Declared Dividend • Jul 25
Final dividend of JP¥10.00 announced Dividend of JP¥10.00 is the same as last year. Ex-date: 29th September 2026 Payment date: 11th December 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (210% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jul 01
HitoMile Co., Ltd. to Report Q1, 2027 Results on Aug 14, 2026 HitoMile Co., Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026 Reported Earnings • May 20
Full year 2026 earnings: EPS exceeds analyst expectations Full year 2026 results: EPS: JP¥40.68 (up from JP¥18.76 in FY 2025). Revenue: JP¥139.8b (up 4.0% from FY 2025). Net income: JP¥1.18b (up 119% from FY 2025). Profit margin: 0.8% (up from 0.4% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 99%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% 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. Announcement • May 15
HitoMile Co., Ltd., Annual General Meeting, Jun 24, 2026 HitoMile Co., Ltd., Annual General Meeting, Jun 24, 2026. Announcement • May 10
HitoMile Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026 HitoMile Co., Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 10 June 2026. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Announcement • Mar 10
HitoMile Co., Ltd. announced that it has received ¥8.151 million in funding from SMBC Nikko Securities Inc. On March 9, 2026, HitoMile Co., Ltd. closed the transaction. New Risk • Feb 20
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Dividend is not well covered by cash flows (315% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (JP¥12.9b market cap, or US$83.1m). Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥14.17 (vs JP¥13.54 in 3Q 2025) Third quarter 2026 results: EPS: JP¥14.17 (up from JP¥13.54 in 3Q 2025). Revenue: JP¥37.5b (up 3.9% from 3Q 2025). Net income: JP¥410.0m (up 5.9% from 3Q 2025). Profit margin: 1.1% (in line with 3Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Feb 14
HitoMile Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026 HitoMile Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects sales to be JPY 140,000 million. Operating profit to be JPY 1,600 million. Profit attributable to owners of parent to be JPY 550 million. Earnings per share to be JPY 19.06. Announcement • Jan 06
HitoMile Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026 HitoMile Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026 Declared Dividend • Dec 12
First half dividend of JP¥10.00 announced Dividend of JP¥10.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 10th June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) nor is it covered by cash flows (314% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 1.9% to bring the payout ratio under control. EPS is expected to grow by 268% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Nov 16
Second quarter 2026 earnings released: EPS: JP¥2.43 (vs JP¥1.05 in 2Q 2025) Second quarter 2026 results: EPS: JP¥2.43 (up from JP¥1.05 in 2Q 2025). Revenue: JP¥34.9b (up 5.9% from 2Q 2025). Net income: JP¥70.0m (up 133% from 2Q 2025). Profit margin: 0.2% (up from 0.1% in 2Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing 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 fallen by 1% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 11 December 2025. Payout ratio is on the higher end at 98%, and the cash payout ratio is above 100%. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Announcement • Sep 01
HitoMile Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025 HitoMile Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025 Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: JP¥10.51 (vs JP¥8.85 in 1Q 2025) First quarter 2026 results: EPS: JP¥10.51 (up from JP¥8.85 in 1Q 2025). Revenue: JP¥34.3b (up 4.0% from 1Q 2025). Net income: JP¥302.0m (up 20% from 1Q 2025). Profit margin: 0.9% (in line with 1Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jul 09
Final dividend of JP¥10.00 announced Shareholders will receive a dividend of JP¥10.00. Ex-date: 29th September 2025 Payment date: 11th December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 3.8% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 225% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 31
Kakuyasu Group Co., Ltd. to Report Q1, 2026 Results on Aug 14, 2025 Kakuyasu Group Co., Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025 Reported Earnings • May 20
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥18.76 (down from JP¥56.46 in FY 2024). Revenue: JP¥134.5b (up 3.9% from FY 2024). Net income: JP¥536.0m (down 66% from FY 2024). Profit margin: 0.4% (down from 1.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 47%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • May 16
Kakuyasu Group Co., Ltd., Annual General Meeting, Jun 24, 2025 Kakuyasu Group Co., Ltd., Annual General Meeting, Jun 24, 2025. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥413, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 8.4% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Announcement • Mar 01
Kakuyasu Group Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 Kakuyasu Group Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Declared Dividend • Feb 19
Dividend of JP¥10.00 announced Shareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 12th June 2025 Dividend yield will be 7.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 92% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: JP¥13.54 (vs JP¥28.65 in 3Q 2024) Third quarter 2025 results: EPS: JP¥13.54 (down from JP¥28.65 in 3Q 2024). Revenue: JP¥36.1b (up 3.5% from 3Q 2024). Net income: JP¥387.0m (down 52% from 3Q 2024). Profit margin: 1.1% (down from 2.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • Dec 04
Kakuyasu Group Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025 Kakuyasu Group Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025 New Risk • Oct 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (116% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.4b market cap, or US$97.6m). Upcoming Dividend • Sep 20
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%). Announcement • Aug 29
Kakuyasu Group Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024 Kakuyasu Group Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024 Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥1,820, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 13% over the past three years. Reported Earnings • Aug 19
First quarter 2025 earnings released: EPS: JP¥26.55 (vs JP¥35.44 in 1Q 2024) First quarter 2025 results: EPS: JP¥26.55 (down from JP¥35.44 in 1Q 2024). Revenue: JP¥33.0b (up 6.2% from 1Q 2024). Net income: JP¥252.0m (down 24% from 1Q 2024). Profit margin: 0.8% (down from 1.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • Jul 04
Kakuyasu Group Co., Ltd. to Report Q1, 2025 Results on Aug 14, 2024 Kakuyasu Group Co., Ltd. announced that they will report Q1, 2025 results on Aug 14, 2024 Reported Earnings • May 17
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: JP¥169 (up from JP¥65.29 in FY 2023). Revenue: JP¥129.4b (up 13% from FY 2023). Net income: JP¥1.60b (up 162% from FY 2023). Profit margin: 1.2% (up from 0.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • May 17
Kakuyasu Group Co., Ltd., Annual General Meeting, Jun 26, 2024 Kakuyasu Group Co., Ltd., Annual General Meeting, Jun 26, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%). Announcement • Mar 02
Kakuyasu Group Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 Kakuyasu Group Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Reported Earnings • Feb 19
Third quarter 2024 earnings released: EPS: JP¥85.95 (vs JP¥61.97 in 3Q 2023) Third quarter 2024 results: EPS: JP¥85.95 (up from JP¥61.97 in 3Q 2023). Revenue: JP¥34.9b (up 13% from 3Q 2023). Net income: JP¥811.0m (up 40% from 3Q 2023). Profit margin: 2.3% (up from 1.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • Nov 27
Kakuyasu Group Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024 Kakuyasu Group Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024 Reported Earnings • Nov 20
Second quarter 2024 earnings released: EPS: JP¥11.17 (vs JP¥67.56 loss in 2Q 2023) Second quarter 2024 results: EPS: JP¥11.17 (up from JP¥67.56 loss in 2Q 2023). Revenue: JP¥32.6b (up 20% from 2Q 2023). Net income: JP¥105.0m (up JP¥735.0m from 2Q 2023). Profit margin: 0.3% (up from net loss in 2Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. 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 8% per year, which means it is significantly lagging earnings growth. New Risk • Oct 13
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 7.3% 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 (7.3% average weekly change). Minor Risks High level of debt (240% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Buying Opportunity • Oct 11
Now 22% undervalued Over the last 90 days, the stock is up 19%. The fair value is estimated to be JP¥3,171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 82% in the next 2 years. Announcement • Sep 28
Kakuyasu Group Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023 Kakuyasu Group Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥25.00 per share at 1.4% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.6%). Reported Earnings • Aug 16
First quarter 2024 earnings released: EPS: JP¥35.44 (vs JP¥16.10 loss in 1Q 2023) First quarter 2024 results: EPS: JP¥35.44 (up from JP¥16.10 loss in 1Q 2023). Revenue: JP¥31.1b (up 17% from 1Q 2023). Net income: JP¥332.0m (up JP¥482.0m from 1Q 2023). Profit margin: 1.1% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 19% per year. Valuation Update With 7 Day Price Move • Aug 14
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥2,314, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 90% over the past three years. Announcement • Jul 07
Kakuyasu Group Co., Ltd. to Report Q1, 2024 Results on Aug 14, 2023 Kakuyasu Group Co., Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023 Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,782, the stock trades at a trailing P/E ratio of 27.3x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 46% over the past three years. Reported Earnings • May 21
Full year 2023 earnings released: EPS: JP¥65.29 (vs JP¥310 loss in FY 2022) Full year 2023 results: EPS: JP¥65.29 (up from JP¥310 loss in FY 2022). Revenue: JP¥115.0b (up 34% from FY 2022). Net income: JP¥609.0m (up JP¥3.42b from FY 2022). Profit margin: 0.5% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Feb 15
Third quarter 2023 earnings released: EPS: JP¥61.97 (vs JP¥14.72 in 3Q 2022) Third quarter 2023 results: EPS: JP¥61.97 (up from JP¥14.72 in 3Q 2022). Revenue: JP¥30.9b (up 14% from 3Q 2022). Net income: JP¥578.0m (up 322% from 3Q 2022). Profit margin: 1.9% (up from 0.5% in 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Announcement • Nov 27
Kakuyasu Group Co., Ltd. to Report Q3, 2023 Results on Feb 13, 2023 Kakuyasu Group Co., Ltd. announced that they will report Q3, 2023 results on Feb 13, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Director Maegakiuchi Hiroyuki was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 13
Second quarter 2023 earnings released: JP¥67.56 loss per share (vs JP¥128 loss in 2Q 2022) Second quarter 2023 results: JP¥67.56 loss per share (improved from JP¥128 loss in 2Q 2022). Revenue: JP¥27.3b (up 49% from 2Q 2022). Net loss: JP¥630.0m (loss narrowed 47% from 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.6%). Announcement • Aug 31
Kakuyasu Group Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022 Kakuyasu Group Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022 Reported Earnings • Aug 15
First quarter 2023 earnings released: JP¥16.10 loss per share (vs JP¥84.98 loss in 1Q 2022) First quarter 2023 results: JP¥16.10 loss per share (up from JP¥84.98 loss in 1Q 2022). Revenue: JP¥26.5b (up 43% from 1Q 2022). Net loss: JP¥150.0m (loss narrowed 79% from 1Q 2022). Announcement • Jun 30
Kakuyasu Group Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022 Kakuyasu Group Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022 Reported Earnings • May 16
Full year 2022 earnings released: JP¥310 loss per share (vs JP¥207 loss in FY 2021) Full year 2022 results: JP¥310 loss per share (down from JP¥207 loss in FY 2021). Revenue: JP¥85.5b (up 6.6% from FY 2021). Net loss: JP¥2.81b (loss widened 75% from FY 2021). Announcement • May 14
Kakuyasu Group Co., Ltd., Annual General Meeting, Jun 28, 2022 Kakuyasu Group Co., Ltd., Annual General Meeting, Jun 28, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Director Maegakiuchi Hiroyuki was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Kakuyasu Group Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022 Kakuyasu Group Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022 Reported Earnings • Feb 12
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥14.72 (up from JP¥19.22 loss in 3Q 2021). Revenue: JP¥27.2b (up 15% from 3Q 2021). Net income: JP¥137.0m (up JP¥286.0m from 3Q 2021). Profit margin: 0.5% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Reported Earnings • Nov 15
Second quarter 2022 earnings released: JP¥128 loss per share (vs JP¥39.43 loss in 2Q 2021) The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2022 results: Revenue: JP¥18.3b (down 17% from 2Q 2021). Net loss: JP¥1.19b (loss widened 290% from 2Q 2021). Upcoming Dividend • Sep 22
Upcoming dividend of JP¥24.90 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%). Reported Earnings • Aug 13
First quarter 2022 earnings released: JP¥84.98 loss per share (vs JP¥69.78 loss in 1Q 2021) The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥18.6b (up 11% from 1Q 2021). Net loss: JP¥709.0m (loss widened 32% from 1Q 2021). Announcement • May 29
Kakuyasu Group Co., Ltd. announced that it has received ¥2.2185 billion in funding from ITOCHU-SHOKUHIN Co., Ltd., Mitsubishi Shokuhin Co., Ltd. On May 28, 2021, Kakuyasu Group Co., Ltd. (TSE:7686) closed the transaction. The company issued shares increase from 7,782,600 shares to 9,282,600 shares. Reported Earnings • May 14
Full year 2021 earnings released: JP¥207 loss per share (vs JP¥69.85 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¥80.2b (down 26% from FY 2020). Net loss: JP¥1.60b (down 412% from profit in FY 2020). Announcement • May 13
Kakuyasu Group Co., Ltd. announced that it expects to receive ¥2.2185 billion in funding from ITOCHU-SHOKUHIN Co., Ltd., Mitsubishi Shokuhin Co., Ltd. Kakuyasu Group Co., Ltd. (TSE:7686) announced a private placement of 1,500,000 shares at a price of ¥1,479 per share for gross proceeds of ¥2,218,500,000 on May 12, 2021. The transaction will include participation from ITOCHU-SHOKUHIN Co., Ltd. (TSE:2692) and Mitsubishi Shokuhin Co., Ltd. (TSE:7451) for 750,000 shares each. The transaction is expected to close on May 28, 2021. The company will receive funding through third party allotment of shares. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥24.90 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%). Announcement • Mar 07
Kakuyasu Group Co., Ltd. to Report Fiscal Year 2021 Results on May 12, 2021 Kakuyasu Group Co., Ltd. announced that they will report fiscal year 2021 results on May 12, 2021 Reported Earnings • Feb 14
Third quarter 2021 earnings released: JP¥19.22 loss per share (vs JP¥38.03 loss in 3Q 2020) The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥23.7b (down 2.5% from 3Q 2020). Net loss: JP¥149.0m (loss narrowed 49% from 3Q 2020). Announcement • Dec 17
Kakuyasu Group Co., Ltd. (TSE:7686) agreed to acquire Meiwa Bussan Co., Ltd. from JAPAN Creative Platform Group Co., Ltd. (JASDAQ:7814) for ¥198 million. Kakuyasu Group Co., Ltd. (TSE:7686) agreed to acquire Meiwa Bussan Co., Ltd. from JAPAN Creative Platform Group Co., Ltd. (JASDAQ:7814) for ¥198 million on December 15, 2020. As per terms, Kakuyasu Group Co., Ltd. shall acquire approximately 0.003 million shares of Meiwa Bussan Co., Ltd. For the year ending December 31, 2019, Meiwa Bussan Co., Ltd. had a net asset of ¥149 million, total asset of ¥249 million, revenue ¥928 million, operating income ¥21 million and net income of ¥0 million. The transaction is expected to complete on February 1, 2021. Is New 90 Day High Low • Dec 16
New 90-day high: JP¥1,600 The company is up 14% from its price of JP¥1,409 on 17 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. Announcement • Dec 13
Kakuyasu Group Co., Ltd. to Report Q3, 2021 Results on Feb 12, 2021 Kakuyasu Group Co., Ltd. announced that they will report Q3, 2021 results on Feb 12, 2021 Announcement • Nov 14
Kakuyasu Group Co., Ltd. (TSE:7686) signed a contract to acquire Dangami, K.K. from Danjo Honsha Co., Ltd., Masashi Danjo and Yuko Danjo for ¥2.1 billion. Kakuyasu Group Co., Ltd. (TSE:7686) signed a contract to acquire Dangami, K.K. from Danjo Honsha Co., Ltd., Masashi Danjo and Yuko Danjo for ¥2.1 billion on November 12, 2020. Kakuyasu Group will acquire 0.02 million shares. Danjo Honsha will sell 50% stake, Masashi Danjo will sell 45% stake and Yuko Danjo will sell 5% stake. Post completion, Dangami will become a subsidiary of Kakuyasu Group. Dangami had net worth of ¥1.5 billion, total assets of ¥2.9 billion, sales of ¥7.9 billion, operating income of ¥215 million and net income of ¥259 million in the year ended January 31, 2020. Three members of Kakuyasu Group are scheduled to be appointed as Directors of Dangami. Board of Directors of Kakuyasu Group resolved the transaction. Transaction is expected to close on December 1, 2020. The impact of the acquisition of shares on consolidated business results will be minor. Announcement • Sep 03
Kakuyasu Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020 Kakuyasu Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020