Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥2,175, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 42% over the past three years. New Risk • Jul 28
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.4b (US$94.1m) 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 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 (7.1% average weekly change). Market cap is less than US$100m (JP¥15.4b market cap, or US$94.1m). Aankondiging • Jun 01
Enomoto Co.,Ltd. to Report Q1, 2027 Results on Aug 10, 2026 Enomoto Co.,Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026 Reported Earnings • May 13
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥191 (up from JP¥68.37 in FY 2025). Revenue: JP¥30.4b (up 13% from FY 2025). Net income: JP¥1.23b (up 175% from FY 2025). Profit margin: 4.0% (up from 1.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 11
Enomoto Co.,Ltd., Annual General Meeting, Jun 23, 2026 Enomoto Co.,Ltd., Annual General Meeting, Jun 23, 2026. Aankondiging • May 10
Enomoto Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026 Enomoto Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 09
Third quarter 2026 earnings released: EPS: JP¥61.12 (vs JP¥21.81 in 3Q 2025) Third quarter 2026 results: EPS: JP¥61.12 (up from JP¥21.81 in 3Q 2025). Revenue: JP¥7.76b (up 12% from 3Q 2025). Net income: JP¥391.0m (up 179% from 3Q 2025). Profit margin: 5.0% (up from 2.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic 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 17% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥2,900, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 81% over the past three years. New Risk • Jan 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 Japanese stocks, typically moving 5.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change). Aankondiging • Jan 07
Enomoto Co.,Ltd. announced that it has received ¥428 million in funding from Nichia Corporation On January 7, 2026, Enomoto Co.,Ltd. closed the transaction. Aankondiging • Nov 29
Enomoto Co.,Ltd. to Report Q3, 2026 Results on Feb 06, 2026 Enomoto Co.,Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026 Reported Earnings • Nov 12
Second quarter 2026 earnings released: EPS: JP¥50.83 (vs JP¥33.47 in 2Q 2025) Second quarter 2026 results: EPS: JP¥50.83 (up from JP¥33.47 in 2Q 2025). Revenue: JP¥7.51b (up 8.6% from 2Q 2025). Net income: JP¥325.0m (up 46% from 2Q 2025). Profit margin: 4.3% (up from 3.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,934, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 34% over the past three years. Buy Or Sell Opportunity • Oct 28
Now 20% undervalued Over the last 90 days, the stock has risen 27% to JP¥1,826. The fair value is estimated to be JP¥2,292, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 58%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 11% in the next 2 years. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Major Estimate Revision • Sep 06
Consensus EPS estimates increase by 21% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥27.0b to JP¥28.5b. EPS estimate increased from JP¥110 to JP¥133 per share. Net income forecast to grow 23% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,699 over the past week. Aankondiging • Sep 01
Enomoto Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025 Enomoto Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025 Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: JP¥41.25 (vs JP¥7.02 in 1Q 2025) First quarter 2026 results: EPS: JP¥41.25 (up from JP¥7.02 in 1Q 2025). Revenue: JP¥7.15b (up 9.8% from 1Q 2025). Net income: JP¥263.0m (up 460% from 1Q 2025). Profit margin: 3.7% (up from 0.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Aankondiging • May 31
Enomoto Co.,Ltd. to Report Q1, 2026 Results on Aug 06, 2025 Enomoto Co.,Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025 Reported Earnings • May 14
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥68.37 (up from JP¥18.12 in FY 2024). Revenue: JP¥26.9b (up 6.5% from FY 2024). Net income: JP¥447.0m (up 269% from FY 2024). Profit margin: 1.7% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Aankondiging • May 12
Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2025 Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2025. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥1,129, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electronic industry in Japan. Total loss to shareholders of 12% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥36.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Aankondiging • Mar 01
Enomoto Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025 Enomoto Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025 Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: JP¥21.81 (vs JP¥4.49 in 3Q 2024) Third quarter 2025 results: EPS: JP¥21.81 (up from JP¥4.49 in 3Q 2024). Revenue: JP¥6.92b (up 12% from 3Q 2024). Net income: JP¥140.0m (up 367% from 3Q 2024). Profit margin: 2.0% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Aankondiging • Dec 02
Enomoto Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025 Enomoto Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 10
Second quarter 2025 earnings released: EPS: JP¥33.47 (vs JP¥1.35 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥33.47 (up from JP¥1.35 loss in 2Q 2024). Revenue: JP¥6.91b (up 4.8% from 2Q 2024). Net income: JP¥223.0m (up JP¥232.0m from 2Q 2024). Profit margin: 3.2% (up from net loss in 2Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%). Aankondiging • Aug 27
Enomoto Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024 Enomoto Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024 Reported Earnings • Aug 11
First quarter 2025 earnings released: EPS: JP¥7.02 (vs JP¥14.37 in 1Q 2024) First quarter 2025 results: EPS: JP¥7.02 (down from JP¥14.37 in 1Q 2024). Revenue: JP¥6.51b (up 1.2% from 1Q 2024). Net income: JP¥47.0m (down 51% from 1Q 2024). Profit margin: 0.7% (down from 1.5% in 1Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥1,208, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 19% over the past three years. Aankondiging • Jun 21
Enomoto Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024 Enomoto Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 16
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: JP¥18.12 (down from JP¥190 in FY 2023). Revenue: JP¥25.2b (down 14% from FY 2023). Net income: JP¥121.0m (down 91% from FY 2023). Profit margin: 0.5% (down from 4.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Aankondiging • May 15
Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2024 Enomoto Co.,Ltd., Annual General Meeting, Jun 26, 2024. Aankondiging • Mar 28
Enomoto Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024 Enomoto Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%). New Risk • Feb 08
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 52% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 114% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥10.8b market cap, or US$73.2m). Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥4.49 (vs JP¥64.83 in 3Q 2023) Third quarter 2024 results: EPS: JP¥4.49 (down from JP¥64.83 in 3Q 2023). Revenue: JP¥6.17b (down 23% from 3Q 2023). Net income: JP¥30.0m (down 93% from 3Q 2023). Profit margin: 0.5% (down from 5.4% in 3Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Buying Opportunity • Jan 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.7%. The fair value is estimated to be JP¥1,979, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 4.9% in 2 years. Earnings is forecast to grow by 47% in the next 2 years. Aankondiging • Dec 13
Enomoto Co.,Ltd. to Report Q3, 2024 Results on Feb 05, 2024 Enomoto Co.,Ltd. announced that they will report Q3, 2024 results on Feb 05, 2024 Buying Opportunity • Dec 05
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 9.0%. The fair value is estimated to be JP¥2,024, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 4.9% in 2 years. Earnings is forecast to grow by 47% in the next 2 years. Reported Earnings • Nov 01
Second quarter 2024 earnings released: JP¥1.35 loss per share (vs JP¥51.95 profit in 2Q 2023) Second quarter 2024 results: JP¥1.35 loss per share (down from JP¥51.95 profit in 2Q 2023). Revenue: JP¥6.59b (down 11% from 2Q 2023). Net loss: JP¥9.00m (down 103% from profit in 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Aankondiging • Oct 05
Enomoto Co.,Ltd. to Report Q2, 2024 Results on Oct 30, 2023 Enomoto Co.,Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥35.00 per share at 3.5% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%). New Risk • Aug 02
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: 3.3% Last year net profit margin: 5.4% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.3% net profit margin). Market cap is less than US$100m (JP¥11.5b market cap, or US$80.3m). Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥14.37 (vs JP¥64.56 in 1Q 2023) First quarter 2024 results: EPS: JP¥14.37 (down from JP¥64.56 in 1Q 2023). Revenue: JP¥6.43b (down 11% from 1Q 2023). Net income: JP¥96.0m (down 78% from 1Q 2023). Profit margin: 1.5% (down from 6.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Jul 20
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Hiroshi Muto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Jul 07
Enomoto Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023 Enomoto Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 10
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: EPS: JP¥190 (down from JP¥230 in FY 2022). Revenue: JP¥29.3b (up 7.4% from FY 2022). Net income: JP¥1.27b (down 18% from FY 2022). Profit margin: 4.3% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥30.00 per share at 3.4% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 07
Third quarter 2023 earnings released: EPS: JP¥64.83 (vs JP¥55.75 in 3Q 2022) Third quarter 2023 results: EPS: JP¥64.83 (up from JP¥55.75 in 3Q 2022). Revenue: JP¥8.04b (up 15% from 3Q 2022). Net income: JP¥433.0m (up 16% from 3Q 2022). Profit margin: 5.4% (up from 5.3% in 3Q 2022). 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 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Jan 07
Enomoto Co.,Ltd. to Report Q3, 2023 Results on Feb 06, 2023 Enomoto Co.,Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023 Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥51.95 (vs JP¥54.38 in 2Q 2022) Second quarter 2023 results: EPS: JP¥51.95 (down from JP¥54.38 in 2Q 2022). Revenue: JP¥7.41b (up 8.2% from 2Q 2022). Net income: JP¥347.0m (down 5.2% from 2Q 2022). Profit margin: 4.7% (down from 5.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Oct 12
Now 24% undervalued Over the last 90 days, the stock is up 4.1%. The fair value is estimated to be JP¥2,020, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 23% in the next 2 years. Valuation Update With 7 Day Price Move • Oct 07
Investor sentiment improved over the past week After last week's 22% share price gain to JP¥1,632, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 77% over the past three years. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%). Aankondiging • Sep 03
Enomoto Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Enomoto Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Aug 02
First quarter 2023 earnings released: EPS: JP¥64.56 (vs JP¥71.64 in 1Q 2022) First quarter 2023 results: EPS: JP¥64.56 (down from JP¥71.64 in 1Q 2022). Revenue: JP¥7.24b (up 5.5% from 1Q 2022). Net income: JP¥431.0m (down 11% from 1Q 2022). Profit margin: 6.0% (down from 7.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.5%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% 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 08
Enomoto Co.,Ltd. to Report Q1, 2023 Results on Aug 01, 2022 Enomoto Co.,Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022 Aankondiging • May 12
Enomoto Co.,Ltd., Annual General Meeting, Jun 28, 2022 Enomoto Co.,Ltd., Annual General Meeting, Jun 28, 2022. Reported Earnings • May 11
Full year 2022 earnings: Revenues and EPS in line with analyst expectations Full year 2022 results: EPS: JP¥230 (up from JP¥222 in FY 2021). Revenue: JP¥27.3b (up 19% from FY 2021). Net income: JP¥1.55b (up 3.8% from FY 2021). Profit margin: 5.7% (down from 6.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 4.6%, compared to a 8.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year. Aankondiging • Apr 08
Enomoto Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022 Enomoto Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%). Reported Earnings • Feb 07
Third quarter 2022 earnings: EPS and revenues exceed analyst expectations Third quarter 2022 results: EPS: JP¥55.75 (down from JP¥89.29 in 3Q 2021). Revenue: JP¥6.99b (up 11% from 3Q 2021). Net income: JP¥373.0m (down 38% from 3Q 2021). Profit margin: 5.3% (down from 9.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 2.5%, compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 24% per year. Reported Earnings • Nov 01
Second quarter 2022 earnings released: EPS JP¥54.36 (vs JP¥23.97 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.85b (up 28% from 2Q 2021). Net income: JP¥366.0m (up 127% from 2Q 2021). Profit margin: 5.3% (up from 3.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 21% share price gain to JP¥1,881, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 78% over the past three years. Reported Earnings • Aug 04
First quarter 2022 earnings released: EPS JP¥71.64 (vs JP¥25.46 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.87b (up 34% from 1Q 2021). Net income: JP¥482.0m (up 182% from 1Q 2021). Profit margin: 7.0% (up from 3.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 11% per year. Reported Earnings • May 09
Full year 2021 earnings released: EPS JP¥222 (vs JP¥136 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.0b (up 1.6% from FY 2020). Net income: JP¥1.49b (up 63% from FY 2020). Profit margin: 6.5% (up from 4.0% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%). Is New 90 Day High Low • Mar 02
New 90-day high: JP¥1,933 The company is up 40% from its price of JP¥1,379 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 4.0% over the same period. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥1,833, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.3x. This compares to an average P/E of 19x in the Electronic industry in Japan. Total returns to shareholders over the past three years are 20%. Is New 90 Day High Low • Feb 08
New 90-day high: JP¥1,765 The company is up 54% from its price of JP¥1,147 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS JP¥89.29 (vs JP¥55.97 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.30b (up 10% from 3Q 2020). Net income: JP¥600.0m (up 60% from 3Q 2020). Profit margin: 9.5% (up from 6.6% in 3Q 2020). 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 but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 08
New 90-day high: JP¥1,488 The company is up 33% from its price of JP¥1,119 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 18% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: JP¥1,364 The company is up 40% from its price of JP¥975 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period. Aankondiging • Sep 04
Enomoto Co.,Ltd. to Report Q2, 2021 Results on Oct 29, 2020 Enomoto Co.,Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020