View ValuationKao 향후 성장Future 기준 점검 1/6Kao (는) 각각 연간 5.5% 및 3.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.9% 로 예상됩니다.핵심 정보5.5%이익 성장률5.88%EPS 성장률Personal Products 이익 성장26.7%매출 성장률3.2%향후 자기자본이익률12.87%애널리스트 커버리지Good마지막 업데이트18 Aug 2026최근 향후 성장 업데이트공고 • Aug 06Kao Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026 (From January 1, 2026 to December 31, 2026)Kao Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026 (from January 1, 2026 to December 31, 2026). For the year, the company now expects net sales of JPY 1,800.0 Billion; Operating income of JPY 190.0 Billion, and net income attributable to owners of the parent of JPY 135.0 Billion or basic earnings per share of JPY 149.21 compared to net sales of JPY 1,750 Billion; Operating income of JPY 182.0 Billion, and net income attributable to owners of the parent of JPY 130.0 Billion or basic earnings per share of JPY 143.70 previous guidance. The Company has conducted a share split at a ratio of two shares for each ordinary share on the effective date of July 1, 2026. Basic earnings per share in the forecast of consolidated operating results for the fiscal year ending December 31, 2026 takes into account the impact of the share split. If the share split were not taken into account, basic earnings per share would be JPY 298.42.공고 • Nov 06Kao Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2025Kao Corporation provided consolidated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects net sales of JPY 1,690,000 million; Operating income of JPY 165,000 million, and net income attributable to owners of the parent of JPY 121,000 million or basic earnings per share of JPY 262.31.공고 • May 11+ 1 more updateKao Corporation Provides Consolidated Earnings Guidance for the Year Ending December 31, 2023Kao Corporation provided consolidated earnings guidance for the year ending December 31, 2023. For the period, Company expects Net sales of JPY 1,580,000 million, Operating income of JPY 120,000 million, Net income attributable to owners of the parent of JPY 88,000 million and Basic earnings per share of JPY 189.31.모든 업데이트 보기Recent updates공고 • Aug 06Kao Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026 (From January 1, 2026 to December 31, 2026)Kao Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026 (from January 1, 2026 to December 31, 2026). For the year, the company now expects net sales of JPY 1,800.0 Billion; Operating income of JPY 190.0 Billion, and net income attributable to owners of the parent of JPY 135.0 Billion or basic earnings per share of JPY 149.21 compared to net sales of JPY 1,750 Billion; Operating income of JPY 182.0 Billion, and net income attributable to owners of the parent of JPY 130.0 Billion or basic earnings per share of JPY 143.70 previous guidance. The Company has conducted a share split at a ratio of two shares for each ordinary share on the effective date of July 1, 2026. Basic earnings per share in the forecast of consolidated operating results for the fiscal year ending December 31, 2026 takes into account the impact of the share split. If the share split were not taken into account, basic earnings per share would be JPY 298.42.공고 • May 14Kao Corporation to Report First Half, 2026 Results on Aug 05, 2026Kao Corporation announced that they will report first half, 2026 results on Aug 05, 2026공고 • Feb 06Kao Corporation to Report Q1, 2026 Results on May 12, 2026Kao Corporation announced that they will report Q1, 2026 results on May 12, 2026공고 • Feb 05Kao Corporation, Annual General Meeting, Mar 26, 2026Kao Corporation, Annual General Meeting, Mar 26, 2026.공고 • Dec 01+ 1 more updateKao Corporation Announces Board RetirementsKao Corporation announced retirement of Osamu Shinobe as outside Director of the company, Executive Advisor, Ana Holdings Inc. Nobuhiro Oka retired as outside Audit & Supervisory Board Member of the company; Attorney-at Law; Outside Director, Yamatane Corporation; Professor, Keio University Law School.공고 • Nov 28Kao Corporation to Report Fiscal Year 2025 Results on Feb 05, 2026Kao Corporation announced that they will report fiscal year 2025 results on Feb 05, 2026공고 • Nov 06Kao Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2025Kao Corporation provided consolidated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects net sales of JPY 1,690,000 million; Operating income of JPY 165,000 million, and net income attributable to owners of the parent of JPY 121,000 million or basic earnings per share of JPY 262.31.공고 • Sep 03Kao Corporation to Report Q3, 2025 Results on Nov 06, 2025Kao Corporation announced that they will report Q3, 2025 results on Nov 06, 2025공고 • Aug 06Kao Corporation (TSE:4452) announces an Equity Buyback for 15,000,000 shares, representing 3.22% for ¥80,000 million.Kao Corporation (TSE:4452) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 3.22% of its issued share capital for total worth of ¥80,000 million. The purpose of the program is to improve capital efficiency and increase shareholders’ returns. The program will run till January 30, 2026. As of June 30, 2025, the company had 465,810,061 shares in issue and 89,939 shares in treasury.공고 • Jun 03Kao Corporation to Report Q2, 2025 Results on Aug 06, 2025Kao Corporation announced that they will report Q2, 2025 results on Aug 06, 2025공고 • Mar 04Kao Corporation to Report Q1, 2025 Results on May 08, 2025Kao Corporation announced that they will report Q1, 2025 results on May 08, 2025공고 • Feb 08+ 1 more updateKao Corporation Announces Dividend for the Year Ended December 31, 2024, Payable on March 24, 2025; Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending December 31, 2025Kao Corporation announced dividend for the year ended December 31, 2024 of JPY 76.00 per share compared to JPY 75.00 per share paid a year ago. Scheduled starting date of the dividend payments is March 24, 2025. For the second quarter of fiscal year ending December 31, 2025, the company expects to pay dividend of JPY 77.00 per share. For the full year of fiscal year ending December 31, 2025, the company expects to pay dividend of JPY 77.00 per share.공고 • Feb 07Kao Corporation, Annual General Meeting, Mar 21, 2025Kao Corporation, Annual General Meeting, Mar 21, 2025.공고 • Dec 17Oasis Management Company Ltd Disputes Kao Corporation's Recent Public StatementsOn December 16, 2024, Oasis Management Company Ltd announced that it disputed Kao Corporation's recent statements, claiming that it mischaracterized the engagement level with Oasis and obscured key corporate governance issues ahead of the 2025 Annual General Meeting. Oasis highlighted significant governance deficiencies, inadequate transparency, and a lack of accountability from the Company. Oasis stated that despite proposing qualified candidates for the Company’s Board of Directors, the Nomination Committee has not engaged meaningfully or clarified its selection process. The early announcement of director nominees for the AGM seems to bypass shareholder input. Additionally, the Company’s vague explanation of recent governance changes, including a major delegation of authority to management, raises concerns about transparency and shareholder engagement, further eroding confidence in its governance practices and commitment to long-term value creation.공고 • Dec 11Oasis to Nominate Industry-Leading Independent Director Candidates for Upcoming Kao AGMOn December 10, 2024, Oasis Management Company Ltd. announced that it has increased its stake in Kao to over 5%. This move reinforces Oasis's position as one of the company's largest institutional investors and underscores its commitment to driving sustainable growth at Kao. Oasis Management expressed that despite its strong domestic presence and reputation for delivering high-quality products, Kao has consistently failed to fully capitalize on its international growth potential. Oasis believes that by leveraging its brands to drive robust international growth, Kao has the potential to become a global leader, competing with the likes of Beiersdorf AG, L’Oreal SA, Unilever Plc, and The Procter & Gamble Co. In light of this, Oasis plans to nominate five industry-leading director candidates for Kao's upcoming Annual General Meeting in March 2025. Oasis has expressed its disapproval of Kao's dilution of Board oversight and the premature announcement of director changes before interviewing the candidates submitted by Oasis.공고 • Dec 05Kao Corporation to Report Fiscal Year 2024 Results on Feb 06, 2025Kao Corporation announced that they will report fiscal year 2024 results on Feb 06, 2025공고 • Sep 02Kao Corporation to Report Nine Months, 2024 Results on Nov 07, 2024Kao Corporation announced that they will report nine months, 2024 results on Nov 07, 2024공고 • Jun 05Kao Corporation to Report First Half, 2024 Results on Aug 07, 2024Kao Corporation announced that they will report first half, 2024 results on Aug 07, 2024공고 • Apr 05Oasis Management Urges Kao Corporation to Prioritize Marketing or Distribution to Promote its ProductsOn April 4, 2024, Kao Corporation announced that its shares rose sharply after Oasis Management urged the Company to focus on the international growth of its cosmetics and skin-care brands, and tap its full potential. Oasis Management stated that the Company’s management hadn't done enough to fully unleash the potential of its impressive set of brands, including Curél skin-care products and Molton Brown, which encompasses fragrances, beauty and other products. Oasis Management said the Company that it had the product portfolio to compete with the likes of L'Oreal and Procter & Gamble and become a global leader, but the Company had not prioritized marketing or distribution to promote its products and drive revenue growth. In response, the Company stated that it is pursuing global growth by investing in its strongest brands. The Company stated that Oasis Management's arguments didn't fully acknowledge the active portfolio management and structural reforms the Company has been executing. The Company added that it continues to engage with Oasis Management and other shareholders and welcomes fresh perspectives.공고 • Mar 01Kao Corporation to Report Q1, 2024 Results on May 09, 2024Kao Corporation announced that they will report Q1, 2024 results on May 09, 2024공고 • Feb 07+ 2 more updatesKao Corporation Reports Dividend Results for Fiscal Year Ended December 31, 2023, Payable on March 25, 2024; Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2024Kao Corporation reports dividend results for fiscal year ended December 31, 2023; provided year end dividend guidance for the fiscal year ending December 31, 2024. For the full year, the company reports year end dividend of JPY 75 per share compared to JPY 74 per share paid a year ago. Dividend payments: March 25, 2024. For the second quarter, the company expected dividend of JPY 76 per share compared to JPY 75 per share paid a year ago. For the full year, the company expected year end dividend of JPY 76 per share compared to JPY 75 per share paid a year ago.공고 • Dec 01Kao Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Kao Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024공고 • Sep 01Kao Corporation to Report Nine Months, 2023 Results on Nov 08, 2023Kao Corporation announced that they will report nine months, 2023 results on Nov 08, 2023공고 • Jun 01Kao Corporation to Report First Half, 2023 Results on Aug 03, 2023Kao Corporation announced that they will report first half, 2023 results on Aug 03, 2023공고 • May 11+ 1 more updateKao Corporation Provides Consolidated Earnings Guidance for the Year Ending December 31, 2023Kao Corporation provided consolidated earnings guidance for the year ending December 31, 2023. For the period, Company expects Net sales of JPY 1,580,000 million, Operating income of JPY 120,000 million, Net income attributable to owners of the parent of JPY 88,000 million and Basic earnings per share of JPY 189.31.공고 • Feb 03+ 2 more updatesKao Corporation, Annual General Meeting, Mar 24, 2023Kao Corporation, Annual General Meeting, Mar 24, 2023.공고 • Dec 01Kao Corporation to Report Fiscal Year 2022 Results on Feb 02, 2023Kao Corporation announced that they will report fiscal year 2022 results on Feb 02, 2023이익 및 매출 성장 예측OTCPK:KAOO.Y - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,913,398156,854148,616242,8041212/31/20271,852,986145,578136,624228,3071312/31/20261,789,855134,272128,679216,411126/30/20261,751,545136,112142,625212,078N/A3/31/20261,712,000128,230130,473202,812N/A12/31/20251,688,633120,081128,835199,680N/A9/30/20251,670,471121,459106,997182,938N/A6/30/20251,649,483113,985113,674183,952N/A3/31/20251,652,508114,147119,952188,337N/A12/31/20241,628,448107,767134,109201,585N/A9/30/20241,596,70782,355149,453214,123N/A6/30/20241,582,03870,659139,855204,214N/A3/31/20241,550,58255,523138,168201,514N/A12/31/20231,532,57943,870136,034202,481N/A9/30/20231,549,23260,260110,066178,015N/A6/30/20231,555,68663,77497,267165,570N/A3/31/20231,552,05872,61161,584138,216N/A12/31/20221,551,05986,03853,704130,905N/A9/30/20221,525,51985,88650,117127,386N/A6/30/20221,477,49095,98662,493138,682N/A3/31/20221,445,005102,16196,827165,930N/A12/31/20211,418,768109,636104,005175,524N/A9/30/20211,397,696122,271131,555199,903N/A6/30/20211,390,018128,080139,706205,850N/A3/31/20211,364,788125,196142,764207,637N/A12/31/20201,381,997126,142144,868214,718N/A9/30/20201,398,171130,575136,159219,384N/A6/30/20201,448,000141,518149,880238,331N/A3/31/20201,493,104148,438N/A250,228N/A12/31/20191,502,241148,213N/A244,523N/A9/30/20191,519,528157,841N/A235,072N/A6/30/20191,500,376148,188N/A211,057N/A3/31/20191,504,266152,364N/A195,315N/A12/31/20181,508,007153,698N/A195,610N/A9/30/20181,506,980150,023N/A198,007N/A6/30/20181,501,147153,347N/A183,962N/A3/31/20181,494,887150,615N/A183,600N/A12/31/20171,489,421147,010N/A185,845N/A9/30/20171,482,771136,617N/A197,472N/A6/30/20171,475,385133,015N/A199,373N/A3/31/20171,467,697129,919N/A189,267N/A12/31/20161,457,610126,551N/A184,307N/A9/30/20161,464,403117,019N/A166,421N/A6/30/20161,476,153114,821N/A177,176N/A3/31/20161,478,106107,647N/A179,524N/A12/31/20151,471,79198,862N/A180,864N/A9/30/20151,456,93997,120N/A164,223N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: KAOO.Y 의 연간 예상 수익 증가율(5.5%)이 saving rate(3.7%)보다 높습니다.수익 vs 시장: KAOO.Y 의 연간 수익(5.5%)이 US 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: KAOO.Y 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: KAOO.Y 의 수익(연간 3.2%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: KAOO.Y 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: KAOO.Y의 자본 수익률은 3년 후 12.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHousehold 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/20 17:21종가2026/08/20 00:00수익2026/06/30연간 수익2025/12/31데이터 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 소스Kao Corporation는 26명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mitsuko MiyasakoBarclaysKentaro HosodaBofA Global ResearchHiroki WatanabeCitigroup Inc23명의 분석가 더 보기
공고 • Aug 06Kao Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026 (From January 1, 2026 to December 31, 2026)Kao Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026 (from January 1, 2026 to December 31, 2026). For the year, the company now expects net sales of JPY 1,800.0 Billion; Operating income of JPY 190.0 Billion, and net income attributable to owners of the parent of JPY 135.0 Billion or basic earnings per share of JPY 149.21 compared to net sales of JPY 1,750 Billion; Operating income of JPY 182.0 Billion, and net income attributable to owners of the parent of JPY 130.0 Billion or basic earnings per share of JPY 143.70 previous guidance. The Company has conducted a share split at a ratio of two shares for each ordinary share on the effective date of July 1, 2026. Basic earnings per share in the forecast of consolidated operating results for the fiscal year ending December 31, 2026 takes into account the impact of the share split. If the share split were not taken into account, basic earnings per share would be JPY 298.42.
공고 • Nov 06Kao Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2025Kao Corporation provided consolidated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects net sales of JPY 1,690,000 million; Operating income of JPY 165,000 million, and net income attributable to owners of the parent of JPY 121,000 million or basic earnings per share of JPY 262.31.
공고 • May 11+ 1 more updateKao Corporation Provides Consolidated Earnings Guidance for the Year Ending December 31, 2023Kao Corporation provided consolidated earnings guidance for the year ending December 31, 2023. For the period, Company expects Net sales of JPY 1,580,000 million, Operating income of JPY 120,000 million, Net income attributable to owners of the parent of JPY 88,000 million and Basic earnings per share of JPY 189.31.
공고 • Aug 06Kao Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026 (From January 1, 2026 to December 31, 2026)Kao Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026 (from January 1, 2026 to December 31, 2026). For the year, the company now expects net sales of JPY 1,800.0 Billion; Operating income of JPY 190.0 Billion, and net income attributable to owners of the parent of JPY 135.0 Billion or basic earnings per share of JPY 149.21 compared to net sales of JPY 1,750 Billion; Operating income of JPY 182.0 Billion, and net income attributable to owners of the parent of JPY 130.0 Billion or basic earnings per share of JPY 143.70 previous guidance. The Company has conducted a share split at a ratio of two shares for each ordinary share on the effective date of July 1, 2026. Basic earnings per share in the forecast of consolidated operating results for the fiscal year ending December 31, 2026 takes into account the impact of the share split. If the share split were not taken into account, basic earnings per share would be JPY 298.42.
공고 • May 14Kao Corporation to Report First Half, 2026 Results on Aug 05, 2026Kao Corporation announced that they will report first half, 2026 results on Aug 05, 2026
공고 • Feb 06Kao Corporation to Report Q1, 2026 Results on May 12, 2026Kao Corporation announced that they will report Q1, 2026 results on May 12, 2026
공고 • Feb 05Kao Corporation, Annual General Meeting, Mar 26, 2026Kao Corporation, Annual General Meeting, Mar 26, 2026.
공고 • Dec 01+ 1 more updateKao Corporation Announces Board RetirementsKao Corporation announced retirement of Osamu Shinobe as outside Director of the company, Executive Advisor, Ana Holdings Inc. Nobuhiro Oka retired as outside Audit & Supervisory Board Member of the company; Attorney-at Law; Outside Director, Yamatane Corporation; Professor, Keio University Law School.
공고 • Nov 28Kao Corporation to Report Fiscal Year 2025 Results on Feb 05, 2026Kao Corporation announced that they will report fiscal year 2025 results on Feb 05, 2026
공고 • Nov 06Kao Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2025Kao Corporation provided consolidated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects net sales of JPY 1,690,000 million; Operating income of JPY 165,000 million, and net income attributable to owners of the parent of JPY 121,000 million or basic earnings per share of JPY 262.31.
공고 • Sep 03Kao Corporation to Report Q3, 2025 Results on Nov 06, 2025Kao Corporation announced that they will report Q3, 2025 results on Nov 06, 2025
공고 • Aug 06Kao Corporation (TSE:4452) announces an Equity Buyback for 15,000,000 shares, representing 3.22% for ¥80,000 million.Kao Corporation (TSE:4452) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 3.22% of its issued share capital for total worth of ¥80,000 million. The purpose of the program is to improve capital efficiency and increase shareholders’ returns. The program will run till January 30, 2026. As of June 30, 2025, the company had 465,810,061 shares in issue and 89,939 shares in treasury.
공고 • Jun 03Kao Corporation to Report Q2, 2025 Results on Aug 06, 2025Kao Corporation announced that they will report Q2, 2025 results on Aug 06, 2025
공고 • Mar 04Kao Corporation to Report Q1, 2025 Results on May 08, 2025Kao Corporation announced that they will report Q1, 2025 results on May 08, 2025
공고 • Feb 08+ 1 more updateKao Corporation Announces Dividend for the Year Ended December 31, 2024, Payable on March 24, 2025; Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending December 31, 2025Kao Corporation announced dividend for the year ended December 31, 2024 of JPY 76.00 per share compared to JPY 75.00 per share paid a year ago. Scheduled starting date of the dividend payments is March 24, 2025. For the second quarter of fiscal year ending December 31, 2025, the company expects to pay dividend of JPY 77.00 per share. For the full year of fiscal year ending December 31, 2025, the company expects to pay dividend of JPY 77.00 per share.
공고 • Feb 07Kao Corporation, Annual General Meeting, Mar 21, 2025Kao Corporation, Annual General Meeting, Mar 21, 2025.
공고 • Dec 17Oasis Management Company Ltd Disputes Kao Corporation's Recent Public StatementsOn December 16, 2024, Oasis Management Company Ltd announced that it disputed Kao Corporation's recent statements, claiming that it mischaracterized the engagement level with Oasis and obscured key corporate governance issues ahead of the 2025 Annual General Meeting. Oasis highlighted significant governance deficiencies, inadequate transparency, and a lack of accountability from the Company. Oasis stated that despite proposing qualified candidates for the Company’s Board of Directors, the Nomination Committee has not engaged meaningfully or clarified its selection process. The early announcement of director nominees for the AGM seems to bypass shareholder input. Additionally, the Company’s vague explanation of recent governance changes, including a major delegation of authority to management, raises concerns about transparency and shareholder engagement, further eroding confidence in its governance practices and commitment to long-term value creation.
공고 • Dec 11Oasis to Nominate Industry-Leading Independent Director Candidates for Upcoming Kao AGMOn December 10, 2024, Oasis Management Company Ltd. announced that it has increased its stake in Kao to over 5%. This move reinforces Oasis's position as one of the company's largest institutional investors and underscores its commitment to driving sustainable growth at Kao. Oasis Management expressed that despite its strong domestic presence and reputation for delivering high-quality products, Kao has consistently failed to fully capitalize on its international growth potential. Oasis believes that by leveraging its brands to drive robust international growth, Kao has the potential to become a global leader, competing with the likes of Beiersdorf AG, L’Oreal SA, Unilever Plc, and The Procter & Gamble Co. In light of this, Oasis plans to nominate five industry-leading director candidates for Kao's upcoming Annual General Meeting in March 2025. Oasis has expressed its disapproval of Kao's dilution of Board oversight and the premature announcement of director changes before interviewing the candidates submitted by Oasis.
공고 • Dec 05Kao Corporation to Report Fiscal Year 2024 Results on Feb 06, 2025Kao Corporation announced that they will report fiscal year 2024 results on Feb 06, 2025
공고 • Sep 02Kao Corporation to Report Nine Months, 2024 Results on Nov 07, 2024Kao Corporation announced that they will report nine months, 2024 results on Nov 07, 2024
공고 • Jun 05Kao Corporation to Report First Half, 2024 Results on Aug 07, 2024Kao Corporation announced that they will report first half, 2024 results on Aug 07, 2024
공고 • Apr 05Oasis Management Urges Kao Corporation to Prioritize Marketing or Distribution to Promote its ProductsOn April 4, 2024, Kao Corporation announced that its shares rose sharply after Oasis Management urged the Company to focus on the international growth of its cosmetics and skin-care brands, and tap its full potential. Oasis Management stated that the Company’s management hadn't done enough to fully unleash the potential of its impressive set of brands, including Curél skin-care products and Molton Brown, which encompasses fragrances, beauty and other products. Oasis Management said the Company that it had the product portfolio to compete with the likes of L'Oreal and Procter & Gamble and become a global leader, but the Company had not prioritized marketing or distribution to promote its products and drive revenue growth. In response, the Company stated that it is pursuing global growth by investing in its strongest brands. The Company stated that Oasis Management's arguments didn't fully acknowledge the active portfolio management and structural reforms the Company has been executing. The Company added that it continues to engage with Oasis Management and other shareholders and welcomes fresh perspectives.
공고 • Mar 01Kao Corporation to Report Q1, 2024 Results on May 09, 2024Kao Corporation announced that they will report Q1, 2024 results on May 09, 2024
공고 • Feb 07+ 2 more updatesKao Corporation Reports Dividend Results for Fiscal Year Ended December 31, 2023, Payable on March 25, 2024; Provides Year End Dividend Guidance for the Fiscal Year Ending December 31, 2024Kao Corporation reports dividend results for fiscal year ended December 31, 2023; provided year end dividend guidance for the fiscal year ending December 31, 2024. For the full year, the company reports year end dividend of JPY 75 per share compared to JPY 74 per share paid a year ago. Dividend payments: March 25, 2024. For the second quarter, the company expected dividend of JPY 76 per share compared to JPY 75 per share paid a year ago. For the full year, the company expected year end dividend of JPY 76 per share compared to JPY 75 per share paid a year ago.
공고 • Dec 01Kao Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Kao Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024
공고 • Sep 01Kao Corporation to Report Nine Months, 2023 Results on Nov 08, 2023Kao Corporation announced that they will report nine months, 2023 results on Nov 08, 2023
공고 • Jun 01Kao Corporation to Report First Half, 2023 Results on Aug 03, 2023Kao Corporation announced that they will report first half, 2023 results on Aug 03, 2023
공고 • May 11+ 1 more updateKao Corporation Provides Consolidated Earnings Guidance for the Year Ending December 31, 2023Kao Corporation provided consolidated earnings guidance for the year ending December 31, 2023. For the period, Company expects Net sales of JPY 1,580,000 million, Operating income of JPY 120,000 million, Net income attributable to owners of the parent of JPY 88,000 million and Basic earnings per share of JPY 189.31.
공고 • Feb 03+ 2 more updatesKao Corporation, Annual General Meeting, Mar 24, 2023Kao Corporation, Annual General Meeting, Mar 24, 2023.
공고 • Dec 01Kao Corporation to Report Fiscal Year 2022 Results on Feb 02, 2023Kao Corporation announced that they will report fiscal year 2022 results on Feb 02, 2023