Aankondiging • Jun 03
DKS Co. Ltd. to Report Q1, 2027 Results on Jul 29, 2026 DKS Co. Ltd. announced that they will report Q1, 2027 results on Jul 29, 2026 Valuation Update With 7 Day Price Move • May 27
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to JP¥10,530, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 544% over the past three years. Reported Earnings • May 15
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥606 (up from JP¥270 in FY 2025). Revenue: JP¥82.9b (up 13% from FY 2025). Net income: JP¥6.17b (up 139% from FY 2025). Profit margin: 7.4% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth. Aankondiging • May 13
DKS Co. Ltd., Annual General Meeting, Jun 23, 2026 DKS Co. Ltd., Annual General Meeting, Jun 23, 2026. Valuation Update With 7 Day Price Move • May 12
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥9,830, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 448% over the past three years. Aankondiging • May 09
DKS Co. Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 DKS Co. Ltd. announced that they will report fiscal year 2026 results on May 13, 2026 Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥7,570, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 342% over the past three years. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥90.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%). Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥9,610, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 442% over the past three years. Buy Or Sell Opportunity • Feb 03
Now 29% overvalued after recent price rise Over the last 90 days, the stock has risen 62% to JP¥10,900. The fair value is estimated to be JP¥8,442, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years. Reported Earnings • Jan 29
Third quarter 2026 earnings released: EPS: JP¥193 (vs JP¥74.25 in 3Q 2025) Third quarter 2026 results: EPS: JP¥193 (up from JP¥74.25 in 3Q 2025). Revenue: JP¥22.6b (up 20% from 3Q 2025). Net income: JP¥2.05b (up 188% from 3Q 2025). Profit margin: 9.1% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 74% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥10,670, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 496% over the past three years. Board Change • Dec 08
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Katsumi Hashimoto was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Declared Dividend • Dec 06
First half dividend of JP¥80.00 announced Shareholders will receive a dividend of JP¥80.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Nov 29
DKS Co. Ltd. to Report Q3, 2026 Results on Jan 28, 2026 DKS Co. Ltd. announced that they will report Q3, 2026 results on Jan 28, 2026 Major Estimate Revision • Nov 20
Consensus EPS estimates increase by 11%, revenue downgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥80.0b to JP¥79.0b. EPS estimate rose from JP¥397 to JP¥439. Net income forecast to grow 43% next year vs 9.6% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥5,500 unchanged from last update. Share price rose 9.2% to JP¥7,930 over the past week. Reported Earnings • Oct 31
Second quarter 2026 earnings released: EPS: JP¥121 (vs JP¥67.68 in 2Q 2025) Second quarter 2026 results: EPS: JP¥121 (up from JP¥67.68 in 2Q 2025). Revenue: JP¥18.6b (up 3.7% from 2Q 2025). Net income: JP¥1.20b (up 85% from 2Q 2025). Profit margin: 6.5% (up from 3.6% in 2Q 2025). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥7,070, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 318% over the past three years. New Risk • Oct 10
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% 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 (7.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%). Aankondiging • Sep 09
DKS Co. Ltd. to Report Q2, 2026 Results on Oct 30, 2025 DKS Co. Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025 Aankondiging • Aug 26
DKS Co. Ltd. has filed a Follow-on Equity Offering. DKS Co. Ltd. has filed a Follow-on Equity Offering.
Security Name: Common Stock
Security Type: Common Stock Reported Earnings • Jul 30
First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥63.53 in 1Q 2025) First quarter 2026 results: EPS: JP¥103 (up from JP¥63.53 in 1Q 2025). Revenue: JP¥19.0b (up 8.6% from 1Q 2025). Net income: JP¥984.0m (up 62% from 1Q 2025). Profit margin: 5.2% (up from 3.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥4,475, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 103% over the past three years. Declared Dividend • Jul 09
Final dividend of JP¥60.00 announced Shareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 25
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: JP¥270 (up from JP¥123 in FY 2024). Revenue: JP¥73.3b (up 16% from FY 2024). Net income: JP¥2.59b (up 120% from FY 2024). Profit margin: 3.5% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Aankondiging • Jun 10
DKS Co. Ltd. to Report Q1, 2026 Results on Jul 29, 2025 DKS Co. Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025 Reported Earnings • May 19
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: JP¥270 (up from JP¥123 in FY 2024). Revenue: JP¥73.3b (up 16% from FY 2024). Net income: JP¥2.59b (up 120% from FY 2024). Profit margin: 3.5% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • May 17
Consensus EPS estimates fall by 11%, revenue upgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥77.7b to JP¥80.0b. EPS estimate fell from JP¥386 to JP¥345 per share. Net income forecast to grow 48% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥5,500. Share price rose 25% to JP¥3,235 over the past week. Aankondiging • May 14
DKS Co. Ltd., Annual General Meeting, Jun 25, 2025 DKS Co. Ltd., Annual General Meeting, Jun 25, 2025. Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥3,005, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 41% over the past three years. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥2,376, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Chemicals industry in Japan. Negligible returns to shareholders over past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 30% 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 (2.6%). Aankondiging • Mar 08
DKS Co. Ltd. to Report Fiscal Year 2025 Results on May 14, 2025 DKS Co. Ltd. announced that they will report fiscal year 2025 results on May 14, 2025 Reported Earnings • Jan 30
Third quarter 2025 earnings released: EPS: JP¥74.24 (vs JP¥81.20 in 3Q 2024) Third quarter 2025 results: EPS: JP¥74.24 (down from JP¥81.20 in 3Q 2024). Revenue: JP¥18.8b (up 15% from 3Q 2024). Net income: JP¥711.0m (down 8.5% from 3Q 2024). Profit margin: 3.8% (down from 4.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥2,905, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 5.5% over the past three years. Declared Dividend • Dec 07
First half dividend of JP¥45.00 announced Shareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Nov 30
DKS Co. Ltd. to Report Q3, 2025 Results on Jan 29, 2025 DKS Co. Ltd. announced that they will report Q3, 2025 results on Jan 29, 2025 Major Estimate Revision • Nov 12
Consensus EPS estimates increase by 19% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥71.5b to JP¥72.5b. EPS estimate increased from JP¥272 to JP¥324 per share. Net income forecast to grow 17% next year vs 12% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,900 to JP¥5,400. Share price rose 6.4% to JP¥3,980 over the past week. Reported Earnings • Nov 01
Second quarter 2025 earnings released: EPS: JP¥67.67 (vs JP¥0.10 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥67.67 (up from JP¥0.10 loss in 2Q 2024). Revenue: JP¥17.9b (up 17% from 2Q 2024). Net income: JP¥648.0m (up JP¥649.0m from 2Q 2024). Profit margin: 3.6% (up from 0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%). Aankondiging • Aug 27
DKS Co. Ltd. to Report Q2, 2025 Results on Oct 30, 2024 DKS Co. Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to JP¥2,614, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 14% over the past three years. Reported Earnings • Aug 01
First quarter 2025 earnings released: EPS: JP¥63.53 (vs JP¥49.91 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥63.53 (up from JP¥49.91 loss in 1Q 2024). Revenue: JP¥17.5b (up 26% from 1Q 2024). Net income: JP¥608.0m (up JP¥1.09b from 1Q 2024). Profit margin: 3.5% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. New Risk • Jul 31
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 5.6% 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: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Declared Dividend • Jul 11
Final dividend of JP¥35.00 announced Shareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (200% earnings payout ratio). However, it is well covered by cash flows (15% cash payout ratio). The dividend has increased by an average of 7.2% 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 grow by 122% to bring the payout ratio under control. EPS is expected to grow by 123% over the next 3 years, which should be enough to bring the dividend into a sustainable range. Major Estimate Revision • Jun 15
Consensus EPS estimates increase by 13% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥68.5b to JP¥70.0b. EPS estimate increased from JP¥240 to JP¥272 per share. Net income forecast to grow 121% next year vs 10% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,300 to JP¥4,900. Share price fell 3.1% to JP¥3,800 over the past week. New Risk • Jun 05
New minor risk - Dividend sustainability The dividend is not well covered by earnings. Payout ratio: 200% Dividend yield: 1.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by earnings (200% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Aankondiging • Jun 02
DKS Co. Ltd. to Report Q1, 2025 Results on Jul 30, 2024 DKS Co. Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024 Reported Earnings • May 18
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥123 (up from JP¥41.80 loss in FY 2023). Revenue: JP¥63.1b (down 3.0% from FY 2023). Net income: JP¥1.17b (up JP¥1.58b from FY 2023). Profit margin: 1.9% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 31%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. 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. Aankondiging • May 16
DKS Co. Ltd., Annual General Meeting, Jun 25, 2024 DKS Co. Ltd., Annual General Meeting, Jun 25, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%). Aankondiging • Mar 02
DKS Co. Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 DKS Co. Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥81.18 (vs JP¥0.10 in 3Q 2023) Third quarter 2024 results: EPS: JP¥81.18 (up from JP¥0.10 in 3Q 2023). Revenue: JP¥16.4b (flat on 3Q 2023). Net income: JP¥777.0m (up JP¥776.0m from 3Q 2023). Profit margin: 4.7% (up from 0% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. New Risk • Jan 31
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% 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 Risks Interest payments are not well covered by earnings (0.1x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Price Target Changed • Dec 08
Price target increased by 22% to JP¥2,200 Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥1,796. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of JP¥31.30 next year compared to a net loss per share of JP¥41.80 last year. Aankondiging • Nov 29
DKS Co. Ltd. to Report Q3, 2024 Results on Jan 30, 2024 DKS Co. Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024 Reported Earnings • Nov 02
Second quarter 2024 earnings released: JP¥0.10 loss per share (vs JP¥51.20 loss in 2Q 2023) Second quarter 2024 results: JP¥0.10 loss per share (improved from JP¥51.20 loss in 2Q 2023). Revenue: JP¥15.3b (down 12% from 2Q 2023). Net loss: JP¥1.00m (loss narrowed 100% from 2Q 2023). Profit margin: 0% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥20.00 per share at 2.9% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%). Aankondiging • Sep 02
DKS Co. Ltd. to Report Q2, 2024 Results on Oct 30, 2023 DKS Co. Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023 Reported Earnings • Jul 28
First quarter 2024 earnings released: JP¥49.91 loss per share (vs JP¥9.62 profit in 1Q 2023) First quarter 2024 results: JP¥49.91 loss per share (down from JP¥9.62 profit in 1Q 2023). Revenue: JP¥13.9b (down 10% from 1Q 2023). Net loss: JP¥477.0m (down JP¥575.0m from profit in 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Aankondiging • Jun 15
DKS Co. Ltd. to Report Q1, 2024 Results on Jul 27, 2023 DKS Co. Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023 Reported Earnings • May 19
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: JP¥41.80 loss per share (down from JP¥245 profit in FY 2022). Revenue: JP¥65.1b (up 3.8% from FY 2022). Net loss: JP¥407.0m (down 116% from profit in FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 100%. Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% 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. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥40.00 per share at 4.4% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%). Price Target Changed • Feb 16
Price target decreased by 13% to JP¥2,280 Down from JP¥2,620, the current price target is an average from 2 analysts. New target price is 17% above last closing price of JP¥1,954. Stock is down 29% over the past year. The company is forecast to post earnings per share of JP¥248 for next year compared to JP¥245 last year. Reported Earnings • Jan 27
Third quarter 2023 earnings released: EPS: JP¥0.10 (vs JP¥68.75 in 3Q 2022) Third quarter 2023 results: EPS: JP¥0.10 (down from JP¥68.75 in 3Q 2022). Revenue: JP¥16.3b (flat on 3Q 2022). Net income: JP¥1.00m (down 100% from 3Q 2022). Profit margin: 0% (down from 4.3% in 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings. Aankondiging • Dec 04
DKS Co. Ltd. to Report Q3, 2023 Results on Jan 26, 2023 DKS Co. Ltd. announced that they will report Q3, 2023 results on Jan 26, 2023 Major Estimate Revision • Nov 30
Consensus EPS estimates increase by 15% The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥65.1b to JP¥66.5b. EPS estimate increased from JP¥212 to JP¥244 per share. Net income forecast to grow 164% next year vs 1.6% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥2,620 to JP¥2,420. Share price was steady at JP¥2,007 over the past week. Reported Earnings • Nov 16
Second quarter 2023 earnings released: JP¥51.20 loss per share (vs JP¥65.79 profit in 2Q 2022) Second quarter 2023 results: JP¥51.20 loss per share (down from JP¥65.79 profit in 2Q 2022). Revenue: JP¥17.3b (up 8.5% from 2Q 2022). Net loss: JP¥494.0m (down 174% from profit in 2Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.