Declared Dividend • Aug 16
Dividend of JP¥45.00 announced Shareholders will receive a dividend of JP¥45.00. Ex-date: 29th December 2026 Payment date: 30th March 2027 Dividend yield will be 3.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 30% per year over the past 5 years. However, payments have been volatile during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • Jun 03
Beaglee Inc. to Report Q2, 2026 Results on Aug 14, 2026 Beaglee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026 Reported Earnings • May 16
First quarter 2026 earnings released: EPS: JP¥5.37 (vs JP¥16.53 in 1Q 2025) First quarter 2026 results: EPS: JP¥5.37 (down from JP¥16.53 in 1Q 2025). Revenue: JP¥3.77b (down 9.2% from 1Q 2025). Net income: JP¥30.0m (down 68% from 1Q 2025). Profit margin: 0.8% (down from 2.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. New Risk • Feb 15
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: 4.1% Last year net profit margin: 7.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥7.11b market cap, or US$46.5m). Reported Earnings • Feb 15
Full year 2025 earnings released: EPS: JP¥122 (vs JP¥220 in FY 2024) Full year 2025 results: EPS: JP¥122 (down from JP¥220 in FY 2024). Revenue: JP¥16.7b (down 9.4% from FY 2024). Net income: JP¥683.0m (down 48% from FY 2024). Profit margin: 4.1% (down from 7.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Aankondiging • Feb 13
Beaglee Inc., Annual General Meeting, Mar 27, 2026 Beaglee Inc., Annual General Meeting, Mar 27, 2026. New Risk • Jan 19
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.00b market cap, or US$44.3m). Upcoming Dividend • Dec 22
Upcoming dividend of JP¥42.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%). Aankondiging • Dec 03
Beaglee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026 Beaglee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026 Reported Earnings • Nov 19
Third quarter 2025 earnings released: EPS: JP¥50.11 (vs JP¥47.48 in 3Q 2024) Third quarter 2025 results: EPS: JP¥50.11. Revenue: JP¥4.36b (down 9.0% from 3Q 2024). Net income: JP¥280.0m (down 1.1% from 3Q 2024). Profit margin: 6.4% (up from 5.9% in 3Q 2024). The increase in margin was driven by lower expenses. Aankondiging • Sep 03
Beaglee Inc. to Report Q3, 2025 Results on Nov 14, 2025 Beaglee Inc. announced that they will report Q3, 2025 results on Nov 14, 2025 Reported Earnings • Aug 16
Second quarter 2025 earnings released: EPS: JP¥20.35 (vs JP¥39.45 in 2Q 2024) Second quarter 2025 results: EPS: JP¥20.35 (down from JP¥39.45 in 2Q 2024). Revenue: JP¥4.19b (down 12% from 2Q 2024). Net income: JP¥113.7m (down 52% from 2Q 2024). Profit margin: 2.7% (down from 5.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Aankondiging • Jun 03
Beaglee Inc. to Report Q2, 2025 Results on Aug 14, 2025 Beaglee Inc. announced that they will report Q2, 2025 results on Aug 14, 2025 Reported Earnings • May 21
First quarter 2025 earnings released: EPS: JP¥16.48 (vs JP¥33.67 in 1Q 2024) First quarter 2025 results: EPS: JP¥16.48 (down from JP¥33.67 in 1Q 2024). Revenue: JP¥4.15b (down 12% from 1Q 2024). Net income: JP¥92.0m (down 55% from 1Q 2024). Profit margin: 2.2% (down from 4.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Board Change • May 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. 3 highly experienced directors. Independent Director Kubo Shinichiro was the last 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: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥1,180, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 25% over the past three years. Aankondiging • Mar 07
Beaglee Inc. to Report Q1, 2025 Results on May 15, 2025 Beaglee Inc. announced that they will report Q1, 2025 results on May 15, 2025 New Risk • Feb 21
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥9.82b market cap, or US$65.6m). Reported Earnings • Feb 16
Full year 2024 earnings released: EPS: JP¥220 (vs JP¥115 in FY 2023) Full year 2024 results: EPS: JP¥220 (up from JP¥115 in FY 2023). Revenue: JP¥18.4b (down 3.3% from FY 2023). Net income: JP¥1.30b (up 89% from FY 2023). Profit margin: 7.1% (up from 3.6% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 14
Beaglee Inc., Annual General Meeting, Mar 27, 2025 Beaglee Inc., Annual General Meeting, Mar 27, 2025. Valuation Update With 7 Day Price Move • Jan 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,928, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 60% over the past three years. Upcoming Dividend • Dec 20
Upcoming dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%). Valuation Update With 7 Day Price Move • Dec 09
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,536, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 13% over the past three years. Aankondiging • Dec 03
Beaglee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025 Beaglee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025 New Risk • Nov 06
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 6.8% 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 Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥8.19b market cap, or US$54.0m). Aankondiging • Aug 30
Beaglee Inc. to Report Q3, 2024 Results on Nov 14, 2024 Beaglee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024 Reported Earnings • Aug 19
Second quarter 2024 earnings released: EPS: JP¥39.45 (vs JP¥28.65 in 2Q 2023) Second quarter 2024 results: EPS: JP¥39.45 (up from JP¥28.65 in 2Q 2023). Revenue: JP¥4.77b (flat on 2Q 2023). Net income: JP¥238.0m (up 38% from 2Q 2023). Profit margin: 5.0% (up from 3.6% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Aankondiging • Aug 16
Beaglee Inc. (TSE:3981) announces an Equity Buyback for 700,000 shares, representing 11.6% for ¥700 million. Beaglee Inc. (TSE:3981) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 11.60% of its outstanding shares for ¥700 million. The purpose of the program is to enhance capital efficiency and to implement a flexible capital policy in response to changes in the business environment. The plan will be valid up to August 14, 2025. As of June 30, 2024, the company had 6,033,813 shares outstanding and 230,173 shares in treasury. Declared Dividend • Aug 16
Dividend increased to JP¥17.00 Dividend of JP¥17.00 is 13% higher than last year. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 5%. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥1,061, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 21x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 24% over the past three years. Reported Earnings • May 20
First quarter 2024 earnings released: EPS: JP¥33.67 (vs JP¥28.01 in 1Q 2023) First quarter 2024 results: EPS: JP¥33.67 (up from JP¥28.01 in 1Q 2023). Revenue: JP¥4.70b (flat on 1Q 2023). Net income: JP¥203.0m (up 21% from 1Q 2023). Profit margin: 4.3% (up from 3.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Aankondiging • Mar 28
Beaglee Inc. to Report Q1, 2024 Results on May 15, 2024 Beaglee Inc. announced that they will report Q1, 2024 results on May 15, 2024 Reported Earnings • Feb 20
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: EPS: JP¥115 (up from JP¥111 in FY 2022). Revenue: JP¥19.1b (up 2.0% from FY 2022). Net income: JP¥689.0m (up 3.8% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 29%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Aankondiging • Feb 16
Beaglee Inc., Annual General Meeting, Mar 28, 2024 Beaglee Inc., Annual General Meeting, Mar 28, 2024. Upcoming Dividend • Dec 21
Upcoming dividend of JP¥15.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%). Aankondiging • Dec 05
Beaglee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024 Beaglee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024 Reported Earnings • Nov 20
Third quarter 2023 earnings released: EPS: JP¥45.76 (vs JP¥18.60 in 3Q 2022) Third quarter 2023 results: EPS: JP¥45.76 (up from JP¥18.60 in 3Q 2022). Revenue: JP¥5.03b (up 6.3% from 3Q 2022). Net income: JP¥275.0m (up 148% from 3Q 2022). Profit margin: 5.5% (up from 2.3% 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 15% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Aankondiging • Sep 01
Beaglee Inc. to Report Q3, 2023 Results on Nov 14, 2023 Beaglee Inc. announced that they will report Q3, 2023 results on Nov 14, 2023 Aankondiging • Aug 30
Beaglee Inc. Provides Consolidated Earnings Guidance for Full Year Ending December 31, 2023 Beaglee Inc. provided consolidated earnings guidance for full year ending December 31, 2023. For the full year, the company expected net sales of JPY 19,622 million, operating profit of JPY 1,822 million, profit attributable to owners of parent of JPY 900 million, Basic earnings per share of JPY 150.80 per basic share. Reported Earnings • Aug 16
Second quarter 2023 earnings released: EPS: JP¥28.65 (vs JP¥27.84 in 2Q 2022) Second quarter 2023 results: EPS: JP¥28.65 (up from JP¥27.84 in 2Q 2022). Revenue: JP¥4.75b (up 2.5% from 2Q 2022). Net income: JP¥172.0m (up 3.6% from 2Q 2022). Profit margin: 3.6% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Aankondiging • May 31
Beaglee Inc. Provides Consolidated Earnings Guidance for First Half and Full Year Ending December 31, 2023 Beaglee Inc. provided consolidated earnings guidance for First half and full year ending December 31, 2023. For the first half, the company expected net sales of JPY 9,499 million, operating profit of JPY 850 million, profit attributable to owners of parent of JPY 406 million, Basic earnings per share of JPY 68.11 per basic share.For the full year, the company expected net sales of JPY 19,622 million, operating profit of JPY 1,822 million, profit attributable to owners of parent of JPY 900 million, Basic earnings per share of JPY 150.80 per basic share. Aankondiging • May 30
Beaglee Inc. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023 Beaglee Inc. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expected dividend of JPY 15.00 per share against JPY 12.00 per share paid a year ago. Aankondiging • May 28
Beaglee Inc. to Report Q2, 2023 Results on Aug 14, 2023 Beaglee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023 Reported Earnings • Feb 16
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2022 results: EPS: JP¥111 (up from JP¥74.66 in FY 2021). Revenue: JP¥18.7b (flat on FY 2021). Net income: JP¥664.0m (up 50% from FY 2021). Profit margin: 3.5% (up from 2.4% in FY 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%). Aankondiging • Dec 06
Beaglee Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023 Beaglee Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023 Reported Earnings • Nov 16
Third quarter 2022 earnings released: EPS: JP¥18.60 (vs JP¥11.08 in 3Q 2021) Third quarter 2022 results: EPS: JP¥18.60 (up from JP¥11.08 in 3Q 2021). Revenue: JP¥4.73b (down 2.7% from 3Q 2021). Net income: JP¥111.0m (up 68% from 3Q 2021). Profit margin: 2.3% (up from 1.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Online Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent External Director Shunsuke Sato was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 14
Second quarter 2022 earnings released: EPS: JP¥27.84 (vs JP¥8.08 in 2Q 2021) Second quarter 2022 results: EPS: JP¥27.84 (up from JP¥8.08 in 2Q 2021). Revenue: JP¥4.64b (down 3.9% from 2Q 2021). Net income: JP¥166.0m (up 246% from 2Q 2021). Profit margin: 3.6% (up from 1.0% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 13% growth forecast for the 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 increased by 20% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 01
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥1,505, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 82% over the past three years. Aankondiging • May 31
Beaglee Inc. Provides Consolidated Earnings Guidance for First Half and Full Year Ending December 31, 2022 Beaglee Inc. provided consolidated earnings guidance for First half and full year ending December 31, 2022. For the first half, the company expected net sales of JPY 9,224 million, operating profit of JPY 719 million, profit attributable to owners of parent of JPY 312 million, Basic earnings per share of JPY 52.50 per basic share.For the full year, the company expected net sales of JPY 18,791 million, operating profit of JPY 1,536 million, profit attributable to owners of parent of JPY 695 million, Basic earnings per share of JPY 116.97 per basic share. Aankondiging • May 29
Beaglee Inc. to Report Q2, 2022 Results on Aug 12, 2022 Beaglee Inc. announced that they will report Q2, 2022 results on Aug 12, 2022 Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent External Director Shunsuke Sato was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Apr 07
Beaglee Inc. to Report Q1, 2022 Results on May 13, 2022 Beaglee Inc. announced that they will report Q1, 2022 results on May 13, 2022 Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥1,635, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 70% over the past three years. Reported Earnings • Feb 16
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: JP¥74.66 (down from JP¥79.47 in FY 2020). Revenue: JP¥18.6b (up 51% from FY 2020). Net income: JP¥444.0m (down 5.5% from FY 2020). Profit margin: 2.4% (down from 3.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 36%. Over the next year, revenue is forecast to grow 4.6%, compared to a 16% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year. Aankondiging • Feb 16
Beaglee Inc., Annual General Meeting, Mar 29, 2022 Beaglee Inc., Annual General Meeting, Mar 29, 2022. Aankondiging • Dec 02
Beaglee Inc. Provides Earnings Guidance Year Ending December 31, 2021 Beaglee Inc. provided earnings guidance year ending December 31, 2021. For the year, the company expects net sales of JPY 19,682 million, operating profit of JPY 1,350 million, profit attributable to owners of the parent of JPY 524 million and net income per share of JPY 84.87 per share. Reported Earnings • Nov 15
Third quarter 2021 earnings released: EPS JP¥11.08 (vs JP¥7.64 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥4.86b (up 74% from 3Q 2020). Net income: JP¥66.0m (up 46% from 3Q 2020). Profit margin: 1.4% (down from 1.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 06
Full year 2020 earnings released: EPS JP¥79.55 (vs JP¥84.47 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥12.4b (up 19% from FY 2019). Net income: JP¥470.5m (down 5.3% from FY 2019). Profit margin: 3.8% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥1,478, the stock is trading at a trailing P/E ratio of 18.6x, down from the previous P/E ratio of 22.1x. This compares to an average P/E of 23x in the Online Retail industry in Japan. Total return to shareholders over the past three years is a loss of 6.2%. Reported Earnings • Feb 14
Full year 2020 earnings released: EPS JP¥79.47 (vs JP¥84.47 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: JP¥12.4b (up 19% from FY 2019). Net income: JP¥470.0m (down 5.4% from FY 2019). Profit margin: 3.8% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year. Is New 90 Day High Low • Feb 12
New 90-day low: JP¥1,671 The company is down 22% from its price of JP¥2,130 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 13% over the same period. Is New 90 Day High Low • Jan 20
New 90-day low: JP¥1,730 The company is down 25% from its price of JP¥2,317 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 10.0% over the same period. Reported Earnings • Dec 05
Third quarter 2020 earnings released: EPS JP¥7.64 The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: JP¥2.80b (up 3.1% from 3Q 2019). Net income: JP¥45.2m (down 77% from 3Q 2019). Profit margin: 1.6% (down from 7.1% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year. Aankondiging • Oct 04
Beaglee Inc. to Report Q3, 2020 Results on Nov 13, 2020 Beaglee Inc. announced that they will report Q3, 2020 results on Nov 13, 2020 Aankondiging • Sep 22
Beaglee Inc. (TSE:3981) entered into a share purchase agreement to acquire NSSK-C Co., Ltd. from NSSK Maples 2017 L.P., Nippon Sangyo Suishin Kiko Ltd. No. 2 Investment Limited Partnership and Nssk II (Intl) Investment L.P. managed by Nippon Sangyo Suishin Kiko Ltd. for ¥5.3 billion. Beaglee Inc. (TSE:3981) entered into a share purchase agreement to acquire NSSK-C Co., Ltd. from NSSK Maples 2017 L.P., Nippon Sangyo Suishin Kiko Ltd. No. 2 Investment Limited Partnership and Nssk II (Intl) Investment L.P. managed by Nippon Sangyo Suishin Kiko Ltd. for ¥5.3 billion on September 18, 2020. Beaglee have decided to arrange the borrowing of funds through a syndicated loan with Sumitomo Mitsui Banking Corporation of ¥7 billion to fund the transaction. Post completion, NSSK-C Co., Ltd. will become a consolidated subsidiary of Beaglee. As of December 31, 2019, NSSK-C had net worth of ¥1.7 billion and total assets of ¥9.9 billion. In 2019, NSSK-C generated revenue of ¥5.7 billion, operating income of ¥735.22 million and net income of ¥258.8 million. Board of Directors of Beaglee approved the transaction. Transaction is expected to complete by October 8, 2020. Frontier Management Inc. (TSE:7038) acted as financial advisor to Nippon Sangyo Suishin Kiko Ltd. Aankondiging • Jun 28
Beaglee Inc. to Report Q2, 2020 Results on Aug 14, 2020 Beaglee Inc. announced that they will report Q2, 2020 results on Aug 14, 2020