Announcement • May 15
KANMONKAI Co., Ltd., Annual General Meeting, Jun 23, 2026 KANMONKAI Co., Ltd., Annual General Meeting, Jun 23, 2026. Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥11.24 (vs JP¥15.40 in 3Q 2025) Third quarter 2026 results: EPS: JP¥11.24 (down from JP¥15.40 in 3Q 2025). Revenue: JP¥1.90b (flat on 3Q 2025). Net income: JP¥154.0m (down 27% from 3Q 2025). Profit margin: 8.1% (down from 11% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. New Risk • Dec 02
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Market cap is less than US$100m (JP¥3.19b market cap, or US$20.5m). Announcement • Nov 29
KANMONKAI Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026 KANMONKAI Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026 Announcement • Sep 01
KANMONKAI Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025 KANMONKAI Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025 Reported Earnings • Aug 14
First quarter 2026 earnings released: JP¥4.09 loss per share (vs JP¥3.58 loss in 1Q 2025) First quarter 2026 results: JP¥4.09 loss per share (further deteriorated from JP¥3.58 loss in 1Q 2025). Revenue: JP¥954.0m (up 3.7% from 1Q 2025). Net loss: JP¥56.0m (loss widened 14% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Jun 03
KANMONKAI Co., Ltd. to Report Q1, 2026 Results on Aug 12, 2025 KANMONKAI Co., Ltd. announced that they will report Q1, 2026 results on Aug 12, 2025 Buy Or Sell Opportunity • May 29
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 6.2% to JP¥239. The fair value is estimated to be JP¥198, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 56%. Reported Earnings • May 19
Full year 2025 earnings released: EPS: JP¥27.59 (vs JP¥24.09 in FY 2024) Full year 2025 results: EPS: JP¥27.59 (up from JP¥24.09 in FY 2024). Revenue: JP¥5.26b (up 5.0% from FY 2024). Net income: JP¥378.0m (up 14% from FY 2024). Profit margin: 7.2% (up from 6.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • May 14
KANMONKAI Co., Ltd., Annual General Meeting, Jun 24, 2025 KANMONKAI Co., Ltd., Annual General Meeting, Jun 24, 2025. Announcement • Mar 01
KANMONKAI Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025 KANMONKAI Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025 Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥15.40 (vs JP¥23.43 in 3Q 2024) Third quarter 2025 results: EPS: JP¥15.40 (down from JP¥23.43 in 3Q 2024). Revenue: JP¥1.92b (up 4.4% from 3Q 2024). Net income: JP¥211.0m (down 34% from 3Q 2024). Profit margin: 11% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Dec 04
KANMONKAI Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025 KANMONKAI Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 Announcement • Aug 27
KANMONKAI Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024 KANMONKAI Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 11
First quarter 2025 earnings released: JP¥3.58 loss per share (vs JP¥0.88 profit in 1Q 2024) First quarter 2025 results: JP¥3.58 loss per share (down from JP¥0.88 profit in 1Q 2024). Revenue: JP¥920.0m (up 8.9% from 1Q 2024). Net loss: JP¥49.0m (down JP¥61.0m from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥205, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 23x in the Hospitality industry in Japan. Total loss to shareholders of 35% over the past three years. Reported Earnings • May 21
Full year 2024 earnings released: EPS: JP¥24.09 (vs JP¥15.04 in FY 2023) Full year 2024 results: EPS: JP¥24.09 (up from JP¥15.04 in FY 2023). Revenue: JP¥5.02b (up 19% from FY 2023). Net income: JP¥330.0m (up 60% from FY 2023). Profit margin: 6.6% (up from 4.9% in FY 2023). Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • May 17
KANMONKAI Co., Ltd., Annual General Meeting, Jun 21, 2024 KANMONKAI Co., Ltd., Annual General Meeting, Jun 21, 2024. Announcement • Mar 02
KANMONKAI Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 KANMONKAI Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Reported Earnings • Feb 17
Third quarter 2024 earnings released: EPS: JP¥23.43 (vs JP¥19.56 in 3Q 2023) Third quarter 2024 results: EPS: JP¥23.43 (up from JP¥19.56 in 3Q 2023). Revenue: JP¥1.83b (up 21% from 3Q 2023). Net income: JP¥321.0m (up 20% from 3Q 2023). Profit margin: 18% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Announcement • Nov 26
KANMONKAI Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024 KANMONKAI Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024 Announcement • Aug 27
KANMONKAI Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023 KANMONKAI Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023 Reported Earnings • Aug 16
First quarter 2024 earnings released: EPS: JP¥0.88 (vs JP¥11.97 loss in 1Q 2023) First quarter 2024 results: EPS: JP¥0.88 (up from JP¥11.97 loss in 1Q 2023). Revenue: JP¥845.0m (up 33% from 1Q 2023). Net income: JP¥12.0m (up JP¥176.0m from 1Q 2023). Profit margin: 1.4% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Jun 02
KANMONKAI Co., Ltd. to Report Q1, 2024 Results on Aug 14, 2023 KANMONKAI Co., Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023 Reported Earnings • May 17
Full year 2023 earnings released: EPS: JP¥15.04 (vs JP¥0.04 in FY 2022) Full year 2023 results: EPS: JP¥15.04 (up from JP¥0.04 in FY 2022). Revenue: JP¥4.21b (up 62% from FY 2022). Net income: JP¥206.0m (up JP¥206.0m from FY 2022). Profit margin: 4.9% (up from 0% in FY 2022). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • May 14
KANMONKAI Co., Ltd., Annual General Meeting, Jun 23, 2023 KANMONKAI Co., Ltd., Annual General Meeting, Jun 23, 2023. Reported Earnings • Feb 16
Third quarter 2023 earnings released: EPS: JP¥19.56 (vs JP¥15.15 in 3Q 2022) Third quarter 2023 results: EPS: JP¥19.56 (up from JP¥15.15 in 3Q 2022). Revenue: JP¥1.52b (up 28% from 3Q 2022). Net income: JP¥268.0m (up 30% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Announcement • Nov 27
KANMONKAI Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023 KANMONKAI Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023 Reported Earnings • Nov 18
Second quarter 2023 earnings released: JP¥11.97 loss per share (vs JP¥7.21 loss in 2Q 2022) Second quarter 2023 results: JP¥11.97 loss per share (further deteriorated from JP¥7.21 loss in 2Q 2022). Revenue: JP¥568.0m (up 149% from 2Q 2022). Net loss: JP¥164.0m (loss widened 67% from 2Q 2022). 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 20% per year, which means it is significantly lagging earnings. Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. President & Representative Director Kumiko Yamaguchi was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Sep 03
KANMONKAI Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022 KANMONKAI Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022 Reported Earnings • Aug 12
First quarter 2023 earnings released: JP¥11.97 loss per share (vs JP¥9.12 loss in 1Q 2022) First quarter 2023 results: JP¥11.97 loss per share (down from JP¥9.12 loss in 1Q 2022). Revenue: JP¥636.0m (up 207% from 1Q 2022). Net loss: JP¥164.0m (loss widened 32% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Announcement • May 30
KANMONKAI Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022 KANMONKAI Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022 Reported Earnings • May 18
Full year 2022 earnings released: EPS: JP¥0.04 (vs JP¥44.20 loss in FY 2021) Full year 2022 results: EPS: JP¥0.04 (up from JP¥44.20 loss in FY 2021). Revenue: JP¥2.60b (down 1.2% from FY 2021). Net income: JP¥0 (up JP¥570.0m from FY 2021). Profit margin: 0% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Announcement • May 18
KANMONKAI Co., Ltd., Annual General Meeting, Jun 24, 2022 KANMONKAI Co., Ltd., Annual General Meeting, Jun 24, 2022. Agenda: General meeting of shareholders. Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. President & Representative Director Kumiko Yamaguchi was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
KANMONKAI Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 KANMONKAI Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Reported Earnings • Feb 18
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥15.15 (up from JP¥4.36 loss in 3Q 2021). Revenue: JP¥1.19b (down 1.8% from 3Q 2021). Net income: JP¥206.0m (up JP¥262.0m from 3Q 2021). Profit margin: 17% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 15
Second quarter 2022 earnings released: JP¥7.21 loss per share (vs JP¥13.47 loss in 2Q 2021) The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥228.0m (down 42% from 2Q 2021). Net loss: JP¥98.0m (loss narrowed 43% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 15
First quarter 2022 earnings released: JP¥9.12 loss per share (vs JP¥28.34 loss in 1Q 2021) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥207.0m (up 37% from 1Q 2021). Net loss: JP¥124.0m (loss narrowed 66% from 1Q 2021). Reported Earnings • May 18
Full year 2021 earnings released: JP¥44.20 loss per share (vs JP¥38.89 loss in FY 2020) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥2.63b (down 41% from FY 2020). Net loss: JP¥570.0m (loss widened 19% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Announcement • Mar 04
KANMONKAI Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 KANMONKAI Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Reported Earnings • Feb 14
Third quarter 2021 earnings released: JP¥4.36 loss per share (vs JP¥8.73 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.21b (down 25% from 3Q 2020). Net loss: JP¥56.0m (down 152% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Feb 03
New 90-day high: JP¥332 The company is up 8.0% from its price of JP¥308 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Hospitality industry, which is also up 8.0% over the same period. Announcement • Dec 10
Kanmonkai Co., Ltd. announced that it expects to receive ¥3.195 million in funding from Milestone Capital Management Co., Ltd., M&A Global Partners Co., Ltd., MIRAI Intellectual Property and Technology Research Center Co., Ltd. and other investor Kanmonkai Co., Ltd. (TSE:3372) announced that it will issue 213 10th stock acquisition rights at a rice of ¥15,000 per share for gross proceeds of ¥3,195,000 on December 8, 2020. The transaction will include participation from new investors, Milestone Capital Management Co., Ltd. for 90 rights, MIRAI Intellectual Property and Technology Research Center Co., Ltd. for 40 rights, D&W International Development Limited for 33 rights and returning investor, M&A Global Partners Co., Ltd. for 50 rights. Each stock acquisition right is exercisable into 10,000 shares at an initial exercise price of ¥287 per share or at a minimum exercise price of ¥144 from December 25, 2020 to December 24, 2022. The company is issuing securities through third party allotment. The transaction has been approved by board of directors of the company. The transaction is expected to close on December 24, 2020. Announcement • Sep 26
Kanmonkai Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020 Kanmonkai Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020