Buy Or Sell Opportunity • Jun 23
Now 22% overvalued Over the last 90 days, the stock has fallen 3.7% to JP¥2,832. The fair value is estimated to be JP¥2,327, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Announcement • May 30
Dai-Dan Co., Ltd. to Report Q1, 2027 Results on Aug 05, 2026 Dai-Dan Co., Ltd. announced that they will report Q1, 2027 results on Aug 05, 2026 Reported Earnings • May 15
Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2026 results: EPS: JP¥207 (up from JP¥136 in FY 2025). Revenue: JP¥256.2b (down 2.5% from FY 2025). Net income: JP¥26.8b (up 54% from FY 2025). Profit margin: 10% (up from 6.6% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • May 14
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to JP¥2,720. The fair value is estimated to be JP¥3,447, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 19% in the next 2 years. Announcement • May 13
Dai-Dan Co., Ltd., Annual General Meeting, Jun 26, 2026 Dai-Dan Co., Ltd., Annual General Meeting, Jun 26, 2026. Announcement • May 09
Dai-Dan Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 Dai-Dan Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%). Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥2,976, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Construction industry in Japan. Total returns to shareholders of 740% over the past three years. Buy Or Sell Opportunity • Mar 09
Now 20% undervalued Over the last 90 days, the stock has risen 24% to JP¥2,976. The fair value is estimated to be JP¥3,724, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 21% in the next 2 years. Reported Earnings • Feb 07
Third quarter 2026 earnings released Third quarter 2026 results: Revenue: JP¥61.8b (down 23% from 3Q 2025). Net income: JP¥6.66b (flat on 3Q 2025). Profit margin: 11% (up from 8.3% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Construction industry in Japan. Announcement • Dec 27
Dai-Dan Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026 Dai-Dan Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026 New Risk • Dec 19
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 5.5% 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: Major Risk Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. 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 (5.5% average weekly change). Major Estimate Revision • Dec 04
Consensus EPS estimates increase by 18% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥472 to JP¥556. Revenue forecast unchanged at JP¥265.5b. Net income forecast to shrink 6.7% next year vs 1.5% growth forecast for Construction industry in Japan . Consensus price target up from JP¥7,300 to JP¥8,000. Share price fell 2.6% to JP¥7,010 over the past week. Declared Dividend • Dec 02
First half dividend of JP¥111 announced Shareholders will receive a dividend of JP¥111. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.0% over the next 3 years. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Nov 08
Second quarter 2026 earnings released: EPS: JP¥131 (vs JP¥96.73 in 2Q 2025) Second quarter 2026 results: EPS: JP¥131 (up from JP¥96.73 in 2Q 2025). Revenue: JP¥58.2b (down 5.0% from 2Q 2025). Net income: JP¥5.64b (up 36% from 2Q 2025). Profit margin: 9.7% (up from 6.8% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 02
Dai-Dan Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025 Dai-Dan Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025 New Risk • Sep 01
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 4.9% 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: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. 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 (4.9% average weekly change). Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: JP¥161 (vs JP¥30.47 in 1Q 2025) First quarter 2026 results: EPS: JP¥161 (up from JP¥30.47 in 1Q 2025). Revenue: JP¥60.1b (up 36% from 1Q 2025). Net income: JP¥6.89b (up 427% from 1Q 2025). Profit margin: 11% (up from 2.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 08
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥5,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Construction industry in Japan. Total returns to shareholders of 493% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,377 per share. Price Target Changed • Jul 24
Price target increased by 12% to JP¥5,250 Up from JP¥4,675, the current price target is provided by 1 analyst. New target price is 13% above last closing price of JP¥4,640. Stock is up 65% over the past year. The company is forecast to post earnings per share of JP¥419 for next year compared to JP¥407 last year. Major Estimate Revision • Jul 19
Consensus EPS estimates increase by 11% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥370 to JP¥413. Revenue forecast steady at JP¥260.5b. Net income forecast to grow 1.5% next year vs 7.7% growth forecast for Construction industry in Japan. Consensus price target of JP¥4,750 unchanged from last update. Share price rose 4.8% to JP¥4,540 over the past week. Declared Dividend • Jul 09
Final dividend of JP¥82.00 announced Shareholders will receive a dividend of JP¥82.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 4.1% over the next 2 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range. Announcement • May 31
Dai-Dan Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025 Dai-Dan Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • May 10
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥407 (up from JP¥212 in FY 2024). Revenue: JP¥262.7b (up 33% from FY 2024). Net income: JP¥17.4b (up 92% from FY 2024). Profit margin: 6.6% (up from 4.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to stay flat during the next 2 years compared to a 2.3% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 09
Dai-Dan Co., Ltd., Annual General Meeting, Jun 27, 2025 Dai-Dan Co., Ltd., Annual General Meeting, Jun 27, 2025. New Risk • Apr 08
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 6.5% 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 (6.5% average weekly change). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥3,030, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 238% over the past three years. Announcement • Mar 28
Dai-Dan Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025 Dai-Dan Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥98.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%). Reported Earnings • Feb 08
Third quarter 2025 earnings released: EPS: JP¥155 (vs JP¥63.10 in 3Q 2024) Third quarter 2025 results: EPS: JP¥155 (up from JP¥63.10 in 3Q 2024). Revenue: JP¥80.3b (up 67% from 3Q 2024). Net income: JP¥6.63b (up 145% from 3Q 2024). Profit margin: 8.3% (up from 5.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Jan 07
Price target increased by 13% to JP¥4,875 Up from JP¥4,300, the current price target is an average from 2 analysts. New target price is 28% above last closing price of JP¥3,800. Stock is up 159% over the past year. The company is forecast to post earnings per share of JP¥314 for next year compared to JP¥212 last year. New Risk • Dec 11
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 5.2% 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 (5.2% average weekly change). Declared Dividend • Dec 03
First half dividend of JP¥71.00 announced Shareholders will receive a dividend of JP¥71.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 24% 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 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Nov 12
Dai-Dan Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025 Dai-Dan Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025 Reported Earnings • Nov 09
Second quarter 2025 earnings released: EPS: JP¥96.73 (vs JP¥38.65 in 2Q 2024) Second quarter 2025 results: EPS: JP¥96.73 (up from JP¥38.65 in 2Q 2024). Revenue: JP¥61.3b (up 21% from 2Q 2024). Net income: JP¥4.15b (up 151% from 2Q 2024). Profit margin: 6.8% (up from 3.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction 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 increased by 47% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥3,510, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 257% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,245 per share. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥52.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.3%). Announcement • Sep 10
Dai-Dan Co., Ltd. (TSE:1980) entered into a share transfer agreement to acquire an additional 30% stake in Presico Engineering Pte. Ltd. Dai-Dan Co., Ltd. (TSE:1980) entered into a share transfer agreement to acquire an additional 30% stake in Presico Engineering Pte. Ltd. on September 6, 2024. Upon completion, Dai-Dan Co., Ltd. will own 70% stake in Presico Engineering Pte. Ltd. The expected completion of the transaction is October 1, 2024. Announcement • Aug 27
Dai-Dan Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024 Dai-Dan Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024 Announcement • Aug 22
Dai-Dan Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025 Dai-Dan Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2025. For the year, the company expects dividend of JPY 52.00 per share against JPY 48.00 per share a year ago. Reported Earnings • Aug 08
First quarter 2025 earnings released: EPS: JP¥30.47 (vs JP¥17.63 in 1Q 2024) First quarter 2025 results: EPS: JP¥30.47 (up from JP¥17.63 in 1Q 2024). Revenue: JP¥44.3b (up 8.8% from 1Q 2024). Net income: JP¥1.31b (up 73% from 1Q 2024). Profit margin: 2.9% (up from 1.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Japan. 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 27% per year. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥2,417, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 102% over the past three years. New Risk • Aug 02
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 7.5% 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 (7.5% average weekly change). Minor Risk Paying a dividend despite having no free cash flows. Declared Dividend • Jul 11
Final dividend of JP¥52.00 announced Shareholders will receive a dividend of JP¥52.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% 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 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Jun 14
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 7.5% 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 (7.5% average weekly change). Minor Risk Paying a dividend despite having no free cash flows. Announcement • May 20
Dai-Dan Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024 Dai-Dan Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024 Reported Earnings • May 11
Full year 2024 earnings released: EPS: JP¥212 (vs JP¥155 in FY 2023) Full year 2024 results: EPS: JP¥212 (up from JP¥155 in FY 2023). Revenue: JP¥197.4b (up 6.2% from FY 2023). Net income: JP¥9.09b (up 37% from FY 2023). Profit margin: 4.6% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 11
Dai-Dan Co., Ltd., Annual General Meeting, Jun 27, 2024 Dai-Dan Co., Ltd., Annual General Meeting, Jun 27, 2024. Announcement • May 10
Dai-Dan Co., Ltd. Announces Dividend for the Fiscal Year Ended March 2024, Payable on June 28, 2024; Provides Dividend Guidance for the Second Quarter End of Fiscal Year Ending March 2025 Dai-Dan Co., Ltd. announced dividend of JPY 48.00 per share for the fiscal year ended March 2024 against JPY 55.00 per share paid a year ago. The dividend is payable on June 28, 2024.The company expects to pay dividend of JPY 52.00 per share for the second quarter end of fiscal year ending March 2025 against JPY 55.00 per share paid a year ago. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥3,140, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 14x in the Construction industry in Japan. Total returns to shareholders of 164% over the past three years. New Risk • Apr 17
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 5.9% 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 Dividend is not well covered by cash flows (162% cash payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). 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: 01 July 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.7%). Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥2,316, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 13x in the Construction industry in Japan. Total returns to shareholders of 72% over the past three years. Announcement • Mar 02
Dai-Dan Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024 Dai-Dan Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024 Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥63.10 (vs JP¥22.28 in 3Q 2023) Third quarter 2024 results: EPS: JP¥63.10 (up from JP¥22.28 in 3Q 2023). Revenue: JP¥48.2b (up 1.7% from 3Q 2023). Net income: JP¥2.70b (up 183% from 3Q 2023). Profit margin: 5.6% (up from 2.0% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year. New Risk • Jan 25
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 Dividend is not well covered by cash flows (162% cash payout ratio). Share price has been volatile over the past 3 months (5.6% average weekly change). Announcement • Nov 26
Dai-Dan Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024 Dai-Dan Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024 Reported Earnings • Nov 10
Second quarter 2024 earnings released: EPS: JP¥109,120 (vs JP¥50.98 in 2Q 2023) Second quarter 2024 results: EPS: JP¥109,120. Revenue: JP¥50.6b (up 6.8% from 2Q 2023). Net income: JP¥1.66b (down 24% from 2Q 2023). Profit margin: 3.3% (down from 4.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Announcement • Sep 29
Dai-Dan Co., Ltd. announced that it has received SGD 15 million in funding Dai-Dan Co., Ltd. announced that it has received S$ 15,000,000 on September 28, 2023. After the capital increase, the registered capital of the company increased from S$5,000,000 to S$20,000,000. The transaction has been approved by the board of directors of the company. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥55.00 per share at 3.8% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.0%). Announcement • Aug 06
Dai-Dan Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023 Dai-Dan Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023 Reported Earnings • Aug 06
First quarter 2024 earnings released: EPS: JP¥35.26 (vs JP¥40.29 in 1Q 2023) First quarter 2024 results: EPS: JP¥35.26 (down from JP¥40.29 in 1Q 2023). Revenue: JP¥40.7b (up 15% from 1Q 2023). Net income: JP¥755.0m (down 12% from 1Q 2023). Profit margin: 1.9% (down from 2.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year. Announcement • May 25
Dai-Dan Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023 Dai-Dan Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023 Reported Earnings • May 13
Full year 2023 earnings released: EPS: JP¥310 (vs JP¥270 in FY 2022) Full year 2023 results: EPS: JP¥310 (up from JP¥270 in FY 2022). Revenue: JP¥186.0b (up 14% from FY 2022). Net income: JP¥6.63b (up 15% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year. Announcement • May 11
Dai-Dan Co., Ltd., Annual General Meeting, Jun 29, 2023 Dai-Dan Co., Ltd., Annual General Meeting, Jun 29, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥55.00 per share at 3.8% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.6%). Reported Earnings • Feb 10
Third quarter 2023 earnings released: EPS: JP¥44.56 (vs JP¥45.91 in 3Q 2022) Third quarter 2023 results: EPS: JP¥44.56 (down from JP¥45.91 in 3Q 2022). Revenue: JP¥47.4b (up 12% from 3Q 2022). Net income: JP¥954.0m (down 2.9% from 3Q 2022). Profit margin: 2.0% (down from 2.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.