08Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥184 (down from JP¥218 in FY 2022). Revenue: JP¥115.2b (flat on FY 2022). Net income: JP¥6.83b (down 15% from FY 2022). Profit margin: 5.9% (down from 7.0% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.공시 • Jan 25KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2024KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2024. Agenda: to consider amendment to the Articles of Incorporation.Upcoming Dividend • Dec 21Upcoming dividend of JP¥45.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.4%).공시 • Dec 05KH Neochem Co., Ltd. to Report Fiscal Year 2023 Results on Feb 06, 2024KH Neochem Co., Ltd. announced that they will report fiscal year 2023 results on Feb 06, 2024Major Estimate Revision • Nov 28Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥119.4b to JP¥114.8b. EPS estimate also fell from JP¥225 per share to JP¥184 per share. Net income forecast to grow 19% next year vs 13% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥3,125 to JP¥3,050. Share price was steady at JP¥2,292 over the past week.Price Target Changed • Nov 10Price target decreased by 9.1% to JP¥3,125Down from JP¥3,438, the current price target is an average from 4 analysts. New target price is 35% above last closing price of JP¥2,317. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥230 for next year compared to JP¥218 last year.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: JP¥42.84 (vs JP¥32.41 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.84 (up from JP¥32.41 in 3Q 2022). Revenue: JP¥27.7b (down 8.2% from 3Q 2022). Net income: JP¥1.59b (up 32% from 3Q 2022). Profit margin: 5.7% (up from 4.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Oct 29KH Neochem Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023KH Neochem Co., Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the year, the company now expects net sales to be ¥114,800 million, operating income to be ¥10,000 million, net income attributable to owners of parent to be ¥6,900 million or Earnings per share to be ¥186.22 against net sales to be ¥118,400 million, operating income to be ¥13,000 million, net income attributable to owners of parent to be ¥8,900 million or Earnings per share to be ¥240.20.공시 • Sep 07KH Neochem Co., Ltd. to Report Q3, 2023 Results on Nov 02, 2023KH Neochem Co., Ltd. announced that they will report Q3, 2023 results on Nov 02, 2023Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: JP¥42.99 (vs JP¥27.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥42.99 (up from JP¥27.88 in 2Q 2022). Revenue: JP¥29.1b (up 27% from 2Q 2022). Net income: JP¥1.59b (up 54% from 2Q 2022). Profit margin: 5.5% (up from 4.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals 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 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥45.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.5%).공시 • Jun 03KH Neochem Co., Ltd. to Report Q2, 2023 Results on Aug 04, 2023KH Neochem Co., Ltd. announced that they will report Q2, 2023 results on Aug 04, 2023Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥40.09 (vs JP¥91.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥40.09 (down from JP¥91.00 in 1Q 2022). Revenue: JP¥28.7b (down 3.8% from 1Q 2022). Net income: JP¥1.49b (down 56% from 1Q 2022). Profit margin: 5.2% (down from 11% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 29Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: JP¥114.9b (down 1.9% from FY 2021). Net income: JP¥8.07b (down 41% from FY 2021). Profit margin: 7.0% (down from 12% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥218 (down from JP¥369 in FY 2021). Revenue: JP¥114.9b (down 1.9% from FY 2021). Net income: JP¥8.07b (down 41% from FY 2021). Profit margin: 7.0% (down from 12% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Feb 09KH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2023KH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2023.공시 • Feb 08+ 2 more updatesKH Neochem Co., Ltd. Announces Cash Dividend for the Year Ended December 31, 2022, Payable on March 27, 2023KH Neochem Co., Ltd. announced cash dividend for the year ended December 31, 2022. For the year, the company announced dividend of JPY 42.50 against JPY 45.00 a year ago. The dividend will be payable on March 27, 2023.Upcoming Dividend • Dec 22Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).공시 • Dec 07KH Neochem Co., Ltd. to Report Fiscal Year 2022 Results on Feb 07, 2023KH Neochem Co., Ltd. announced that they will report fiscal year 2022 results on Feb 07, 2023Major Estimate Revision • Nov 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥249 to JP¥224. Revenue forecast unchanged from JP¥116.1b at last update. Net income forecast to grow 16% next year vs 5.1% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥4,000 to JP¥3,867. Share price was steady at JP¥2,827 over the past week.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Sayoko Miyairi is the most experienced director on the board, commencing their role in 2019. Independent Outside Director Jun Tsuchiya was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: JP¥32.40 (vs JP¥120 in 3Q 2021)Third quarter 2022 results: EPS: JP¥32.40 (down from JP¥120 in 3Q 2021). Revenue: JP¥30.1b (down 4.1% from 3Q 2021). Net income: JP¥1.20b (down 73% from 3Q 2021). Profit margin: 4.0% (down from 14% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals 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.공시 • Nov 07KH Neochem Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022KH Neochem Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2022. For the year, the company expects to pay dividend of JPY 42.50 per share.공시 • Oct 28KH Neochem Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2022KH Neochem Co., Ltd. revised consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of ¥116,000 million compared to previous guidance of ¥123,300 million, operating income of ¥13,000 million compared to previous guidance of ¥16,100 million, net income attributable to owners of parent of ¥8,300 million and basic earnings per share of ¥223.85 compared to previous guidance of ¥11,500 million and basic earnings per share of ¥310.15.공시 • Aug 31KH Neochem Co., Ltd. to Report Q3, 2022 Results on Nov 07, 2022KH Neochem Co., Ltd. announced that they will report Q3, 2022 results on Nov 07, 2022Price Target Changed • Aug 26Price target decreased to JP¥4,133Down from JP¥4,450, the current price target is an average from 3 analysts. New target price is 65% above last closing price of JP¥2,507. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥310 for next year compared to JP¥369 last year.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥27.88 (vs JP¥90.03 in 2Q 2021)Second quarter 2022 results: EPS: JP¥27.88 (down from JP¥90.03 in 2Q 2021). Revenue: JP¥22.9b (down 20% from 2Q 2021). Net income: JP¥1.03b (down 69% from 2Q 2021). Profit margin: 4.5% (down from 12% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 6.7%, compared to a 9.8% growth forecast for the 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 4% per year, which means it is significantly lagging earnings growth.공시 • Aug 05+ 2 more updatesKH Neochem Co., Ltd. Announces Dividend for the Second Quarter of the Year Ending December 31, 2022, Payable on September 2, 2022KH Neochem Co., Ltd. announced dividend of JPY 42.50 per share for the second quarter of the year ending December 31, 2022, payable on September 2, 2022 against JPY 30.00 per share paid a year ago.Upcoming Dividend • Jun 22Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 05 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.0%).공시 • Jun 02KH Neochem Co., Ltd. to Report Q2, 2022 Results on Aug 04, 2022KH Neochem Co., Ltd. announced that they will report Q2, 2022 results on Aug 04, 2022공시 • May 12+ 2 more updatesKh Neochem Co., Ltd. Provides Dividend Guidance for the Fiscal Ending December 31, 2022KH Neochem Co., Ltd. provides dividend guidance for the fiscal ending December 31, 2022. For the year, the company expects to pay JPY 42.50 against JPY 45.00 reported a year ago.Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥91.00 (up from JP¥61.99 in 1Q 2021). Revenue: JP¥29.9b (up 25% from 1Q 2021). Net income: JP¥3.38b (up 47% from 1Q 2021). Profit margin: 11% (up from 9.6% in 1Q 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 2.9%. Over the next year, revenue is forecast to grow 1.1%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Jun Tsuchiya was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Apr 08KH Neochem Co., Ltd. to Report Q1, 2022 Results on May 10, 2022KH Neochem Co., Ltd. announced that they will report Q1, 2022 results on May 10, 2022Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥2,425, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Chemicals industry in Japan. Total loss to shareholders of 6.6% over the past three years.Reported Earnings • Feb 08Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥369 (up from JP¥109 in FY 2020). Revenue: JP¥117.1b (up 51% from FY 2020). Net income: JP¥13.7b (up 238% from FY 2020). Profit margin: 12% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 2.9%, 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 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Feb 07+ 3 more updatesKH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2022KH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2022.예정된 배당 지급오늘May 22 2026배당락일Jun 29 2026배당 지급일Sep 07 202670 days (배당락일 기준)다음 배당금을 받으려면 앞으로 38 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 4189 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: 4189 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장KH Neochem 배당 수익률 vs 시장4189의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (4189)4.1%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.8%업계 평균 (Chemicals)2.1%분석가 예측 (4189) (최대 3년)4.5%주목할만한 배당금: 4189 의 배당금( 4.14% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.74% )보다 높습니다.고배당: 4189 의 배당금( 4.14% )은 JP 시장( 3.78% )주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 50.2% )을 통해 4189 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 42.9% )로 4189 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 06:51종가2026/05/21 00:00수익2026/03/31연간 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 소스KH Neochem Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takayuki KuniiBofA Global ResearchYusuke MiuraDaiwa Securities Co. Ltd.Katsuhiko IshibashiIchiyoshi Research Institute Inc.2명의 분석가 더 보기
Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 10% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥52.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).
분석 기사 • Dec 04KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...
분석 기사 • Nov 11KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...
분석 기사 • Sep 06KH Neochem (TSE:4189) Will Pay A Dividend Of ¥52.50The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥52.50 per share on the...
Declared Dividend • Sep 06First half dividend of JP¥52.50 announcedShareholders will receive a dividend of JP¥52.50. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.5% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • May 15KH Neochem Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedLast week saw the newest first-quarter earnings release from KH Neochem Co., Ltd. ( TSE:4189 ), an important milestone...
Reported Earnings • May 12First quarter 2026 earnings released: EPS: JP¥38.51 (vs JP¥47.96 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.51 (down from JP¥47.96 in 1Q 2025). Revenue: JP¥25.6b (down 11% from 1Q 2025). Net income: JP¥1.35b (down 24% from 1Q 2025). Profit margin: 5.3% (down from 6.1% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 7th September 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 10% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Apr 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Tarou Hasuo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 12KH Neochem Co., Ltd. to Report Q1, 2026 Results on May 11, 2026KH Neochem Co., Ltd. announced that they will report Q1, 2026 results on May 11, 2026
Reported Earnings • Feb 07Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥218 (down from JP¥226 in FY 2024). Revenue: JP¥115.1b (down 3.9% from FY 2024). Net income: JP¥7.80b (down 6.7% from FY 2024). Profit margin: 6.8% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Feb 06KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2026KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2026.
공시 • Jan 30+ 1 more updateKH Neochem Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2026KH Neochem Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 2026. For the period, the company's consolidated operating profit is expected to be approximately JPY 13 billion, representing an increase compared to the fiscal year ending December 2025.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥52.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).
분석 기사 • Dec 04KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...
공시 • Dec 04KH Neochem Co., Ltd. to Report Fiscal Year 2025 Results on Feb 06, 2026KH Neochem Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Feb 06, 2026
분석 기사 • Nov 11KH Neochem (TSE:4189) Has Announced A Dividend Of ¥52.50KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥52.50 per share on 26th of March. This...
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: JP¥48.04 (vs JP¥43.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥48.04 (up from JP¥43.55 in 3Q 2024). Revenue: JP¥27.8b (down 9.8% from 3Q 2024). Net income: JP¥1.69b (up 5.0% from 3Q 2024). Profit margin: 6.1% (up from 5.2% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
분석 기사 • Sep 06KH Neochem (TSE:4189) Will Pay A Dividend Of ¥52.50The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥52.50 per share on the...
Declared Dividend • Sep 06First half dividend of JP¥52.50 announcedShareholders will receive a dividend of JP¥52.50. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.5% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Sep 02KH Neochem Co., Ltd. to Report Q3, 2025 Results on Nov 05, 2025KH Neochem Co., Ltd. announced that they will report Q3, 2025 results on Nov 05, 2025
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: JP¥60.29 (vs JP¥41.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥60.29 (up from JP¥41.75 in 2Q 2024). Revenue: JP¥29.9b (up 3.4% from 2Q 2024). Net income: JP¥2.17b (up 40% from 2Q 2024). Profit margin: 7.2% (up from 5.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Aug 04+ 1 more updateKH Neochem Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending December 31, 2025, Payable on September 5, 2025KH Neochem Co., Ltd. announced dividend for the second quarter-end of the fiscal year ending December 31, 2025. For the second quarter, the company announced dividend of JPY 52.50 per share against JPY 45.00 per share a year ago. Scheduled date to commence dividend payments is September 5, 2025.
분석 기사 • Jun 16KH Neochem's (TSE:4189) Dividend Will Be Increased To ¥52.50KH Neochem Co., Ltd. ( TSE:4189 ) will increase its dividend from last year's comparable payment on the 8th of...
공시 • Jun 09KH Neochem Co., Ltd. to Report Q2, 2025 Results on Aug 04, 2025KH Neochem Co., Ltd. announced that they will report Q2, 2025 results on Aug 04, 2025
분석 기사 • Jun 01KH Neochem (TSE:4189) Will Pay A Larger Dividend Than Last Year At ¥52.50KH Neochem Co., Ltd. ( TSE:4189 ) will increase its dividend from last year's comparable payment on the 8th of...
Reported Earnings • May 09First quarter 2025 earnings released: EPS: JP¥47.96 (vs JP¥47.62 in 1Q 2024)First quarter 2025 results: EPS: JP¥47.96 (up from JP¥47.62 in 1Q 2024). Revenue: JP¥28.8b (up 6.8% from 1Q 2024). Net income: JP¥1.77b (flat on 1Q 2024). Profit margin: 6.1% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Declared Dividend • Apr 11Final dividend of JP¥52.50 announcedShareholders will receive a dividend of JP¥52.50. Ex-date: 27th June 2025 Payment date: 8th September 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,117, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Chemicals industry in Japan. Total loss to shareholders of 5.3% over the past three years.
Reported Earnings • Mar 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥226 (up from JP¥184 in FY 2023). Revenue: JP¥119.8b (up 3.9% from FY 2023). Net income: JP¥8.36b (up 23% from FY 2023). Profit margin: 7.0% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Mar 05KH Neochem Co., Ltd. to Report Q1, 2025 Results on May 08, 2025KH Neochem Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
Price Target Changed • Feb 13Price target increased by 8.7% to JP¥2,900Up from JP¥2,667, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥2,507. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥268 for next year compared to JP¥226 last year.
New Risk • Feb 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
분석 기사 • Feb 10KH Neochem Co., Ltd.'s (TSE:4189) Shares Leap 26% Yet They're Still Not Telling The Full StoryThe KH Neochem Co., Ltd. ( TSE:4189 ) share price has done very well over the last month, posting an excellent gain of...
분석 기사 • Feb 09Investors Met With Slowing Returns on Capital At KH Neochem (TSE:4189)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Reported Earnings • Feb 08Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥226 (up from JP¥184 in FY 2023). Revenue: JP¥119.8b (up 3.9% from FY 2023). Net income: JP¥8.36b (up 23% from FY 2023). Profit margin: 7.0% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 4.1%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공시 • Feb 07+ 1 more updateKH Neochem Co., Ltd., Annual General Meeting, Mar 25, 2025KH Neochem Co., Ltd., Annual General Meeting, Mar 25, 2025.
분석 기사 • Dec 26KH Neochem's (TSE:4189) Dividend Will Be ¥45.00The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥45.00 per share on the...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.6%).
분석 기사 • Dec 04KH Neochem (TSE:4189) Has Announced A Dividend Of ¥45.00The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend on the 27th of March, with...
공시 • Dec 04KH Neochem Co., Ltd. to Report Fiscal Year 2024 Results on Feb 07, 2025KH Neochem Co., Ltd. announced that they will report fiscal year 2024 results on Feb 07, 2025
분석 기사 • Nov 10The KH Neochem Co., Ltd. (TSE:4189) Third-Quarter Results Are Out And Analysts Have Published New ForecastsKH Neochem Co., Ltd. ( TSE:4189 ) came out with its quarterly results last week, and we wanted to see how the business...
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥43.55 (vs JP¥42.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.55 (up from JP¥42.84 in 3Q 2023). Revenue: JP¥30.9b (up 12% from 3Q 2023). Net income: JP¥1.61b (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% 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.
분석 기사 • Sep 24KH Neochem (TSE:4189) Is Due To Pay A Dividend Of ¥45.00The board of KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥45.00 per share on the...
분석 기사 • Sep 10KH Neochem (TSE:4189) Has Announced A Dividend Of ¥45.00KH Neochem Co., Ltd.'s ( TSE:4189 ) investors are due to receive a payment of ¥45.00 per share on 27th of March. Based...
공시 • Sep 10KH Neochem Co., Ltd. to Report Q3, 2024 Results on Nov 05, 2024KH Neochem Co., Ltd. announced that they will report Q3, 2024 results on Nov 05, 2024
분석 기사 • Aug 08KH Neochem (TSE:4189) Has Affirmed Its Dividend Of ¥45.00KH Neochem Co., Ltd. ( TSE:4189 ) has announced that it will pay a dividend of ¥45.00 per share on the 27th of March...
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: JP¥41.75 (vs JP¥42.99 in 2Q 2023)Second quarter 2024 results: EPS: JP¥41.75 (down from JP¥42.99 in 2Q 2023). Revenue: JP¥28.9b (flat on 2Q 2023). Net income: JP¥1.55b (down 3.0% from 2Q 2023). Profit margin: 5.3% (down from 5.5% in 2Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,777, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 29% over the past three years.
Declared Dividend • Aug 04Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Aug 02Is KH Neochem Co., Ltd. (TSE:4189) Potentially Undervalued?While KH Neochem Co., Ltd. ( TSE:4189 ) might not have the largest market cap around , it saw significant share price...
분석 기사 • May 11Earnings Report: KH Neochem Co., Ltd. Missed Revenue Estimates By 8.7%KH Neochem Co., Ltd. ( TSE:4189 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9...
Reported Earnings • May 09First quarter 2024 earnings released: EPS: JP¥47.62 (vs JP¥40.09 in 1Q 2023)First quarter 2024 results: EPS: JP¥47.62 (up from JP¥40.09 in 1Q 2023). Revenue: JP¥27.0b (down 6.1% from 1Q 2023). Net income: JP¥1.76b (up 19% from 1Q 2023). Profit margin: 6.5% (up from 5.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 9% per year.
Declared Dividend • Apr 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2024 Payment date: 9th September 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 9.5% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 30Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥184 (down from JP¥218 in FY 2022). Revenue: JP¥115.2b (flat on FY 2022). Net income: JP¥6.83b (down 15% from FY 2022). Profit margin: 5.9% (down from 7.0% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.
공시 • Mar 07KH Neochem Co., Ltd. to Report Q1, 2024 Results on May 08, 2024KH Neochem Co., Ltd. announced that they will report Q1, 2024 results on May 08, 2024
Reported Earnings • Feb 08Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥184 (down from JP¥218 in FY 2022). Revenue: JP¥115.2b (flat on FY 2022). Net income: JP¥6.83b (down 15% from FY 2022). Profit margin: 5.9% (down from 7.0% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.
공시 • Jan 25KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2024KH Neochem Co., Ltd., Annual General Meeting, Mar 26, 2024. Agenda: to consider amendment to the Articles of Incorporation.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥45.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.4%).
공시 • Dec 05KH Neochem Co., Ltd. to Report Fiscal Year 2023 Results on Feb 06, 2024KH Neochem Co., Ltd. announced that they will report fiscal year 2023 results on Feb 06, 2024
Major Estimate Revision • Nov 28Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥119.4b to JP¥114.8b. EPS estimate also fell from JP¥225 per share to JP¥184 per share. Net income forecast to grow 19% next year vs 13% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥3,125 to JP¥3,050. Share price was steady at JP¥2,292 over the past week.
Price Target Changed • Nov 10Price target decreased by 9.1% to JP¥3,125Down from JP¥3,438, the current price target is an average from 4 analysts. New target price is 35% above last closing price of JP¥2,317. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥230 for next year compared to JP¥218 last year.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: JP¥42.84 (vs JP¥32.41 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.84 (up from JP¥32.41 in 3Q 2022). Revenue: JP¥27.7b (down 8.2% from 3Q 2022). Net income: JP¥1.59b (up 32% from 3Q 2022). Profit margin: 5.7% (up from 4.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Oct 29KH Neochem Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023KH Neochem Co., Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the year, the company now expects net sales to be ¥114,800 million, operating income to be ¥10,000 million, net income attributable to owners of parent to be ¥6,900 million or Earnings per share to be ¥186.22 against net sales to be ¥118,400 million, operating income to be ¥13,000 million, net income attributable to owners of parent to be ¥8,900 million or Earnings per share to be ¥240.20.
공시 • Sep 07KH Neochem Co., Ltd. to Report Q3, 2023 Results on Nov 02, 2023KH Neochem Co., Ltd. announced that they will report Q3, 2023 results on Nov 02, 2023
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: JP¥42.99 (vs JP¥27.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥42.99 (up from JP¥27.88 in 2Q 2022). Revenue: JP¥29.1b (up 27% from 2Q 2022). Net income: JP¥1.59b (up 54% from 2Q 2022). Profit margin: 5.5% (up from 4.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals 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 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥45.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.5%).
공시 • Jun 03KH Neochem Co., Ltd. to Report Q2, 2023 Results on Aug 04, 2023KH Neochem Co., Ltd. announced that they will report Q2, 2023 results on Aug 04, 2023
Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥40.09 (vs JP¥91.00 in 1Q 2022)First quarter 2023 results: EPS: JP¥40.09 (down from JP¥91.00 in 1Q 2022). Revenue: JP¥28.7b (down 3.8% from 1Q 2022). Net income: JP¥1.49b (down 56% from 1Q 2022). Profit margin: 5.2% (down from 11% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 29Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: JP¥114.9b (down 1.9% from FY 2021). Net income: JP¥8.07b (down 41% from FY 2021). Profit margin: 7.0% (down from 12% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥218 (down from JP¥369 in FY 2021). Revenue: JP¥114.9b (down 1.9% from FY 2021). Net income: JP¥8.07b (down 41% from FY 2021). Profit margin: 7.0% (down from 12% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Feb 09KH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2023KH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2023.
공시 • Feb 08+ 2 more updatesKH Neochem Co., Ltd. Announces Cash Dividend for the Year Ended December 31, 2022, Payable on March 27, 2023KH Neochem Co., Ltd. announced cash dividend for the year ended December 31, 2022. For the year, the company announced dividend of JPY 42.50 against JPY 45.00 a year ago. The dividend will be payable on March 27, 2023.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).
공시 • Dec 07KH Neochem Co., Ltd. to Report Fiscal Year 2022 Results on Feb 07, 2023KH Neochem Co., Ltd. announced that they will report fiscal year 2022 results on Feb 07, 2023
Major Estimate Revision • Nov 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥249 to JP¥224. Revenue forecast unchanged from JP¥116.1b at last update. Net income forecast to grow 16% next year vs 5.1% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥4,000 to JP¥3,867. Share price was steady at JP¥2,827 over the past week.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Sayoko Miyairi is the most experienced director on the board, commencing their role in 2019. Independent Outside Director Jun Tsuchiya was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: JP¥32.40 (vs JP¥120 in 3Q 2021)Third quarter 2022 results: EPS: JP¥32.40 (down from JP¥120 in 3Q 2021). Revenue: JP¥30.1b (down 4.1% from 3Q 2021). Net income: JP¥1.20b (down 73% from 3Q 2021). Profit margin: 4.0% (down from 14% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals 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.
공시 • Nov 07KH Neochem Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2022KH Neochem Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2022. For the year, the company expects to pay dividend of JPY 42.50 per share.
공시 • Oct 28KH Neochem Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2022KH Neochem Co., Ltd. revised consolidated earnings guidance for the year ending December 31, 2022. For the year, the company expects net sales of ¥116,000 million compared to previous guidance of ¥123,300 million, operating income of ¥13,000 million compared to previous guidance of ¥16,100 million, net income attributable to owners of parent of ¥8,300 million and basic earnings per share of ¥223.85 compared to previous guidance of ¥11,500 million and basic earnings per share of ¥310.15.
공시 • Aug 31KH Neochem Co., Ltd. to Report Q3, 2022 Results on Nov 07, 2022KH Neochem Co., Ltd. announced that they will report Q3, 2022 results on Nov 07, 2022
Price Target Changed • Aug 26Price target decreased to JP¥4,133Down from JP¥4,450, the current price target is an average from 3 analysts. New target price is 65% above last closing price of JP¥2,507. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥310 for next year compared to JP¥369 last year.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: JP¥27.88 (vs JP¥90.03 in 2Q 2021)Second quarter 2022 results: EPS: JP¥27.88 (down from JP¥90.03 in 2Q 2021). Revenue: JP¥22.9b (down 20% from 2Q 2021). Net income: JP¥1.03b (down 69% from 2Q 2021). Profit margin: 4.5% (down from 12% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 6.7%, compared to a 9.8% growth forecast for the 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 4% per year, which means it is significantly lagging earnings growth.
공시 • Aug 05+ 2 more updatesKH Neochem Co., Ltd. Announces Dividend for the Second Quarter of the Year Ending December 31, 2022, Payable on September 2, 2022KH Neochem Co., Ltd. announced dividend of JPY 42.50 per share for the second quarter of the year ending December 31, 2022, payable on September 2, 2022 against JPY 30.00 per share paid a year ago.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 05 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.0%).
공시 • Jun 02KH Neochem Co., Ltd. to Report Q2, 2022 Results on Aug 04, 2022KH Neochem Co., Ltd. announced that they will report Q2, 2022 results on Aug 04, 2022
공시 • May 12+ 2 more updatesKh Neochem Co., Ltd. Provides Dividend Guidance for the Fiscal Ending December 31, 2022KH Neochem Co., Ltd. provides dividend guidance for the fiscal ending December 31, 2022. For the year, the company expects to pay JPY 42.50 against JPY 45.00 reported a year ago.
Reported Earnings • May 11First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥91.00 (up from JP¥61.99 in 1Q 2021). Revenue: JP¥29.9b (up 25% from 1Q 2021). Net income: JP¥3.38b (up 47% from 1Q 2021). Profit margin: 11% (up from 9.6% in 1Q 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 2.9%. Over the next year, revenue is forecast to grow 1.1%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Jun Tsuchiya was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Apr 08KH Neochem Co., Ltd. to Report Q1, 2022 Results on May 10, 2022KH Neochem Co., Ltd. announced that they will report Q1, 2022 results on May 10, 2022
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥2,425, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Chemicals industry in Japan. Total loss to shareholders of 6.6% over the past three years.
Reported Earnings • Feb 08Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥369 (up from JP¥109 in FY 2020). Revenue: JP¥117.1b (up 51% from FY 2020). Net income: JP¥13.7b (up 238% from FY 2020). Profit margin: 12% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 2.9%, 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 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Feb 07+ 3 more updatesKH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2022KH Neochem Co., Ltd., Annual General Meeting, Mar 24, 2022.