View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAGP 배당 및 자사주 매입배당 기준 점검 3/6AGP 수익으로 충분히 충당되는 현재 수익률 2.9% 보유한 배당금 지급 회사입니다.핵심 정보2.9%배당 수익률0%자사주 매입 수익률총 주주 수익률2.9%미래 배당 수익률2.9%배당 성장률17.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향72%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).Declared Dividend • Dec 04First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.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 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (160% 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. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).모든 업데이트 보기Recent updates공시 • Jul 07AGP Corporation to Report Q1, 2026 Results on Jul 30, 2025AGP Corporation announced that they will report Q1, 2026 results on Jul 30, 2025공시 • Jun 30AGP Corporation to Delist from Standard Section of the Tokyo Stock Exchange, Effective September 29, 2025AGP Corporation will be delisted from Standard Section of the Tokyo Stock Exchange effective from September 29, 2025, due to Reverse stock split.분석 기사 • Jun 20These 4 Measures Indicate That AGP (TSE:9377) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,930, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 305% over the past three years.공시 • Jun 07Japan Airlines Issues a Notice Regarding its View on AGP's Opposition to Shareholder ProposalOn June 6, 2025, Japan Airlines Co., Ltd. (JAL), submitted a shareholder proposal regarding the "Share Merger" at AGP Co., Ltd.'s (AGP) 60th Annual General Meeting scheduled for June 2025. AGP has publicly expressed its opposition to this shareholder proposal on three grounds: (1) lack of rationality in purpose, asserting that the proposal aims to constitute AGP's shareholders solely from the three shareholder companies, compromising AGP's neutrality and fairness; (2) lack of fairness in procedure, claiming that the absence of a public tender offer (TOB) undermines procedural fairness; and (3) lack of reasonableness in the proposed price, arguing that the proposed price of 1,550 yen per share does not reflect AGP's intrinsic value, which AGP estimates at 1,710 yen. JAL contends that the proposal is legitimate, aiming to enhance AGP's corporate value and address social issues, and emphasizes that the absence of a TOB does not pose a problem from the perspective of transaction fairness.분석 기사 • May 20Market Participants Recognise AGP Corporation's (TSE:9377) Earnings Pushing Shares 37% HigherAGP Corporation ( TSE:9377 ) shareholders would be excited to see that the share price has had a great month, posting a...Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥74.45 (vs JP¥52.72 in FY 2024)Full year 2025 results: EPS: JP¥74.45 (up from JP¥52.72 in FY 2024). Revenue: JP¥14.4b (up 11% from FY 2024). Net income: JP¥973.0m (up 41% from FY 2024). Profit margin: 6.7% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. 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 41% per year, which means it is significantly lagging earnings growth.공시 • May 13AGP Corporation, Annual General Meeting, Jun 26, 2025AGP Corporation, Annual General Meeting, Jun 26, 2025.New Risk • Apr 28New 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 9.7% 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 (9.7% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,413, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 190% over the past three years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥949, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 98% over the past three years.분석 기사 • Apr 05It's A Story Of Risk Vs Reward With AGP Corporation (TSE:9377)There wouldn't be many who think AGP Corporation's ( TSE:9377 ) price-to-earnings (or "P/E") ratio of 14.4x is worth a...New Risk • Apr 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥14.5b market cap, or US$98.8m).공시 • Mar 27AGP Corporation to Report Fiscal Year 2025 Results on May 13, 2025AGP Corporation announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥22.42 (vs JP¥16.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.42 (up from JP¥16.91 in 3Q 2024). Revenue: JP¥3.78b (up 15% from 3Q 2024). Net income: JP¥293.0m (up 33% from 3Q 2024). Profit margin: 7.7% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.공시 • Jan 03AGP Corporation to Report Q3, 2025 Results on Jan 30, 2025AGP Corporation announced that they will report Q3, 2025 results on Jan 30, 2025Declared Dividend • Dec 04First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.분석 기사 • Nov 06We Think That There Are Some Issues For AGP (TSE:9377) Beyond Its Promising EarningsAGP Corporation's ( TSE:9377 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥14.08 (vs JP¥10.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.08 (up from JP¥10.03 in 2Q 2024). Revenue: JP¥3.46b (up 9.8% from 2Q 2024). Net income: JP¥184.0m (up 41% from 2Q 2024). Profit margin: 5.3% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 29Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥940. The fair value is estimated to be JP¥774, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.공시 • Sep 27AGP Corporation to Report Q2, 2025 Results on Oct 30, 2024AGP Corporation announced that they will report Q2, 2025 results on Oct 30, 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 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).분석 기사 • Sep 04There's Reason For Concern Over AGP Corporation's (TSE:9377) Massive 27% Price JumpAGP Corporation ( TSE:9377 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Buy Or Sell Opportunity • Aug 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥970. The fair value is estimated to be JP¥802, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥14.62 (vs JP¥6.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.62 (up from JP¥6.05 in 1Q 2024). Revenue: JP¥3.14b (up 10.0% from 1Q 2024). Net income: JP¥191.0m (up 142% from 1Q 2024). Profit margin: 6.1% (up from 2.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (160% 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. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.공시 • Jun 28AGP Corporation to Report Q1, 2025 Results on Jul 30, 2024AGP Corporation announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥52.72 (vs JP¥37.20 in FY 2023)Full year 2024 results: EPS: JP¥52.72 (up from JP¥37.20 in FY 2023). Revenue: JP¥13.0b (up 18% from FY 2023). Net income: JP¥689.0m (up 35% from FY 2023). Profit margin: 5.3% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • May 15AGP Corporation, Annual General Meeting, Jun 27, 2024AGP Corporation, Annual General Meeting, Jun 27, 2024.공시 • Mar 28AGP Corporation to Report Fiscal Year 2024 Results on May 13, 2024AGP Corporation announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥16.91 (vs JP¥8.73 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.91 (up from JP¥8.73 in 3Q 2023). Revenue: JP¥3.29b (up 19% from 3Q 2023). Net income: JP¥221.0m (up 83% from 3Q 2023). Profit margin: 6.7% (up from 4.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공시 • Dec 28AGP Corporation to Report Q3, 2024 Results on Jan 30, 2024AGP Corporation announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥10.02 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.02 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥3.15b (up 16% from 2Q 2023). Net income: JP¥131.0m (up 87% from 2Q 2023). Profit margin: 4.2% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.공시 • Sep 28AGP Corporation to Report Q2, 2024 Results on Oct 30, 2023AGP Corporation announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥6.05 (vs JP¥9.54 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥6.05 (up from JP¥9.54 loss in 1Q 2023). Revenue: JP¥2.86b (up 16% from 1Q 2023). Net income: JP¥79.0m (up JP¥212.0m from 1Q 2023). Profit margin: 2.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.공시 • Jun 28AGP Corporation to Report Q1, 2024 Results on Jul 28, 2023AGP Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥37.20 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥510.0m (up JP¥499.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥36.91 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥506.0m (up JP¥495.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.공시 • May 10AGP Corporation, Annual General Meeting, Jun 21, 2023AGP Corporation, Annual General Meeting, Jun 21, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.4%).Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥8.73 (vs JP¥4.88 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.73 (up from JP¥4.88 loss in 3Q 2022). Revenue: JP¥2.75b (flat on 3Q 2022). Net income: JP¥121.0m (up JP¥189.0m from 3Q 2022). Profit margin: 4.4% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.공시 • Dec 29AGP Corporation to Report Q3, 2023 Results on Jan 27, 2023AGP Corporation announced that they will report Q3, 2023 results on Jan 27, 2023공시 • Dec 23AGP Corporation (TSE:9377) announces an Equity Buyback for 900,000 shares, representing 6.45% for ¥653.4 million.AGP Corporation (TSE:9377) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 shares, representing 6.45% of its issued share capital (excluding treasury stock), for ¥653.4 million. The shares will be repurchased at a price of ¥726 per share. The purpose of the program is to improve capital efficiency and enhance shareholder value. The program will run until December 23, 2022. As of September 30, 2022, the company had 13,950,000 shares in issue (excluding treasury stock) and 2,135 shares in treasury.Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.공시 • Sep 28AGP Corporation to Report Q2, 2023 Results on Oct 27, 2022AGP Corporation announced that they will report Q2, 2023 results on Oct 27, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥9.54 loss per share (vs JP¥4.23 loss in 1Q 2022)First quarter 2023 results: JP¥9.54 loss per share (down from JP¥4.23 loss in 1Q 2022). Revenue: JP¥2.47b (up 12% from 1Q 2022). Net loss: JP¥133.0m (loss widened 125% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.공시 • Jul 02AGP Corporation to Report Q1, 2023 Results on Jul 28, 2022AGP Corporation announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.공시 • May 12AGP Corporation, Annual General Meeting, Jun 21, 2022AGP Corporation, Annual General Meeting, Jun 21, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥0.79 (vs JP¥3.23 loss in FY 2021)Full year 2022 results: EPS: JP¥0.79 (up from JP¥3.23 loss in FY 2021). Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08AGP Corporation to Report Fiscal Year 2022 Results on May 09, 2022AGP Corporation announced that they will report fiscal year 2022 results on May 09, 2022Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥4.88 loss per share (down from JP¥1.00 loss in 3Q 2021). Revenue: JP¥2.77b (up 3.3% from 3Q 2021). Net loss: JP¥68.0m (loss widened 386% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥5.16 (vs JP¥6.17 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.46b (up 5.2% from 2Q 2021). Net income: JP¥72.0m (up JP¥158.0m from 2Q 2021). Profit margin: 2.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 30First quarter 2022 earnings released: JP¥4.23 loss per share (vs JP¥5.31 loss in 1Q 2021)The company reported a mediocre first quarter result with weaker revenues, although its control over expenses remained stable and losses reduced. First quarter 2022 results: Revenue: JP¥2.20b (down 19% from 1Q 2021). Net loss: JP¥59.0m (loss narrowed 20% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 26Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • May 12Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.분석 기사 • Apr 15Does AGP (TYO:9377) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 10Is AGP (TYO:9377) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Is New 90 Day High Low • Feb 17New 90-day high: JP¥488The company is up 8.0% from its price of JP¥450 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is flat over the same period.분석 기사 • Feb 04Reflecting on AGP's (TYO:9377) Share Price Returns Over The Last Three YearsIf you love investing in stocks you're bound to buy some losers. But the long term shareholders of AGP Corporation...Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥1.00 loss per share (vs JP¥16.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.68b (down 27% from 3Q 2020). Net loss: JP¥14.0m (down 106% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.분석 기사 • Dec 23Here's Why AGP (TYO:9377) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Dec 23New 90-day low: JP¥440The company is down 9.0% from its price of JP¥485 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 5.0% over the same period.분석 기사 • Nov 18Returns On Capital At AGP (TYO:9377) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥7.00m, down 99% from the prior year. Total revenue was JP¥13.0b over the last 12 months, down 9.4% from the prior year.공시 • Sep 04AGP Corporation to Report Q2, 2021 Results on Oct 30, 2020AGP Corporation announced that they will report Q2, 2021 results on Oct 30, 2020공시 • Jun 29AGP Corporation to Report Q1, 2021 Results on Jul 30, 2020AGP Corporation announced that they will report Q1, 2021 results on Jul 30, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 9377 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 9377 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장AGP 배당 수익률 vs 시장9377의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (9377)2.9%시장 하위 25% (JP)1.8%시장 상위 25% (JP)3.9%업계 평균 (Infrastructure)3.0%분석가 예측 (9377) (최대 3년)2.9%주목할만한 배당금: 9377 의 배당금( 2.9% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.82% )보다 높습니다.고배당: 9377 의 배당금( 2.9% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.9% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 71.9% )을 통해 9377 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 124.6% )이 높기 때문에 9377 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/10/01 08:39종가2025/09/26 00:00수익2025/06/30연간 수익2025/03/31데이터 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스AGP Corporation는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takahiro MoriDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
Declared Dividend • Dec 04First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
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 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (160% 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. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
공시 • Jul 07AGP Corporation to Report Q1, 2026 Results on Jul 30, 2025AGP Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
공시 • Jun 30AGP Corporation to Delist from Standard Section of the Tokyo Stock Exchange, Effective September 29, 2025AGP Corporation will be delisted from Standard Section of the Tokyo Stock Exchange effective from September 29, 2025, due to Reverse stock split.
분석 기사 • Jun 20These 4 Measures Indicate That AGP (TSE:9377) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,930, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 305% over the past three years.
공시 • Jun 07Japan Airlines Issues a Notice Regarding its View on AGP's Opposition to Shareholder ProposalOn June 6, 2025, Japan Airlines Co., Ltd. (JAL), submitted a shareholder proposal regarding the "Share Merger" at AGP Co., Ltd.'s (AGP) 60th Annual General Meeting scheduled for June 2025. AGP has publicly expressed its opposition to this shareholder proposal on three grounds: (1) lack of rationality in purpose, asserting that the proposal aims to constitute AGP's shareholders solely from the three shareholder companies, compromising AGP's neutrality and fairness; (2) lack of fairness in procedure, claiming that the absence of a public tender offer (TOB) undermines procedural fairness; and (3) lack of reasonableness in the proposed price, arguing that the proposed price of 1,550 yen per share does not reflect AGP's intrinsic value, which AGP estimates at 1,710 yen. JAL contends that the proposal is legitimate, aiming to enhance AGP's corporate value and address social issues, and emphasizes that the absence of a TOB does not pose a problem from the perspective of transaction fairness.
분석 기사 • May 20Market Participants Recognise AGP Corporation's (TSE:9377) Earnings Pushing Shares 37% HigherAGP Corporation ( TSE:9377 ) shareholders would be excited to see that the share price has had a great month, posting a...
Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥74.45 (vs JP¥52.72 in FY 2024)Full year 2025 results: EPS: JP¥74.45 (up from JP¥52.72 in FY 2024). Revenue: JP¥14.4b (up 11% from FY 2024). Net income: JP¥973.0m (up 41% from FY 2024). Profit margin: 6.7% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. 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 41% per year, which means it is significantly lagging earnings growth.
공시 • May 13AGP Corporation, Annual General Meeting, Jun 26, 2025AGP Corporation, Annual General Meeting, Jun 26, 2025.
New Risk • Apr 28New 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 9.7% 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 (9.7% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥1,413, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 190% over the past three years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥949, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 10x in the Infrastructure industry in Japan. Total returns to shareholders of 98% over the past three years.
분석 기사 • Apr 05It's A Story Of Risk Vs Reward With AGP Corporation (TSE:9377)There wouldn't be many who think AGP Corporation's ( TSE:9377 ) price-to-earnings (or "P/E") ratio of 14.4x is worth a...
New Risk • Apr 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥14.5b market cap, or US$98.8m).
공시 • Mar 27AGP Corporation to Report Fiscal Year 2025 Results on May 13, 2025AGP Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥22.42 (vs JP¥16.91 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.42 (up from JP¥16.91 in 3Q 2024). Revenue: JP¥3.78b (up 15% from 3Q 2024). Net income: JP¥293.0m (up 33% from 3Q 2024). Profit margin: 7.7% (up from 6.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
공시 • Jan 03AGP Corporation to Report Q3, 2025 Results on Jan 30, 2025AGP Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
Declared Dividend • Dec 04First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
분석 기사 • Nov 06We Think That There Are Some Issues For AGP (TSE:9377) Beyond Its Promising EarningsAGP Corporation's ( TSE:9377 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥14.08 (vs JP¥10.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.08 (up from JP¥10.03 in 2Q 2024). Revenue: JP¥3.46b (up 9.8% from 2Q 2024). Net income: JP¥184.0m (up 41% from 2Q 2024). Profit margin: 5.3% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 29Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥940. The fair value is estimated to be JP¥774, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.
공시 • Sep 27AGP Corporation to Report Q2, 2025 Results on Oct 30, 2024AGP Corporation announced that they will report Q2, 2025 results on Oct 30, 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 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
분석 기사 • Sep 04There's Reason For Concern Over AGP Corporation's (TSE:9377) Massive 27% Price JumpAGP Corporation ( TSE:9377 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Buy Or Sell Opportunity • Aug 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥970. The fair value is estimated to be JP¥802, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥14.62 (vs JP¥6.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.62 (up from JP¥6.05 in 1Q 2024). Revenue: JP¥3.14b (up 10.0% from 1Q 2024). Net income: JP¥191.0m (up 142% from 1Q 2024). Profit margin: 6.1% (up from 2.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (160% 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. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.
공시 • Jun 28AGP Corporation to Report Q1, 2025 Results on Jul 30, 2024AGP Corporation announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥52.72 (vs JP¥37.20 in FY 2023)Full year 2024 results: EPS: JP¥52.72 (up from JP¥37.20 in FY 2023). Revenue: JP¥13.0b (up 18% from FY 2023). Net income: JP¥689.0m (up 35% from FY 2023). Profit margin: 5.3% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • May 15AGP Corporation, Annual General Meeting, Jun 27, 2024AGP Corporation, Annual General Meeting, Jun 27, 2024.
공시 • Mar 28AGP Corporation to Report Fiscal Year 2024 Results on May 13, 2024AGP Corporation announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥16.91 (vs JP¥8.73 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.91 (up from JP¥8.73 in 3Q 2023). Revenue: JP¥3.29b (up 19% from 3Q 2023). Net income: JP¥221.0m (up 83% from 3Q 2023). Profit margin: 6.7% (up from 4.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공시 • Dec 28AGP Corporation to Report Q3, 2024 Results on Jan 30, 2024AGP Corporation announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥10.02 (vs JP¥5.02 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.02 (up from JP¥5.02 in 2Q 2023). Revenue: JP¥3.15b (up 16% from 2Q 2023). Net income: JP¥131.0m (up 87% from 2Q 2023). Profit margin: 4.2% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
공시 • Sep 28AGP Corporation to Report Q2, 2024 Results on Oct 30, 2023AGP Corporation announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥6.05 (vs JP¥9.54 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥6.05 (up from JP¥9.54 loss in 1Q 2023). Revenue: JP¥2.86b (up 16% from 1Q 2023). Net income: JP¥79.0m (up JP¥212.0m from 1Q 2023). Profit margin: 2.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
공시 • Jun 28AGP Corporation to Report Q1, 2024 Results on Jul 28, 2023AGP Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Jun 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥37.20 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥510.0m (up JP¥499.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥36.91 (up from JP¥0.79 in FY 2022). Revenue: JP¥11.0b (up 6.3% from FY 2022). Net income: JP¥506.0m (up JP¥495.0m from FY 2022). Profit margin: 4.6% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
공시 • May 10AGP Corporation, Annual General Meeting, Jun 21, 2023AGP Corporation, Annual General Meeting, Jun 21, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.4%).
Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥8.73 (vs JP¥4.88 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.73 (up from JP¥4.88 loss in 3Q 2022). Revenue: JP¥2.75b (flat on 3Q 2022). Net income: JP¥121.0m (up JP¥189.0m from 3Q 2022). Profit margin: 4.4% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
공시 • Dec 29AGP Corporation to Report Q3, 2023 Results on Jan 27, 2023AGP Corporation announced that they will report Q3, 2023 results on Jan 27, 2023
공시 • Dec 23AGP Corporation (TSE:9377) announces an Equity Buyback for 900,000 shares, representing 6.45% for ¥653.4 million.AGP Corporation (TSE:9377) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 shares, representing 6.45% of its issued share capital (excluding treasury stock), for ¥653.4 million. The shares will be repurchased at a price of ¥726 per share. The purpose of the program is to improve capital efficiency and enhance shareholder value. The program will run until December 23, 2022. As of September 30, 2022, the company had 13,950,000 shares in issue (excluding treasury stock) and 2,135 shares in treasury.
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥5.02 (vs JP¥5.16 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.02 (down from JP¥5.16 in 2Q 2022). Revenue: JP¥2.72b (up 10% from 2Q 2022). Net income: JP¥70.0m (down 2.8% from 2Q 2022). Profit margin: 2.6% (down from 2.9% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.
공시 • Sep 28AGP Corporation to Report Q2, 2023 Results on Oct 27, 2022AGP Corporation announced that they will report Q2, 2023 results on Oct 27, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: JP¥9.54 loss per share (vs JP¥4.23 loss in 1Q 2022)First quarter 2023 results: JP¥9.54 loss per share (down from JP¥4.23 loss in 1Q 2022). Revenue: JP¥2.47b (up 12% from 1Q 2022). Net loss: JP¥133.0m (loss widened 125% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
공시 • Jul 02AGP Corporation to Report Q1, 2023 Results on Jul 28, 2022AGP Corporation announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
공시 • May 12AGP Corporation, Annual General Meeting, Jun 21, 2022AGP Corporation, Annual General Meeting, Jun 21, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥0.79 (vs JP¥3.23 loss in FY 2021)Full year 2022 results: EPS: JP¥0.79 (up from JP¥3.23 loss in FY 2021). Revenue: JP¥10.4b (flat on FY 2021). Net income: JP¥11.0m (up JP¥56.0m from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Outside Director Kaori Sasaki was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08AGP Corporation to Report Fiscal Year 2022 Results on May 09, 2022AGP Corporation announced that they will report fiscal year 2022 results on May 09, 2022
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥4.88 loss per share (down from JP¥1.00 loss in 3Q 2021). Revenue: JP¥2.77b (up 3.3% from 3Q 2021). Net loss: JP¥68.0m (loss widened 386% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥5.16 (vs JP¥6.17 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.46b (up 5.2% from 2Q 2021). Net income: JP¥72.0m (up JP¥158.0m from 2Q 2021). Profit margin: 2.9% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 30First quarter 2022 earnings released: JP¥4.23 loss per share (vs JP¥5.31 loss in 1Q 2021)The company reported a mediocre first quarter result with weaker revenues, although its control over expenses remained stable and losses reduced. First quarter 2022 results: Revenue: JP¥2.20b (down 19% from 1Q 2021). Net loss: JP¥59.0m (loss narrowed 20% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 26Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 12Full year 2021 earnings released: JP¥3.23 loss per share (vs JP¥35.71 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥10.4b (down 29% from FY 2020). Net loss: JP¥45.0m (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
분석 기사 • Apr 15Does AGP (TYO:9377) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Mar 10Is AGP (TYO:9377) Likely To Turn Things Around?There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Is New 90 Day High Low • Feb 17New 90-day high: JP¥488The company is up 8.0% from its price of JP¥450 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is flat over the same period.
분석 기사 • Feb 04Reflecting on AGP's (TYO:9377) Share Price Returns Over The Last Three YearsIf you love investing in stocks you're bound to buy some losers. But the long term shareholders of AGP Corporation...
Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥1.00 loss per share (vs JP¥16.92 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.68b (down 27% from 3Q 2020). Net loss: JP¥14.0m (down 106% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
분석 기사 • Dec 23Here's Why AGP (TYO:9377) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Dec 23New 90-day low: JP¥440The company is down 9.0% from its price of JP¥485 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 5.0% over the same period.
분석 기사 • Nov 18Returns On Capital At AGP (TYO:9377) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥7.00m, down 99% from the prior year. Total revenue was JP¥13.0b over the last 12 months, down 9.4% from the prior year.
공시 • Sep 04AGP Corporation to Report Q2, 2021 Results on Oct 30, 2020AGP Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
공시 • Jun 29AGP Corporation to Report Q1, 2021 Results on Jul 30, 2020AGP Corporation announced that they will report Q1, 2021 results on Jul 30, 2020