K's Holdings (8282) 주식 개요K의 홀딩스는 일본에서 가전제품 매장을 운영하고 있습니다. 자세히 보기8282 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장1/6과거 실적3/6재무 건전성5/6배당5/6강점공정 가치 추정치보다 낮은 25.5% 에서 거래수익은 매년 6% 증가할 것으로 예상됩니다.지난 1년간 수익이 50.3% 증가했습니다.2.43% 의 안정적인 배당금을 지급합니다.위험 분석재무 결과에 영향을 미치는 대규모 일회성 항목모든 위험 점검 보기8282 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,721 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA490,721 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.97k8.5% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0832b2016201920222025202620282031Revenue JP¥831.5bEarnings JP¥15.7bAdvancedSet Fair ValueView all narrativesK's Holdings Corporation 경쟁사EDIONSymbol: TSE:2730Market cap: JP¥268.6bBic CameraSymbol: TSE:3048Market cap: JP¥306.5bYamada HoldingsSymbol: TSE:9831Market cap: JP¥491.2bNojimaSymbol: TSE:7419Market cap: JP¥423.2b가격 이력 및 성과K's Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,974.0052주 최고가JP¥2,201.0052주 최저가JP¥1,440.00베타0.0821개월 변동2.81%3개월 변동9.12%1년 변동31.51%3년 변동52.02%5년 변동61.41%IPO 이후 변동895.55%최근 뉴스 및 업데이트Declared Dividend • Jul 25Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 03We Think K's Holdings' (TSE:8282) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that K's Holdings Corporation's ( TSE:8282 ) strong earnings didn't offer any...Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥784.0b to JP¥795.9b. EPS estimate increased from JP¥134 to JP¥151 per share. Net income forecast to grow 43% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,892 to JP¥1,938. Share price was steady at JP¥2,008 over the past week.공고 • Jun 03K's Holdings Corporation to Report Q1, 2027 Results on Aug 06, 2026K's Holdings Corporation announced that they will report Q1, 2027 results on Aug 06, 2026Major Estimate Revision • May 15Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥768.3b to JP¥788.0b. EPS estimate increased from JP¥112 to JP¥131 per share. Net income forecast to grow 31% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,780 to JP¥1,892. Share price rose 11% to JP¥2,062 over the past week.실시간 뉴스 • May 10K’s Holdings Surpasses FY2026 Targets With Higher Dividends and Strong Electronics SalesK's Holdings reported strong FY2026 results, with higher net income and earnings per share supported by increased sales and improved profit margins. The company raised its annual dividend target to a minimum of 48 yen per share and lifted net sales and operating profit targets under its Medium-Term Management Plan 2027. Full-year results were ahead of forecasts, helped by solid demand for PCs, mobile phones and air conditioners, even after recording a large impairment loss. For you as an investor, the key takeaway is that earnings strength is coming from both higher sales and better profitability, not just one side of the income statement. Management’s decision to commit to at least 48 yen per share in annual dividends and to raise medium-term sales and operating profit targets signals a clear focus on shareholder returns and capital efficiency under its “Gambaranai management” approach. The beat versus forecasts, despite a sizeable impairment loss, highlights that core retail operations in categories such as PCs, smartphones and air conditioners are currently supporting results. That performance has also been helped by product replacement cycles and subsidies or regulatory timing in Japan. If you follow K’s Holdings, it is worth watching how demand in these categories holds up and how the company tracks against its FY2027 revenue, margin and dividend ambitions under the current management plan.더 많은 업데이트 보기Recent updatesDeclared Dividend • Jul 25Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 03We Think K's Holdings' (TSE:8282) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that K's Holdings Corporation's ( TSE:8282 ) strong earnings didn't offer any...Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥784.0b to JP¥795.9b. EPS estimate increased from JP¥134 to JP¥151 per share. Net income forecast to grow 43% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,892 to JP¥1,938. Share price was steady at JP¥2,008 over the past week.공고 • Jun 03K's Holdings Corporation to Report Q1, 2027 Results on Aug 06, 2026K's Holdings Corporation announced that they will report Q1, 2027 results on Aug 06, 2026Major Estimate Revision • May 15Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥768.3b to JP¥788.0b. EPS estimate increased from JP¥112 to JP¥131 per share. Net income forecast to grow 31% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,780 to JP¥1,892. Share price rose 11% to JP¥2,062 over the past week.실시간 뉴스 • May 10K’s Holdings Surpasses FY2026 Targets With Higher Dividends and Strong Electronics SalesK's Holdings reported strong FY2026 results, with higher net income and earnings per share supported by increased sales and improved profit margins. The company raised its annual dividend target to a minimum of 48 yen per share and lifted net sales and operating profit targets under its Medium-Term Management Plan 2027. Full-year results were ahead of forecasts, helped by solid demand for PCs, mobile phones and air conditioners, even after recording a large impairment loss. For you as an investor, the key takeaway is that earnings strength is coming from both higher sales and better profitability, not just one side of the income statement. Management’s decision to commit to at least 48 yen per share in annual dividends and to raise medium-term sales and operating profit targets signals a clear focus on shareholder returns and capital efficiency under its “Gambaranai management” approach. The beat versus forecasts, despite a sizeable impairment loss, highlights that core retail operations in categories such as PCs, smartphones and air conditioners are currently supporting results. That performance has also been helped by product replacement cycles and subsidies or regulatory timing in Japan. If you follow K’s Holdings, it is worth watching how demand in these categories holds up and how the company tracks against its FY2027 revenue, margin and dividend ambitions under the current management plan.Buy Or Sell Opportunity • May 09Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥1,856. The fair value is estimated to be JP¥1,472, however this is not to be taken as a sell 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 11%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.공고 • May 09K's Holdings Corporation to Report Fiscal Year 2026 Results on May 08, 2026K's Holdings Corporation announced that they will report fiscal year 2026 results on May 08, 2026공고 • May 08K's Holdings Corporation, Annual General Meeting, Jun 26, 2026K's Holdings Corporation, Annual General Meeting, Jun 26, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Buy Or Sell Opportunity • Mar 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to JP¥1,659. The fair value is estimated to be JP¥1,372, however this is not to be taken as a sell 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 23%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • Feb 07Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥20.82 (down from JP¥21.28 in 3Q 2025). Revenue: JP¥187.7b (up 2.4% from 3Q 2025). Net income: JP¥3.23b (down 7.4% from 3Q 2025). Profit margin: 1.7% (down from 1.9% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.분석 기사 • Feb 05K's Holdings (TSE:8282) Will Be Hoping To Turn Its Returns On Capital AroundWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...분석 기사 • Dec 07K's Holdings (TSE:8282) Will Pay A Larger Dividend Than Last Year At ¥24.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will be paying its dividend of ¥24.00 on the...Declared Dividend • Dec 06First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Nov 29K's Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026K's Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026분석 기사 • Nov 20The Strong Earnings Posted By K's Holdings (TSE:8282) Are A Good Indication Of The Strength Of The BusinessEven though K's Holdings Corporation's ( TSE:8282 ) recent earnings release was robust, the market didn't seem to...Reported Earnings • Nov 08Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥37.75. Revenue: JP¥198.9b (flat on 2Q 2025). Net income: JP¥5.94b (down 1.4% from 2Q 2025). Profit margin: 3.0% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan.Buy Or Sell Opportunity • Nov 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to JP¥1,520. The fair value is estimated to be JP¥1,250, however this is not to be taken as a sell 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 36%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.분석 기사 • Oct 29Does This Valuation Of K's Holdings Corporation (TSE:8282) Imply Investors Are Overpaying?Key Insights The projected fair value for K's Holdings is JP¥1,202 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Sep 28K's Holdings (TSE:8282) Is Due To Pay A Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...공고 • Sep 27K's Holdings Corporation to Report Q2, 2026 Results on Nov 06, 2025K's Holdings Corporation announced that they will report Q2, 2026 results on Nov 06, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 08First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥28.48 (up from JP¥16.49 in 1Q 2025). Revenue: JP¥177.8b (up 2.7% from 1Q 2025). Net income: JP¥4.57b (up 60% from 1Q 2025). Profit margin: 2.6% (up from 1.7% in 1Q 2025). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.분석 기사 • Aug 06K's Holdings (TSE:8282) Will Pay A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) will pay a dividend of ¥22.00 on the 5th of December. Based on this payment, the...Buy Or Sell Opportunity • Aug 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥1,549. The fair value is estimated to be JP¥1,290, however this is not to be taken as a sell 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 41%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.분석 기사 • Jul 23K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...분석 기사 • Jul 09K's Holdings (TSE:8282) Is Paying Out A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the 5th of...Declared Dividend • Jul 09Final dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 55% over the next 3 years, which should maintain adequate earnings cover for the dividend.공고 • May 31K's Holdings Corporation to Report Q1, 2026 Results on Aug 07, 2025K's Holdings Corporation announced that they will report Q1, 2026 results on Aug 07, 2025분석 기사 • May 21K's Holdings' (TSE:8282) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that K's Holdings Corporation's ( TSE:8282 ) strong earnings didn't offer any...Reported Earnings • May 09Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥57.08 (up from JP¥41.64 in FY 2024). Revenue: JP¥738.0b (up 2.7% from FY 2024). Net income: JP¥9.53b (up 29% from FY 2024). Profit margin: 1.3% (up from 1.0% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • May 08Here's Why K's Holdings (TSE:8282) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공고 • May 08+ 1 more updateK's Holdings Corporation, Annual General Meeting, Jun 27, 2025K's Holdings Corporation, Annual General Meeting, Jun 27, 2025.분석 기사 • Mar 27K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend on the 30th of June, with...공고 • Mar 27K's Holdings Corporation to Report Fiscal Year 2025 Results on May 08, 2025K's Holdings Corporation announced that they will report fiscal year 2025 results on May 08, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).분석 기사 • Feb 11K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00K's Holdings Corporation's ( TSE:8282 ) investors are due to receive a payment of ¥22.00 per share on 30th of June...분석 기사 • Feb 10K's Holdings Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAs you might know, K's Holdings Corporation ( TSE:8282 ) recently reported its quarterly numbers. It looks like a...Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥21.28 (up from JP¥16.14 in 3Q 2024). Revenue: JP¥183.3b (up 1.8% from 3Q 2024). Net income: JP¥3.48b (up 23% from 3Q 2024). Profit margin: 1.9% (up from 1.6% in 3Q 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.분석 기사 • Jan 17K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...분석 기사 • Jan 03K's Holdings (TSE:8282) Has Announced A Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...분석 기사 • Dec 20K's Holdings (TSE:8282) Is Paying Out A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the 30th of...분석 기사 • Dec 06K's Holdings (TSE:8282) Is Due To Pay A Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...Declared Dividend • Dec 06First half dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 20K's Holdings' (TSE:8282) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with K's Holdings Corporation's ( TSE:8282 ) lackluster earnings report last week...분석 기사 • Nov 10K's Holdings Corporation Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, K's Holdings Corporation ( TSE:8282 ) last week released its latest interim, and things did not turn...Reported Earnings • Nov 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥35.64. Revenue: JP¥198.3b (up 1.0% from 2Q 2024). Net income: JP¥6.02b (down 1.2% from 2Q 2024). Profit margin: 3.0% (down from 3.1% in 2Q 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan.분석 기사 • Nov 07K's Holdings (TSE:8282) Is Finding It Tricky To Allocate Its CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...분석 기사 • Oct 21Getting In Cheap On K's Holdings Corporation (TSE:8282) Might Be DifficultWith a price-to-earnings (or "P/E") ratio of 32.4x K's Holdings Corporation ( TSE:8282 ) may be sending very bearish...Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).분석 기사 • Sep 12Calculating The Fair Value Of K's Holdings Corporation (TSE:8282)Key Insights The projected fair value for K's Holdings is JP¥1,536 based on 2 Stage Free Cash Flow to Equity K's...분석 기사 • Aug 28K's Holdings (TSE:8282) Has Announced A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) will pay a dividend of ¥22.00 on the 5th of December. Based on this payment, the...공고 • Aug 27K's Holdings Corporation to Report Q2, 2025 Results on Nov 06, 2024K's Holdings Corporation announced that they will report Q2, 2025 results on Nov 06, 2024분석 기사 • Aug 14K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the 5th of...Declared Dividend • Aug 13Dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 75% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 12First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥16.49 (up from JP¥14.13 in 1Q 2024). Revenue: JP¥173.1b (up 4.1% from 1Q 2024). Net income: JP¥2.86b (up 12% from 1Q 2024). Profit margin: 1.7% (up from 1.5% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.분석 기사 • Jul 30Does K's Holdings (TSE:8282) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Jul 24New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 106% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).공고 • Jun 29K's Holdings Corporation to Report Q1, 2025 Results on Aug 07, 2024K's Holdings Corporation announced that they will report Q1, 2025 results on Aug 07, 2024분석 기사 • Jun 07Shareholders Should Be Pleased With K's Holdings Corporation's (TSE:8282) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider K's...분석 기사 • May 21Some Investors May Be Willing To Look Past K's Holdings' (TSE:8282) Soft EarningsSoft earnings didn't appear to concern K's Holdings Corporation's ( TSE:8282 ) shareholders over the last week. Our...Major Estimate Revision • May 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥102 to JP¥91.23 per share. Revenue forecast steady at JP¥741.0b. Net income forecast to grow 111% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,360 to JP¥1,432. Share price was steady at JP¥1,465 over the past week.분석 기사 • May 13K's Holdings Corporation Just Missed EPS By 52%: Here's What Analysts Think Will Happen NextAs you might know, K's Holdings Corporation ( TSE:8282 ) recently reported its full-year numbers. It looks like a...Reported Earnings • May 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥41.64 (down from JP¥110 in FY 2023). Revenue: JP¥718.4b (down 2.6% from FY 2023). Net income: JP¥7.38b (down 65% from FY 2023). Profit margin: 1.0% (down from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공고 • May 11K's Holdings Corporation, Annual General Meeting, Jun 27, 2024K's Holdings Corporation, Annual General Meeting, Jun 27, 2024.공고 • May 10K's Holdings Corporation (TSE:8282) announces an Equity Buyback for 18,000,000 shares, representing 10.28% for ¥20,000 million.K's Holdings Corporation (TSE:8282) announces a share repurchase program. Under the program, the company will repurchase up to 18,000,000 shares, representing 10.28% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to implement flexible capital policies that increase shareholder value, improve capital efficiency, and respond to changes in the business environment. The repurchase program is valid till January 31, 2025. As of March 31, 2024, the company had 175,118,865 shares outstanding (excluding treasury shares) and had 14,881,135 shares in treasury.분석 기사 • Apr 28Be Wary Of K's Holdings (TSE:8282) And Its Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).공고 • Mar 02K's Holdings Corporation to Report Fiscal Year 2024 Results on May 09, 2024K's Holdings Corporation announced that they will report fiscal year 2024 results on May 09, 2024분석 기사 • Feb 29These 4 Measures Indicate That K's Holdings (TSE:8282) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Feb 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥16.14 (down from JP¥26.93 in 3Q 2023). Revenue: JP¥180.0b (down 3.7% from 3Q 2023). Net income: JP¥2.83b (down 45% from 3Q 2023). Profit margin: 1.6% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Nov 27K's Holdings Corporation to Report Q3, 2024 Results on Feb 06, 2024K's Holdings Corporation announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥34.34 (down from JP¥37.02 in 2Q 2023). Revenue: JP¥196.4b (up 2.1% from 2Q 2023). Net income: JP¥6.09b (down 14% from 2Q 2023). Profit margin: 3.1% (down from 3.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공고 • Sep 29K's Holdings Corporation to Report Q2, 2024 Results on Nov 07, 2023K's Holdings Corporation announced that they will report Q2, 2024 results on Nov 07, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Major Estimate Revision • Aug 17Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥750.4b to JP¥742.1b. EPS estimate also fell from JP¥122 per share to JP¥107 per share. Net income forecast to grow 9.5% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target broadly unchanged at JP¥1,314. Share price was steady at JP¥1,296 over the past week.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥14.13 (vs JP¥28.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.13 (down from JP¥28.89 in 1Q 2023). Revenue: JP¥166.3b (down 6.1% from 1Q 2023). Net income: JP¥2.56b (down 53% from 1Q 2023). Profit margin: 1.5% (down from 3.1% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공고 • May 13K's Holdings Corporation, Annual General Meeting, Jun 29, 2023K's Holdings Corporation, Annual General Meeting, Jun 29, 2023.Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥110 (down from JP¥142 in FY 2022). Revenue: JP¥737.3b (down 1.3% from FY 2022). Net income: JP¥21.1b (down 26% from FY 2022). Profit margin: 2.9% (down from 3.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.공고 • May 11K's Holdings Corporation (TSE:8282) announces an Equity Buyback for 10,000,000 shares, representing 5.46% for ¥10,000 million.K's Holdings Corporation (TSE:8282) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.46% of its total shares outstanding (excluding treasury shares), for a total of ¥10,000 million. The purpose of repurchase program is to increase shareholder value, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till October 31, 2023. As of March 31, 2023, the company had 183,077,311 shares outstanding (excluding treasury shares) and had 16,922,689 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).공고 • Feb 02K's Holdings Corporation (TSE:8282) announces an Equity Buyback for 10,000,000 shares, representing 5.24% for ¥10,000 million.K's Holdings Corporation (TSE:8282) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.24% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to increase shareholder value, improve capital efficiency, and implement agile capital policies in response to changes in the business environment. The program will continue through April 30, 2023. As of December 31, 2022, the company had 190,909,523 issued shares (excluding treasury stock) and 34,090,477 treasury shares.Reported Earnings • Feb 02Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥26.93 (down from JP¥36.32 in 3Q 2022). Revenue: JP¥186.9b (flat on 3Q 2022). Net income: JP¥5.14b (down 29% from 3Q 2022). Profit margin: 2.7% (down from 3.9% in 3Q 2022). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공고 • Nov 27K's Holdings Corporation to Report Q3, 2023 Results on Feb 01, 2023K's Holdings Corporation announced that they will report Q3, 2023 results on Feb 01, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Wakako Tokuda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2023 results: EPS: JP¥37.02 (down from JP¥39.59 in 2Q 2022). Revenue: JP¥192.4b (down 1.0% from 2Q 2022). Net income: JP¥7.06b (down 13% from 2Q 2022). Profit margin: 3.7% (down from 4.2% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 03First quarter 2023 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2023 results: EPS: JP¥28.89 (down from JP¥41.18 in 1Q 2022). Revenue: JP¥177.1b (down 2.0% from 1Q 2022). Net income: JP¥5.51b (down 35% from 1Q 2022). Profit margin: 3.1% (down from 4.7% in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 4.0%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥142 (down from JP¥183 in FY 2021). Revenue: JP¥747.2b (down 5.7% from FY 2021). Net income: JP¥28.5b (down 26% from FY 2021). Profit margin: 3.8% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Wakako Tokuda was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥36.32 (down from JP¥48.55 in 3Q 2021). Revenue: JP¥186.4b (down 7.4% from 3Q 2021). Net income: JP¥7.24b (down 29% from 3Q 2021). Profit margin: 3.9% (down from 5.1% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 9.1%. Over the next year, revenue is forecast to stay flat compared to a 7.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥39.59 (vs JP¥54.49 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥194.4b (down 11% from 2Q 2021). Net income: JP¥8.14b (down 30% from 2Q 2021). Profit margin: 4.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).주주 수익률8282JP Specialty RetailJP 시장7D7.9%0.5%-1.7%1Y31.5%40.1%35.2%전체 주주 수익률 보기수익률 대 산업: 8282은 지난 1년 동안 40.1%의 수익을 기록한 JP Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 8282은 지난 1년 동안 35.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 8282's price volatile compared to industry and market?8282 volatility8282 Average Weekly Movement4.4%Specialty Retail Industry Average Movement4.1%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.1%안정적인 주가: 8282는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 8282의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19477,307Yuji Yoshiharawww.ksdenki.co.jpK의 홀딩스는 일본에서 가전제품 매장을 운영하고 있습니다. 가전제품 및 관련 제품을 판매합니다. 이 회사는 이전에는 기가스 케이 덴키 주식회사로 알려졌으며 2007년 2월에 케이 홀딩스 코퍼레이션으로 사명을 변경했습니다.더 보기K's Holdings Corporation 기초 지표 요약K's Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?8282 기초 통계시가총액JP¥296.97b순이익 (TTM)JP¥14.32b매출 (TTM)JP¥759.71b21.3x주가수익비율(P/E)0.4x주가매출비율(P/S)8282는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표8282 손익계산서 (TTM)매출JP¥759.71b매출원가JP¥549.50b총이익JP¥210.21b기타 비용JP¥195.90b순이익JP¥14.32b최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 06, 2026주당순이익(EPS)92.66총이익률27.67%순이익률1.88%부채/자본 비율17.1%8282의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.4%현재 배당 수익률50%배당 성향8282는 안정적으로 배당을 지급합니까?8282 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 8282를 매수해야 하나요?K's Holdings 배당 일정배당락일Sep 29 2026배당 지급일Dec 07 2026배당락일까지 남은 일수62 days배당 지급일까지 남은 일수131 days8282는 안정적으로 배당을 지급합니까?8282 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/29 11:27종가2026/07/29 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 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 소스K's Holdings Corporation는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mayumi OginoCitigroup IncJun KawaharaDaiwa Securities Co. Ltd.Takahiro KazahayaDeutsche Bank11명의 분석가 더 보기
Declared Dividend • Jul 25Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 03We Think K's Holdings' (TSE:8282) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that K's Holdings Corporation's ( TSE:8282 ) strong earnings didn't offer any...
Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥784.0b to JP¥795.9b. EPS estimate increased from JP¥134 to JP¥151 per share. Net income forecast to grow 43% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,892 to JP¥1,938. Share price was steady at JP¥2,008 over the past week.
공고 • Jun 03K's Holdings Corporation to Report Q1, 2027 Results on Aug 06, 2026K's Holdings Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
Major Estimate Revision • May 15Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥768.3b to JP¥788.0b. EPS estimate increased from JP¥112 to JP¥131 per share. Net income forecast to grow 31% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,780 to JP¥1,892. Share price rose 11% to JP¥2,062 over the past week.
실시간 뉴스 • May 10K’s Holdings Surpasses FY2026 Targets With Higher Dividends and Strong Electronics SalesK's Holdings reported strong FY2026 results, with higher net income and earnings per share supported by increased sales and improved profit margins. The company raised its annual dividend target to a minimum of 48 yen per share and lifted net sales and operating profit targets under its Medium-Term Management Plan 2027. Full-year results were ahead of forecasts, helped by solid demand for PCs, mobile phones and air conditioners, even after recording a large impairment loss. For you as an investor, the key takeaway is that earnings strength is coming from both higher sales and better profitability, not just one side of the income statement. Management’s decision to commit to at least 48 yen per share in annual dividends and to raise medium-term sales and operating profit targets signals a clear focus on shareholder returns and capital efficiency under its “Gambaranai management” approach. The beat versus forecasts, despite a sizeable impairment loss, highlights that core retail operations in categories such as PCs, smartphones and air conditioners are currently supporting results. That performance has also been helped by product replacement cycles and subsidies or regulatory timing in Japan. If you follow K’s Holdings, it is worth watching how demand in these categories holds up and how the company tracks against its FY2027 revenue, margin and dividend ambitions under the current management plan.
Declared Dividend • Jul 25Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 03We Think K's Holdings' (TSE:8282) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that K's Holdings Corporation's ( TSE:8282 ) strong earnings didn't offer any...
Major Estimate Revision • Jun 19Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥784.0b to JP¥795.9b. EPS estimate increased from JP¥134 to JP¥151 per share. Net income forecast to grow 43% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,892 to JP¥1,938. Share price was steady at JP¥2,008 over the past week.
공고 • Jun 03K's Holdings Corporation to Report Q1, 2027 Results on Aug 06, 2026K's Holdings Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
Major Estimate Revision • May 15Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥768.3b to JP¥788.0b. EPS estimate increased from JP¥112 to JP¥131 per share. Net income forecast to grow 31% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,780 to JP¥1,892. Share price rose 11% to JP¥2,062 over the past week.
실시간 뉴스 • May 10K’s Holdings Surpasses FY2026 Targets With Higher Dividends and Strong Electronics SalesK's Holdings reported strong FY2026 results, with higher net income and earnings per share supported by increased sales and improved profit margins. The company raised its annual dividend target to a minimum of 48 yen per share and lifted net sales and operating profit targets under its Medium-Term Management Plan 2027. Full-year results were ahead of forecasts, helped by solid demand for PCs, mobile phones and air conditioners, even after recording a large impairment loss. For you as an investor, the key takeaway is that earnings strength is coming from both higher sales and better profitability, not just one side of the income statement. Management’s decision to commit to at least 48 yen per share in annual dividends and to raise medium-term sales and operating profit targets signals a clear focus on shareholder returns and capital efficiency under its “Gambaranai management” approach. The beat versus forecasts, despite a sizeable impairment loss, highlights that core retail operations in categories such as PCs, smartphones and air conditioners are currently supporting results. That performance has also been helped by product replacement cycles and subsidies or regulatory timing in Japan. If you follow K’s Holdings, it is worth watching how demand in these categories holds up and how the company tracks against its FY2027 revenue, margin and dividend ambitions under the current management plan.
Buy Or Sell Opportunity • May 09Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥1,856. The fair value is estimated to be JP¥1,472, however this is not to be taken as a sell 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 11%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.
공고 • May 09K's Holdings Corporation to Report Fiscal Year 2026 Results on May 08, 2026K's Holdings Corporation announced that they will report fiscal year 2026 results on May 08, 2026
공고 • May 08K's Holdings Corporation, Annual General Meeting, Jun 26, 2026K's Holdings Corporation, Annual General Meeting, Jun 26, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Buy Or Sell Opportunity • Mar 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to JP¥1,659. The fair value is estimated to be JP¥1,372, however this is not to be taken as a sell 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 23%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Feb 07Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥20.82 (down from JP¥21.28 in 3Q 2025). Revenue: JP¥187.7b (up 2.4% from 3Q 2025). Net income: JP¥3.23b (down 7.4% from 3Q 2025). Profit margin: 1.7% (down from 1.9% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
분석 기사 • Feb 05K's Holdings (TSE:8282) Will Be Hoping To Turn Its Returns On Capital AroundWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
분석 기사 • Dec 07K's Holdings (TSE:8282) Will Pay A Larger Dividend Than Last Year At ¥24.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will be paying its dividend of ¥24.00 on the...
Declared Dividend • Dec 06First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Nov 29K's Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026K's Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
분석 기사 • Nov 20The Strong Earnings Posted By K's Holdings (TSE:8282) Are A Good Indication Of The Strength Of The BusinessEven though K's Holdings Corporation's ( TSE:8282 ) recent earnings release was robust, the market didn't seem to...
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥37.75. Revenue: JP¥198.9b (flat on 2Q 2025). Net income: JP¥5.94b (down 1.4% from 2Q 2025). Profit margin: 3.0% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan.
Buy Or Sell Opportunity • Nov 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to JP¥1,520. The fair value is estimated to be JP¥1,250, however this is not to be taken as a sell 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 36%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
분석 기사 • Oct 29Does This Valuation Of K's Holdings Corporation (TSE:8282) Imply Investors Are Overpaying?Key Insights The projected fair value for K's Holdings is JP¥1,202 based on 2 Stage Free Cash Flow to Equity Current...
분석 기사 • Sep 28K's Holdings (TSE:8282) Is Due To Pay A Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...
공고 • Sep 27K's Holdings Corporation to Report Q2, 2026 Results on Nov 06, 2025K's Holdings Corporation announced that they will report Q2, 2026 results on Nov 06, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 08First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥28.48 (up from JP¥16.49 in 1Q 2025). Revenue: JP¥177.8b (up 2.7% from 1Q 2025). Net income: JP¥4.57b (up 60% from 1Q 2025). Profit margin: 2.6% (up from 1.7% in 1Q 2025). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
분석 기사 • Aug 06K's Holdings (TSE:8282) Will Pay A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) will pay a dividend of ¥22.00 on the 5th of December. Based on this payment, the...
Buy Or Sell Opportunity • Aug 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥1,549. The fair value is estimated to be JP¥1,290, however this is not to be taken as a sell 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 41%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
분석 기사 • Jul 23K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...
분석 기사 • Jul 09K's Holdings (TSE:8282) Is Paying Out A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the 5th of...
Declared Dividend • Jul 09Final dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 55% over the next 3 years, which should maintain adequate earnings cover for the dividend.
공고 • May 31K's Holdings Corporation to Report Q1, 2026 Results on Aug 07, 2025K's Holdings Corporation announced that they will report Q1, 2026 results on Aug 07, 2025
분석 기사 • May 21K's Holdings' (TSE:8282) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that K's Holdings Corporation's ( TSE:8282 ) strong earnings didn't offer any...
Reported Earnings • May 09Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥57.08 (up from JP¥41.64 in FY 2024). Revenue: JP¥738.0b (up 2.7% from FY 2024). Net income: JP¥9.53b (up 29% from FY 2024). Profit margin: 1.3% (up from 1.0% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • May 08Here's Why K's Holdings (TSE:8282) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공고 • May 08+ 1 more updateK's Holdings Corporation, Annual General Meeting, Jun 27, 2025K's Holdings Corporation, Annual General Meeting, Jun 27, 2025.
분석 기사 • Mar 27K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend on the 30th of June, with...
공고 • Mar 27K's Holdings Corporation to Report Fiscal Year 2025 Results on May 08, 2025K's Holdings Corporation announced that they will report fiscal year 2025 results on May 08, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
분석 기사 • Feb 11K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00K's Holdings Corporation's ( TSE:8282 ) investors are due to receive a payment of ¥22.00 per share on 30th of June...
분석 기사 • Feb 10K's Holdings Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAs you might know, K's Holdings Corporation ( TSE:8282 ) recently reported its quarterly numbers. It looks like a...
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥21.28 (up from JP¥16.14 in 3Q 2024). Revenue: JP¥183.3b (up 1.8% from 3Q 2024). Net income: JP¥3.48b (up 23% from 3Q 2024). Profit margin: 1.9% (up from 1.6% in 3Q 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
분석 기사 • Jan 17K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...
분석 기사 • Jan 03K's Holdings (TSE:8282) Has Announced A Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...
분석 기사 • Dec 20K's Holdings (TSE:8282) Is Paying Out A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the 30th of...
분석 기사 • Dec 06K's Holdings (TSE:8282) Is Due To Pay A Dividend Of ¥22.00The board of K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the...
Declared Dividend • Dec 06First half dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 20K's Holdings' (TSE:8282) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with K's Holdings Corporation's ( TSE:8282 ) lackluster earnings report last week...
분석 기사 • Nov 10K's Holdings Corporation Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, K's Holdings Corporation ( TSE:8282 ) last week released its latest interim, and things did not turn...
Reported Earnings • Nov 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥35.64. Revenue: JP¥198.3b (up 1.0% from 2Q 2024). Net income: JP¥6.02b (down 1.2% from 2Q 2024). Profit margin: 3.0% (down from 3.1% in 2Q 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan.
분석 기사 • Nov 07K's Holdings (TSE:8282) Is Finding It Tricky To Allocate Its CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
분석 기사 • Oct 21Getting In Cheap On K's Holdings Corporation (TSE:8282) Might Be DifficultWith a price-to-earnings (or "P/E") ratio of 32.4x K's Holdings Corporation ( TSE:8282 ) may be sending very bearish...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
분석 기사 • Sep 12Calculating The Fair Value Of K's Holdings Corporation (TSE:8282)Key Insights The projected fair value for K's Holdings is JP¥1,536 based on 2 Stage Free Cash Flow to Equity K's...
분석 기사 • Aug 28K's Holdings (TSE:8282) Has Announced A Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) will pay a dividend of ¥22.00 on the 5th of December. Based on this payment, the...
공고 • Aug 27K's Holdings Corporation to Report Q2, 2025 Results on Nov 06, 2024K's Holdings Corporation announced that they will report Q2, 2025 results on Nov 06, 2024
분석 기사 • Aug 14K's Holdings (TSE:8282) Has Affirmed Its Dividend Of ¥22.00K's Holdings Corporation ( TSE:8282 ) has announced that it will pay a dividend of ¥22.00 per share on the 5th of...
Declared Dividend • Aug 13Dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 75% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 12First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥16.49 (up from JP¥14.13 in 1Q 2024). Revenue: JP¥173.1b (up 4.1% from 1Q 2024). Net income: JP¥2.86b (up 12% from 1Q 2024). Profit margin: 1.7% (up from 1.5% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
분석 기사 • Jul 30Does K's Holdings (TSE:8282) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Jul 24New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 106% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
공고 • Jun 29K's Holdings Corporation to Report Q1, 2025 Results on Aug 07, 2024K's Holdings Corporation announced that they will report Q1, 2025 results on Aug 07, 2024
분석 기사 • Jun 07Shareholders Should Be Pleased With K's Holdings Corporation's (TSE:8282) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider K's...
분석 기사 • May 21Some Investors May Be Willing To Look Past K's Holdings' (TSE:8282) Soft EarningsSoft earnings didn't appear to concern K's Holdings Corporation's ( TSE:8282 ) shareholders over the last week. Our...
Major Estimate Revision • May 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥102 to JP¥91.23 per share. Revenue forecast steady at JP¥741.0b. Net income forecast to grow 111% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,360 to JP¥1,432. Share price was steady at JP¥1,465 over the past week.
분석 기사 • May 13K's Holdings Corporation Just Missed EPS By 52%: Here's What Analysts Think Will Happen NextAs you might know, K's Holdings Corporation ( TSE:8282 ) recently reported its full-year numbers. It looks like a...
Reported Earnings • May 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥41.64 (down from JP¥110 in FY 2023). Revenue: JP¥718.4b (down 2.6% from FY 2023). Net income: JP¥7.38b (down 65% from FY 2023). Profit margin: 1.0% (down from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공고 • May 11K's Holdings Corporation, Annual General Meeting, Jun 27, 2024K's Holdings Corporation, Annual General Meeting, Jun 27, 2024.
공고 • May 10K's Holdings Corporation (TSE:8282) announces an Equity Buyback for 18,000,000 shares, representing 10.28% for ¥20,000 million.K's Holdings Corporation (TSE:8282) announces a share repurchase program. Under the program, the company will repurchase up to 18,000,000 shares, representing 10.28% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to implement flexible capital policies that increase shareholder value, improve capital efficiency, and respond to changes in the business environment. The repurchase program is valid till January 31, 2025. As of March 31, 2024, the company had 175,118,865 shares outstanding (excluding treasury shares) and had 14,881,135 shares in treasury.
분석 기사 • Apr 28Be Wary Of K's Holdings (TSE:8282) And Its Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
공고 • Mar 02K's Holdings Corporation to Report Fiscal Year 2024 Results on May 09, 2024K's Holdings Corporation announced that they will report fiscal year 2024 results on May 09, 2024
분석 기사 • Feb 29These 4 Measures Indicate That K's Holdings (TSE:8282) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Feb 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥16.14 (down from JP¥26.93 in 3Q 2023). Revenue: JP¥180.0b (down 3.7% from 3Q 2023). Net income: JP¥2.83b (down 45% from 3Q 2023). Profit margin: 1.6% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Nov 27K's Holdings Corporation to Report Q3, 2024 Results on Feb 06, 2024K's Holdings Corporation announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥34.34 (down from JP¥37.02 in 2Q 2023). Revenue: JP¥196.4b (up 2.1% from 2Q 2023). Net income: JP¥6.09b (down 14% from 2Q 2023). Profit margin: 3.1% (down from 3.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 8.5%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공고 • Sep 29K's Holdings Corporation to Report Q2, 2024 Results on Nov 07, 2023K's Holdings Corporation announced that they will report Q2, 2024 results on Nov 07, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Aug 17Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥750.4b to JP¥742.1b. EPS estimate also fell from JP¥122 per share to JP¥107 per share. Net income forecast to grow 9.5% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target broadly unchanged at JP¥1,314. Share price was steady at JP¥1,296 over the past week.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥14.13 (vs JP¥28.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.13 (down from JP¥28.89 in 1Q 2023). Revenue: JP¥166.3b (down 6.1% from 1Q 2023). Net income: JP¥2.56b (down 53% from 1Q 2023). Profit margin: 1.5% (down from 3.1% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공고 • May 13K's Holdings Corporation, Annual General Meeting, Jun 29, 2023K's Holdings Corporation, Annual General Meeting, Jun 29, 2023.
Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥110 (down from JP¥142 in FY 2022). Revenue: JP¥737.3b (down 1.3% from FY 2022). Net income: JP¥21.1b (down 26% from FY 2022). Profit margin: 2.9% (down from 3.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.
공고 • May 11K's Holdings Corporation (TSE:8282) announces an Equity Buyback for 10,000,000 shares, representing 5.46% for ¥10,000 million.K's Holdings Corporation (TSE:8282) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.46% of its total shares outstanding (excluding treasury shares), for a total of ¥10,000 million. The purpose of repurchase program is to increase shareholder value, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The repurchase program is valid till October 31, 2023. As of March 31, 2023, the company had 183,077,311 shares outstanding (excluding treasury shares) and had 16,922,689 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
공고 • Feb 02K's Holdings Corporation (TSE:8282) announces an Equity Buyback for 10,000,000 shares, representing 5.24% for ¥10,000 million.K's Holdings Corporation (TSE:8282) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.24% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to increase shareholder value, improve capital efficiency, and implement agile capital policies in response to changes in the business environment. The program will continue through April 30, 2023. As of December 31, 2022, the company had 190,909,523 issued shares (excluding treasury stock) and 34,090,477 treasury shares.
Reported Earnings • Feb 02Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥26.93 (down from JP¥36.32 in 3Q 2022). Revenue: JP¥186.9b (flat on 3Q 2022). Net income: JP¥5.14b (down 29% from 3Q 2022). Profit margin: 2.7% (down from 3.9% in 3Q 2022). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공고 • Nov 27K's Holdings Corporation to Report Q3, 2023 Results on Feb 01, 2023K's Holdings Corporation announced that they will report Q3, 2023 results on Feb 01, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Wakako Tokuda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2023 results: EPS: JP¥37.02 (down from JP¥39.59 in 2Q 2022). Revenue: JP¥192.4b (down 1.0% from 2Q 2022). Net income: JP¥7.06b (down 13% from 2Q 2022). Profit margin: 3.7% (down from 4.2% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 03First quarter 2023 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2023 results: EPS: JP¥28.89 (down from JP¥41.18 in 1Q 2022). Revenue: JP¥177.1b (down 2.0% from 1Q 2022). Net income: JP¥5.51b (down 35% from 1Q 2022). Profit margin: 3.1% (down from 4.7% in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 4.0%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥142 (down from JP¥183 in FY 2021). Revenue: JP¥747.2b (down 5.7% from FY 2021). Net income: JP¥28.5b (down 26% from FY 2021). Profit margin: 3.8% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Wakako Tokuda was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥36.32 (down from JP¥48.55 in 3Q 2021). Revenue: JP¥186.4b (down 7.4% from 3Q 2021). Net income: JP¥7.24b (down 29% from 3Q 2021). Profit margin: 3.9% (down from 5.1% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 9.1%. Over the next year, revenue is forecast to stay flat compared to a 7.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥39.59 (vs JP¥54.49 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥194.4b (down 11% from 2Q 2021). Net income: JP¥8.14b (down 30% from 2Q 2021). Profit margin: 4.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
