TakashoLtd (7590) 주식 개요는 일본 및 해외에서 정원 용품의 수입 및 수출에 종사하고 있습니다. 자세히 보기7590 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적2/6재무 건전성4/6배당1/6강점올해부터 흑자전환위험 분석지난 5년간 매년 수익이 60.7% 감소했습니다.의미 있는 시가총액이 없습니다(¥7B)모든 위험 점검 보기7590 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥388.0038.2% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-362m21b2016201920222025202620282031Revenue JP¥19.7bEarnings JP¥376.1mAdvancedSet Fair ValueView all narrativesTakasho Co.,Ltd. 경쟁사SanyeiSymbol: TSE:8119Market cap: JP¥7.2bLilycolorSymbol: TSE:9827Market cap: JP¥7.4bMOONBATLtdSymbol: TSE:8115Market cap: JP¥7.1bNakayamafukuLtdSymbol: TSE:7442Market cap: JP¥8.7b가격 이력 및 성과TakashoLtd 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥388.0052주 최고가JP¥495.0052주 최저가JP¥375.00베타0.101개월 변동0.26%3개월 변동-2.76%1년 변동-5.13%3년 변동-43.19%5년 변동-50.82%IPO 이후 변동74.20%최근 뉴스 및 업데이트Reported Earnings • 17hFirst quarter 2027 earnings released: EPS: JP¥2.85 (vs JP¥8.12 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥2.85 (up from JP¥8.12 loss in 1Q 2026). Revenue: JP¥5.65b (down 2.6% from 1Q 2026). Net income: JP¥48.0m (up JP¥184.8m from 1Q 2026). Profit margin: 0.8% (up from net loss in 1Q 2026). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 64% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 64% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.68b market cap, or US$42.0m).Reported Earnings • Mar 06Full year 2026 earnings released: EPS: JP¥11.75 (vs JP¥14.36 loss in FY 2025)Full year 2026 results: EPS: JP¥11.75 (up from JP¥14.36 loss in FY 2025). Revenue: JP¥20.2b (up 1.8% from FY 2025). Net income: JP¥198.0m (up JP¥440.0m from FY 2025). Profit margin: 1.0% (up from net loss in FY 2025). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% 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.공시 • Mar 05Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026.Upcoming Dividend • Jan 12Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 19 January 2026. Payment date: 10 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).Reported Earnings • Nov 30Third quarter 2026 earnings released: JP¥9.57 loss per share (vs JP¥19.73 loss in 3Q 2025)Third quarter 2026 results: JP¥9.57 loss per share (improved from JP¥19.73 loss in 3Q 2025). Revenue: JP¥4.40b (up 5.2% from 3Q 2025). Net loss: JP¥161.3m (loss narrowed 52% from 3Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.더 많은 업데이트 보기Recent updatesReported Earnings • 17hFirst quarter 2027 earnings released: EPS: JP¥2.85 (vs JP¥8.12 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥2.85 (up from JP¥8.12 loss in 1Q 2026). Revenue: JP¥5.65b (down 2.6% from 1Q 2026). Net income: JP¥48.0m (up JP¥184.8m from 1Q 2026). Profit margin: 0.8% (up from net loss in 1Q 2026). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 64% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 64% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.68b market cap, or US$42.0m).Reported Earnings • Mar 06Full year 2026 earnings released: EPS: JP¥11.75 (vs JP¥14.36 loss in FY 2025)Full year 2026 results: EPS: JP¥11.75 (up from JP¥14.36 loss in FY 2025). Revenue: JP¥20.2b (up 1.8% from FY 2025). Net income: JP¥198.0m (up JP¥440.0m from FY 2025). Profit margin: 1.0% (up from net loss in FY 2025). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% 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.공시 • Mar 05Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026.Upcoming Dividend • Jan 12Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 19 January 2026. Payment date: 10 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).Reported Earnings • Nov 30Third quarter 2026 earnings released: JP¥9.57 loss per share (vs JP¥19.73 loss in 3Q 2025)Third quarter 2026 results: JP¥9.57 loss per share (improved from JP¥19.73 loss in 3Q 2025). Revenue: JP¥4.40b (up 5.2% from 3Q 2025). Net loss: JP¥161.3m (loss narrowed 52% from 3Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.분석 기사 • Nov 28TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00Takasho Co.,Ltd.'s ( TSE:7590 ) investors are due to receive a payment of ¥5.00 per share on 10th of April. This means...분석 기사 • Aug 29TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend of ¥5.00 per share on the 10th of April. This...Declared Dividend • Aug 29Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 19th January 2026 Payment date: 10th April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Reported Earnings • Aug 28Second quarter 2026 earnings released: EPS: JP¥14.88 (vs JP¥4.33 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.88 (up from JP¥4.33 in 2Q 2025). Revenue: JP¥5.13b (down 5.2% from 2Q 2025). Net income: JP¥250.8m (up 244% from 2Q 2025). Profit margin: 4.9% (up from 1.3% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.공시 • Aug 09+ 1 more updateTakasho Co.,Ltd. to Report Q2, 2026 Results on Aug 27, 2025Takasho Co.,Ltd. announced that they will report Q2, 2026 results on Aug 27, 2025Reported Earnings • May 29First quarter 2026 earnings released: JP¥8.12 loss per share (vs JP¥1.01 loss in 1Q 2025)First quarter 2026 results: JP¥8.12 loss per share (further deteriorated from JP¥1.01 loss in 1Q 2025). Revenue: JP¥5.80b (up 9.7% from 1Q 2025). Net loss: JP¥136.8m (loss widened JP¥119.8m from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 41% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 41% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥7.00b market cap, or US$46.5m).공시 • Mar 26Takasho Co.,Ltd. to Report Q1, 2026 Results on May 23, 2025Takasho Co.,Ltd. announced that they will report Q1, 2026 results on May 23, 2025Reported Earnings • Mar 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: JP¥14.36 loss per share (further deteriorated from JP¥4.41 loss in FY 2024). Revenue: JP¥19.9b (up 2.5% from FY 2024). Net loss: JP¥242.0m (loss widened 223% from FY 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.공시 • Mar 03Takasho Co.,Ltd., Annual General Meeting, Apr 09, 2025Takasho Co.,Ltd., Annual General Meeting, Apr 09, 2025.공시 • Jan 28Takasho Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 03, 2025Takasho Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 03, 2025Upcoming Dividend • Jan 10Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 17 January 2025. Payment date: 11 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).분석 기사 • Nov 27TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend of ¥5.00 per share on the 11th of...Reported Earnings • Nov 27Third quarter 2025 earnings released: JP¥19.73 loss per share (vs JP¥10.45 loss in 3Q 2024)Third quarter 2025 results: JP¥19.73 loss per share (further deteriorated from JP¥10.45 loss in 3Q 2024). Revenue: JP¥4.18b (down 6.6% from 3Q 2024). Net loss: JP¥332.5m (loss widened 89% from 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.분석 기사 • Nov 13TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend on the 11th of April, with...분석 기사 • Oct 30TakashoLtd (TSE:7590) Has Announced A Dividend Of ¥5.00Takasho Co.,Ltd.'s ( TSE:7590 ) investors are due to receive a payment of ¥5.00 per share on 11th of April. Including...공시 • Oct 29Takasho Co.,Ltd. to Report Q3, 2025 Results on Nov 15, 2024Takasho Co.,Ltd. announced that they will report Q3, 2025 results on Nov 15, 2024분석 기사 • Oct 14TakashoLtd (TSE:7590) Has Announced A Dividend Of ¥5.00Takasho Co.,Ltd. ( TSE:7590 ) will pay a dividend of ¥5.00 on the 11th of April. Including this payment, the dividend...분석 기사 • Sep 30TakashoLtd (TSE:7590) Has Announced A Dividend Of ¥5.00Takasho Co.,Ltd. ( TSE:7590 ) will pay a dividend of ¥5.00 on the 11th of April. Including this payment, the dividend...분석 기사 • Sep 14TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend of ¥5.00 per share on the 11th of...분석 기사 • Aug 31TakashoLtd (TSE:7590) Is Due To Pay A Dividend Of ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend on the 11th of April, with...Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: JP¥4.40 (vs JP¥7.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.40 (down from JP¥7.04 in 2Q 2024). Revenue: JP¥5.41b (up 6.4% from 2Q 2024). Net income: JP¥74.2m (down 38% from 2Q 2024). Profit margin: 1.4% (down from 2.3% in 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.New Risk • Aug 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 118% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 118% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (JP¥8.02b market cap, or US$54.6m).Reported Earnings • May 27First quarter 2025 earnings released: JP¥1.01 loss per share (vs JP¥6.10 profit in 1Q 2024)First quarter 2025 results: JP¥1.01 loss per share (down from JP¥6.10 profit in 1Q 2024). Revenue: JP¥5.29b (down 5.6% from 1Q 2024). Net loss: JP¥17.0m (down 116% from profit in 1Q 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.공시 • May 26+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2025Takasho Co.,Ltd. provided earnings guidance for the Fiscal Year Ending January 20, 2025. For the year, The company expects net sales of JPY 22,047 million, Operating Income of JPY 583 million, Net income attributable to owners of the parent company JPY 323 million and Basic Earnings per share is JPY 19.16.공시 • Apr 29Takasho Co.,Ltd. to Report Q1, 2025 Results on May 24, 2024Takasho Co.,Ltd. announced that they will report Q1, 2025 results on May 24, 2024Reported Earnings • Mar 08Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: JP¥4.45 loss per share (down from JP¥29.54 profit in FY 2023). Revenue: JP¥19.4b (down 4.6% from FY 2023). Net loss: JP¥75.6m (down 115% from profit in FY 2023). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.분석 기사 • Mar 07There Are Reasons To Feel Uneasy About TakashoLtd's (TSE:7590) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...공시 • Mar 06Takasho Co.,Ltd., Annual General Meeting, Apr 10, 2024Takasho Co.,Ltd., Annual General Meeting, Apr 10, 2024. Agenda: To consider a proposal for the reversal of the separate reserve fund.공시 • Jan 28Takasho Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2024Takasho Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 05, 2024Upcoming Dividend • Jan 11Upcoming dividend of JP¥5.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 18 January 2024. Payment date: 15 April 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.1%).Reported Earnings • Nov 29Third quarter 2024 earnings released: JP¥10.41 loss per share (vs JP¥2.85 loss in 3Q 2023)Third quarter 2024 results: JP¥10.41 loss per share (further deteriorated from JP¥2.85 loss in 3Q 2023). Revenue: JP¥4.47b (down 8.0% from 3Q 2023). Net loss: JP¥175.4m (loss widened 251% from 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% 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.공시 • Nov 29+ 1 more updateTakasho Co.,Ltd. Announces Revision of Dividend Guidance for the Year Ending January 20, 2024Takasho Co.,Ltd. announced revision of dividend guidance for the year ending January 20, 2024. For the year the company decided to pay a year-end annual dividend of ¥5 per share for FY2024, decrease by ¥11 from ¥16, initially forecasted.Major Estimate Revision • Sep 23Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥22.5b to JP¥19.9b. EPS estimate fell from JP¥38.40 to JP¥18.90 per share. Net income forecast to grow 466% next year vs 19% growth forecast for Retail Distributors industry in Japan. Consensus price target down from JP¥840 to JP¥740. Share price was steady at JP¥642 over the past week.Buying Opportunity • Sep 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be JP¥799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 1,415% in the next 2 years.Buying Opportunity • Aug 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be JP¥803, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 1,398% in the next 2 years.Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: JP¥7.00 (vs JP¥8.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥7.00 (down from JP¥8.79 in 2Q 2023). Revenue: JP¥5.08b (down 5.0% from 2Q 2023). Net income: JP¥118.4m (down 23% from 2Q 2023). Profit margin: 2.3% (down from 2.9% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Aug 26+ 1 more updateTakasho Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending January 20, 2024Takasho Co.,Ltd. provided consolidated earnings guidance for the full year of fiscal year ending January 20, 2024. For the period, the company expects net sales of JPY 22,700 million, operating profit of JPY 1,016 million, Net income attributable to owners of parent of JPY 651 million and basic earnings per share of JPY 38.65.Reported Earnings • May 27First quarter 2024 earnings released: EPS: JP¥6.10 (vs JP¥29.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.10 (down from JP¥29.95 in 1Q 2023). Revenue: JP¥5.60b (down 1.2% from 1Q 2023). Net income: JP¥106.0m (down 80% from 1Q 2023). Profit margin: 1.9% (down from 9.3% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.공시 • May 25+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2024Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2024. For the period, the company expects net sales of JPY 22,700 million, Operating Income of JPY 1,016 million, Net income attributable to owners of the parent company of JPY 651 million and Basic Earnings Per Share of JPY 38.65.Reported Earnings • Mar 04Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥29.54 (down from JP¥64.99 in FY 2022). Revenue: JP¥20.4b (down 2.1% from FY 2022). Net income: JP¥518.0m (down 48% from FY 2022). Profit margin: 2.5% (down from 4.8% in FY 2022). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 47%. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.Upcoming Dividend • Jan 12Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).공시 • Jan 06Takasho Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 03, 2023Takasho Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 03, 2023Reported Earnings • Nov 27Third quarter 2023 earnings released: JP¥2.85 loss per share (vs JP¥9.80 profit in 3Q 2022)Third quarter 2023 results: JP¥2.85 loss per share (down from JP¥9.80 profit in 3Q 2022). Revenue: JP¥4.86b (up 3.6% from 3Q 2022). Net loss: JP¥50.0m (down 134% from profit in 3Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Nov 26Takasho Co.,Ltd. Revises Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. revised earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 20,880 million, Operating Income of JPY 810 million, Net income attributable to owners of the parent company of JPY 730 million and Basic Earnings Per Share of JPY 41.63 against previously expected net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of the parent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55.공시 • Nov 25+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 20,880 million, Operating Income of JPY 810 million, Net income attributable to owners of theparent company of JPY 730 million and Basic Earnings Per Share of JPY 41.63.Price Target Changed • Nov 16Price target decreased to JP¥920Down from JP¥1,150, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥700. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥55.60 for next year compared to JP¥64.99 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Hiroyuki Yamada was the last independent director to join the board, commencing their role in 2007. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Oct 08Takasho Co.,Ltd. to Report Q3, 2023 Results on Nov 25, 2022Takasho Co.,Ltd. announced that they will report Q3, 2023 results on Nov 25, 2022공시 • Aug 26Takasho Co.,Ltd. provides Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of theparent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55.Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: JP¥8.75 (vs JP¥40.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.75 (down from JP¥40.27 in 2Q 2022). Revenue: JP¥5.35b (down 6.0% from 2Q 2022). Net income: JP¥153.4m (down 74% from 2Q 2022). Profit margin: 2.9% (down from 10% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 18%, compared to a 20% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Aug 25Takasho Co.,Ltd. Provides Dividend Guidance for the Year Ending January 20, 2023Takasho Co.,Ltd. provided dividend guidance for the year ending January 20, 2023. For the year, the company expects to pay a dividend of JPY 23 per share.공시 • Jun 29Takasho Co.,Ltd. to Report Q2, 2023 Results on Aug 25, 2022Takasho Co.,Ltd. announced that they will report Q2, 2023 results on Aug 25, 2022Reported Earnings • May 27First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥30.00 (up from JP¥19.07 in 1Q 2022). Revenue: JP¥5.67b (up 1.7% from 1Q 2022). Net income: JP¥525.9m (up 89% from 1Q 2022). Profit margin: 9.3% (up from 5.0% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • May 26+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of theparent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Hiroyuki Yamada was the last independent director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 09Takasho Co.,Ltd. to Report Q1, 2023 Results on May 25, 2022Takasho Co.,Ltd. announced that they will report Q1, 2023 results on May 25, 2022공시 • Apr 08Takasho Co.,Ltd., Annual General Meeting, Apr 13, 2022Takasho Co.,Ltd., Annual General Meeting, Apr 13, 2022.Reported Earnings • Mar 06Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥64.99 (down from JP¥65.30 in FY 2021). Revenue: JP¥20.8b (up 12% from FY 2021). Net income: JP¥1.00b (up 5.1% from FY 2021). Profit margin: 4.8% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 12Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 19 January 2022. Payment date: 15 April 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.3%).Reported Earnings • Nov 28Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥9.80 (down from JP¥14.61 in 3Q 2021). Revenue: JP¥4.70b (up 4.1% from 3Q 2021). Net income: JP¥147.0m (down 31% from 3Q 2021). Profit margin: 3.1% (down from 4.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥933, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Retail Distributors industry in Asia. Total returns to shareholders of 107% over the past three years.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS JP¥40.27 (vs JP¥33.27 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥5.69b (up 12% from 2Q 2021). Net income: JP¥587.0m (up 21% from 2Q 2021). Profit margin: 10% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 30First quarter 2022 earnings released: EPS JP¥19.07 (vs JP¥3.43 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.58b (up 21% from 1Q 2021). Net income: JP¥278.0m (up 456% from 1Q 2021). Profit margin: 5.0% (up from 1.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • Mar 05Takasho Co.,Ltd., Annual General Meeting, Apr 14, 2021Takasho Co.,Ltd., Annual General Meeting, Apr 14, 2021.Reported Earnings • Mar 04Full year 2021 earnings released: EPS JP¥65.30 (vs JP¥13.93 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥18.5b (up 6.5% from FY 2020). Net income: JP¥952.0m (up 369% from FY 2020). Profit margin: 5.1% (up from 1.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 04New 90-day low: JP¥700The company is down 15% from its price of JP¥821 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is flat over the same period.Upcoming Dividend • Jan 12Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 19th of January. The trailing yield of 1.5% is below the top quartile of Japanese dividend payers (2.9%), and is lower than industry peers (1.8%).공시 • Jan 07Takasho Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 03, 2021Takasho Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 03, 2021Reported Earnings • Dec 01Third quarter 2021 earnings released: EPS JP¥14.61The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.51b (up 7.5% from 3Q 2020). Net income: JP¥213.0m (up 134% from 3Q 2020). Profit margin: 4.7% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. 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 16% per year, which means it is significantly lagging earnings growth.공시 • Oct 10Takasho Co.,Ltd. to Report Q3, 2021 Results on Nov 26, 2020Takasho Co.,Ltd. announced that they will report Q3, 2021 results on Nov 26, 2020공시 • Jul 17Takasho Co.,Ltd. to Report Q2, 2021 Results on Aug 26, 2020Takasho Co.,Ltd. announced that they will report Q2, 2021 results on Aug 26, 2020주주 수익률7590JP Retail DistributorsJP 시장7D-2.8%-0.5%2.7%1Y-5.1%22.6%42.1%전체 주주 수익률 보기수익률 대 산업: 7590은 지난 1년 동안 22.6%의 수익을 기록한 JP Retail Distributors 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7590은 지난 1년 동안 42.1%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7590's price volatile compared to industry and market?7590 volatility7590 Average Weekly Movement2.5%Retail Distributors Industry Average Movement3.8%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%안정적인 주가: 7590는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7590의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1935891Nobuo Takaokawww.takasho.co.jp타카쇼는 일본 및 해외에서 정원 용품의 수입 및 수출에 종사하고 있습니다. 또한 실내외 정원 및 녹화 관련 제품과 같은 환경 외장 제품의 기획, 설계 및 개발에도 관여하고 있습니다. 또한 CAD 및 CG 소프트웨어를 제공하고 가공합니다.더 보기Takasho Co.,Ltd. 기초 지표 요약TakashoLtd의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7590 기초 통계시가총액JP¥6.54b순이익 (TTM)JP¥382.81m매출 (TTM)JP¥20.10b17.1x주가수익비율(P/E)0.3x주가매출비율(P/S)7590는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7590 손익계산서 (TTM)매출JP¥20.10b매출원가JP¥11.68b총이익JP¥8.42b기타 비용JP¥8.04b순이익JP¥382.81m최근 보고된 실적Apr 20, 2026다음 실적 발표일해당 없음주당순이익(EPS)22.71총이익률41.90%순이익률1.90%부채/자본 비율50.0%7590의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.3%현재 배당 수익률-621%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 00:49종가2026/05/27 00:00수익2026/04/20연간 수익2026/01/20데이터 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 소스Takasho Co.,Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullInvestment Bridge Co., Ltd.Kazuhiko UzakiOkasan Securities Co. Ltd.Katsumi HosoiTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • 17hFirst quarter 2027 earnings released: EPS: JP¥2.85 (vs JP¥8.12 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥2.85 (up from JP¥8.12 loss in 1Q 2026). Revenue: JP¥5.65b (down 2.6% from 1Q 2026). Net income: JP¥48.0m (up JP¥184.8m from 1Q 2026). Profit margin: 0.8% (up from net loss in 1Q 2026). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 64% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 64% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.68b market cap, or US$42.0m).
Reported Earnings • Mar 06Full year 2026 earnings released: EPS: JP¥11.75 (vs JP¥14.36 loss in FY 2025)Full year 2026 results: EPS: JP¥11.75 (up from JP¥14.36 loss in FY 2025). Revenue: JP¥20.2b (up 1.8% from FY 2025). Net income: JP¥198.0m (up JP¥440.0m from FY 2025). Profit margin: 1.0% (up from net loss in FY 2025). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% 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.
공시 • Mar 05Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026.
Upcoming Dividend • Jan 12Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 19 January 2026. Payment date: 10 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).
Reported Earnings • Nov 30Third quarter 2026 earnings released: JP¥9.57 loss per share (vs JP¥19.73 loss in 3Q 2025)Third quarter 2026 results: JP¥9.57 loss per share (improved from JP¥19.73 loss in 3Q 2025). Revenue: JP¥4.40b (up 5.2% from 3Q 2025). Net loss: JP¥161.3m (loss narrowed 52% from 3Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Reported Earnings • 17hFirst quarter 2027 earnings released: EPS: JP¥2.85 (vs JP¥8.12 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥2.85 (up from JP¥8.12 loss in 1Q 2026). Revenue: JP¥5.65b (down 2.6% from 1Q 2026). Net income: JP¥48.0m (up JP¥184.8m from 1Q 2026). Profit margin: 0.8% (up from net loss in 1Q 2026). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 64% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 64% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.68b market cap, or US$42.0m).
Reported Earnings • Mar 06Full year 2026 earnings released: EPS: JP¥11.75 (vs JP¥14.36 loss in FY 2025)Full year 2026 results: EPS: JP¥11.75 (up from JP¥14.36 loss in FY 2025). Revenue: JP¥20.2b (up 1.8% from FY 2025). Net income: JP¥198.0m (up JP¥440.0m from FY 2025). Profit margin: 1.0% (up from net loss in FY 2025). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% 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.
공시 • Mar 05Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026.
Upcoming Dividend • Jan 12Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 19 January 2026. Payment date: 10 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).
Reported Earnings • Nov 30Third quarter 2026 earnings released: JP¥9.57 loss per share (vs JP¥19.73 loss in 3Q 2025)Third quarter 2026 results: JP¥9.57 loss per share (improved from JP¥19.73 loss in 3Q 2025). Revenue: JP¥4.40b (up 5.2% from 3Q 2025). Net loss: JP¥161.3m (loss narrowed 52% from 3Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
분석 기사 • Nov 28TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00Takasho Co.,Ltd.'s ( TSE:7590 ) investors are due to receive a payment of ¥5.00 per share on 10th of April. This means...
분석 기사 • Aug 29TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend of ¥5.00 per share on the 10th of April. This...
Declared Dividend • Aug 29Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 19th January 2026 Payment date: 10th April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Reported Earnings • Aug 28Second quarter 2026 earnings released: EPS: JP¥14.88 (vs JP¥4.33 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.88 (up from JP¥4.33 in 2Q 2025). Revenue: JP¥5.13b (down 5.2% from 2Q 2025). Net income: JP¥250.8m (up 244% from 2Q 2025). Profit margin: 4.9% (up from 1.3% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.
공시 • Aug 09+ 1 more updateTakasho Co.,Ltd. to Report Q2, 2026 Results on Aug 27, 2025Takasho Co.,Ltd. announced that they will report Q2, 2026 results on Aug 27, 2025
Reported Earnings • May 29First quarter 2026 earnings released: JP¥8.12 loss per share (vs JP¥1.01 loss in 1Q 2025)First quarter 2026 results: JP¥8.12 loss per share (further deteriorated from JP¥1.01 loss in 1Q 2025). Revenue: JP¥5.80b (up 9.7% from 1Q 2025). Net loss: JP¥136.8m (loss widened JP¥119.8m from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 41% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 41% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥7.00b market cap, or US$46.5m).
공시 • Mar 26Takasho Co.,Ltd. to Report Q1, 2026 Results on May 23, 2025Takasho Co.,Ltd. announced that they will report Q1, 2026 results on May 23, 2025
Reported Earnings • Mar 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: JP¥14.36 loss per share (further deteriorated from JP¥4.41 loss in FY 2024). Revenue: JP¥19.9b (up 2.5% from FY 2024). Net loss: JP¥242.0m (loss widened 223% from FY 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
공시 • Mar 03Takasho Co.,Ltd., Annual General Meeting, Apr 09, 2025Takasho Co.,Ltd., Annual General Meeting, Apr 09, 2025.
공시 • Jan 28Takasho Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 03, 2025Takasho Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 03, 2025
Upcoming Dividend • Jan 10Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 17 January 2025. Payment date: 11 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).
분석 기사 • Nov 27TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend of ¥5.00 per share on the 11th of...
Reported Earnings • Nov 27Third quarter 2025 earnings released: JP¥19.73 loss per share (vs JP¥10.45 loss in 3Q 2024)Third quarter 2025 results: JP¥19.73 loss per share (further deteriorated from JP¥10.45 loss in 3Q 2024). Revenue: JP¥4.18b (down 6.6% from 3Q 2024). Net loss: JP¥332.5m (loss widened 89% from 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
분석 기사 • Nov 13TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend on the 11th of April, with...
분석 기사 • Oct 30TakashoLtd (TSE:7590) Has Announced A Dividend Of ¥5.00Takasho Co.,Ltd.'s ( TSE:7590 ) investors are due to receive a payment of ¥5.00 per share on 11th of April. Including...
공시 • Oct 29Takasho Co.,Ltd. to Report Q3, 2025 Results on Nov 15, 2024Takasho Co.,Ltd. announced that they will report Q3, 2025 results on Nov 15, 2024
분석 기사 • Oct 14TakashoLtd (TSE:7590) Has Announced A Dividend Of ¥5.00Takasho Co.,Ltd. ( TSE:7590 ) will pay a dividend of ¥5.00 on the 11th of April. Including this payment, the dividend...
분석 기사 • Sep 30TakashoLtd (TSE:7590) Has Announced A Dividend Of ¥5.00Takasho Co.,Ltd. ( TSE:7590 ) will pay a dividend of ¥5.00 on the 11th of April. Including this payment, the dividend...
분석 기사 • Sep 14TakashoLtd's (TSE:7590) Dividend Will Be ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend of ¥5.00 per share on the 11th of...
분석 기사 • Aug 31TakashoLtd (TSE:7590) Is Due To Pay A Dividend Of ¥5.00The board of Takasho Co.,Ltd. ( TSE:7590 ) has announced that it will pay a dividend on the 11th of April, with...
Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: JP¥4.40 (vs JP¥7.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.40 (down from JP¥7.04 in 2Q 2024). Revenue: JP¥5.41b (up 6.4% from 2Q 2024). Net income: JP¥74.2m (down 38% from 2Q 2024). Profit margin: 1.4% (down from 2.3% in 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
New Risk • Aug 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 118% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 118% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (JP¥8.02b market cap, or US$54.6m).
Reported Earnings • May 27First quarter 2025 earnings released: JP¥1.01 loss per share (vs JP¥6.10 profit in 1Q 2024)First quarter 2025 results: JP¥1.01 loss per share (down from JP¥6.10 profit in 1Q 2024). Revenue: JP¥5.29b (down 5.6% from 1Q 2024). Net loss: JP¥17.0m (down 116% from profit in 1Q 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
공시 • May 26+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2025Takasho Co.,Ltd. provided earnings guidance for the Fiscal Year Ending January 20, 2025. For the year, The company expects net sales of JPY 22,047 million, Operating Income of JPY 583 million, Net income attributable to owners of the parent company JPY 323 million and Basic Earnings per share is JPY 19.16.
공시 • Apr 29Takasho Co.,Ltd. to Report Q1, 2025 Results on May 24, 2024Takasho Co.,Ltd. announced that they will report Q1, 2025 results on May 24, 2024
Reported Earnings • Mar 08Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: JP¥4.45 loss per share (down from JP¥29.54 profit in FY 2023). Revenue: JP¥19.4b (down 4.6% from FY 2023). Net loss: JP¥75.6m (down 115% from profit in FY 2023). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
분석 기사 • Mar 07There Are Reasons To Feel Uneasy About TakashoLtd's (TSE:7590) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
공시 • Mar 06Takasho Co.,Ltd., Annual General Meeting, Apr 10, 2024Takasho Co.,Ltd., Annual General Meeting, Apr 10, 2024. Agenda: To consider a proposal for the reversal of the separate reserve fund.
공시 • Jan 28Takasho Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2024Takasho Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 05, 2024
Upcoming Dividend • Jan 11Upcoming dividend of JP¥5.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 18 January 2024. Payment date: 15 April 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.1%).
Reported Earnings • Nov 29Third quarter 2024 earnings released: JP¥10.41 loss per share (vs JP¥2.85 loss in 3Q 2023)Third quarter 2024 results: JP¥10.41 loss per share (further deteriorated from JP¥2.85 loss in 3Q 2023). Revenue: JP¥4.47b (down 8.0% from 3Q 2023). Net loss: JP¥175.4m (loss widened 251% from 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% 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.
공시 • Nov 29+ 1 more updateTakasho Co.,Ltd. Announces Revision of Dividend Guidance for the Year Ending January 20, 2024Takasho Co.,Ltd. announced revision of dividend guidance for the year ending January 20, 2024. For the year the company decided to pay a year-end annual dividend of ¥5 per share for FY2024, decrease by ¥11 from ¥16, initially forecasted.
Major Estimate Revision • Sep 23Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥22.5b to JP¥19.9b. EPS estimate fell from JP¥38.40 to JP¥18.90 per share. Net income forecast to grow 466% next year vs 19% growth forecast for Retail Distributors industry in Japan. Consensus price target down from JP¥840 to JP¥740. Share price was steady at JP¥642 over the past week.
Buying Opportunity • Sep 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be JP¥799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 1,415% in the next 2 years.
Buying Opportunity • Aug 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be JP¥803, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 1,398% in the next 2 years.
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: JP¥7.00 (vs JP¥8.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥7.00 (down from JP¥8.79 in 2Q 2023). Revenue: JP¥5.08b (down 5.0% from 2Q 2023). Net income: JP¥118.4m (down 23% from 2Q 2023). Profit margin: 2.3% (down from 2.9% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Aug 26+ 1 more updateTakasho Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending January 20, 2024Takasho Co.,Ltd. provided consolidated earnings guidance for the full year of fiscal year ending January 20, 2024. For the period, the company expects net sales of JPY 22,700 million, operating profit of JPY 1,016 million, Net income attributable to owners of parent of JPY 651 million and basic earnings per share of JPY 38.65.
Reported Earnings • May 27First quarter 2024 earnings released: EPS: JP¥6.10 (vs JP¥29.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.10 (down from JP¥29.95 in 1Q 2023). Revenue: JP¥5.60b (down 1.2% from 1Q 2023). Net income: JP¥106.0m (down 80% from 1Q 2023). Profit margin: 1.9% (down from 9.3% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
공시 • May 25+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2024Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2024. For the period, the company expects net sales of JPY 22,700 million, Operating Income of JPY 1,016 million, Net income attributable to owners of the parent company of JPY 651 million and Basic Earnings Per Share of JPY 38.65.
Reported Earnings • Mar 04Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥29.54 (down from JP¥64.99 in FY 2022). Revenue: JP¥20.4b (down 2.1% from FY 2022). Net income: JP¥518.0m (down 48% from FY 2022). Profit margin: 2.5% (down from 4.8% in FY 2022). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 47%. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
Upcoming Dividend • Jan 12Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
공시 • Jan 06Takasho Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 03, 2023Takasho Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 03, 2023
Reported Earnings • Nov 27Third quarter 2023 earnings released: JP¥2.85 loss per share (vs JP¥9.80 profit in 3Q 2022)Third quarter 2023 results: JP¥2.85 loss per share (down from JP¥9.80 profit in 3Q 2022). Revenue: JP¥4.86b (up 3.6% from 3Q 2022). Net loss: JP¥50.0m (down 134% from profit in 3Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Nov 26Takasho Co.,Ltd. Revises Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. revised earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 20,880 million, Operating Income of JPY 810 million, Net income attributable to owners of the parent company of JPY 730 million and Basic Earnings Per Share of JPY 41.63 against previously expected net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of the parent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55.
공시 • Nov 25+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 20,880 million, Operating Income of JPY 810 million, Net income attributable to owners of theparent company of JPY 730 million and Basic Earnings Per Share of JPY 41.63.
Price Target Changed • Nov 16Price target decreased to JP¥920Down from JP¥1,150, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥700. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥55.60 for next year compared to JP¥64.99 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Hiroyuki Yamada was the last independent director to join the board, commencing their role in 2007. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Oct 08Takasho Co.,Ltd. to Report Q3, 2023 Results on Nov 25, 2022Takasho Co.,Ltd. announced that they will report Q3, 2023 results on Nov 25, 2022
공시 • Aug 26Takasho Co.,Ltd. provides Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of theparent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55.
Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: JP¥8.75 (vs JP¥40.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.75 (down from JP¥40.27 in 2Q 2022). Revenue: JP¥5.35b (down 6.0% from 2Q 2022). Net income: JP¥153.4m (down 74% from 2Q 2022). Profit margin: 2.9% (down from 10% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 18%, compared to a 20% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Aug 25Takasho Co.,Ltd. Provides Dividend Guidance for the Year Ending January 20, 2023Takasho Co.,Ltd. provided dividend guidance for the year ending January 20, 2023. For the year, the company expects to pay a dividend of JPY 23 per share.
공시 • Jun 29Takasho Co.,Ltd. to Report Q2, 2023 Results on Aug 25, 2022Takasho Co.,Ltd. announced that they will report Q2, 2023 results on Aug 25, 2022
Reported Earnings • May 27First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥30.00 (up from JP¥19.07 in 1Q 2022). Revenue: JP¥5.67b (up 1.7% from 1Q 2022). Net income: JP¥525.9m (up 89% from 1Q 2022). Profit margin: 9.3% (up from 5.0% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • May 26+ 1 more updateTakasho Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending January 20, 2023Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of theparent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Hiroyuki Yamada was the last independent director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 09Takasho Co.,Ltd. to Report Q1, 2023 Results on May 25, 2022Takasho Co.,Ltd. announced that they will report Q1, 2023 results on May 25, 2022
공시 • Apr 08Takasho Co.,Ltd., Annual General Meeting, Apr 13, 2022Takasho Co.,Ltd., Annual General Meeting, Apr 13, 2022.
Reported Earnings • Mar 06Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥64.99 (down from JP¥65.30 in FY 2021). Revenue: JP¥20.8b (up 12% from FY 2021). Net income: JP¥1.00b (up 5.1% from FY 2021). Profit margin: 4.8% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 12Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 19 January 2022. Payment date: 15 April 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.3%).
Reported Earnings • Nov 28Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥9.80 (down from JP¥14.61 in 3Q 2021). Revenue: JP¥4.70b (up 4.1% from 3Q 2021). Net income: JP¥147.0m (down 31% from 3Q 2021). Profit margin: 3.1% (down from 4.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥933, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Retail Distributors industry in Asia. Total returns to shareholders of 107% over the past three years.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS JP¥40.27 (vs JP¥33.27 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥5.69b (up 12% from 2Q 2021). Net income: JP¥587.0m (up 21% from 2Q 2021). Profit margin: 10% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 30First quarter 2022 earnings released: EPS JP¥19.07 (vs JP¥3.43 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.58b (up 21% from 1Q 2021). Net income: JP¥278.0m (up 456% from 1Q 2021). Profit margin: 5.0% (up from 1.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • Mar 05Takasho Co.,Ltd., Annual General Meeting, Apr 14, 2021Takasho Co.,Ltd., Annual General Meeting, Apr 14, 2021.
Reported Earnings • Mar 04Full year 2021 earnings released: EPS JP¥65.30 (vs JP¥13.93 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥18.5b (up 6.5% from FY 2020). Net income: JP¥952.0m (up 369% from FY 2020). Profit margin: 5.1% (up from 1.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 04New 90-day low: JP¥700The company is down 15% from its price of JP¥821 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is flat over the same period.
Upcoming Dividend • Jan 12Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 10th of April to those who are registered shareholders by the 19th of January. The trailing yield of 1.5% is below the top quartile of Japanese dividend payers (2.9%), and is lower than industry peers (1.8%).
공시 • Jan 07Takasho Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 03, 2021Takasho Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 03, 2021
Reported Earnings • Dec 01Third quarter 2021 earnings released: EPS JP¥14.61The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.51b (up 7.5% from 3Q 2020). Net income: JP¥213.0m (up 134% from 3Q 2020). Profit margin: 4.7% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. 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 16% per year, which means it is significantly lagging earnings growth.
공시 • Oct 10Takasho Co.,Ltd. to Report Q3, 2021 Results on Nov 26, 2020Takasho Co.,Ltd. announced that they will report Q3, 2021 results on Nov 26, 2020
공시 • Jul 17Takasho Co.,Ltd. to Report Q2, 2021 Results on Aug 26, 2020Takasho Co.,Ltd. announced that they will report Q2, 2021 results on Aug 26, 2020
