ENEOS Holdings Management

Management criteria checks 1/4

ENEOS Holdings' CEO is Tomohide Miyata, appointed in Apr 2024, has a tenure of less than a year. total yearly compensation is ¥124.00M, comprised of 38.7% salary and 61.3% bonuses, including company stock and options. directly owns 0.002% of the company’s shares, worth €342.63K. The average tenure of the management team and the board of directors is 0.7 years and 1.3 years respectively.

Key information

Tomohide Miyata

Chief executive officer

JP¥124.0m

Total compensation

CEO salary percentage	38.7%
CEO tenure	less than a year
CEO ownership	0.002%
Management average tenure	less than a year
Board average tenure	1.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Tomohide Miyata's remuneration changed compared to ENEOS Holdings's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	n/a	n/a	JP¥324b
Mar 31 2024	JP¥124m	JP¥48m	JP¥288b

Compensation vs Market: Tomohide's total compensation ($USD871.97K) is below average for companies of similar size in the German market ($USD5.36M).

Compensation vs Earnings: Insufficient data to compare Tomohide's compensation with company performance.

CEO

Tomohide Miyata (59 yo)

less than a year

Tenure

JP¥124,000,000

Compensation

Mr. Miyata Tomohide is Representative Director of ENEOS Holdings, Inc. from June 28, 2022 and serves as its President since April 1, 2024. He was Executive VP and Assistant to President since April 2022 un...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Tomohide Miyata	President & Representative Director	less than a year	JP¥124.00m	0.0024% ¥ 342.6k
Soichiro Tanaka	Executive VP	less than a year	no data	0.0017% ¥ 242.5k
Yuichiro Fujiyama	Managing Executive Officer & CTO	1.7yrs	no data	no data
Nobuyuki Araki	Managing Executive Officer & Chief Compliance Officer	no data	no data	no data
Atsuko Funo	Managing Executive Officer & CHRO	less than a year	no data	no data
Yoshiyuki Someya	Managing Executive Officer & CPPO	no data	no data	no data
Kotaro Sunaga	Senior Vice President	2.7yrs	no data	no data
Hiroshi Omata	Managing Executive Officer	less than a year	no data	no data
Tetsutaro Dan	Managing Executive Officer	less than a year	no data	no data
Koji Gyoten	Managing Executive Officer	less than a year	no data	no data

0.7yrs

Average Tenure

Experienced Management: JHJ's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Tomohide Miyata	President & Representative Director	2.3yrs	JP¥124.00m	0.0024% ¥ 342.6k
Soichiro Tanaka	Executive VP	less than a year	no data	0.0017% ¥ 242.5k
Tetsuro Tomita	Independent Outside Director	2.3yrs	no data	0.00042% ¥ 59.2k
Toshiko Oka	Independent Outside Director	4.3yrs	no data	0.00049% ¥ 69.1k
Kudo Yasumi	Outside Independent Director	3.3yrs	no data	0.00060% ¥ 84.6k
Tomoo Shioda	Director	1.3yrs	no data	0.00084% ¥ 118.4k
Hiroko Kawasaki	Independent Outside Director	1.3yrs	no data	0.00039% ¥ 55.0k
Akiko Toyoda	Independent Outside Director	less than a year	no data	no data
Hiroyuki Kanno	Independent Outside Director	less than a year	no data	0.00035% ¥ 49.4k
Mayumi Tochinoko	Independent Outside Director	less than a year	no data	no data

1.3yrs

Average Tenure

60.5yo

Average Age

Experienced Board: JHJ's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.

ENEOS Holdings Management

Management criteria checks 1/4

Key information

Recent management updates

High number of new directors

ENEOS Holdings, Inc., Annual General Meeting, Jun 26, 2024

ENEOS Holdings, Inc. Announces Executive Changes

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2023

ENEOS Holdings, Inc. Announces Board Changes, Effective from October 8, 2022

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2022

Recent updates

Upcoming dividend of JP¥11.00 per share

Now 20% undervalued after recent price drop

First quarter 2025 earnings released: EPS: JP¥27.59 (vs JP¥15.19 in 1Q 2024)

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 19%

Now 25% undervalued after recent price drop

Final dividend of JP¥11.00 announced

High number of new directors

New minor risk - Share price stability

ENEOS Holdings, Inc., Annual General Meeting, Jun 26, 2024

Full year 2024 earnings released: EPS: JP¥95.64 (vs JP¥46.57 in FY 2023)

ENEOS Holdings, Inc. (TSE:5020) announces an Equity Buyback for 680,000,000 shares, representing 22.68% for ¥250,000 million.

Now 21% undervalued

Now 21% undervalued

ENEOS Holdings, Inc. to Report Fiscal Year 2024 Results on May 14, 2024

Upcoming dividend of JP¥11.00 per share

Now 21% undervalued

New minor risk - Share price stability

New minor risk - Shareholder dilution

Third quarter 2024 earnings released: EPS: JP¥11.64 (vs JP¥50.38 loss in 3Q 2023)

ENEOS Holdings, Inc. Announces Executive Changes

Second quarter 2024 earnings released: EPS: JP¥41.76 (vs JP¥8.82 in 2Q 2023)

Upcoming dividend of JP¥11.00 per share at 3.6% yield

New major risk - Dividend sustainability

First quarter 2024 earnings released: EPS: JP¥15.19 (vs JP¥69.31 in 1Q 2023)

New minor risk - Earnings quality

Full year 2023 earnings released: EPS: JP¥46.57 (vs JP¥167 in FY 2022)

Eneos Holdings, Inc. Announces Dividend for the Fiscal Year Ending March 31, 2023, Payable on June 29, 2023; Provides Second Quarter and Full Year Dividend Guidance for the Fiscal Year Ending March 31, 2024

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2023

Upcoming dividend of JP¥11.00 per share at 4.8% yield

Third quarter 2023 earnings released: JP¥50.38 loss per share (vs JP¥50.72 profit in 3Q 2022)

Eneos Holdings, Inc. Provides Financial Guidance for the Period from April 1, 2022 to March 31, 2023

Second quarter 2023 earnings released: EPS: JP¥8.82 (vs JP¥35.42 in 2Q 2022)

Second quarter 2023 earnings released: EPS: JP¥8.82 (vs JP¥35.42 in 2Q 2022)

ENEOS Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023

ENEOS Holdings, Inc. Announces Board Changes, Effective from October 8, 2022

Now 22% undervalued after recent price drop

Upcoming dividend of JP¥11.00 per share

First quarter 2023 earnings released: EPS: JP¥69.31 (vs JP¥30.41 in 1Q 2022)

ENEOS Holdings, Inc. Provides Dividend Guidance for the Year Ending March 31, 2023; Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023

Full year 2022 earnings released: EPS: JP¥167 (vs JP¥35.48 in FY 2021)

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2022

ENEOS Holdings, Inc. to Report Fiscal Year 2022 Results on May 13, 2022

Upcoming dividend of JP¥11.00 per share

Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

ENEOS Holdings, Inc. Announces Management Changes

Second quarter 2022 earnings released: EPS JP¥35.42 (vs JP¥12.85 in 2Q 2021)

Upcoming dividend of JP¥11.00 per share

ENEOS Holdings, Inc. (TSE:5020) and The Goldman Sachs Group, Inc. (NYSE:GS) made an offer to acquire remaining 43% stake in Nippo Corporation (TSE:1881) from a group of shareholders for approximately ¥200 billion.

First quarter 2022 earnings released: EPS JP¥30.41 (vs JP¥1.52 loss in 1Q 2021)

Full year 2021 earnings released: EPS JP¥35.48 (vs JP¥57.86 loss in FY 2020)

ENEOS Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2021

ENEOS Holdings, Inc. Announces Year End Dividend for the Fiscal Year 2020, Payable on June 28, 2021; Provides Dividend Guidance for the Second Half of Fiscal and Fiscal Year Ending 2021

Upcoming dividend of JP¥11.00 per share

ENEOS Holdings, Inc. to Report Q2, 2022 Results on Nov 11, 2021

New 90-day high: €3.64

Third quarter 2021 earnings released: EPS JP¥9.52 (vs JP¥16.62 in 3Q 2020)

Revenue misses expectations

Idemitsu Kosan Co.,Ltd. (TSE:5019) agreed to acquire Chita Petrochemicals Plant in Central Japan from ENEOS Holdings, Inc. (TSE:5020).

New 90-day high: €3.38

New 90-day high: €3.14

New 90-day low: €2.82

Revenue misses expectations

Second quarter 2021 earnings released: EPS JP¥12.85

ENEOS Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2021

New 90-day low: €2.88

Nippon Shokubai Co., Ltd. (TSE:4114) executed a final agreement to acquire remaining 95% stake in Sanyo Chemical Industries Ltd. (TSE:4471) for approximately ¥120 billion in a merger of equals.

Earnings released

New 90-day low - €2.92