Announcement • Jun 03
UEX, Ltd. to Report Q1, 2027 Results on Aug 07, 2026 UEX, Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026 Reported Earnings • May 18
Full year 2026 earnings released: EPS: JP¥60.44 (vs JP¥84.12 in FY 2025) Full year 2026 results: EPS: JP¥60.44 (down from JP¥84.12 in FY 2025). Revenue: JP¥49.7b (down 1.1% from FY 2025). Net income: JP¥666.0m (down 28% from FY 2025). Profit margin: 1.3% (down from 1.8% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Announcement • May 14
UEX, Ltd., Annual General Meeting, Jun 23, 2026 UEX, Ltd., Annual General Meeting, Jun 23, 2026. New Risk • May 14
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 8.7% 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 have declined by 0.05% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥10.2b market cap, or US$64.5m). Announcement • May 14
UEX, Ltd. (TSE:9888) announces an Equity Buyback for 720,000 shares, representing 6.53% for ¥558 million. UEX, Ltd. (TSE:9888) announces a share repurchase program. Under the program, the company will repurchase up to 720,000 shares, representing 6.53% of its share capital, for ¥558 million. The shares will be repurchased at a price of ¥775 per share. The aim of the program is returning profits to shareholders and enabling us to implement flexible capital policies in response to changes in the business environment. The repurchased shares will be cancelled. As of March 31, 2026 , the company had 11,019,406 shares outstanding (excluding treasury shares) and 980,594 shares in treasury. Announcement • May 10
UEX, Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 UEX, Ltd. announced that they will report fiscal year 2026 results on May 13, 2026 New Risk • Mar 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 6.6% 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: Major Risk Earnings have declined by 0.05% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥7.90b market cap, or US$49.7m). Upcoming Dividend • Mar 23
Upcoming dividend of JP¥7.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%). Reported Earnings • Feb 07
Third quarter 2026 earnings released: EPS: JP¥23.32 (vs JP¥36.03 in 3Q 2025) Third quarter 2026 results: EPS: JP¥23.32 (down from JP¥36.03 in 3Q 2025). Revenue: JP¥12.5b (down 6.0% from 3Q 2025). Net income: JP¥257.0m (down 35% from 3Q 2025). Profit margin: 2.1% (down from 3.0% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Announcement • Dec 02
UEX, Ltd. to Report Q3, 2026 Results on Feb 05, 2026 UEX, Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026 Reported Earnings • Nov 12
Second quarter 2026 earnings released: EPS: JP¥17.15 (vs JP¥12.80 in 2Q 2025) Second quarter 2026 results: EPS: JP¥17.15 (up from JP¥12.80 in 2Q 2025). Revenue: JP¥12.1b (down 4.5% from 2Q 2025). Net income: JP¥189.0m (up 34% from 2Q 2025). Profit margin: 1.6% (up from 1.1% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 50% 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. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.9%). Announcement • Sep 02
UEX, Ltd. to Report Q2, 2026 Results on Nov 10, 2025 UEX, Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025 Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: JP¥7.71 (vs JP¥29.49 in 1Q 2025) First quarter 2026 results: EPS: JP¥7.71 (down from JP¥29.49 in 1Q 2025). Revenue: JP¥12.4b (flat on 1Q 2025). Net income: JP¥85.0m (down 74% from 1Q 2025). Profit margin: 0.7% (down from 2.6% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Reported Earnings • Jun 25
Full year 2025 earnings released: EPS: JP¥84.12 (vs JP¥118 in FY 2024) Full year 2025 results: EPS: JP¥84.12 (down from JP¥118 in FY 2024). Revenue: JP¥50.3b (down 3.5% from FY 2024). Net income: JP¥927.0m (down 28% from FY 2024). Profit margin: 1.8% (down from 2.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Announcement • Jun 03
UEX, Ltd. to Report Q1, 2026 Results on Aug 07, 2025 UEX, Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025 Reported Earnings • May 15
Full year 2025 earnings released: EPS: JP¥84.12 (vs JP¥118 in FY 2024) Full year 2025 results: EPS: JP¥84.12 (down from JP¥118 in FY 2024). Revenue: JP¥50.3b (down 3.5% from FY 2024). Net income: JP¥927.0m (down 28% from FY 2024). Profit margin: 1.8% (down from 2.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Announcement • May 13
UEX, Ltd., Annual General Meeting, Jun 20, 2025 UEX, Ltd., Annual General Meeting, Jun 20, 2025. Buy Or Sell Opportunity • Apr 22
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to JP¥723. The fair value is estimated to be JP¥905, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 17%. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥703, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total returns to shareholders of 41% over the past three years. Buy Or Sell Opportunity • Apr 04
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to JP¥703. The fair value is estimated to be JP¥900, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 17%. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 6.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%). Announcement • Mar 06
UEX, Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 UEX, Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 13, 2025 Reported Earnings • Feb 08
Third quarter 2025 earnings released: EPS: JP¥36.03 (vs JP¥26.86 in 3Q 2024) Third quarter 2025 results: EPS: JP¥36.03 (up from JP¥26.86 in 3Q 2024). Revenue: JP¥13.3b (flat on 3Q 2024). Net income: JP¥397.0m (up 34% from 3Q 2024). Profit margin: 3.0% (up from 2.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Announcement • Dec 04
UEX, Ltd. to Report Q3, 2025 Results on Feb 06, 2025 UEX, Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025 Reported Earnings • Nov 10
Second quarter 2025 earnings released: EPS: JP¥12.80 (vs JP¥30.95 in 2Q 2024) Second quarter 2025 results: EPS: JP¥12.80 (down from JP¥30.95 in 2Q 2024). Revenue: JP¥12.7b (down 3.7% from 2Q 2024). Net income: JP¥141.0m (down 59% from 2Q 2024). Profit margin: 1.1% (down from 2.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 6.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%). Announcement • Aug 27
UEX, Ltd. to Report Q2, 2025 Results on Nov 08, 2024 UEX, Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥29.49 (vs JP¥51.09 in 1Q 2024) First quarter 2025 results: EPS: JP¥29.49 (down from JP¥51.09 in 1Q 2024). Revenue: JP¥12.4b (down 6.9% from 1Q 2024). Net income: JP¥325.0m (down 42% from 1Q 2024). Profit margin: 2.6% (down from 4.2% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Aug 05
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 7.6% 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 (142% cash payout ratio). Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin). Market cap is less than US$100m (JP¥8.46b market cap, or US$59.4m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 30% After last week's 30% share price decline to JP¥768, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total returns to shareholders of 102% over the past three years. Reported Earnings • Jun 25
Full year 2024 earnings released: EPS: JP¥118 (vs JP¥257 in FY 2023) Full year 2024 results: EPS: JP¥118 (down from JP¥257 in FY 2023). Revenue: JP¥52.1b (down 3.2% from FY 2023). Net income: JP¥1.30b (down 54% from FY 2023). Profit margin: 2.5% (down from 5.3% in FY 2023). Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 33% per year. Announcement • Jun 14
UEX, Ltd. to Report Q1, 2025 Results on Aug 08, 2024 UEX, Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024 Buy Or Sell Opportunity • Jun 04
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 12% to JP¥1,101. The fair value is estimated to be JP¥1,377, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 37%. Reported Earnings • May 18
Full year 2024 earnings released: EPS: JP¥118 (vs JP¥257 in FY 2023) Full year 2024 results: EPS: JP¥118 (down from JP¥257 in FY 2023). Revenue: JP¥52.1b (down 3.2% from FY 2023). Net income: JP¥1.30b (down 54% from FY 2023). Profit margin: 2.5% (down from 5.3% in FY 2023). Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 36% per year. Buy Or Sell Opportunity • May 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.4% to JP¥1,095. The fair value is estimated to be JP¥1,375, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 37%. Announcement • May 16
UEX, Ltd., Annual General Meeting, Jun 20, 2024 UEX, Ltd., Annual General Meeting, Jun 20, 2024. 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: 21 June 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%). Announcement • Mar 02
UEX, Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 UEX, Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 New Risk • Feb 09
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: 3.4% Last year net profit margin: 5.2% 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 Dividend is not well covered by cash flows (112% cash payout ratio). Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (JP¥12.6b market cap, or US$84.1m). Reported Earnings • Feb 09
Third quarter 2024 earnings released: EPS: JP¥26.86 (vs JP¥61.62 in 3Q 2023) Third quarter 2024 results: EPS: JP¥26.86 (down from JP¥61.62 in 3Q 2023). Revenue: JP¥13.4b (down 1.6% from 3Q 2023). Net income: JP¥296.0m (down 56% from 3Q 2023). Profit margin: 2.2% (down from 5.0% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Announcement • Nov 27
UEX, Ltd. to Report Q3, 2024 Results on Feb 07, 2024 UEX, Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024 Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: JP¥30.95 (vs JP¥64.25 in 2Q 2023) Second quarter 2024 results: EPS: JP¥30.95 (down from JP¥64.25 in 2Q 2023). Revenue: JP¥13.1b (down 1.0% from 2Q 2023). Net income: JP¥341.0m (down 52% from 2Q 2023). Profit margin: 2.6% (down from 5.3% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥10.00 per share at 8.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%). Announcement • Aug 27
UEX, Ltd. to Report Q2, 2024 Results on Nov 08, 2023 UEX, Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023 Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥51.09 (vs JP¥77.50 in 1Q 2023) First quarter 2024 results: EPS: JP¥51.09 (down from JP¥77.50 in 1Q 2023). Revenue: JP¥13.4b (down 1.7% from 1Q 2023). Net income: JP¥563.0m (down 34% from 1Q 2023). Profit margin: 4.2% (down from 6.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 23
Full year 2023 earnings released: EPS: JP¥257 (vs JP¥127 in FY 2022) Full year 2023 results: EPS: JP¥257 (up from JP¥127 in FY 2022). Revenue: JP¥53.8b (up 18% from FY 2022). Net income: JP¥2.83b (up 102% from FY 2022). Profit margin: 5.3% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth. Announcement • May 31
UEX, Ltd. to Report Q1, 2024 Results on Aug 08, 2023 UEX, Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023 Reported Earnings • May 17
Full year 2023 earnings released: EPS: JP¥257 (vs JP¥127 in FY 2022) Full year 2023 results: EPS: JP¥257 (up from JP¥127 in FY 2022). Revenue: JP¥53.8b (up 18% from FY 2022). Net income: JP¥2.83b (up 102% from FY 2022). Profit margin: 5.3% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth. Announcement • May 14
UEX, Ltd., Annual General Meeting, Jun 20, 2023 UEX, Ltd., Annual General Meeting, Jun 20, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥94.00 per share at 3.1% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.8%). Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥61.62 (vs JP¥45.47 in 3Q 2022) Third quarter 2023 results: EPS: JP¥61.62 (up from JP¥45.47 in 3Q 2022). Revenue: JP¥13.7b (up 10% from 3Q 2022). Net income: JP¥679.0m (up 36% from 3Q 2022). Profit margin: 5.0% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥1,385, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 8x in the Trade Distributors industry in Japan. Total returns to shareholders of 211% over the past three years. Announcement • Nov 27
UEX, Ltd. to Report Q3, 2023 Results on Feb 07, 2023 UEX, Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023 Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. No independent directors (4 non-independent directors). Director Yutaka Kosai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 10
Second quarter 2023 earnings released: EPS: JP¥64.25 (vs JP¥22.87 in 2Q 2022) Second quarter 2023 results: EPS: JP¥64.25 (up from JP¥22.87 in 2Q 2022). Revenue: JP¥13.3b (up 22% from 2Q 2022). Net income: JP¥708.0m (up 181% from 2Q 2022). Profit margin: 5.3% (up from 2.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.6%). Announcement • Aug 28
UEX, Ltd. to Report Q2, 2023 Results on Nov 08, 2022 UEX, Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022 Reported Earnings • Aug 07
First quarter 2023 earnings released: EPS: JP¥77.50 (vs JP¥14.16 in 1Q 2022) First quarter 2023 results: EPS: JP¥77.50 (up from JP¥14.16 in 1Q 2022). Revenue: JP¥13.6b (up 36% from 1Q 2022). Net income: JP¥854.0m (up 447% from 1Q 2022). Profit margin: 6.3% (up from 1.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 24
Full year 2022 earnings released: EPS: JP¥127 (vs JP¥19.97 in FY 2021) Full year 2022 results: EPS: JP¥127 (up from JP¥19.97 in FY 2021). Revenue: JP¥45.5b (down 7.8% from FY 2021). Net income: JP¥1.40b (up JP¥1.18b from FY 2021). Profit margin: 3.1% (up from 0.4% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat. Announcement • Jun 02
UEX, Ltd. to Report Q1, 2023 Results on Aug 05, 2022 UEX, Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022 Reported Earnings • May 19
Full year 2022 earnings released: EPS: JP¥127 (vs JP¥19.97 in FY 2021) Full year 2022 results: EPS: JP¥127 (up from JP¥19.97 in FY 2021). Revenue: JP¥45.5b (down 7.8% from FY 2021). Net income: JP¥1.40b (up JP¥1.18b from FY 2021). Profit margin: 3.1% (up from 0.4% in FY 2021). The increase in margin was driven by lower expenses. 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. Announcement • May 15
UEX, Ltd., Annual General Meeting, Jun 21, 2022 UEX, Ltd., Annual General Meeting, Jun 21, 2022. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. No independent directors (4 non-independent directors). Director Yutaka Kosai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 08
UEX, Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 UEX, Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥34.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 5.5%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.4%). Reported Earnings • Feb 08
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥45.47 (up from JP¥1.18 in 3Q 2021). Revenue: JP¥12.4b (down 1.2% from 3Q 2021). Net income: JP¥501.0m (up JP¥488.0m from 3Q 2021). Profit margin: 4.0% (up from 0.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 07
Second quarter 2022 earnings released: EPS JP¥22.87 (vs JP¥3.72 in 2Q 2021) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥10.9b (down 5.4% from 2Q 2021). Net income: JP¥252.0m (up JP¥211.0m from 2Q 2021). Profit margin: 2.3% (up from 0.4% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (3.4%). Reported Earnings • Jun 26
Full year 2021 earnings released: EPS JP¥19.97 (vs JP¥62.98 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥49.4b (down 13% from FY 2020). Net income: JP¥220.0m (down 68% from FY 2020). Profit margin: 0.4% (down from 1.2% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Reported Earnings • May 17
Full year 2021 earnings released: EPS JP¥19.97 (vs JP¥62.98 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥49.4b (down 13% from FY 2020). Net income: JP¥220.0m (down 68% from FY 2020). Profit margin: 0.4% (down from 1.2% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (3.0%). Announcement • Mar 04
UEX, Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 UEX, Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Reported Earnings • Feb 06
Third quarter 2021 earnings released: EPS JP¥1.18 (vs JP¥20.06 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥12.6b (down 21% from 3Q 2020). Net income: JP¥13.0m (down 94% from 3Q 2020). Profit margin: 0.1% (down from 1.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Dec 03
Market bids up stock over the past week After last week's 18% share price gain to JP¥433, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 10x. This compares to an average P/E of 11x in the Trade Distributors industry in Japan. Total return to shareholders over the past three years is a loss of 42%. Valuation Update With 7 Day Price Move • Nov 30
Market bids up stock over the past week After last week's 20% share price gain to JP¥405, the stock is trading at a trailing P/E ratio of 11.1x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 11x in the Trade Distributors industry in Japan. Total return to shareholders over the past three years is a loss of 48%. Announcement • Nov 29
UEX, Ltd. to Report Q3, 2021 Results on Feb 04, 2021 UEX, Ltd. announced that they will report Q3, 2021 results on Feb 04, 2021 Reported Earnings • Nov 09
Second quarter 2021 earnings released: EPS JP¥3.72 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥11.5b (down 22% from 2Q 2020). Net income: JP¥41.0m (down 77% from 2Q 2020). Profit margin: 0.4% (down from 1.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 26% per year. Is New 90 Day High Low • Nov 04
New 90-day low: JP¥336 The company is down 12% from its price of JP¥381 on 06 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 5.0% over the same period. Is New 90 Day High Low • Oct 20
New 90-day low: JP¥350 The company is down 15% from its price of JP¥411 on 22 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 8.0% over the same period. Upcoming Dividend • Sep 22
Upcoming Dividend of JP¥3.00 Per Share Will be paid on the 4th of December to those who are registered shareholders by the 29th of September. The trailing yield of 5.5% is in the top quartile of Japanese dividend payers (3.1%), and it is higher than industry peers (3.8%). Is New 90 Day High Low • Sep 18
New 90-day low: JP¥366 The company is down 10.0% from its price of JP¥407 on 19 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 11% over the same period. Announcement • Aug 30
UEX, Ltd. to Report Q2, 2021 Results on Nov 06, 2020 UEX, Ltd. announced that they will report Q2, 2021 results on Nov 06, 2020