Board Change • Jul 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. Independent Non-Executive Director Mayumi Ito was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Jun 08
Full year 2026 earnings released: EPS: JP¥3.74 (vs JP¥5.76 in FY 2025) Full year 2026 results: EPS: JP¥3.74 (down from JP¥5.76 in FY 2025). Revenue: JP¥123.2b (down 2.3% from FY 2025). Net income: JP¥2.60b (down 35% from FY 2025). Profit margin: 2.1% (down from 3.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. New Risk • Jun 04
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Dividend is not well covered by earnings (134% payout ratio). Profit margins are more than 30% lower than last year (2.1% net profit margin). Declared Dividend • May 31
First half dividend of HK$0.12 announced Shareholders will receive a dividend of HK$0.12. Ex-date: 4th June 2026 Payment date: 26th June 2026 Dividend yield will be 43%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 2.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • May 06
DYNAM JAPAN HOLDINGS Co., Ltd. to Report Fiscal Year 2026 Results on May 28, 2026 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report fiscal year 2026 results on May 28, 2026 Aankondiging • Apr 23
DYNAM JAPAN HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2026 DYNAM JAPAN HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2026. Aankondiging • Nov 17
DYNAM JAPAN HOLDINGS Co., Ltd. to Report First Half, 2026 Results on Nov 27, 2025 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report first half, 2026 results on Nov 27, 2025 Aankondiging • May 27
Dynam Japan Holdings Co., Ltd. Declares Final Dividend for the Year Ended 31 March 2025, Payable on 25 June 2025 On 26 May 2025, the Board of DYNAM JAPAN HOLDINGS Co., Ltd. declared Final Dividend of JPY 2.50 or HKD 0.1355 per Share for the year ended 31 March 2025. The Final Dividend will be payable on 25 June 2025 to the Shareholders whose names appear on the share register at the close of business on 4 June 2025. Ex-dividend date is 03 June 2025. Aankondiging • May 14
DYNAM JAPAN HOLDINGS Co., Ltd. to Report Fiscal Year 2025 Results on May 26, 2025 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report fiscal year 2025 results on May 26, 2025 Aankondiging • Apr 24
DYNAM JAPAN HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2025 DYNAM JAPAN HOLDINGS Co., Ltd., Annual General Meeting, Jun 24, 2025. Aankondiging • Nov 27
Dynam Japan Holdings Co., Ltd. Announces Interim Dividend for the Six Months Ended 30 September 2024, Payable on 10 January 2025 DYNAM JAPAN HOLDINGS Co., Ltd. announced Interim dividend of JPY 2.5 per share for the six months ended 30 September 2024. Ex-dividend date is 11 December 2024. Record date is 12 December 2024. Payment date is 10 January 2025. Aankondiging • Nov 13
DYNAM JAPAN HOLDINGS Co., Ltd. to Report First Half, 2025 Results on Nov 25, 2024 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report first half, 2025 results on Nov 25, 2024 Recent Insider Transactions • Jul 12
Board Member recently sold €132k worth of stock On the 4th of July, Yoji Sato sold around 318k shares on-market at roughly €0.42 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €442k more than they bought in the last 12 months. Aankondiging • Jun 25
DYNAM JAPAN HOLDINGS Co., Ltd. Announces Retirement of Makoto Sakamoto as Non-Executive Director DYNAM JAPAN HOLDINGS Co., Ltd. announced that Mr. Makoto SAKAMOTO retired as non-executive director of the Company with effect from 25 June 2024. Reported Earnings • May 28
Full year 2024 earnings released: EPS: JP¥4.78 (vs JP¥2.51 in FY 2023) Full year 2024 results: EPS: JP¥4.78 (up from JP¥2.51 in FY 2023). Revenue: JP¥130.4b (up 11% from FY 2023). Net income: JP¥3.38b (up 87% from FY 2023). Profit margin: 2.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year. Declared Dividend • May 26
First half dividend of HK$0.13 announced Shareholders will receive a dividend of HK$0.13. Ex-date: 5th June 2024 Payment date: 26th June 2024 Dividend yield will be 30%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. However, EPS has declined by 28% over the last 5 years so the company would need to reverse this trend. Aankondiging • May 12
DYNAM JAPAN HOLDINGS Co., Ltd. to Report Q4, 2024 Results on May 23, 2024 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report Q4, 2024 results on May 23, 2024 Aankondiging • Apr 27
DYNAM JAPAN HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2024 DYNAM JAPAN HOLDINGS Co., Ltd., Annual General Meeting, Jun 25, 2024. Upcoming Dividend • Dec 06
Upcoming dividend of HK$0.13 per share at 5.9% yield Eligible shareholders must have bought the stock before 13 December 2023. Payment date: 12 January 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.9%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.8%). Reported Earnings • Nov 29
First half 2024 earnings released: EPS: JP¥2.63 (vs JP¥1.65 in 1H 2023) First half 2024 results: EPS: JP¥2.63 (up from JP¥1.65 in 1H 2023). Revenue: JP¥64.4b (up 15% from 1H 2023). Net income: JP¥1.87b (up 58% from 1H 2023). Profit margin: 2.9% (up from 2.1% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year. Aankondiging • Nov 29
DYNAM JAPAN HOLDINGS Co., Ltd. Announces Interim Dividend for the Six Months Ended 30 September 2023, Payable on 12 January 2024 DYNAM JAPAN HOLDINGS Co., Ltd. announced Interim dividend of JPY 2.5 per share for the six months ended 30 September 2023. The dividend is payable on 12 January 2024 with Record date of 14 December 2023 and Ex-dividend date of 13 December 2023. Aankondiging • Nov 17
DYNAM JAPAN HOLDINGS Co., Ltd. to Report Q2, 2024 Results on Nov 27, 2023 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report Q2, 2024 results on Nov 27, 2023 New Risk • Aug 23
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 199% Paying a dividend despite having no free cash flows. Earnings have declined by 34% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (1.5% net profit margin). Board Change • Jul 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Non Executive Director Makoto Sakamoto was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • May 25
Full year 2023 earnings released: EPS: JP¥2.50 (vs JP¥6.78 in FY 2022) Full year 2023 results: EPS: JP¥2.50 (down from JP¥6.78 in FY 2022). Revenue: JP¥117.2b (up 12% from FY 2022). Net income: JP¥1.81b (down 64% from FY 2022). Profit margin: 1.5% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Aankondiging • May 13
DYNAM JAPAN HOLDINGS Co., Ltd. to Report Fiscal Year 2023 Results on May 24, 2023 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report fiscal year 2023 results on May 24, 2023 Upcoming Dividend • Dec 05
Upcoming dividend of HK$0.14 per share Eligible shareholders must have bought the stock before 12 December 2022. Payment date: 13 January 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.1%). Reported Earnings • Nov 25
First half 2023 earnings released First half 2023 results: Revenue: JP¥56.2b (up 10% from 1H 2022). Net income: JP¥1.19b (down 65% from 1H 2022). Profit margin: 2.1% (down from 6.7% in 1H 2022). The decrease in margin was driven by higher expenses. Aankondiging • Nov 25
DYNAM JAPAN HOLDINGS Co., Ltd. Declares Interim Dividend, Payable on 13 January 2023 On 24 November 2022, the board of DYNAM JAPAN HOLDINGS Co., Ltd. declared the interim dividend of JPY 2.50 or HKD 0.1393 per ordinary share of the company. The interim dividend will be payable on 13 January 2023 to the shareholders of the company whose names appear on the share register of the company at the close of business on 13 December 2022. Aankondiging • Nov 15
DYNAM JAPAN HOLDINGS Co., Ltd. to Report Q2, 2023 Results on Nov 24, 2022 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report Q2, 2023 results on Nov 24, 2022 Aankondiging • Jun 23
DYNAM JAPAN HOLDINGS Co., Ltd. Announces Management Changes, Effective 1 July 2022 The board of directors of DYNAM JAPAN HOLDINGS Co., Ltd. announced that Ms. WONG Sau Ping ("Ms. Wong") has tendered her resignation as the joint company secretary of the Company (the "Joint Company Secretary") and the authorised representative of the Company (the "Authorised Representative") under Rule 3.05 of the Rules Governing the Listing of Securities (the "Listing Rules") on The Stock Exchange of Hong KongLimited (the "Stock Exchange"), with effect from 1 July 2022. Ms. Wong has confirmed that she has no disagreement with the Board in any respect and there is no matter relating to her resignation that needs to be brought to the attention of the shareholders of the Company or the Stock Exchange. The Board announced that Mr. LEUNG Chi Kit ("Mr. Leung") has been appointed as the Joint Company Secretary and the Authorised Representative in place of Ms. Wong with effect from 1 July 2022. Mr. Atsushi NEGISHI ("Mr. Negishi") will remain as the other Joint Company Secretary. Mr. Negishi joined the Company in April 2012 and is currently a member of the corporate group and the group legal committee. He has been primarily responsible for the Company'scompliance with the Listing Rules and other relevant laws and regulations for over nine (9) years.He has been responsible for the preparation of certain mandatory reporting materials anddisclosure materials of the Company. He has been an attoney-at-law for more than twenty (20) years. Prior to joining the Company,Mr. Negishi worked at a few international and Japanese law firms in Tokyo for about ten (10)years. Mr. Negishi graduated from The University of Tokyo in March 1997 with a bachelor's degree inLaw. He graduated from New York University, School of Law in May 2003 with a master'sdegree in Law. He has been a member of Dai-Ichi Tokyo Bar Association since April 1999. Hehas been a duly-admitted attorney in the state of New York since January 2004.Mr. Leung, a manager of the Listing Services Department of TMF Hong Kong Limited (a globalcorporate services provider), has more than 10 years of experience in company secretarial field.Mr. Leung is also an associate member of The Hong Kong Chartered Governance Institute andThe Chartered Governance Institute in the United Kingdom. Reported Earnings • May 26
Full year 2022 earnings released: EPS: JP¥6.80 (vs JP¥3.10 in FY 2021) Full year 2022 results: EPS: JP¥6.80 (up from JP¥3.10 in FY 2021). Revenue: JP¥105.1b (up 6.6% from FY 2021). Net income: JP¥5.00b (up 112% from FY 2021). Profit margin: 4.8% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Aankondiging • May 26
Dynam Japan Holdings Co., Ltd. Proposes Final Dividend, Payable on 24 June 2022 The Board of DYNAM JAPAN HOLDINGS Co., Ltd. proposed to declare a final dividend of ¥2.6 per ordinary Share for the Reporting Period on 25 May 2022, and the final dividend will be payable on 24 June 2022 to the Shareholders whose names appear on the Company's share register at close of business on 6 June 2022. Based on the assumption that 722,565,496 Shares shall be in issue as at 6 June 2022, it is expected that the final dividend payable will amount to approximately ¥1,878 million (equivalent to approximately HKD 120 million). Aankondiging • May 14
DYNAM JAPAN HOLDINGS Co., Ltd. to Report Fiscal Year 2022 Results on May 25, 2022 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report fiscal year 2022 results on May 25, 2022 Upcoming Dividend • Mar 03
Upcoming dividend of US$0.081 per share Eligible shareholders must have bought the stock before 10 March 2022. Payment date: 22 March 2022. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (2.3%). Upcoming Dividend • Dec 03
Upcoming dividend of HK$0.16 per share Eligible shareholders must have bought the stock before 10 December 2021. Payment date: 12 January 2022. Trailing yield: 4.5%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (2.3%). Reported Earnings • Nov 27
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: JP¥4.59 (up from JP¥0.91 in 1H 2021). Revenue: JP¥50.9b (up 11% from 1H 2021). Net income: JP¥3.42b (up 390% from 1H 2021). Profit margin: 6.7% (up from 1.5% in 1H 2021). Revenue exceeded analyst estimates by 2.9%. 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 10% per year, which means it has not declined as severely as earnings. Executive Departure • Jul 13
Joint Company Secretary Norio Harasawa has left the company On the 1st of July, Norio Harasawa's tenure as Joint Company Secretary ended after 7.0 years in the role. We don't have any record of a personal shareholding under Norio's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.88 years. Upcoming Dividend • May 29
Upcoming dividend of HK$0.22 per share Eligible shareholders must have bought the stock before 04 June 2021. Payment date: 25 June 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.9%). Reported Earnings • May 27
Full year 2021 earnings released: EPS JP¥3.10 (vs JP¥16.64 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥98.6b (down 31% from FY 2020). Net income: JP¥2.36b (down 82% from FY 2020). Profit margin: 2.4% (down from 9.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Aankondiging • May 27
Dynam Japan Holdings Co., Ltd. Declares Final Dividend, Payable on 25 June 2021 On 26 May 2021, the Board of Dynam Japan Holdings Co., Ltd. declared the final dividend of JPY 2.00 or HKD 0.1424 per ordinary share of the Company. The Final Dividend will be payable on 25 June 2021 to the shareholders of the Company whose names appear on the share register of the Company at the close of business on 7 June 2021. Is New 90 Day High Low • Jan 06
New 90-day low: €0.82 The company is down 8.0% from its price of €0.89 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period. Is New 90 Day High Low • Dec 14
New 90-day low: €0.86 The company is down 3.0% from its price of €0.89 on 15 September 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 7.0% over the same period. Reported Earnings • Dec 06
First half 2021 earnings released: EPS JP¥0.91 The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: JP¥46.0b (down 38% from 1H 2020). Net income: JP¥698.0m (down 92% from 1H 2020). Profit margin: 1.5% (down from 12% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year. Upcoming Dividend • Dec 04
Upcoming Dividend of HK$0.22 Per Share Will be paid on the 13th of January to those who are registered shareholders by the 11th of December. The trailing yield of 5.4% is in the top quartile of German dividend payers (3.7%), and it is higher than industry peers (2.2%). Reported Earnings • Nov 27
First half 2021 earnings released: EPS JP¥0.91 The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: JP¥46.0b (down 38% from 1H 2020). Net income: JP¥698.0m (down 92% from 1H 2020). Profit margin: 1.5% (down from 12% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year. Aankondiging • Nov 14
DYNAM JAPAN HOLDINGS Co., Ltd. to Report First Half, 2021 Results on Nov 25, 2020 DYNAM JAPAN HOLDINGS Co., Ltd. announced that they will report first half, 2021 results on Nov 25, 2020