View Financial HealthA&D HOLON Holdings Company 배당 및 자사주 매입배당 기준 점검 4/6A&D HOLON Holdings Company 수익으로 충분히 충당되는 현재 수익률 2.28% 보유한 배당금 지급 회사입니다. 다음 지급일은 26th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.핵심 정보2.3%배당 수익률0.4%자사주 매입 수익률총 주주 수익률2.7%미래 배당 수익률3.1%배당 성장률14.5%다음 배당 지급일26 Jun 26배당락일30 Mar 26주당 배당금n/a배당 성향25%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).분석 기사 • Dec 05A&D HOLON Holdings Company's (TSE:7745) Dividend Will Be ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥25.00 per...Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Sep 27A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...분석 기사 • Sep 11A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be paying its dividend of...분석 기사 • Aug 28A&D HOLON Holdings Company's (TSE:7745) Shareholders Will Receive A Bigger Dividend Than Last YearA&D HOLON Holdings Company, Limited ( TSE:7745 ) will increase its dividend from last year's comparable payment on the...모든 업데이트 보기Recent updatesReported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥216 (down from JP¥236 in FY 2025). Revenue: JP¥69.3b (up 3.3% from FY 2025). Net income: JP¥5.92b (down 8.4% from FY 2025). Profit margin: 8.5% (down from 9.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 23% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,468, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 92% over the past three years.공시 • May 13A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2026A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2026.공시 • May 10A&D HOLON Holdings Company, Limited to Report Fiscal Year 2026 Results on May 13, 2026A&D HOLON Holdings Company, Limited announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Price Target Changed • Mar 04Price target increased by 14% to JP¥3,067Up from JP¥2,700, the current price target is an average from 3 analysts. New target price is 20% above last closing price of JP¥2,563. Stock is up 32% over the past year. The company is forecast to post earnings per share of JP¥214 for next year compared to JP¥236 last year.Reported Earnings • Feb 07Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥61.78 (down from JP¥80.71 in 3Q 2025). Revenue: JP¥18.3b (up 2.9% from 3Q 2025). Net income: JP¥1.69b (down 24% from 3Q 2025). Profit margin: 9.3% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 17A&D HOLON Holdings Company, Limited (TSE:7745) Shares Fly 25% But Investors Aren't Buying For GrowthThe A&D HOLON Holdings Company, Limited ( TSE:7745 ) share price has done very well over the last month, posting an...분석 기사 • Dec 25Should You Investigate A&D HOLON Holdings Company, Limited (TSE:7745) At JP¥2,035?A&D HOLON Holdings Company, Limited ( TSE:7745 ), is not the largest company out there, but it saw a decent share price...분석 기사 • Dec 05A&D HOLON Holdings Company's (TSE:7745) Dividend Will Be ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥25.00 per...Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Dec 02A&D HOLON Holdings Company, Limited to Report Q3, 2026 Results on Feb 06, 2026A&D HOLON Holdings Company, Limited announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 08Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥33.21 (down from JP¥52.61 in 2Q 2025). Revenue: JP¥15.8b (down 3.9% from 2Q 2025). Net income: JP¥909.0m (down 37% from 2Q 2025). Profit margin: 5.7% (down from 8.8% in 2Q 2025). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Sep 27A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...분석 기사 • Sep 11A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be paying its dividend of...Price Target Changed • Sep 06Price target decreased by 8.5% to JP¥2,867Down from JP¥3,133, the current price target is an average from 3 analysts. New target price is 43% above last closing price of JP¥2,006. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥238 for next year compared to JP¥236 last year.공시 • Sep 03A&D HOLON Holdings Company, Limited to Report Q2, 2026 Results on Nov 07, 2025A&D HOLON Holdings Company, Limited announced that they will report Q2, 2026 results on Nov 07, 2025분석 기사 • Aug 28A&D HOLON Holdings Company's (TSE:7745) Shareholders Will Receive A Bigger Dividend Than Last YearA&D HOLON Holdings Company, Limited ( TSE:7745 ) will increase its dividend from last year's comparable payment on the...분석 기사 • Aug 11A&D HOLON Holdings Company's (TSE:7745) Shareholders Will Receive A Bigger Dividend Than Last YearA&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...Reported Earnings • Aug 07First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: JP¥29.04 (up from JP¥11.75 in 1Q 2025). Revenue: JP¥14.6b (up 4.6% from 1Q 2025). Net income: JP¥795.0m (up 146% from 1Q 2025). Profit margin: 5.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 25A&D HOLON Holdings Company (TSE:7745) Will Pay A Larger Dividend Than Last Year At ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...분석 기사 • Jul 10A&D HOLON Holdings Company (TSE:7745) Will Pay A Larger Dividend Than Last Year At ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 07Here's Why We Think A&D HOLON Holdings Company (TSE:7745) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Price Target Changed • Jun 18Price target decreased by 7.8% to JP¥3,167Down from JP¥3,433, the current price target is an average from 3 analysts. New target price is 62% above last closing price of JP¥1,956. Stock is down 32% over the past year. The company is forecast to post earnings per share of JP¥239 for next year compared to JP¥236 last year.공시 • Jun 03A&D HOLON Holdings Company, Limited to Report Q1, 2026 Results on Aug 05, 2025A&D HOLON Holdings Company, Limited announced that they will report Q1, 2026 results on Aug 05, 2025Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,009, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 118% over the past three years.분석 기사 • May 16JP¥3,233: That's What Analysts Think A&D HOLON Holdings Company, Limited (TSE:7745) Is Worth After Its Latest ResultsThe annual results for A&D HOLON Holdings Company, Limited ( TSE:7745 ) were released last week, making it a good time...Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥236 (up from JP¥193 in FY 2024). Revenue: JP¥67.1b (up 8.3% from FY 2024). Net income: JP¥6.47b (up 22% from FY 2024). Profit margin: 9.6% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 13A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2025A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2025.분석 기사 • Apr 29A&D HOLON Holdings Company (TSE:7745) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Apr 07A&D HOLON Holdings Company, Limited (TSE:7745) Might Not Be As Mispriced As It Looks After Plunging 29%The A&D HOLON Holdings Company, Limited ( TSE:7745 ) share price has fared very poorly over the last month, falling by...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,548, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 87% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).분석 기사 • Mar 05A&D HOLON Holdings Company (TSE:7745) Is Paying Out A Dividend Of ¥20.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥20.00 per...공시 • Mar 04A&D HOLON Holdings Company, Limited to Report Fiscal Year 2025 Results on May 13, 2025A&D HOLON Holdings Company, Limited announced that they will report fiscal year 2025 results on May 13, 2025New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥80.71 (up from JP¥54.00 in 3Q 2024). Revenue: JP¥17.7b (up 17% from 3Q 2024). Net income: JP¥2.22b (up 49% from 3Q 2024). Profit margin: 13% (up from 9.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Dec 30A&D HOLON Holdings Company (TSE:7745) Has Announced A Dividend Of ¥20.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥20.00 per...분석 기사 • Dec 05A&D HOLON Holdings Company (TSE:7745) Is Paying Out A Dividend Of ¥20.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥20.00 per share on the...Declared Dividend • Dec 05First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥52.61 (up from JP¥47.83 in 2Q 2024). Revenue: JP¥16.5b (up 3.2% from 2Q 2024). Net income: JP¥1.45b (up 10.0% from 2Q 2024). Profit margin: 8.8% (up from 8.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공시 • Sep 27A&D HOLON Holdings Company, Limited to Report Q2, 2025 Results on Nov 08, 2024A&D HOLON Holdings Company, Limited announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,176, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 105% over the past three years.분석 기사 • Aug 22Should You Think About Buying A&D HOLON Holdings Company, Limited (TSE:7745) Now?A&D HOLON Holdings Company, Limited ( TSE:7745 ), is not the largest company out there, but it received a lot of...Reported Earnings • Aug 07First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥11.75 (down from JP¥30.45 in 1Q 2024). Revenue: JP¥13.9b (up 3.9% from 1Q 2024). Net income: JP¥323.0m (down 61% from 1Q 2024). Profit margin: 2.3% (down from 6.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥1,974, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 95% over the past three years.분석 기사 • Aug 02Take Care Before Jumping Onto A&D HOLON Holdings Company, Limited (TSE:7745) Even Though It's 26% CheaperA&D HOLON Holdings Company, Limited ( TSE:7745 ) shares have had a horrible month, losing 26% after a relatively good...New Risk • Aug 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.분석 기사 • Jul 18A&D HOLON Holdings Company (TSE:7745) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Jul 18Now 26% undervaluedOver the last 90 days, the stock has risen 14% to JP¥2,925. The fair value is estimated to be JP¥3,968, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,475, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,941 per share.공시 • Jun 29A&D HOLON Holdings Company, Limited to Report Q1, 2025 Results on Aug 05, 2024A&D HOLON Holdings Company, Limited announced that they will report Q1, 2025 results on Aug 05, 2024Reported Earnings • May 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥193 (down from JP¥201 in FY 2023). Revenue: JP¥62.0b (up 5.0% from FY 2023). Net income: JP¥5.30b (down 4.1% from FY 2023). Profit margin: 8.6% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 16A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2024A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2024.New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.분석 기사 • Mar 23Does A&D HOLON Holdings Company (TSE:7745) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.4%).분석 기사 • Mar 10Investors Still Aren't Entirely Convinced By A&D HOLON Holdings Company, Limited's (TSE:7745) Earnings Despite 31% Price JumpDespite an already strong run, A&D HOLON Holdings Company, Limited ( TSE:7745 ) shares have been powering on, with a...공시 • Mar 06A&D HOLON Holdings Company, Limited to Report Fiscal Year 2024 Results on May 14, 2024A&D HOLON Holdings Company, Limited announced that they will report fiscal year 2024 results on May 14, 2024분석 기사 • Mar 05An Intrinsic Calculation For A&D HOLON Holdings Company, Limited (TSE:7745) Suggests It's 44% UndervaluedKey Insights A&D HOLON Holdings Company's estimated fair value is JP¥4,417 based on 2 Stage Free Cash Flow to Equity...Price Target Changed • Feb 28Price target increased by 14% to JP¥2,650Up from JP¥2,333, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,356. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥201 last year.Reported Earnings • Feb 09Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥53.99 (down from JP¥74.97 in 3Q 2023). Revenue: JP¥15.1b (flat on 3Q 2023). Net income: JP¥1.48b (down 28% from 3Q 2023). Profit margin: 9.8% (down from 14% in 3Q 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic 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 13% per year.공시 • Nov 29A&D HOLON Holdings Company, Limited to Report Q3, 2024 Results on Feb 07, 2024A&D HOLON Holdings Company, Limited announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 08Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥47.83 (down from JP¥59.19 in 2Q 2023). Revenue: JP¥15.9b (up 5.1% from 2Q 2023). Net income: JP¥1.31b (down 19% from 2Q 2023). Profit margin: 8.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,753, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,617 per share.Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Board Change • Sep 05Less 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. 3 non-independent directors. Independent Outside Director Yasuhiro Daisho was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Aug 31A&D HOLON Holdings Company, Limited to Report Q2, 2024 Results on Nov 07, 2023A&D HOLON Holdings Company, Limited announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 09First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: JP¥30.45 (up from JP¥5.80 loss in 1Q 2023). Revenue: JP¥13.4b (up 12% from 1Q 2023). Net income: JP¥836.0m (up JP¥995.0m from 1Q 2023). Profit margin: 6.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 31A&D HOLON Holdings Company, Limited to Report Q1, 2024 Results on Aug 04, 2023A&D HOLON Holdings Company, Limited announced that they will report Q1, 2024 results on Aug 04, 2023Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,658, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 143% over the past three years.공시 • May 17A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 27, 2023A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 27, 2023.Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥201 (up from JP¥173 in FY 2022). Revenue: JP¥59.0b (up 14% from FY 2022). Net income: JP¥5.52b (up 55% from FY 2022). Profit margin: 9.4% (up from 6.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥74.96 (vs JP¥38.54 in 3Q 2022)Third quarter 2023 results: EPS: JP¥74.96 (up from JP¥38.54 in 3Q 2022). Revenue: JP¥15.1b (up 12% from 3Q 2022). Net income: JP¥2.06b (up 158% from 3Q 2022). Profit margin: 14% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,239, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 33% over the past three years.공시 • Dec 01A&D HOLON Holdings Company, Limited to Report Q3, 2023 Results on Feb 07, 2023A&D HOLON Holdings Company, Limited announced that they will report Q3, 2023 results on Feb 07, 2023Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Senior Executive Officer & Director Tsuneo Suzuki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥59.19 (vs JP¥38.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥59.19 (up from JP¥38.34 in 2Q 2022). Revenue: JP¥15.2b (up 23% from 2Q 2022). Net income: JP¥1.62b (up 105% from 2Q 2022). Profit margin: 11% (up from 6.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 06First quarter 2023 earnings released: JP¥5.80 loss per share (vs JP¥27.63 profit in 1Q 2022)First quarter 2023 results: JP¥5.80 loss per share (down from JP¥27.63 profit in 1Q 2022). Revenue: JP¥12.0b (up 3.8% from 1Q 2022). Net loss: JP¥159.0m (down 128% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 2.6%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Jun 30A&D HOLON Holdings Company Limited to Report Q1, 2023 Results on Aug 04, 2022A&D HOLON Holdings Company Limited announced that they will report Q1, 2023 results on Aug 04, 2022Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥999, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 38% over the past three years.Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥173 (up from JP¥162 in FY 2021). Revenue: JP¥51.7b (up 6.8% from FY 2021). Net income: JP¥3.57b (up 7.0% from FY 2021). Profit margin: 6.9% (in line with FY 2021). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is expected to shrink by 5.2% compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • May 14A&D HOLON Holdings Company Limited, Annual General Meeting, Jun 24, 2022A&D HOLON Holdings Company Limited, Annual General Meeting, Jun 24, 2022.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Steven Plunkett was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08A&D HOLON Holdings Company Limited to Report Fiscal Year 2022 Results on May 12, 2022A&D HOLON Holdings Company Limited announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥855, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 20% over the past three years.Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥38.53 (down from JP¥52.07 in 3Q 2021). Revenue: JP¥13.4b (up 4.4% from 3Q 2021). Net income: JP¥797.0m (down 26% from 3Q 2021). Profit margin: 5.9% (down from 8.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,118, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥38.34 (vs JP¥51.53 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥12.6b (up 3.0% from 2Q 2021). Net income: JP¥793.0m (down 25% from 2Q 2021). Profit margin: 6.3% (down from 8.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% 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 • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥27.63 (vs JP¥4.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.5b (up 18% from 1Q 2021). Net income: JP¥570.0m (up JP¥487.0m from 1Q 2021). Profit margin: 4.9% (up from 0.8% 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 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥162 (vs JP¥76.86 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥48.4b (down 1.6% from FY 2020). Net income: JP¥3.34b (up 112% from FY 2020). Profit margin: 6.9% (up from 3.2% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,030, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 11% over the past three years.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 7745 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 7745 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장A&D HOLON Holdings Company 배당 수익률 vs 시장7745의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (7745)2.3%시장 하위 25% (JP)1.8%시장 상위 25% (JP)3.9%업계 평균 (Electronic)1.2%분석가 예측 (7745) (최대 3년)3.1%주목할만한 배당금: 7745 의 배당금( 2.28% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.81% )보다 높습니다.고배당: 7745 의 배당금( 2.28% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.9% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 25.4% )로 7745 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 57.7% )로 7745 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 07:47종가2026/06/12 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스A&D HOLON Holdings Company, Limited는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masatoshi NagataIchiyoshi Research Institute Inc.Masahiro NakanomyoJefferies LLCYuta KenmeiMarusan Securities Co. Ltd.3명의 분석가 더 보기
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
분석 기사 • Dec 05A&D HOLON Holdings Company's (TSE:7745) Dividend Will Be ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥25.00 per...
Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Sep 27A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...
분석 기사 • Sep 11A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be paying its dividend of...
분석 기사 • Aug 28A&D HOLON Holdings Company's (TSE:7745) Shareholders Will Receive A Bigger Dividend Than Last YearA&D HOLON Holdings Company, Limited ( TSE:7745 ) will increase its dividend from last year's comparable payment on the...
Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥216 (down from JP¥236 in FY 2025). Revenue: JP¥69.3b (up 3.3% from FY 2025). Net income: JP¥5.92b (down 8.4% from FY 2025). Profit margin: 8.5% (down from 9.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic 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 increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,468, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 92% over the past three years.
공시 • May 13A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2026A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2026.
공시 • May 10A&D HOLON Holdings Company, Limited to Report Fiscal Year 2026 Results on May 13, 2026A&D HOLON Holdings Company, Limited announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Price Target Changed • Mar 04Price target increased by 14% to JP¥3,067Up from JP¥2,700, the current price target is an average from 3 analysts. New target price is 20% above last closing price of JP¥2,563. Stock is up 32% over the past year. The company is forecast to post earnings per share of JP¥214 for next year compared to JP¥236 last year.
Reported Earnings • Feb 07Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥61.78 (down from JP¥80.71 in 3Q 2025). Revenue: JP¥18.3b (up 2.9% from 3Q 2025). Net income: JP¥1.69b (down 24% from 3Q 2025). Profit margin: 9.3% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 17A&D HOLON Holdings Company, Limited (TSE:7745) Shares Fly 25% But Investors Aren't Buying For GrowthThe A&D HOLON Holdings Company, Limited ( TSE:7745 ) share price has done very well over the last month, posting an...
분석 기사 • Dec 25Should You Investigate A&D HOLON Holdings Company, Limited (TSE:7745) At JP¥2,035?A&D HOLON Holdings Company, Limited ( TSE:7745 ), is not the largest company out there, but it saw a decent share price...
분석 기사 • Dec 05A&D HOLON Holdings Company's (TSE:7745) Dividend Will Be ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥25.00 per...
Declared Dividend • Dec 05First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Dec 02A&D HOLON Holdings Company, Limited to Report Q3, 2026 Results on Feb 06, 2026A&D HOLON Holdings Company, Limited announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥33.21 (down from JP¥52.61 in 2Q 2025). Revenue: JP¥15.8b (down 3.9% from 2Q 2025). Net income: JP¥909.0m (down 37% from 2Q 2025). Profit margin: 5.7% (down from 8.8% in 2Q 2025). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Sep 27A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...
분석 기사 • Sep 11A&D HOLON Holdings Company (TSE:7745) Has Announced That It Will Be Increasing Its Dividend To ¥25.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be paying its dividend of...
Price Target Changed • Sep 06Price target decreased by 8.5% to JP¥2,867Down from JP¥3,133, the current price target is an average from 3 analysts. New target price is 43% above last closing price of JP¥2,006. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥238 for next year compared to JP¥236 last year.
공시 • Sep 03A&D HOLON Holdings Company, Limited to Report Q2, 2026 Results on Nov 07, 2025A&D HOLON Holdings Company, Limited announced that they will report Q2, 2026 results on Nov 07, 2025
분석 기사 • Aug 28A&D HOLON Holdings Company's (TSE:7745) Shareholders Will Receive A Bigger Dividend Than Last YearA&D HOLON Holdings Company, Limited ( TSE:7745 ) will increase its dividend from last year's comparable payment on the...
분석 기사 • Aug 11A&D HOLON Holdings Company's (TSE:7745) Shareholders Will Receive A Bigger Dividend Than Last YearA&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...
Reported Earnings • Aug 07First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: JP¥29.04 (up from JP¥11.75 in 1Q 2025). Revenue: JP¥14.6b (up 4.6% from 1Q 2025). Net income: JP¥795.0m (up 146% from 1Q 2025). Profit margin: 5.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 25A&D HOLON Holdings Company (TSE:7745) Will Pay A Larger Dividend Than Last Year At ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...
분석 기사 • Jul 10A&D HOLON Holdings Company (TSE:7745) Will Pay A Larger Dividend Than Last Year At ¥25.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 07Here's Why We Think A&D HOLON Holdings Company (TSE:7745) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Price Target Changed • Jun 18Price target decreased by 7.8% to JP¥3,167Down from JP¥3,433, the current price target is an average from 3 analysts. New target price is 62% above last closing price of JP¥1,956. Stock is down 32% over the past year. The company is forecast to post earnings per share of JP¥239 for next year compared to JP¥236 last year.
공시 • Jun 03A&D HOLON Holdings Company, Limited to Report Q1, 2026 Results on Aug 05, 2025A&D HOLON Holdings Company, Limited announced that they will report Q1, 2026 results on Aug 05, 2025
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,009, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 118% over the past three years.
분석 기사 • May 16JP¥3,233: That's What Analysts Think A&D HOLON Holdings Company, Limited (TSE:7745) Is Worth After Its Latest ResultsThe annual results for A&D HOLON Holdings Company, Limited ( TSE:7745 ) were released last week, making it a good time...
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥236 (up from JP¥193 in FY 2024). Revenue: JP¥67.1b (up 8.3% from FY 2024). Net income: JP¥6.47b (up 22% from FY 2024). Profit margin: 9.6% (up from 8.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 13A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2025A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2025.
분석 기사 • Apr 29A&D HOLON Holdings Company (TSE:7745) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 • Apr 07A&D HOLON Holdings Company, Limited (TSE:7745) Might Not Be As Mispriced As It Looks After Plunging 29%The A&D HOLON Holdings Company, Limited ( TSE:7745 ) share price has fared very poorly over the last month, falling by...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,548, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 87% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
분석 기사 • Mar 05A&D HOLON Holdings Company (TSE:7745) Is Paying Out A Dividend Of ¥20.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥20.00 per...
공시 • Mar 04A&D HOLON Holdings Company, Limited to Report Fiscal Year 2025 Results on May 13, 2025A&D HOLON Holdings Company, Limited announced that they will report fiscal year 2025 results on May 13, 2025
New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥80.71 (up from JP¥54.00 in 3Q 2024). Revenue: JP¥17.7b (up 17% from 3Q 2024). Net income: JP¥2.22b (up 49% from 3Q 2024). Profit margin: 13% (up from 9.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Dec 30A&D HOLON Holdings Company (TSE:7745) Has Announced A Dividend Of ¥20.00The board of A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥20.00 per...
분석 기사 • Dec 05A&D HOLON Holdings Company (TSE:7745) Is Paying Out A Dividend Of ¥20.00A&D HOLON Holdings Company, Limited ( TSE:7745 ) has announced that it will pay a dividend of ¥20.00 per share on the...
Declared Dividend • Dec 05First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥52.61 (up from JP¥47.83 in 2Q 2024). Revenue: JP¥16.5b (up 3.2% from 2Q 2024). Net income: JP¥1.45b (up 10.0% from 2Q 2024). Profit margin: 8.8% (up from 8.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Sep 27A&D HOLON Holdings Company, Limited to Report Q2, 2025 Results on Nov 08, 2024A&D HOLON Holdings Company, Limited announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,176, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 105% over the past three years.
분석 기사 • Aug 22Should You Think About Buying A&D HOLON Holdings Company, Limited (TSE:7745) Now?A&D HOLON Holdings Company, Limited ( TSE:7745 ), is not the largest company out there, but it received a lot of...
Reported Earnings • Aug 07First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥11.75 (down from JP¥30.45 in 1Q 2024). Revenue: JP¥13.9b (up 3.9% from 1Q 2024). Net income: JP¥323.0m (down 61% from 1Q 2024). Profit margin: 2.3% (down from 6.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥1,974, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 95% over the past three years.
분석 기사 • Aug 02Take Care Before Jumping Onto A&D HOLON Holdings Company, Limited (TSE:7745) Even Though It's 26% CheaperA&D HOLON Holdings Company, Limited ( TSE:7745 ) shares have had a horrible month, losing 26% after a relatively good...
New Risk • Aug 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
분석 기사 • Jul 18A&D HOLON Holdings Company (TSE:7745) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Jul 18Now 26% undervaluedOver the last 90 days, the stock has risen 14% to JP¥2,925. The fair value is estimated to be JP¥3,968, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,475, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,941 per share.
공시 • Jun 29A&D HOLON Holdings Company, Limited to Report Q1, 2025 Results on Aug 05, 2024A&D HOLON Holdings Company, Limited announced that they will report Q1, 2025 results on Aug 05, 2024
Reported Earnings • May 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥193 (down from JP¥201 in FY 2023). Revenue: JP¥62.0b (up 5.0% from FY 2023). Net income: JP¥5.30b (down 4.1% from FY 2023). Profit margin: 8.6% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 16A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2024A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 25, 2024.
New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
분석 기사 • Mar 23Does A&D HOLON Holdings Company (TSE:7745) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.4%).
분석 기사 • Mar 10Investors Still Aren't Entirely Convinced By A&D HOLON Holdings Company, Limited's (TSE:7745) Earnings Despite 31% Price JumpDespite an already strong run, A&D HOLON Holdings Company, Limited ( TSE:7745 ) shares have been powering on, with a...
공시 • Mar 06A&D HOLON Holdings Company, Limited to Report Fiscal Year 2024 Results on May 14, 2024A&D HOLON Holdings Company, Limited announced that they will report fiscal year 2024 results on May 14, 2024
분석 기사 • Mar 05An Intrinsic Calculation For A&D HOLON Holdings Company, Limited (TSE:7745) Suggests It's 44% UndervaluedKey Insights A&D HOLON Holdings Company's estimated fair value is JP¥4,417 based on 2 Stage Free Cash Flow to Equity...
Price Target Changed • Feb 28Price target increased by 14% to JP¥2,650Up from JP¥2,333, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥2,356. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥201 last year.
Reported Earnings • Feb 09Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥53.99 (down from JP¥74.97 in 3Q 2023). Revenue: JP¥15.1b (flat on 3Q 2023). Net income: JP¥1.48b (down 28% from 3Q 2023). Profit margin: 9.8% (down from 14% in 3Q 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic 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 13% per year.
공시 • Nov 29A&D HOLON Holdings Company, Limited to Report Q3, 2024 Results on Feb 07, 2024A&D HOLON Holdings Company, Limited announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥47.83 (down from JP¥59.19 in 2Q 2023). Revenue: JP¥15.9b (up 5.1% from 2Q 2023). Net income: JP¥1.31b (down 19% from 2Q 2023). Profit margin: 8.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,753, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,617 per share.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Board Change • Sep 05Less 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. 3 non-independent directors. Independent Outside Director Yasuhiro Daisho was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Aug 31A&D HOLON Holdings Company, Limited to Report Q2, 2024 Results on Nov 07, 2023A&D HOLON Holdings Company, Limited announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 09First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: JP¥30.45 (up from JP¥5.80 loss in 1Q 2023). Revenue: JP¥13.4b (up 12% from 1Q 2023). Net income: JP¥836.0m (up JP¥995.0m from 1Q 2023). Profit margin: 6.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 31A&D HOLON Holdings Company, Limited to Report Q1, 2024 Results on Aug 04, 2023A&D HOLON Holdings Company, Limited announced that they will report Q1, 2024 results on Aug 04, 2023
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,658, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 143% over the past three years.
공시 • May 17A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 27, 2023A&D HOLON Holdings Company, Limited, Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥201 (up from JP¥173 in FY 2022). Revenue: JP¥59.0b (up 14% from FY 2022). Net income: JP¥5.52b (up 55% from FY 2022). Profit margin: 9.4% (up from 6.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥74.96 (vs JP¥38.54 in 3Q 2022)Third quarter 2023 results: EPS: JP¥74.96 (up from JP¥38.54 in 3Q 2022). Revenue: JP¥15.1b (up 12% from 3Q 2022). Net income: JP¥2.06b (up 158% from 3Q 2022). Profit margin: 14% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,239, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 33% over the past three years.
공시 • Dec 01A&D HOLON Holdings Company, Limited to Report Q3, 2023 Results on Feb 07, 2023A&D HOLON Holdings Company, Limited announced that they will report Q3, 2023 results on Feb 07, 2023
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Senior Executive Officer & Director Tsuneo Suzuki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥59.19 (vs JP¥38.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥59.19 (up from JP¥38.34 in 2Q 2022). Revenue: JP¥15.2b (up 23% from 2Q 2022). Net income: JP¥1.62b (up 105% from 2Q 2022). Profit margin: 11% (up from 6.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 06First quarter 2023 earnings released: JP¥5.80 loss per share (vs JP¥27.63 profit in 1Q 2022)First quarter 2023 results: JP¥5.80 loss per share (down from JP¥27.63 profit in 1Q 2022). Revenue: JP¥12.0b (up 3.8% from 1Q 2022). Net loss: JP¥159.0m (down 128% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 2.6%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Jun 30A&D HOLON Holdings Company Limited to Report Q1, 2023 Results on Aug 04, 2022A&D HOLON Holdings Company Limited announced that they will report Q1, 2023 results on Aug 04, 2022
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥999, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 38% over the past three years.
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥173 (up from JP¥162 in FY 2021). Revenue: JP¥51.7b (up 6.8% from FY 2021). Net income: JP¥3.57b (up 7.0% from FY 2021). Profit margin: 6.9% (in line with FY 2021). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is expected to shrink by 5.2% compared to a 8.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • May 14A&D HOLON Holdings Company Limited, Annual General Meeting, Jun 24, 2022A&D HOLON Holdings Company Limited, Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Steven Plunkett was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08A&D HOLON Holdings Company Limited to Report Fiscal Year 2022 Results on May 12, 2022A&D HOLON Holdings Company Limited announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥855, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 20% over the past three years.
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥38.53 (down from JP¥52.07 in 3Q 2021). Revenue: JP¥13.4b (up 4.4% from 3Q 2021). Net income: JP¥797.0m (down 26% from 3Q 2021). Profit margin: 5.9% (down from 8.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥1,118, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥38.34 (vs JP¥51.53 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥12.6b (up 3.0% from 2Q 2021). Net income: JP¥793.0m (down 25% from 2Q 2021). Profit margin: 6.3% (down from 8.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% 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 • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥27.63 (vs JP¥4.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.5b (up 18% from 1Q 2021). Net income: JP¥570.0m (up JP¥487.0m from 1Q 2021). Profit margin: 4.9% (up from 0.8% 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 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥162 (vs JP¥76.86 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥48.4b (down 1.6% from FY 2020). Net income: JP¥3.34b (up 112% from FY 2020). Profit margin: 6.9% (up from 3.2% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,030, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 11% over the past three years.