Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥31.77 (vs JP¥23.79 in FY 2025) Full year 2026 results: EPS: JP¥31.77 (up from JP¥23.79 in FY 2025). Revenue: JP¥9.40b (down 3.1% from FY 2025). Net income: JP¥560.0m (up 31% from FY 2025). Profit margin: 6.0% (up from 4.4% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Aankondiging • May 15
Nippon Felt Co., Ltd., Annual General Meeting, Jun 26, 2026 Nippon Felt Co., Ltd., Annual General Meeting, Jun 26, 2026. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥868, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 134% over the past three years. New Risk • Mar 30
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$98.5m) 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 Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (JP¥15.7b market cap, or US$98.5m). Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥1,070, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 188% over the past three years. Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥9.66 (vs JP¥6.14 in 3Q 2025) Third quarter 2026 results: EPS: JP¥9.66 (up from JP¥6.14 in 3Q 2025). Revenue: JP¥2.33b (down 4.8% from 3Q 2025). Net income: JP¥171.0m (up 56% from 3Q 2025). Profit margin: 7.4% (up from 4.5% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings. New Risk • Dec 24
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 Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥14.7b market cap, or US$94.5m). Valuation Update With 7 Day Price Move • Dec 24
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to JP¥823, the stock trades at a trailing P/E ratio of 32.7x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 129% over the past three years. Aankondiging • Dec 05
Nippon Felt Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026 Nippon Felt Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026 Reported Earnings • Nov 01
Second quarter 2026 earnings released: EPS: JP¥6.93 (vs JP¥6.41 in 2Q 2025) Second quarter 2026 results: EPS: JP¥6.93 (up from JP¥6.41 in 2Q 2025). Revenue: JP¥2.43b (down 1.0% from 2Q 2025). Net income: JP¥123.0m (up 5.1% from 2Q 2025). Profit margin: 5.1% (up from 4.8% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Aankondiging • Oct 31
Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 1,200,000 shares, representing 6.76% for ¥750 million. Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 6.76% of its issued share capital (excluding treasury stock), for a total purchase price of ¥750 million. The purpose of the program is to implement capital policies that respond to changes in the business environment. The program is valid till May 29, 2026. As of October 31, 2025, the company has 17,753,548 issued shares (excluding treasury stock) and 588,541 treasury shares. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Aankondiging • Sep 02
Nippon Felt Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025 Nippon Felt Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025 Buy Or Sell Opportunity • Aug 05
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to JP¥542. The fair value is estimated to be JP¥447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%. Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: JP¥9.48 (vs JP¥8.56 in 1Q 2025) First quarter 2026 results: EPS: JP¥9.48 (up from JP¥8.56 in 1Q 2025). Revenue: JP¥2.34b (down 3.4% from 1Q 2025). Net income: JP¥168.0m (up 7.7% from 1Q 2025). Profit margin: 7.2% (up from 6.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Aankondiging • Jun 29
Nippon Felt Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025 Nippon Felt Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025 Reported Earnings • May 21
Full year 2025 earnings released: EPS: JP¥23.79 (vs JP¥26.36 in FY 2024) Full year 2025 results: EPS: JP¥23.79 (down from JP¥26.36 in FY 2024). Revenue: JP¥9.70b (down 3.8% from FY 2024). Net income: JP¥429.0m (down 12% from FY 2024). Profit margin: 4.4% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Aankondiging • May 15
Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2025 Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%). Aankondiging • Mar 06
Nippon Felt Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 Nippon Felt Co., Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 15, 2025 Reported Earnings • Feb 01
Third quarter 2025 earnings released: EPS: JP¥6.14 (vs JP¥8.83 in 3Q 2024) Third quarter 2025 results: EPS: JP¥6.14 (down from JP¥8.83 in 3Q 2024). Revenue: JP¥2.44b (down 4.7% from 3Q 2024). Net income: JP¥110.0m (down 32% from 3Q 2024). Profit margin: 4.5% (down from 6.3% in 3Q 2024). 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 but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. New Risk • Jan 12
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥8.65b market cap, or US$54.8m). Aankondiging • Dec 04
Nippon Felt Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025 Nippon Felt Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025 Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥6.41 (vs JP¥5.21 in 2Q 2024) Second quarter 2025 results: EPS: JP¥6.41 (up from JP¥5.21 in 2Q 2024). Revenue: JP¥2.46b (down 4.5% from 2Q 2024). Net income: JP¥117.0m (up 21% from 2Q 2024). Profit margin: 4.8% (up from 3.8% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%). New Risk • Sep 17
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥8.80b market cap, or US$62.6m). Aankondiging • Aug 27
Nippon Felt Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024 Nippon Felt Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024 Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: JP¥8.56 (vs JP¥9.30 in 1Q 2024) First quarter 2025 results: EPS: JP¥8.56 (down from JP¥9.30 in 1Q 2024). Revenue: JP¥2.43b (up 2.0% from 1Q 2024). Net income: JP¥156.0m (down 11% from 1Q 2024). Profit margin: 6.4% (down from 7.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Aankondiging • Jun 02
Nippon Felt Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024 Nippon Felt Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024 New Risk • May 21
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (217% cash payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin). Market cap is less than US$100m (JP¥8.29b market cap, or US$53.1m). Reported Earnings • May 21
Full year 2024 earnings released: EPS: JP¥26.36 (vs JP¥39.89 in FY 2023) Full year 2024 results: EPS: JP¥26.36 (down from JP¥39.89 in FY 2023). Revenue: JP¥10.1b (down 3.0% from FY 2023). Net income: JP¥487.0m (down 35% from FY 2023). Profit margin: 4.8% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Aankondiging • May 17
Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2024 Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥7.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%). Aankondiging • Mar 02
Nippon Felt Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 Nippon Felt Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥8.83 (vs JP¥12.33 in 3Q 2023) Third quarter 2024 results: EPS: JP¥8.83 (down from JP¥12.33 in 3Q 2023). Revenue: JP¥2.56b (down 1.3% from 3Q 2023). Net income: JP¥161.0m (down 31% from 3Q 2023). Profit margin: 6.3% (down from 8.9% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Aankondiging • Nov 26
Nippon Felt Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Nippon Felt Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥5.21 (vs JP¥9.57 in 2Q 2023) Second quarter 2024 results: EPS: JP¥5.21 (down from JP¥9.57 in 2Q 2023). Revenue: JP¥2.57b (down 3.6% from 2Q 2023). Net income: JP¥97.0m (down 46% from 2Q 2023). Profit margin: 3.8% (down from 6.7% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥6.00 per share at 3.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%). Aankondiging • Aug 29
Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 646,500 shares, representing 3.43% for ¥271.53 million. Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase up to 646,500 shares, representing 3.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥271.53 million. The shares will be repurchased at a price of ¥420 per share. The purpose of the program is to carry out capital policy in response to changes in the business environment. As of August 28, 2023, the company has 18,875,580 issued shares (excluding treasury stock) and 966,509 treasury shares. Aankondiging • Aug 27
Nippon Felt Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023 Nippon Felt Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023 Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥9.30 (vs JP¥10.92 in 1Q 2023) First quarter 2024 results: EPS: JP¥9.30 (down from JP¥10.92 in 1Q 2023). Revenue: JP¥2.38b (down 4.4% from 1Q 2023). Net income: JP¥175.0m (down 15% from 1Q 2023). Profit margin: 7.4% (down from 8.2% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Aankondiging • May 28
Nippon Felt Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023 Nippon Felt Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 21
Full year 2023 earnings released: EPS: JP¥39.89 (vs JP¥26.37 in FY 2022) Full year 2023 results: EPS: JP¥39.89 (up from JP¥26.37 in FY 2022). Revenue: JP¥10.4b (up 5.7% from FY 2022). Net income: JP¥750.0m (up 50% from FY 2022). Profit margin: 7.2% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥7.00 per share at 3.1% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%). Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥12.33 (vs JP¥8.69 in 3Q 2022) Third quarter 2023 results: EPS: JP¥12.33 (up from JP¥8.69 in 3Q 2022). Revenue: JP¥2.60b (up 7.6% from 3Q 2022). Net income: JP¥232.0m (up 42% from 3Q 2022). Profit margin: 8.9% (up from 6.8% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Aankondiging • Nov 27
Nippon Felt Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023 Nippon Felt Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023 Reported Earnings • Nov 19
Second quarter 2023 earnings released: EPS: JP¥9.57 (vs JP¥7.80 in 2Q 2022) Second quarter 2023 results: EPS: JP¥9.57 (up from JP¥7.80 in 2Q 2022). Revenue: JP¥2.67b (up 8.4% from 2Q 2022). Net income: JP¥180.0m (up 22% from 2Q 2022). Profit margin: 6.7% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). President, Executive President and Representative Director Seiichi Shibahara was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥9.57 (vs JP¥7.80 in 2Q 2022) Second quarter 2023 results: EPS: JP¥9.57 (up from JP¥7.80 in 2Q 2022). Revenue: JP¥2.67b (up 8.4% from 2Q 2022). Net income: JP¥180.0m (up 22% from 2Q 2022). Profit margin: 6.7% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.0%). Aankondiging • Aug 28
Nippon Felt Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Nippon Felt Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥4.04 in 1Q 2022) First quarter 2023 results: EPS: JP¥10.92 (up from JP¥4.04 in 1Q 2022). Revenue: JP¥2.49b (flat on 1Q 2022). Net income: JP¥205.0m (up 166% from 1Q 2022). Profit margin: 8.2% (up from 3.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Aankondiging • Jun 01
Nippon Felt Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022 Nippon Felt Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022 Reported Earnings • May 16
Full year 2022 earnings released: EPS: JP¥26.37 (vs JP¥17.28 in FY 2021) Full year 2022 results: EPS: JP¥26.37 (up from JP¥17.28 in FY 2021). Revenue: JP¥9.84b (down 1.7% from FY 2021). Net income: JP¥499.0m (up 52% from FY 2021). Profit margin: 5.1% (up from 3.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year. Aankondiging • May 15
Nippon Felt Co., Ltd., Annual General Meeting, Jun 29, 2022 Nippon Felt Co., Ltd., Annual General Meeting, Jun 29, 2022. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (6 non-independent directors). President, Executive President and Representative Director Seiichi Shibahara was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Aankondiging • Apr 08
Nippon Felt Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 Nippon Felt Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥435, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 13x in the Luxury industry in Japan. Total returns to shareholders of 2.0% over the past three years. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥7.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%). Reported Earnings • Feb 02
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥8.69 (up from JP¥1.37 loss in 3Q 2021). Revenue: JP¥2.41b (down 3.0% from 3Q 2021). Net income: JP¥164.0m (up JP¥190.0m from 3Q 2021). Profit margin: 6.8% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Reported Earnings • Oct 31
Second quarter 2022 earnings released: EPS JP¥7.80 (vs JP¥1.21 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 2.5% from 2Q 2021). Net income: JP¥148.0m (up JP¥125.0m from 2Q 2021). Profit margin: 6.0% (up from 1.0% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.6%). Reported Earnings • Aug 05
First quarter 2022 earnings released: EPS JP¥3.47 (vs JP¥7.26 in 1Q 2021) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.44b (down 4.3% from 1Q 2021). Net income: JP¥66.0m (down 52% from 1Q 2021). Profit margin: 2.7% (down from 5.4% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Aankondiging • Jun 01
Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 300,000 shares, representing 1.57% for ¥200 million. Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 1.57% of the outstanding shares for ¥200 million. The purpose of the program is to improve capital efficiency and shareholder returns. The program will run until February 28, 2022. As of May 31, 2021, the company had 19,842,089 shares outstanding and 788,951 shares in treasury. Reported Earnings • May 18
Full year 2021 earnings released: EPS JP¥17.28 (vs JP¥21.82 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥10.0b (down 7.7% from FY 2020). Net income: JP¥329.0m (down 21% from FY 2020). Profit margin: 3.3% (down from 3.9% 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 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥7.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%). Is New 90 Day High Low • Mar 08
New 90-day high: JP¥457 The company is up 1.0% from its price of JP¥454 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 6.0% over the same period. Aankondiging • Mar 04
Nippon Felt Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 Nippon Felt Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Reported Earnings • Feb 02
Third quarter 2021 earnings released: JP¥1.36 loss per share (vs JP¥7.27 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¥2.49b (down 7.7% from 3Q 2020). Net loss: JP¥26.0m (down 119% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Dec 23
New 90-day low: JP¥447 The company is down 9.0% from its price of JP¥493 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 Luxury industry, which is up 1.0% over the same period. Is New 90 Day High Low • Dec 01
New 90-day low: JP¥453 The company is down 3.0% from its price of JP¥468 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 4.0% over the same period. Aankondiging • Sep 03
Nippon Felt Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020 Nippon Felt Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020 Aankondiging • Jul 05
Nippon Felt Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020 Nippon Felt Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020