View Financial HealthToumeiLtd 배당 및 자사주 매입배당 기준 점검 2/6ToumeiLtd 수익으로 충분히 충당되는 현재 수익률 1.58% 보유한 배당금 지급 회사입니다. 다음 지급일은 13th November, 2026 이며 배당락일은 다음과 같습니다. 28th August, 2026.핵심 정보1.6%배당 수익률1.1%자사주 매입 수익률총 주주 수익률2.7%미래 배당 수익률1.6%배당 성장률33.6%다음 배당 지급일13 Nov 26배당락일28 Aug 26주당 배당금n/a배당 성향15%최근 배당 및 자사주 매입 업데이트Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).Upcoming Dividend • Aug 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).Declared Dividend • May 20First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th August 2025 Payment date: 28th November 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.공고 • Apr 16Toumei Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable May 19, 2025Toumei Co.,Ltd. announced a dividend of JPY 7.00 per share for the second quarter of the fiscal year ending August 31, 2025 against JPY 0.00 per share paid a year ago.공고 • Oct 16+ 2 more updatesToumei Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 31, 2025Toumei Co.,Ltd. provided dividend guidance for the fiscal year ending August 31, 2025. For the year, the company expects to pay dividend of JPY 8.00 per share against JPY 28.00 per share paid a year ago.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥889, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 19% over the past three years.Buy Or Sell Opportunity • Jul 02Now 21% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥750. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%.Buy Or Sell Opportunity • Jun 08Now 22% overvaluedOver the last 90 days, the stock has fallen 25% to JP¥759. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%.New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥763. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥714, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥21.63 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.63 (down from JP¥22.87 in 2Q 2025). Revenue: JP¥7.74b (up 2.0% from 2Q 2025). Net income: JP¥636.0m (down 6.9% from 2Q 2025). Profit margin: 8.2% (down from 9.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥806, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 75% over the past three years.Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥16.81 (vs JP¥20.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.81 (down from JP¥20.86 in 1Q 2025). Revenue: JP¥7.20b (flat on 1Q 2025). Net income: JP¥497.0m (down 20% from 1Q 2025). Profit margin: 6.9% (down from 8.6% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.공고 • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Toumei Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026New Risk • Oct 19New 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 5.3% 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.Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥163 (up from JP¥52.12 in FY 2024). Revenue: JP¥29.1b (up 22% from FY 2024). Net income: JP¥2.43b (up 57% from FY 2024). Profit margin: 8.4% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 16Now 23% undervaluedOver the last 90 days, the stock has risen 6.4% to JP¥952. The fair value is estimated to be JP¥1,230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025.New Risk • Aug 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Upcoming Dividend • Aug 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).공고 • Aug 01Toumei Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Toumei Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025분석 기사 • Jul 15Returns On Capital Are A Standout For ToumeiLtd (TSE:4439)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥14.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥14.17 in 3Q 2024). Revenue: JP¥6.64b (up 15% from 3Q 2024). Net income: JP¥394.0m (up 87% from 3Q 2024). Profit margin: 5.9% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 15Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to JP¥1,806. The fair value is estimated to be JP¥2,417, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Declared Dividend • May 20First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th August 2025 Payment date: 28th November 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.공고 • Apr 16Toumei Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable May 19, 2025Toumei Co.,Ltd. announced a dividend of JPY 7.00 per share for the second quarter of the fiscal year ending August 31, 2025 against JPY 0.00 per share paid a year ago.Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥45.74 (vs JP¥23.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.74 (up from JP¥23.25 in 2Q 2024). Revenue: JP¥7.59b (up 34% from 2Q 2024). Net income: JP¥683.0m (up 97% from 2Q 2024). Profit margin: 9.0% (up from 6.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,310, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 495% over the past three years.분석 기사 • Apr 05What You Can Learn From Toumei Co.,Ltd.'s (TSE:4439) P/EWith a price-to-earnings (or "P/E") ratio of 15.9x Toumei Co.,Ltd. ( TSE:4439 ) may be sending bearish signals at the...분석 기사 • Feb 04Is Now The Time To Put ToumeiLtd (TSE:4439) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,351, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 409% over the past three years.Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥37.65 (vs JP¥17.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥37.65 (up from JP¥17.01 in 1Q 2024). Revenue: JP¥6.94b (up 29% from 1Q 2024). Net income: JP¥561.0m (up 122% from 1Q 2024). Profit margin: 8.1% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 65% per year.Buy Or Sell Opportunity • Dec 16Now 22% undervaluedOver the last 90 days, the stock has risen 64% to JP¥2,390. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 76% to JP¥2,421. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.분석 기사 • Nov 14Market Participants Recognise Toumei Co.,Ltd.'s (TSE:4439) Earnings Pushing Shares 37% HigherDespite an already strong run, Toumei Co.,Ltd. ( TSE:4439 ) shares have been powering on, with a gain of 37% in the...New Risk • Nov 02New 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 8.3% 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.공고 • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2025 Results on Apr 14, 2025Toumei Co.,Ltd. announced that they will report Q2, 2025 results on Apr 14, 2025Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,031, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 229% over the past three years.분석 기사 • Oct 22ToumeiLtd's (TSE:4439) Solid Earnings Are Supported By Other Strong FactorsWhen companies post strong earnings, the stock generally performs well, just like Toumei Co.,Ltd.'s ( TSE:4439 ) stock...Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥208 (up from JP¥77.94 in FY 2023). Revenue: JP¥23.9b (up 17% from FY 2023). Net income: JP¥1.55b (up 35% from FY 2023). Profit margin: 6.5% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.분석 기사 • Oct 16Is It Too Late To Consider Buying Toumei Co.,Ltd. (TSE:4439)?Toumei Co.,Ltd. ( TSE:4439 ), might not be a large cap stock, but it saw a significant share price rise of 55% in the...공고 • Oct 16+ 2 more updatesToumei Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 31, 2025Toumei Co.,Ltd. provided dividend guidance for the fiscal year ending August 31, 2025. For the year, the company expects to pay dividend of JPY 8.00 per share against JPY 28.00 per share paid a year ago.공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024.분석 기사 • Sep 30Earnings Tell The Story For Toumei Co.,Ltd. (TSE:4439) As Its Stock Soars 26%Toumei Co.,Ltd. ( TSE:4439 ) shares have continued their recent momentum with a 26% gain in the last month alone. The...분석 기사 • Sep 20Here's Why We Think ToumeiLtd (TSE:4439) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,659, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 172% over the past three years.Upcoming Dividend • Aug 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).분석 기사 • Aug 13ToumeiLtd (TSE:4439) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...공고 • Aug 02Toumei Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024Toumei Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,790, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 148% over the past three years.Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥28.33 (vs JP¥38.31 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.33 (down from JP¥38.31 in 3Q 2023). Revenue: JP¥5.77b (up 21% from 3Q 2023). Net income: JP¥211.0m (down 25% from 3Q 2023). Profit margin: 3.7% (down from 5.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 19ToumeiLtd's (TSE:4439) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Toumei Co.,Ltd.'s ( TSE:4439 ) strong earnings didn't offer any...New Risk • Apr 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$97.6m).Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥46.50 (vs JP¥26.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.50 (up from JP¥26.22 in 2Q 2023). Revenue: JP¥5.67b (up 6.7% from 2Q 2023). Net income: JP¥346.0m (up 79% from 2Q 2023). Profit margin: 6.1% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 14Dividend increased to JP¥14.00Dividend of JP¥14.00 is 7.7% higher than last year. Ex-date: 29th August 2024 Payment date: 29th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 4%.공고 • Apr 03Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd.Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.Toumei Co.,Ltd. (TSE:4439) completed the acquisition of Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,200, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 96% over the past three years.공고 • Jan 16Toumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2024Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2024. For the year, the company expected dividend of JPY 14.00 per share as compared to paid dividend of JPY 13.00 per share a year ago.Reported Earnings • Jan 14First quarter 2024 earnings released: EPS: JP¥34.01 (vs JP¥41.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.01 (down from JP¥41.51 in 1Q 2023). Revenue: JP¥5.39b (up 6.2% from 1Q 2023). Net income: JP¥253.0m (down 17% from 1Q 2023). Profit margin: 4.7% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공고 • Nov 02+ 2 more updatesToumei Co.,Ltd. to Report Q3, 2024 Results on Jul 12, 2024Toumei Co.,Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 64% over the past three years.공고 • Oct 19+ 1 more updateToumei Co.,Ltd. Provides Earnings Guidance for the Six Months Ending February 28, 2024 and Full Year Ending August 31, 2024Toumei Co.,Ltd. provided earnings guidance for the six months ending February 28, 2024 and full year ending August 31, 2024. For the six months, the company expects net sales of JPY 11,407 million to JPY 13,408 million, operating profit of JPY 804 million, profit attributable to owners of parent was JPY 512 million, earnings per share of JPY 68.96. For the year, the company expects net sales of JPY 23,264 million to JPY 27,389 million, operating profit of JPY 1,976 million, profit attributable to owners of parent was JPY 1,281 million, earnings per share of JPY 172.22.New Risk • Oct 18New 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 8.1% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.6b market cap, or US$97.8m).Reported Earnings • Oct 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥156 (up from JP¥36.64 in FY 2022). Revenue: JP¥20.5b (up 16% from FY 2022). Net income: JP¥1.15b (up 328% from FY 2022). Profit margin: 5.6% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023.Upcoming Dividend • Aug 23Upcoming dividend of JP¥13.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 8.2% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.0%).공고 • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023Toumei Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023Reported Earnings • Jul 15Third quarter 2023 earnings released: EPS: JP¥38.31 (vs JP¥11.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥38.31 (up from JP¥11.44 in 3Q 2022). Revenue: JP¥4.76b (up 8.6% from 3Q 2022). Net income: JP¥283.0m (up 237% from 3Q 2022). Profit margin: 5.9% (up from 1.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom 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 29% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,794, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 100% over the past three years.Reported Earnings • Apr 15Second quarter 2023 earnings released: EPS: JP¥26.22 (vs JP¥13.35 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.22 (up from JP¥13.35 loss in 2Q 2022). Revenue: JP¥5.31b (up 21% from 2Q 2022). Net income: JP¥193.0m (up JP¥291.0m from 2Q 2022). Profit margin: 3.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,936, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 18x in the Telecom industry in Japan. Total returns to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,450, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 114% over the past three years.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥2,070, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 66% over the past three years.Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥41.51 (vs JP¥1.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥41.51 (up from JP¥1.23 loss in 1Q 2022). Revenue: JP¥5.07b (up 40% from 1Q 2022). Net income: JP¥305.0m (up JP¥314.0m from 1Q 2022). Profit margin: 6.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Dec 04Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Nov 03+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2023 Results on Apr 13, 2023Toumei Co.,Ltd. announced that they will report Q2, 2023 results on Apr 13, 2023공고 • Oct 19+ 1 more updateToumei Co.,Ltd. Announces Year End Dividend for the Fiscal Year Ending August 31, 2022, Payable on November 28, 2022; Provides Dividend Guidance for the Fiscal Year Ending August 31, 2023Toumei Co.,Ltd. announced year end dividend for the fiscal year ending August 31, 2022. For the period, the company announced dividend of JPY 12.00 per share Payable on November 28, 2022 as compared to JPY 11.00 per share paid a year ago.Fiscal Year Ending August 31, 2023, the company expects to pay a dividend of JPY 13.00 per share as compared to JPY 12.00 per share paid a year ago.공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022.Reported Earnings • Oct 15Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).공고 • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2022 Results on Oct 13, 2022Toumei Co.,Ltd. announced that they will report fiscal year 2022 results on Oct 13, 2022공고 • Jul 20Toumei Co.,Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending August 31, 2022Toumei Co.,Ltd. provided year end dividend guidance for the fiscal year ending August 31, 2022. For the period, the company expects to pay dividend of JPY 12.00 per share as compared to JPY 11.00 per share paid a year ago.Reported Earnings • Jul 15Third quarter 2022 earnings released: EPS: JP¥11.44 (vs JP¥11.99 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.44 (down from JP¥11.99 in 3Q 2021). Revenue: JP¥4.38b (up 33% from 3Q 2021). Net income: JP¥84.0m (down 4.5% from 3Q 2021). Profit margin: 1.9% (down from 2.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Apr 19+ 1 more updateToumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2022Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2022. For the year, the company expects dividend of JPY 12 per share compared to JPY 11 per share paid a year ago.Reported Earnings • Apr 14Second quarter 2022 earnings released: JP¥13.35 loss per share (vs JP¥2.86 profit in 2Q 2021)Second quarter 2022 results: JP¥13.35 loss per share (down from JP¥2.86 profit in 2Q 2021). Revenue: JP¥4.41b (up 48% from 2Q 2021). Net loss: JP¥98.0m (down JP¥119.0m from profit in 2Q 2021).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥770, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 32% over the past year.예정된 배당 지급오늘Jul 18 2026배당락일Aug 28 2026배당 지급일Nov 13 202677 days (배당락일 기준)다음 배당금을 받으려면 앞으로 41 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 4439 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 4439 의 배당금 지급이 증가했지만 회사는 6 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장ToumeiLtd 배당 수익률 vs 시장4439의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (4439)1.6%시장 하위 25% (JP)1.8%시장 상위 25% (JP)3.9%업계 평균 (Telecom)3.4%분석가 예측 (4439) (최대 3년)1.6%주목할만한 배당금: 4439 의 배당금( 1.58% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.83% )와 비교해 주목할 만하지 않습니다.고배당: 4439 의 배당금( 1.58% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.86% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 15.4% )이 낮기 때문에 4439 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 17.2% )이 낮기 때문에 4439 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 08:13종가2026/07/17 00:00수익2026/02/28연간 수익2025/08/31데이터 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 소스Toumei Co.,Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Koichi HariyaIchiyoshi Research Institute Inc.
Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).
Upcoming Dividend • Aug 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).
Declared Dividend • May 20First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th August 2025 Payment date: 28th November 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.
공고 • Apr 16Toumei Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable May 19, 2025Toumei Co.,Ltd. announced a dividend of JPY 7.00 per share for the second quarter of the fiscal year ending August 31, 2025 against JPY 0.00 per share paid a year ago.
공고 • Oct 16+ 2 more updatesToumei Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 31, 2025Toumei Co.,Ltd. provided dividend guidance for the fiscal year ending August 31, 2025. For the year, the company expects to pay dividend of JPY 8.00 per share against JPY 28.00 per share paid a year ago.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥889, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 19% over the past three years.
Buy Or Sell Opportunity • Jul 02Now 21% overvaluedOver the last 90 days, the stock has fallen 22% to JP¥750. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%.
Buy Or Sell Opportunity • Jun 08Now 22% overvaluedOver the last 90 days, the stock has fallen 25% to JP¥759. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥763. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥714, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥21.63 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.63 (down from JP¥22.87 in 2Q 2025). Revenue: JP¥7.74b (up 2.0% from 2Q 2025). Net income: JP¥636.0m (down 6.9% from 2Q 2025). Profit margin: 8.2% (down from 9.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥806, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 75% over the past three years.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥16.81 (vs JP¥20.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.81 (down from JP¥20.86 in 1Q 2025). Revenue: JP¥7.20b (flat on 1Q 2025). Net income: JP¥497.0m (down 20% from 1Q 2025). Profit margin: 6.9% (down from 8.6% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
공고 • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Toumei Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
New Risk • Oct 19New 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 5.3% 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.
Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥163 (up from JP¥52.12 in FY 2024). Revenue: JP¥29.1b (up 22% from FY 2024). Net income: JP¥2.43b (up 57% from FY 2024). Profit margin: 8.4% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 16Now 23% undervaluedOver the last 90 days, the stock has risen 6.4% to JP¥952. The fair value is estimated to be JP¥1,230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025.
New Risk • Aug 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).
공고 • Aug 01Toumei Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Toumei Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
분석 기사 • Jul 15Returns On Capital Are A Standout For ToumeiLtd (TSE:4439)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥14.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥14.17 in 3Q 2024). Revenue: JP¥6.64b (up 15% from 3Q 2024). Net income: JP¥394.0m (up 87% from 3Q 2024). Profit margin: 5.9% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 15Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to JP¥1,806. The fair value is estimated to be JP¥2,417, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Declared Dividend • May 20First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th August 2025 Payment date: 28th November 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.
공고 • Apr 16Toumei Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable May 19, 2025Toumei Co.,Ltd. announced a dividend of JPY 7.00 per share for the second quarter of the fiscal year ending August 31, 2025 against JPY 0.00 per share paid a year ago.
Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥45.74 (vs JP¥23.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.74 (up from JP¥23.25 in 2Q 2024). Revenue: JP¥7.59b (up 34% from 2Q 2024). Net income: JP¥683.0m (up 97% from 2Q 2024). Profit margin: 9.0% (up from 6.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,310, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 495% over the past three years.
분석 기사 • Apr 05What You Can Learn From Toumei Co.,Ltd.'s (TSE:4439) P/EWith a price-to-earnings (or "P/E") ratio of 15.9x Toumei Co.,Ltd. ( TSE:4439 ) may be sending bearish signals at the...
분석 기사 • Feb 04Is Now The Time To Put ToumeiLtd (TSE:4439) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,351, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 409% over the past three years.
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥37.65 (vs JP¥17.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥37.65 (up from JP¥17.01 in 1Q 2024). Revenue: JP¥6.94b (up 29% from 1Q 2024). Net income: JP¥561.0m (up 122% from 1Q 2024). Profit margin: 8.1% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 65% per year.
Buy Or Sell Opportunity • Dec 16Now 22% undervaluedOver the last 90 days, the stock has risen 64% to JP¥2,390. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 76% to JP¥2,421. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
분석 기사 • Nov 14Market Participants Recognise Toumei Co.,Ltd.'s (TSE:4439) Earnings Pushing Shares 37% HigherDespite an already strong run, Toumei Co.,Ltd. ( TSE:4439 ) shares have been powering on, with a gain of 37% in the...
New Risk • Nov 02New 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 8.3% 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.
공고 • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2025 Results on Apr 14, 2025Toumei Co.,Ltd. announced that they will report Q2, 2025 results on Apr 14, 2025
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,031, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 229% over the past three years.
분석 기사 • Oct 22ToumeiLtd's (TSE:4439) Solid Earnings Are Supported By Other Strong FactorsWhen companies post strong earnings, the stock generally performs well, just like Toumei Co.,Ltd.'s ( TSE:4439 ) stock...
Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥208 (up from JP¥77.94 in FY 2023). Revenue: JP¥23.9b (up 17% from FY 2023). Net income: JP¥1.55b (up 35% from FY 2023). Profit margin: 6.5% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
분석 기사 • Oct 16Is It Too Late To Consider Buying Toumei Co.,Ltd. (TSE:4439)?Toumei Co.,Ltd. ( TSE:4439 ), might not be a large cap stock, but it saw a significant share price rise of 55% in the...
공고 • Oct 16+ 2 more updatesToumei Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 31, 2025Toumei Co.,Ltd. provided dividend guidance for the fiscal year ending August 31, 2025. For the year, the company expects to pay dividend of JPY 8.00 per share against JPY 28.00 per share paid a year ago.
공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024.
분석 기사 • Sep 30Earnings Tell The Story For Toumei Co.,Ltd. (TSE:4439) As Its Stock Soars 26%Toumei Co.,Ltd. ( TSE:4439 ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
분석 기사 • Sep 20Here's Why We Think ToumeiLtd (TSE:4439) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,659, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 172% over the past three years.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
분석 기사 • Aug 13ToumeiLtd (TSE:4439) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
공고 • Aug 02Toumei Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024Toumei Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,790, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 148% over the past three years.
Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥28.33 (vs JP¥38.31 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.33 (down from JP¥38.31 in 3Q 2023). Revenue: JP¥5.77b (up 21% from 3Q 2023). Net income: JP¥211.0m (down 25% from 3Q 2023). Profit margin: 3.7% (down from 5.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 19ToumeiLtd's (TSE:4439) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Toumei Co.,Ltd.'s ( TSE:4439 ) strong earnings didn't offer any...
New Risk • Apr 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$97.6m).
Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥46.50 (vs JP¥26.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.50 (up from JP¥26.22 in 2Q 2023). Revenue: JP¥5.67b (up 6.7% from 2Q 2023). Net income: JP¥346.0m (up 79% from 2Q 2023). Profit margin: 6.1% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 14Dividend increased to JP¥14.00Dividend of JP¥14.00 is 7.7% higher than last year. Ex-date: 29th August 2024 Payment date: 29th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 4%.
공고 • Apr 03Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd.Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.Toumei Co.,Ltd. (TSE:4439) completed the acquisition of Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,200, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 96% over the past three years.
공고 • Jan 16Toumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2024Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2024. For the year, the company expected dividend of JPY 14.00 per share as compared to paid dividend of JPY 13.00 per share a year ago.
Reported Earnings • Jan 14First quarter 2024 earnings released: EPS: JP¥34.01 (vs JP¥41.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.01 (down from JP¥41.51 in 1Q 2023). Revenue: JP¥5.39b (up 6.2% from 1Q 2023). Net income: JP¥253.0m (down 17% from 1Q 2023). Profit margin: 4.7% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공고 • Nov 02+ 2 more updatesToumei Co.,Ltd. to Report Q3, 2024 Results on Jul 12, 2024Toumei Co.,Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 64% over the past three years.
공고 • Oct 19+ 1 more updateToumei Co.,Ltd. Provides Earnings Guidance for the Six Months Ending February 28, 2024 and Full Year Ending August 31, 2024Toumei Co.,Ltd. provided earnings guidance for the six months ending February 28, 2024 and full year ending August 31, 2024. For the six months, the company expects net sales of JPY 11,407 million to JPY 13,408 million, operating profit of JPY 804 million, profit attributable to owners of parent was JPY 512 million, earnings per share of JPY 68.96. For the year, the company expects net sales of JPY 23,264 million to JPY 27,389 million, operating profit of JPY 1,976 million, profit attributable to owners of parent was JPY 1,281 million, earnings per share of JPY 172.22.
New Risk • Oct 18New 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 8.1% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.6b market cap, or US$97.8m).
Reported Earnings • Oct 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥156 (up from JP¥36.64 in FY 2022). Revenue: JP¥20.5b (up 16% from FY 2022). Net income: JP¥1.15b (up 328% from FY 2022). Profit margin: 5.6% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥13.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 8.2% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.0%).
공고 • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023Toumei Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023
Reported Earnings • Jul 15Third quarter 2023 earnings released: EPS: JP¥38.31 (vs JP¥11.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥38.31 (up from JP¥11.44 in 3Q 2022). Revenue: JP¥4.76b (up 8.6% from 3Q 2022). Net income: JP¥283.0m (up 237% from 3Q 2022). Profit margin: 5.9% (up from 1.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom 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 29% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,794, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 100% over the past three years.
Reported Earnings • Apr 15Second quarter 2023 earnings released: EPS: JP¥26.22 (vs JP¥13.35 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.22 (up from JP¥13.35 loss in 2Q 2022). Revenue: JP¥5.31b (up 21% from 2Q 2022). Net income: JP¥193.0m (up JP¥291.0m from 2Q 2022). Profit margin: 3.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,936, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 18x in the Telecom industry in Japan. Total returns to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,450, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 114% over the past three years.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥2,070, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥41.51 (vs JP¥1.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥41.51 (up from JP¥1.23 loss in 1Q 2022). Revenue: JP¥5.07b (up 40% from 1Q 2022). Net income: JP¥305.0m (up JP¥314.0m from 1Q 2022). Profit margin: 6.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Dec 04Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Nov 03+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2023 Results on Apr 13, 2023Toumei Co.,Ltd. announced that they will report Q2, 2023 results on Apr 13, 2023
공고 • Oct 19+ 1 more updateToumei Co.,Ltd. Announces Year End Dividend for the Fiscal Year Ending August 31, 2022, Payable on November 28, 2022; Provides Dividend Guidance for the Fiscal Year Ending August 31, 2023Toumei Co.,Ltd. announced year end dividend for the fiscal year ending August 31, 2022. For the period, the company announced dividend of JPY 12.00 per share Payable on November 28, 2022 as compared to JPY 11.00 per share paid a year ago.Fiscal Year Ending August 31, 2023, the company expects to pay a dividend of JPY 13.00 per share as compared to JPY 12.00 per share paid a year ago.
공고 • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022.
Reported Earnings • Oct 15Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).
공고 • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2022 Results on Oct 13, 2022Toumei Co.,Ltd. announced that they will report fiscal year 2022 results on Oct 13, 2022
공고 • Jul 20Toumei Co.,Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending August 31, 2022Toumei Co.,Ltd. provided year end dividend guidance for the fiscal year ending August 31, 2022. For the period, the company expects to pay dividend of JPY 12.00 per share as compared to JPY 11.00 per share paid a year ago.
Reported Earnings • Jul 15Third quarter 2022 earnings released: EPS: JP¥11.44 (vs JP¥11.99 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.44 (down from JP¥11.99 in 3Q 2021). Revenue: JP¥4.38b (up 33% from 3Q 2021). Net income: JP¥84.0m (down 4.5% from 3Q 2021). Profit margin: 1.9% (down from 2.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Apr 19+ 1 more updateToumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2022Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2022. For the year, the company expects dividend of JPY 12 per share compared to JPY 11 per share paid a year ago.
Reported Earnings • Apr 14Second quarter 2022 earnings released: JP¥13.35 loss per share (vs JP¥2.86 profit in 2Q 2021)Second quarter 2022 results: JP¥13.35 loss per share (down from JP¥2.86 profit in 2Q 2021). Revenue: JP¥4.41b (up 48% from 2Q 2021). Net loss: JP¥98.0m (down JP¥119.0m from profit in 2Q 2021).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥770, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 32% over the past year.