Announcement • Jun 27
AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD) AEON Mall Co., Ltd.(TSE:8905) dropped from FTSE All-World Index (USD) Announcement • Jun 19
AEON Mall Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective June 27, 2025 AEON Mall Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from June 27, 2025, due to Becoming a wholly owned subsidiary of AEON CO.,LTD. Announcement • Apr 26
Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders. Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent.
Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE. Announcement • Mar 07
AEON Mall Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025 AEON Mall Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025 Announcement • Dec 03
AEON Mall Co., Ltd. to Report Q3, 2025 Results on Jan 09, 2025 AEON Mall Co., Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025 Declared Dividend • Oct 23
First half dividend of JP¥25.00 announced Shareholders will receive a dividend of JP¥25.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 206%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (90.0% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 71% over the next 3 years, which should maintain adequate earnings cover for the dividend. Reported Earnings • Oct 10
Second quarter 2025 earnings released: EPS: JP¥9.70 (vs JP¥18.16 in 2Q 2024) Second quarter 2025 results: EPS: JP¥9.70 (down from JP¥18.16 in 2Q 2024). Revenue: JP¥112.8b (up 7.1% from 2Q 2024). Net income: JP¥2.21b (down 47% from 2Q 2024). Profit margin: 2.0% (down from 3.9% in 2Q 2024). 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 15% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat. Announcement • Sep 02
AEON Mall Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024 AEON Mall Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024 Upcoming Dividend • Aug 22
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 21 October 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.6%). Reported Earnings • Jul 15
First quarter 2025 earnings released: EPS: JP¥30.20 (vs JP¥28.00 in 1Q 2024) First quarter 2025 results: EPS: JP¥30.20 (up from JP¥28.00 in 1Q 2024). Revenue: JP¥109.4b (up 3.7% from 1Q 2024). Net income: JP¥6.87b (up 7.8% from 1Q 2024). Profit margin: 6.3% (up from 6.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 16% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year. Board Change • Jul 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CX Creation Manager & Director Masayuki Tsuboya was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Jun 06
Final dividend of JP¥25.00 announced Shareholders will receive a dividend of JP¥25.00. Ex-date: 29th August 2024 Payment date: 21st October 2024 Dividend yield will be 227%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 02
AEON Mall Co., Ltd. to Report Q1, 2025 Results on Jul 11, 2024 AEON Mall Co., Ltd. announced that they will report Q1, 2025 results on Jul 11, 2024 Announcement • Apr 11
AEON Mall Co., Ltd. Provides Dividend Guidance for the Fiscal Year 2025 AEON Mall Co., Ltd. planed to pay dividends of ¥50 per share for the next fiscal year 2025, level with fiscal year 2023 dividends. Interim dividend is JPY 25 per share and year end dividend date is JPY 25 per share. Announcement • Apr 10
AEON Mall Co., Ltd. Resolves Distribution for the Year 2023, Effective on May 7, 2024 AEON Mall Co., Ltd. announced that at its board meeting held on April 9, 2024, resolved the distribution of JPY 25 per share with record date is February 29, 2024. Total dividend is JPY 5,688 million. Effective date is May 7, 2024. Reported Earnings • Apr 10
Full year 2024 earnings released: EPS: JP¥89.64 (vs JP¥57.10 in FY 2023) Full year 2024 results: EPS: JP¥89.64 (up from JP¥57.10 in FY 2023). Revenue: JP¥423.2b (up 6.3% from FY 2023). Net income: JP¥20.4b (up 57% from FY 2023). Profit margin: 4.8% (up from 3.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Real Estate industry in Germany. 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 7% per year, which means it is significantly lagging earnings. Announcement • Apr 09
AEON Mall Co., Ltd., Annual General Meeting, May 23, 2024 AEON Mall Co., Ltd., Annual General Meeting, May 23, 2024. Announcement • Mar 01
AEON Mall Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024 AEON Mall Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 01 May 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.6%). Reported Earnings • Jan 13
Third quarter 2024 earnings released: EPS: JP¥18.48 (vs JP¥14.53 in 3Q 2023) Third quarter 2024 results: EPS: JP¥18.48 (up from JP¥14.53 in 3Q 2023). Revenue: JP¥103.1b (up 2.5% from 3Q 2023). Net income: JP¥4.20b (up 27% from 3Q 2023). Profit margin: 4.1% (up from 3.3% in 3Q 2023). 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 13% decline forecast for the Real Estate industry in Germany. Announcement • Jan 11
Aeon Mall Co., Ltd. Provides Dividend Guidance for Year Ending February 29, 2024 AEON Mall Co., Ltd. provided dividend guidance for year ending February 29, 2024. For the year the company expects to pay the dividend of JPY 25 per share. Announcement • Dec 06
AEON Mall Co., Ltd. to Report Q3, 2024 Results on Jan 11, 2024 AEON Mall Co., Ltd. announced that they will report Q3, 2024 results on Jan 11, 2024 Reported Earnings • Oct 11
Second quarter 2024 earnings released: EPS: JP¥18.16 (vs JP¥3.94 in 2Q 2023) Second quarter 2024 results: EPS: JP¥18.16 (up from JP¥3.94 in 2Q 2023). Revenue: JP¥105.3b (up 7.5% from 2Q 2023). Net income: JP¥4.13b (up 361% from 2Q 2023). Profit margin: 3.9% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 14% decline forecast for the Real Estate industry in Germany. Announcement • Oct 11
AEON Mall Co., Ltd. Announces Dividend for the First Half-End of the Fiscal Year Ending February 29, 2024, Payable on October 20, 2023; Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024 AEON Mall Co., Ltd. announced dividend of JPY 25.00 per share for the first half-end of the fiscal year ending February 29, 2024 against JPY 25.00 per share paid a year ago. Starting date of dividend payment: October 20, 2023. For the Fiscal Year end, Company expects dividend of JPY 25.00 per share against JPY 25.00 per share paid a year ago. Announcement • Sep 08
AEON Mall Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023 AEON Mall Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023 Upcoming Dividend • Aug 23
Upcoming dividend of JP¥25.00 per share at 2.9% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 23 October 2023. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.8%). Reported Earnings • Jul 14
First quarter 2024 earnings released: EPS: JP¥28.00 (vs JP¥27.36 in 1Q 2023) First quarter 2024 results: EPS: JP¥28.00 (up from JP¥27.36 in 1Q 2023). Revenue: JP¥105.5b (up 9.7% from 1Q 2023). Net income: JP¥6.37b (up 2.3% from 1Q 2023). Profit margin: 6.0% (down from 6.5% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 27% decline forecast for the Real Estate industry in Germany. Announcement • Jun 03
AEON Mall Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023 AEON Mall Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023 Reported Earnings • Apr 13
Full year 2023 earnings released: EPS: JP¥57.10 (vs JP¥84.72 in FY 2022) Full year 2023 results: EPS: JP¥57.10 (down from JP¥84.72 in FY 2022). Revenue: JP¥398.2b (up 26% from FY 2022). Net income: JP¥13.0b (down 33% from FY 2022). Profit margin: 3.3% (down from 6.1% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 32% decline forecast for the Real Estate industry in Germany. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥25.00 per share at 2.8% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 02 May 2023. Payout ratio is on the higher end at 86% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.6%). Reported Earnings • Jan 13
Third quarter 2023 earnings released: EPS: JP¥14.53 (vs JP¥15.92 in 3Q 2022) Third quarter 2023 results: EPS: JP¥14.53 (down from JP¥15.92 in 3Q 2022). Revenue: JP¥100.5b (up 27% from 3Q 2022). Net income: JP¥3.31b (down 8.7% from 3Q 2022). Profit margin: 3.3% (down from 4.6% in 3Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany. Announcement • Dec 08
AEON Mall Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023 AEON Mall Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023 Announcement • Oct 06
AEON Mall Co., Ltd. Resolves Interim Dividend, Effective May 2, 2022 AEON Mall Co., Ltd. resolved to pay an interim dividend per share of ¥25, as originally forecast and in reflection of the aforementioned policy and earnings forecasts and plan to pay a year-end dividend of ¥25, resulting in an annual dividend of ¥50 per share, Effective date October 21, 2022 as of the record date of August 31, 2022. Reported Earnings • Oct 05
Second quarter 2023 earnings released: EPS: JP¥3.94 (vs JP¥17.39 in 2Q 2022) Second quarter 2023 results: EPS: JP¥3.94 (down from JP¥17.39 in 2Q 2022). Revenue: JP¥97.9b (up 26% from 2Q 2022). Net income: JP¥896.0m (down 77% from 2Q 2022). Profit margin: 0.9% (down from 5.1% in 2Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany. Announcement • Sep 03
AEON Mall Co., Ltd. to Report Q2, 2023 Results on Oct 04, 2022 AEON Mall Co., Ltd. announced that they will report Q2, 2023 results on Oct 04, 2022 Upcoming Dividend • Aug 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 24 October 2022. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.9%). Reported Earnings • Jul 07
First quarter 2023 earnings released: EPS: JP¥27.36 (vs JP¥39.02 in 1Q 2022) First quarter 2023 results: EPS: JP¥27.36 (down from JP¥39.02 in 1Q 2022). Revenue: JP¥96.2b (up 26% from 1Q 2022). Net income: JP¥6.23b (down 30% from 1Q 2022). Profit margin: 6.5% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18% compared to a 44% decline forecast for the industry in Germany. Announcement • Jul 06
AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal First Half of 2023 and Full Year Ending February 28, 2023 AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal first half of 2023 and full year ending February 28, 2023. For the half year, the company expects operating revenue of JPY 196,500 million, operating income of JPY 24,700 million, ordinary income of JPY 20,000 million, net income attributable to owners of parent of JPY 8,000 million or EPS JPY 35.15.For the year, the company expects operating revenue of JPY 404,000 million, operating income of JPY 55,500 million, ordinary income of JPY 45,500 million, net income attributable to owners of parent of JPY 23,000 million or EPS JPY 101.07. Announcement • Jul 05
AEON Mall Co., Ltd. Provides Dividend Guidance for the Fiscal First Half of 2023 and Fiscal Year Ending February 28, 2023 AEON Mall Co., Ltd. provided dividend guidance for the fiscal first half of 2023 and fiscal year ending February 28, 2023. For the first half, the company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago.For the year, the company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago. Announcement • Jun 19
AEON Mall Co., Ltd. to Report Q1, 2023 Results on Jul 05, 2022 AEON Mall Co., Ltd. announced that they will report Q1, 2023 results on Jul 05, 2022 Reported Earnings • Apr 08
Full year 2022 earnings released: EPS: JP¥84.72 (vs JP¥8.19 loss in FY 2021) Full year 2022 results: EPS: JP¥84.72 (up from JP¥8.19 loss in FY 2021). Revenue: JP¥316.8b (up 13% from FY 2021). Net income: JP¥19.3b (up JP¥21.1b from FY 2021). Profit margin: 6.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 15% compared to a 34% decline forecast for the industry in Germany. Announcement • Apr 08
AEON Mall Co., Ltd. to Report Fiscal Year 2022 Results on Apr 07, 2022 AEON Mall Co., Ltd. announced that they will report fiscal year 2022 results on Apr 07, 2022 Upcoming Dividend • Feb 18
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 30 April 2022. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (3.2%). Reported Earnings • Jan 12
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: JP¥15.92 (down from JP¥27.54 in 3Q 2021). Revenue: JP¥79.2b (up 3.3% from 3Q 2021). Net income: JP¥3.62b (down 42% from 3Q 2021). Profit margin: 4.6% (down from 8.2% in 3Q 2021). Revenue missed analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 10% compared to a 19% decline forecast for the industry in Germany. Announcement • Jan 12
AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022 AEON Mall Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects operating revenue of JPY 344,000 million, operating income of JPY 59,000 million, net income attributable to owners of parent of JPY 31,000 million and net income per share of JPY 136.23. Reported Earnings • Oct 06
Second quarter 2022 earnings released: EPS JP¥17.39 (vs JP¥11.48 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥77.9b (up 6.3% from 2Q 2021). Net income: JP¥3.96b (up 52% from 2Q 2021). Profit margin: 5.1% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 August 2021. Payment date: 23 October 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (2.8%). Reported Earnings • Jul 08
First quarter 2022 earnings released: EPS JP¥39.02 (vs JP¥59.23 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥76.2b (up 44% from 1Q 2021). Net income: JP¥8.88b (up JP¥22.4b from 1Q 2021). Profit margin: 12% (up from net loss in 1Q 2021). Executive Departure • May 27
Outside Independent Director has left the company On the 20th of May, Masao Kawabata's tenure as Outside Independent Director ended after 6.1 years in the role. We don't have any record of a personal shareholding under Masao's name. Masao is the only executive to leave the company over the last 12 months. Reported Earnings • Apr 10
Full year 2021 earnings released: JP¥8.19 loss per share (vs JP¥151 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥280.7b (down 13% from FY 2020). Net loss: JP¥1.86b (down 105% from profit in FY 2020). Announcement • Apr 09
AEON Mall Co., Ltd. Provides Consolidated Earnings Guidance for the First Half & Full Year Ending February 28, 2022 AEON Mall Co., Ltd. provided consolidated earnings guidance for the first half & full year ending February 28, 2022. For the first half, the company expects operating revenue of JPY 167,000 million, Operating income of JPY 26,500 million, Net income attributable to owners of parent of JPY 18,000 million or JPY 79.10 per share.
For the year, the company expects operating revenue of JPY 344,000 million, Operating income of JPY 59,000 million, Net income attributable to owners of parent of JPY 31,000 million or JPY 136.23 per share. Announcement • Mar 09
AEON Mall Co., Ltd. to Report Fiscal Year 2021 Results on Apr 08, 2021 AEON Mall Co., Ltd. announced that they will report fiscal year 2021 results on Apr 08, 2021 
