View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAgro-Kanesho 과거 순이익 실적과거 기준 점검 5/6Agro-Kanesho은 연평균 1.5%의 비율로 수입이 증가해 온 반면, Chemicals 산업은 수입이 5.9% 증가했습니다. 매출은 연평균 2.2%의 비율로 증가했습니다. Agro-Kanesho의 자기자본이익률은 6.3%이고 순이익률은 5.6%입니다.핵심 정보1.45%순이익 성장률2.75%주당순이익(EPS) 성장률Chemicals 산업 성장률6.58%매출 성장률2.16%자기자본이익률6.27%순이익률5.55%다음 순이익 업데이트12 Feb 2025최근 과거 실적 업데이트공고 • Dec 10Agro-Kanesho Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: JP¥5.34 loss per share (vs JP¥6.52 loss in 3Q 2023)Third quarter 2024 results: JP¥5.34 loss per share (improved from JP¥6.52 loss in 3Q 2023). Revenue: JP¥3.02b (down 1.7% from 3Q 2023). Net loss: JP¥64.0m (loss narrowed 18% from 3Q 2023). 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 13% per year, which means it is significantly lagging earnings growth.공고 • Sep 10Agro-Kanesho Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Agro-Kanesho Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024분석 기사 • Aug 27Agro-Kanesho's (TSE:4955) Problems Go Beyond Weak ProfitAgro-Kanesho Co., Ltd.'s ( TSE:4955 ) stock showed strength, with investors undeterred by its weak earnings report. We...Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: JP¥39.16 (vs JP¥6.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.16 (up from JP¥6.43 in 2Q 2023). Revenue: JP¥4.42b (up 23% from 2Q 2023). Net income: JP¥469.0m (up JP¥392.0m from 2Q 2023). Profit margin: 11% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공고 • Jun 10Agro-Kanesho Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024모든 업데이트 보기Recent updates공고 • Dec 10Agro-Kanesho Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: JP¥5.34 loss per share (vs JP¥6.52 loss in 3Q 2023)Third quarter 2024 results: JP¥5.34 loss per share (improved from JP¥6.52 loss in 3Q 2023). Revenue: JP¥3.02b (down 1.7% from 3Q 2023). Net loss: JP¥64.0m (loss narrowed 18% from 3Q 2023). 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 13% per year, which means it is significantly lagging earnings growth.공고 • Nov 14Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion.Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion on November 12, 2024. Idemitsu Kosan will acquire 12.1 million shares at ¥1,900 per share. The transaction is subject to minimum tender. The Board of Directors of Agro-Kanesho Co., Ltd. formed a special committee for the transaction. The expected completion of the transaction is December 24, 2024. EY Strategy and Consulting Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nishimura & Asahi acted as legal advisor for Idemitsu Kosan Co.,Ltd. Goldman Sachs Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Mizuho Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Agro-Kanesho Co., Ltd. Anderson Mori & Tomotsune LPC acted as legal advisor for Agro-Kanesho Co., Ltd.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,689, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 40% over the past three years.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% 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 Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).Buy Or Sell Opportunity • Oct 31Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥1,316. The fair value is estimated to be JP¥1,059, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.2b market cap, or US$99.0m).Buy Or Sell Opportunity • Sep 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥1,294. The fair value is estimated to be JP¥1,062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.공고 • Sep 10Agro-Kanesho Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Agro-Kanesho Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024분석 기사 • Sep 01Agro-Kanesho Co., Ltd.'s (TSE:4955) 38% Share Price Surge Not Quite Adding UpAgro-Kanesho Co., Ltd. ( TSE:4955 ) shares have had a really impressive month, gaining 38% after a shaky period...분석 기사 • Aug 27Agro-Kanesho's (TSE:4955) Problems Go Beyond Weak ProfitAgro-Kanesho Co., Ltd.'s ( TSE:4955 ) stock showed strength, with investors undeterred by its weak earnings report. We...Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: JP¥39.16 (vs JP¥6.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.16 (up from JP¥6.43 in 2Q 2023). Revenue: JP¥4.42b (up 23% from 2Q 2023). Net income: JP¥469.0m (up JP¥392.0m from 2Q 2023). Profit margin: 11% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,293, the stock trades at a trailing P/E ratio of 30.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 1.9% over the past three years.분석 기사 • Aug 02The Returns On Capital At Agro-Kanesho (TSE:4955) Don't Inspire ConfidenceWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Buy Or Sell Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥1,170. The fair value is estimated to be JP¥1,520, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.Buy Or Sell Opportunity • Jul 05Now 20% undervaluedOver the last 90 days, the stock has risen 6.8% to JP¥1,217. The fair value is estimated to be JP¥1,522, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.Upcoming Dividend • Jun 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.3%).공고 • Jun 10Agro-Kanesho Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥1,190. The fair value is estimated to be JP¥1,494, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥26.56 (vs JP¥34.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.56 (down from JP¥34.20 in 1Q 2023). Revenue: JP¥4.32b (down 1.3% from 1Q 2023). Net income: JP¥318.0m (down 25% from 1Q 2023). Profit margin: 7.4% (down from 9.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Apr 25Less 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. 5 non-independent directors. Independent External Director Fumie Ueda was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Mar 01Agro-Kanesho Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024공고 • Feb 15Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥50.19 (vs JP¥73.98 in FY 2022)Full year 2023 results: EPS: JP¥50.19 (down from JP¥73.98 in FY 2022). Revenue: JP¥15.7b (down 5.9% from FY 2022). Net income: JP¥605.0m (down 34% from FY 2022). Profit margin: 3.9% (down from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Feb 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.8m).Upcoming Dividend • Dec 21Upcoming dividend of JP¥17.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.4%).공고 • Dec 14Agro-Kanesho Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024Reported Earnings • Nov 11Third quarter 2023 earnings released: JP¥6.52 loss per share (vs JP¥5.65 profit in 3Q 2022)Third quarter 2023 results: JP¥6.52 loss per share (down from JP¥5.65 profit in 3Q 2022). Revenue: JP¥3.07b (down 4.3% from 3Q 2022). Net loss: JP¥78.0m (down 211% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공고 • Aug 30Agro-Kanesho Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥6.43 (vs JP¥23.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.43 (down from JP¥23.88 in 2Q 2022). Revenue: JP¥3.60b (down 15% from 2Q 2022). Net income: JP¥77.0m (down 74% from 2Q 2022). Profit margin: 2.1% (down from 7.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥1,867, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 3.0%.Upcoming Dividend • Jun 22Upcoming dividend of JP¥15.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.5%).공고 • Jun 09Agro-Kanesho Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥16.87 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.20 (up from JP¥16.87 in 1Q 2022). Revenue: JP¥4.38b (up 1.8% from 1Q 2022). Net income: JP¥421.0m (up 101% from 1Q 2022). Profit margin: 9.6% (up from 4.9% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공고 • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023.Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,740, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 25% over the past three years.공고 • Dec 06Agro-Kanesho Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023Buying Opportunity • Dec 06Now 23% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥1,859, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 33%.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥5.65 (vs JP¥34.70 loss in 3Q 2021)Third quarter 2022 results: EPS: JP¥5.65 (up from JP¥34.70 loss in 3Q 2021). Revenue: JP¥3.21b (up 9.5% from 3Q 2021). Net income: JP¥70.0m (up JP¥500.0m from 3Q 2021). Profit margin: 2.2% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공고 • Sep 03Agro-Kanesho Co., Ltd. to Report Q3, 2022 Results on Nov 11, 2022Agro-Kanesho Co., Ltd. announced that they will report Q3, 2022 results on Nov 11, 2022Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% 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.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% 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.Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 06 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).공고 • Jun 04Agro-Kanesho Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Agro-Kanesho Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022Reported Earnings • May 17First quarter 2022 earnings released: EPS: JP¥16.87 (vs JP¥31.72 in 1Q 2021)First quarter 2022 results: EPS: JP¥16.87 (down from JP¥31.72 in 1Q 2021). Revenue: JP¥4.30b (down 1.7% from 1Q 2021). Net income: JP¥209.0m (down 47% from 1Q 2021). Profit margin: 4.9% (down from 9.0% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.공고 • May 13Agro-Kanesho Co., Ltd. (TSE:4955) announces an Equity Buyback for 450,000 shares, representing 3.6% for ¥700 million.Agro-Kanesho Co., Ltd. (TSE:4955) announces an share repurchase program. Under the program the company will repurchase 450,000 shares, representing 3.6% of the outstanding shares for ¥700 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment and to return profits to shareholders. The program will run until March 23, 2023. As of March 31, 2022, the company had 12,495,088 shares outstanding and 909,774 shares in treasury.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Apr 08Agro-Kanesho Co., Ltd. to Report Q1, 2022 Results on May 12, 2022Agro-Kanesho Co., Ltd. announced that they will report Q1, 2022 results on May 12, 2022Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% 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.Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% 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.공고 • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022.Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).Reported Earnings • Nov 11Third quarter 2021 earnings released: JP¥34.70 loss per share (vs JP¥5.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.93b (down 8.0% from 3Q 2020). Net loss: JP¥430.0m (down JP¥504.0m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥17.51 (vs JP¥10.76 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.85b (up 2.2% from 2Q 2020). Net income: JP¥217.0m (up JP¥353.0m from 2Q 2020). Profit margin: 5.6% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.0%).Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥31.72 (vs JP¥38.29 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥4.37b (down 4.7% from 1Q 2020). Net income: JP¥393.0m (down 19% from 1Q 2020). Profit margin: 9.0% (down from 11% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% 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.공고 • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021.Is New 90 Day High Low • Feb 01New 90-day low: JP¥1,552The company is down 1.0% from its price of JP¥1,560 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.공고 • Dec 05Agro-Kanesho Co., Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2020 results on Feb 10, 2021공고 • Sep 06Agro-Kanesho Co., Ltd. to Report Q3, 2020 Results on Nov 09, 2020Agro-Kanesho Co., Ltd. announced that they will report Q3, 2020 results on Nov 09, 2020매출 및 비용 세부 내역Agro-Kanesho가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:4955 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비30 Sep 2416,3579083,52768230 Jun 2416,4098943,64268231 Mar 2415,5975023,79468231 Dec 2315,6556053,80168230 Sep 2315,9677624,19062130 Jun 2316,1049104,10862131 Mar 2316,7181,1294,07462131 Dec 2216,6409174,21062130 Sep 2215,6787604,23851630 Jun 2215,3992604,32751631 Mar 2215,0321814,30051631 Dec 2115,1053654,05051630 Sep 2114,8142473,88476530 Jun 2115,0697513,81176531 Mar 2114,9863983,85676531 Dec 2015,2034893,98276530 Sep 2015,2576513,83669830 Jun 2015,5147863,78869831 Mar 2015,0299683,67169831 Dec 1914,5699663,59869830 Sep 1914,3628643,86151030 Jun 1914,2298603,72351031 Mar 1914,6871,1083,67851031 Dec 1815,4111,3013,51851030 Sep 1814,9371,3823,20265230 Jun 1815,0431,3853,08665231 Mar 1814,6991,8953,31965231 Dec 1714,5871,9223,36365230 Sep 1714,4961,7614,177030 Jun 1714,1891,9134,293031 Mar 1714,1981,3114,003031 Dec 1614,3141,2853,991030 Sep 1614,6951,4824,036030 Jun 1614,7671,3653,971031 Mar 1615,0981,5903,812031 Dec 1514,5971,4543,699030 Sep 1514,1441,3713,614030 Jun 1514,0471,3843,484031 Mar 1513,4241,5843,437031 Dec 1413,6821,6673,476030 Sep 1413,5161,8692,804030 Jun 1413,6061,7983,085031 Mar 1414,1871,5433,3310양질의 수익: 4955는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 4955의 현재 순 이익률 (5.6%)은 지난해 (4.8%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4955의 수익은 지난 5년 동안 연평균 1.5% 증가했습니다.성장 가속화: 지난 1년간 4955 의 수익 증가율(19.2%)은 연간 평균(1.5%)을 초과합니다.수익 대 산업: 4955의 지난 1년 수익 증가율(19.2%)은 Chemicals 업계의 11.2%를 상회했습니다.자기자본이익률높은 ROE: 4955의 자본 수익률(6.3%)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 분석2025/01/30 18:36종가2025/01/30 00:00수익2024/09/30연간 수익2023/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Agro-Kanesho Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yoko MizoguchiIchiyoshi Research Institute Inc.Hisaki HatoriMizuho Securities Co., Ltd.
공고 • Dec 10Agro-Kanesho Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: JP¥5.34 loss per share (vs JP¥6.52 loss in 3Q 2023)Third quarter 2024 results: JP¥5.34 loss per share (improved from JP¥6.52 loss in 3Q 2023). Revenue: JP¥3.02b (down 1.7% from 3Q 2023). Net loss: JP¥64.0m (loss narrowed 18% from 3Q 2023). 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 13% per year, which means it is significantly lagging earnings growth.
공고 • Sep 10Agro-Kanesho Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Agro-Kanesho Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
분석 기사 • Aug 27Agro-Kanesho's (TSE:4955) Problems Go Beyond Weak ProfitAgro-Kanesho Co., Ltd.'s ( TSE:4955 ) stock showed strength, with investors undeterred by its weak earnings report. We...
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: JP¥39.16 (vs JP¥6.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.16 (up from JP¥6.43 in 2Q 2023). Revenue: JP¥4.42b (up 23% from 2Q 2023). Net income: JP¥469.0m (up JP¥392.0m from 2Q 2023). Profit margin: 11% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공고 • Jun 10Agro-Kanesho Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024
공고 • Dec 10Agro-Kanesho Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: JP¥5.34 loss per share (vs JP¥6.52 loss in 3Q 2023)Third quarter 2024 results: JP¥5.34 loss per share (improved from JP¥6.52 loss in 3Q 2023). Revenue: JP¥3.02b (down 1.7% from 3Q 2023). Net loss: JP¥64.0m (loss narrowed 18% from 3Q 2023). 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 13% per year, which means it is significantly lagging earnings growth.
공고 • Nov 14Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion.Idemitsu Kosan Co.,Ltd. (TSE:5019) proposed to acquire Agro-Kanesho Co., Ltd. (TSE:4955) from group of shareholders for ¥23.0 billion on November 12, 2024. Idemitsu Kosan will acquire 12.1 million shares at ¥1,900 per share. The transaction is subject to minimum tender. The Board of Directors of Agro-Kanesho Co., Ltd. formed a special committee for the transaction. The expected completion of the transaction is December 24, 2024. EY Strategy and Consulting Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nishimura & Asahi acted as legal advisor for Idemitsu Kosan Co.,Ltd. Goldman Sachs Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Mizuho Securities Co., Ltd. acted as financial advisor for Idemitsu Kosan Co.,Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Agro-Kanesho Co., Ltd. Anderson Mori & Tomotsune LPC acted as legal advisor for Agro-Kanesho Co., Ltd.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,689, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 40% over the past three years.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% 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 Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).
Buy Or Sell Opportunity • Oct 31Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥1,316. The fair value is estimated to be JP¥1,059, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.
New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥15.2b market cap, or US$99.0m).
Buy Or Sell Opportunity • Sep 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥1,294. The fair value is estimated to be JP¥1,062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 24%.
공고 • Sep 10Agro-Kanesho Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024Agro-Kanesho Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
분석 기사 • Sep 01Agro-Kanesho Co., Ltd.'s (TSE:4955) 38% Share Price Surge Not Quite Adding UpAgro-Kanesho Co., Ltd. ( TSE:4955 ) shares have had a really impressive month, gaining 38% after a shaky period...
분석 기사 • Aug 27Agro-Kanesho's (TSE:4955) Problems Go Beyond Weak ProfitAgro-Kanesho Co., Ltd.'s ( TSE:4955 ) stock showed strength, with investors undeterred by its weak earnings report. We...
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: JP¥39.16 (vs JP¥6.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.16 (up from JP¥6.43 in 2Q 2023). Revenue: JP¥4.42b (up 23% from 2Q 2023). Net income: JP¥469.0m (up JP¥392.0m from 2Q 2023). Profit margin: 11% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,293, the stock trades at a trailing P/E ratio of 30.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 1.9% over the past three years.
분석 기사 • Aug 02The Returns On Capital At Agro-Kanesho (TSE:4955) Don't Inspire ConfidenceWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Buy Or Sell Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥1,170. The fair value is estimated to be JP¥1,520, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.
Buy Or Sell Opportunity • Jul 05Now 20% undervaluedOver the last 90 days, the stock has risen 6.8% to JP¥1,217. The fair value is estimated to be JP¥1,522, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.3%).
공고 • Jun 10Agro-Kanesho Co., Ltd. to Report Q2, 2024 Results on Aug 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q2, 2024 results on Aug 13, 2024
Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥1,190. The fair value is estimated to be JP¥1,494, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 23%.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥26.56 (vs JP¥34.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.56 (down from JP¥34.20 in 1Q 2023). Revenue: JP¥4.32b (down 1.3% from 1Q 2023). Net income: JP¥318.0m (down 25% from 1Q 2023). Profit margin: 7.4% (down from 9.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Apr 25Less 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. 5 non-independent directors. Independent External Director Fumie Ueda was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Mar 01Agro-Kanesho Co., Ltd. to Report Q1, 2024 Results on May 13, 2024Agro-Kanesho Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024
공고 • Feb 15Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥50.19 (vs JP¥73.98 in FY 2022)Full year 2023 results: EPS: JP¥50.19 (down from JP¥73.98 in FY 2022). Revenue: JP¥15.7b (down 5.9% from FY 2022). Net income: JP¥605.0m (down 34% from FY 2022). Profit margin: 3.9% (down from 5.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Feb 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.8m).
Upcoming Dividend • Dec 21Upcoming dividend of JP¥17.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.4%).
공고 • Dec 14Agro-Kanesho Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024
Reported Earnings • Nov 11Third quarter 2023 earnings released: JP¥6.52 loss per share (vs JP¥5.65 profit in 3Q 2022)Third quarter 2023 results: JP¥6.52 loss per share (down from JP¥5.65 profit in 3Q 2022). Revenue: JP¥3.07b (down 4.3% from 3Q 2022). Net loss: JP¥78.0m (down 211% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공고 • Aug 30Agro-Kanesho Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥6.43 (vs JP¥23.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥6.43 (down from JP¥23.88 in 2Q 2022). Revenue: JP¥3.60b (down 15% from 2Q 2022). Net income: JP¥77.0m (down 74% from 2Q 2022). Profit margin: 2.1% (down from 7.0% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥1,867, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 3.0%.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥15.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.5%).
공고 • Jun 09Agro-Kanesho Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Agro-Kanesho Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥16.87 in 1Q 2022)First quarter 2023 results: EPS: JP¥34.20 (up from JP¥16.87 in 1Q 2022). Revenue: JP¥4.38b (up 1.8% from 1Q 2022). Net income: JP¥421.0m (up 101% from 1Q 2022). Profit margin: 9.6% (up from 4.9% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥73.98 (vs JP¥29.46 in FY 2021)Full year 2022 results: EPS: JP¥73.98 (up from JP¥29.46 in FY 2021). Revenue: JP¥16.6b (up 10% from FY 2021). Net income: JP¥917.0m (up 151% from FY 2021). Profit margin: 5.5% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공고 • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 28, 2023.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,740, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 25% over the past three years.
공고 • Dec 06Agro-Kanesho Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
Buying Opportunity • Dec 06Now 23% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥1,859, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 33%.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥5.65 (vs JP¥34.70 loss in 3Q 2021)Third quarter 2022 results: EPS: JP¥5.65 (up from JP¥34.70 loss in 3Q 2021). Revenue: JP¥3.21b (up 9.5% from 3Q 2021). Net income: JP¥70.0m (up JP¥500.0m from 3Q 2021). Profit margin: 2.2% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공고 • Sep 03Agro-Kanesho Co., Ltd. to Report Q3, 2022 Results on Nov 11, 2022Agro-Kanesho Co., Ltd. announced that they will report Q3, 2022 results on Nov 11, 2022
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% 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.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥23.88 (vs JP¥17.51 in 2Q 2021)Second quarter 2022 results: EPS: JP¥23.88 (up from JP¥17.51 in 2Q 2021). Revenue: JP¥4.22b (up 9.5% from 2Q 2021). Net income: JP¥296.0m (up 36% from 2Q 2021). Profit margin: 7.0% (up from 5.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 43% 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.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 06 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).
공고 • Jun 04Agro-Kanesho Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Agro-Kanesho Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022
Reported Earnings • May 17First quarter 2022 earnings released: EPS: JP¥16.87 (vs JP¥31.72 in 1Q 2021)First quarter 2022 results: EPS: JP¥16.87 (down from JP¥31.72 in 1Q 2021). Revenue: JP¥4.30b (down 1.7% from 1Q 2021). Net income: JP¥209.0m (down 47% from 1Q 2021). Profit margin: 4.9% (down from 9.0% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
공고 • May 13Agro-Kanesho Co., Ltd. (TSE:4955) announces an Equity Buyback for 450,000 shares, representing 3.6% for ¥700 million.Agro-Kanesho Co., Ltd. (TSE:4955) announces an share repurchase program. Under the program the company will repurchase 450,000 shares, representing 3.6% of the outstanding shares for ¥700 million. The purpose of the program is to carry out agile capital policies in response to changes in the business environment and to return profits to shareholders. The program will run until March 23, 2023. As of March 31, 2022, the company had 12,495,088 shares outstanding and 909,774 shares in treasury.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (9 non-independent directors). External Director Hirokazu Iwasaki was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Apr 08Agro-Kanesho Co., Ltd. to Report Q1, 2022 Results on May 12, 2022Agro-Kanesho Co., Ltd. announced that they will report Q1, 2022 results on May 12, 2022
Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% 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.
Reported Earnings • Feb 14Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥29.46 (down from JP¥38.98 in FY 2020). Revenue: JP¥15.1b (flat on FY 2020). Net income: JP¥365.0m (down 25% from FY 2020). Profit margin: 2.4% (down from 3.2% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% 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.
공고 • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2022.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.2%).
Reported Earnings • Nov 11Third quarter 2021 earnings released: JP¥34.70 loss per share (vs JP¥5.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.93b (down 8.0% from 3Q 2020). Net loss: JP¥430.0m (down JP¥504.0m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥17.51 (vs JP¥10.76 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥3.85b (up 2.2% from 2Q 2020). Net income: JP¥217.0m (up JP¥353.0m from 2Q 2020). Profit margin: 5.6% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.0%).
Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥31.72 (vs JP¥38.29 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥4.37b (down 4.7% from 1Q 2020). Net income: JP¥393.0m (down 19% from 1Q 2020). Profit margin: 9.0% (down from 11% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥38.98 (vs JP¥76.43 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥15.2b (up 4.4% from FY 2019). Net income: JP¥489.0m (down 49% from FY 2019). Profit margin: 3.2% (down from 6.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 38% 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.
공고 • Feb 12Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021Agro-Kanesho Co., Ltd., Annual General Meeting, Mar 24, 2021.
Is New 90 Day High Low • Feb 01New 90-day low: JP¥1,552The company is down 1.0% from its price of JP¥1,560 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.
공고 • Dec 05Agro-Kanesho Co., Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Agro-Kanesho Co., Ltd. announced that they will report fiscal year 2020 results on Feb 10, 2021
공고 • Sep 06Agro-Kanesho Co., Ltd. to Report Q3, 2020 Results on Nov 09, 2020Agro-Kanesho Co., Ltd. announced that they will report Q3, 2020 results on Nov 09, 2020