Buy Or Sell Opportunity • Jun 19
Now 21% overvalued Over the last 90 days, the stock has fallen 3.7% to JP¥1,387. The fair value is estimated to be JP¥1,151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 21%. Reported Earnings • May 18
First quarter 2026 earnings released: EPS: JP¥49.87 (vs JP¥64.83 in 1Q 2025) First quarter 2026 results: EPS: JP¥49.87 (down from JP¥64.83 in 1Q 2025). Revenue: JP¥9.13b (up 6.1% from 1Q 2025). Net income: JP¥487.0m (down 23% from 1Q 2025). Profit margin: 5.3% (down from 7.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 16
Full year 2025 earnings released: EPS: JP¥117 (vs JP¥79.74 in FY 2024) Full year 2025 results: EPS: JP¥117 (up from JP¥79.74 in FY 2024). Revenue: JP¥34.4b (up 8.6% from FY 2024). Net income: JP¥1.14b (up 47% from FY 2024). Profit margin: 3.3% (up from 2.4% 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 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Announcement • Feb 13
Poppins Corporation, Annual General Meeting, Mar 27, 2026 Poppins Corporation, Annual General Meeting, Mar 27, 2026. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%). Reported Earnings • Nov 15
Third quarter 2025 earnings released: EPS: JP¥25.32 (vs JP¥8.63 in 3Q 2024) Third quarter 2025 results: EPS: JP¥25.32 (up from JP¥8.63 in 3Q 2024). Revenue: JP¥8.42b (up 8.0% from 3Q 2024). Net income: JP¥247.0m (up 194% from 3Q 2024). Profit margin: 2.9% (up from 1.1% in 3Q 2024). 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 fallen by 6% per year, which means it is significantly lagging earnings. Announcement • Sep 27
Poppins Corporation to Report Q3, 2025 Results on Nov 12, 2025 Poppins Corporation announced that they will report Q3, 2025 results on Nov 12, 2025 Reported Earnings • Aug 09
Second quarter 2025 earnings released: JP¥2.67 loss per share (vs JP¥20.36 profit in 2Q 2024) Second quarter 2025 results: JP¥2.67 loss per share (down from JP¥20.36 profit in 2Q 2024). Revenue: JP¥8.61b (up 9.5% from 2Q 2024). Net loss: JP¥26.0m (down 113% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Announcement • Aug 08
Poppins Corporation to Report Q2, 2025 Results on Aug 08, 2025 Poppins Corporation announced that they will report Q2, 2025 results on Aug 08, 2025 Board Change • Jul 09
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Masahide Kamachi was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • May 18
First quarter 2025 earnings released: EPS: JP¥64.83 (vs JP¥27.56 in 1Q 2024) First quarter 2025 results: EPS: JP¥64.83 (up from JP¥27.56 in 1Q 2024). Revenue: JP¥8.61b (up 9.5% from 1Q 2024). Net income: JP¥632.0m (up 136% from 1Q 2024). Profit margin: 7.3% (up from 3.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. New Risk • Apr 07
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 have declined by 4.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥9.66b market cap, or US$66.1m). Valuation Update With 7 Day Price Move • Mar 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,203, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 36% over the past three years. Announcement • Mar 12
Poppins Corporation to Report Q1, 2025 Results on May 14, 2025 Poppins Corporation announced that they will report Q1, 2025 results on May 14, 2025 Reported Earnings • Feb 15
Full year 2024 earnings released: EPS: JP¥79.74 (vs JP¥69.75 in FY 2023) Full year 2024 results: EPS: JP¥79.74 (up from JP¥69.75 in FY 2023). Revenue: JP¥31.7b (up 9.7% from FY 2023). Net income: JP¥776.0m (up 15% from FY 2023). Profit margin: 2.4% (up from 2.3% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings. Announcement • Feb 13
Poppins Corporation, Annual General Meeting, Mar 28, 2025 Poppins Corporation, Annual General Meeting, Mar 28, 2025. Announcement • Jan 03
Poppins Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025 Poppins Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025 Upcoming Dividend • Dec 20
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 10 March 2025. Payout ratio is a comfortable 41% and the cash payout ratio is 84%. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.8%). New Risk • Nov 10
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.8b market cap, or US$90.3m). Reported Earnings • Nov 10
Third quarter 2024 earnings released: EPS: JP¥8.63 (vs JP¥19.16 in 3Q 2023) Third quarter 2024 results: EPS: JP¥8.63 (down from JP¥19.16 in 3Q 2023). Revenue: JP¥7.79b (up 7.7% from 3Q 2023). Net income: JP¥84.0m (down 55% from 3Q 2023). Profit margin: 1.1% (down from 2.6% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Announcement • Sep 27
Poppins Corporation to Report Q3, 2024 Results on Nov 08, 2024 Poppins Corporation announced that they will report Q3, 2024 results on Nov 08, 2024 Reported Earnings • Aug 13
Second quarter 2024 earnings released: EPS: JP¥20.36 (vs JP¥0.10 loss in 2Q 2023) Second quarter 2024 results: EPS: JP¥20.36 (up from JP¥0.10 loss in 2Q 2023). Revenue: JP¥7.86b (up 13% from 2Q 2023). Net income: JP¥198.0m (up JP¥199.0m from 2Q 2023). Profit margin: 2.5% (up from 0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings. Buy Or Sell Opportunity • Aug 06
Now 26% overvalued Over the last 90 days, the stock has fallen 19% to JP¥1,036. The fair value is estimated to be JP¥820, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 41%. 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 7.2% 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: Major Risk Earnings have declined by 12% 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 (7.2% average weekly change). Market cap is less than US$100m (JP¥9.18b market cap, or US$64.5m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to JP¥944, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 71% over the past three years. Announcement • Aug 03
Poppins Corporation to Report Q2, 2024 Results on Aug 08, 2024 Poppins Corporation announced that they will report Q2, 2024 results on Aug 08, 2024 Reported Earnings • May 13
First quarter 2024 earnings released: EPS: JP¥27.56 (vs JP¥9.80 in 1Q 2023) First quarter 2024 results: EPS: JP¥27.56 (up from JP¥9.80 in 1Q 2023). Revenue: JP¥7.86b (up 14% from 1Q 2023). Net income: JP¥268.0m (up 182% from 1Q 2023). Profit margin: 3.4% (up from 1.4% in 1Q 2023). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Mar 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,571, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 22x in the Consumer Services industry in Japan. Total loss to shareholders of 60% over the past three years. Announcement • Feb 28
Poppins Corporation to Report Q1, 2024 Results on May 10, 2024 Poppins Corporation announced that they will report Q1, 2024 results on May 10, 2024 Reported Earnings • Feb 20
Full year 2023 earnings released: EPS: JP¥69.75 (vs JP¥84.97 in FY 2022) Full year 2023 results: EPS: JP¥69.75 (down from JP¥84.97 in FY 2022). Revenue: JP¥28.9b (up 10.0% from FY 2022). Net income: JP¥677.0m (down 18% from FY 2022). Profit margin: 2.3% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 24% per year. Announcement • Feb 16
Poppins Corporation, Annual General Meeting, Mar 29, 2024 Poppins Corporation, Annual General Meeting, Mar 29, 2024. New Risk • Feb 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 8.3% 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 (8.3% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.0% net profit margin). Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥1,364, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 22x in the Consumer Services industry in Japan. Total loss to shareholders of 47% over the past three years. Announcement • Dec 28
Poppins Corporation to Report Fiscal Year 2023 Results on Feb 14, 2024 Poppins Corporation announced that they will report fiscal year 2023 results on Feb 14, 2024 Upcoming Dividend • Dec 21
Upcoming dividend of JP¥40.00 per share at 3.6% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.5%). New Risk • Nov 30
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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥11.1b market cap, or US$74.9m). Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥1,141, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 20x in the Consumer Services industry in Japan. Total loss to shareholders of 31% over the past year. Reported Earnings • Nov 09
Third quarter 2023 earnings released: EPS: JP¥19.16 (vs JP¥14.64 in 3Q 2022) Third quarter 2023 results: EPS: JP¥19.16 (up from JP¥14.64 in 3Q 2022). Revenue: JP¥7.23b (up 11% from 3Q 2022). Net income: JP¥186.0m (up 31% from 3Q 2022). Profit margin: 2.6% (up from 2.2% in 3Q 2022). The increase in margin was driven by higher revenue. Announcement • Sep 22
Poppins Corporation to Report Q3, 2023 Results on Nov 08, 2023 Poppins Corporation announced that they will report Q3, 2023 results on Nov 08, 2023 New Risk • Aug 12
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 34% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (JP¥13.2b market cap, or US$90.9m). Reported Earnings • Aug 09
Second quarter 2023 earnings released: JP¥0.10 loss per share (vs JP¥7.63 profit in 2Q 2022) Second quarter 2023 results: JP¥0.10 loss per share (down from JP¥7.63 profit in 2Q 2022). Revenue: JP¥6.96b (up 11% from 2Q 2022). Net loss: JP¥1.00m (down 101% from profit in 2Q 2022). Profit margin: 0% (down from 1.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Services industry in Japan. New Risk • Jul 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$99.5m) 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥14.1b market cap, or US$99.5m). Reported Earnings • May 10
First quarter 2023 earnings released: EPS: JP¥9.80 (vs JP¥32.69 in 1Q 2022) First quarter 2023 results: EPS: JP¥9.80 (down from JP¥32.69 in 1Q 2022). Revenue: JP¥6.90b (up 5.5% from 1Q 2022). Net income: JP¥95.0m (down 70% from 1Q 2022). Profit margin: 1.4% (down from 4.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Reported Earnings • Feb 16
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: JP¥84.97 (down from JP¥99.62 in FY 2021). Revenue: JP¥26.3b (up 6.1% from FY 2021). Net income: JP¥824.0m (down 15% from FY 2021). Profit margin: 3.1% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan. Valuation Update With 7 Day Price Move • Jan 23
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥1,975, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 20% over the past year. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.6%). Buying Opportunity • Dec 21
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥1,917, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years. Announcement • Dec 08
Poppins Corporation to Report Fiscal Year 2022 Results on Feb 14, 2023 Poppins Corporation announced that they will report fiscal year 2022 results on Feb 14, 2023 Buying Opportunity • Nov 28
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 7.9%. The fair value is estimated to be JP¥2,125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masaaki Yamamoto was the last independent 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 10
Third quarter 2022 earnings released: EPS: JP¥14.64 (vs JP¥18.46 in 3Q 2021) Third quarter 2022 results: EPS: JP¥14.64 (down from JP¥18.46 in 3Q 2021). Revenue: JP¥6.50b (up 7.5% from 3Q 2021). Net income: JP¥142.0m (down 21% from 3Q 2021). Profit margin: 2.2% (down from 3.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Announcement • Aug 30
Poppins Corporation to Report Q3, 2022 Results on Nov 08, 2022 Poppins Corporation announced that they will report Q3, 2022 results on Nov 08, 2022 Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: JP¥7.63 (vs JP¥18.46 in 2Q 2021) Second quarter 2022 results: EPS: JP¥7.63 (down from JP¥18.46 in 2Q 2021). Revenue: JP¥6.26b (up 3.5% from 2Q 2021). Net income: JP¥74.0m (down 59% from 2Q 2021). Profit margin: 1.2% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.2%, compared to a 9.3% growth forecast for the industry in Japan. Reported Earnings • May 13
First quarter 2022 earnings: EPS exceeds analyst expectations First quarter 2022 results: EPS: JP¥32.69 (down from JP¥39.23 in 1Q 2021). Revenue: JP¥6.54b (up 5.4% from 1Q 2021). Net income: JP¥317.0m (down 3.6% from 1Q 2021). Profit margin: 4.8% (down from 5.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 5.4%, compared to a 10% growth forecast for the industry in Japan. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masaaki Yamamoto was the last independent 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 09
Poppins Corporation to Report Q1, 2022 Results on May 11, 2022 Poppins Corporation announced that they will report Q1, 2022 results on May 11, 2022 Announcement • Feb 10
Poppins Holdings Inc., Annual General Meeting, Mar 30, 2022 Poppins Holdings Inc., Annual General Meeting, Mar 30, 2022. Buying Opportunity • Feb 09
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 33%. The fair value is estimated to be JP¥3,115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years. Buying Opportunity • Jan 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥3,109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.0%). Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥3,670, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 21x in the Consumer Services industry in Japan. Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment improved over the past week After last week's 20% share price gain to JP¥3,450, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Consumer Services industry in Japan. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorated over the past week After last week's 15% share price decline to JP¥3,535, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Consumer Services industry in Japan. Reported Earnings • Apr 04
Full year 2020 earnings released: EPS JP¥127 (vs JP¥110 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥23.0b (up 6.9% from FY 2019). Net income: JP¥1.05b (up 17% from FY 2019). Profit margin: 4.6% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Mar 25
Investor sentiment improved over the past week After last week's 21% share price gain to JP¥4,045, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 28x in the Consumer Services industry in Japan. Announcement • Feb 12
Poppins Holdings Inc., Annual General Meeting, Mar 30, 2021 Poppins Holdings Inc., Annual General Meeting, Mar 30, 2021. Reported Earnings • Feb 11
Full year 2020 earnings released: EPS JP¥127 (vs JP¥110 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥23.0b (up 6.9% from FY 2019). Net income: JP¥1.05b (up 17% from FY 2019). Profit margin: 4.6% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue. Analyst Estimate Surprise Post Earnings • Feb 11
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 11%, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Announcement • Jan 24
Poppins Holdings Inc. to Report Fiscal Year 2020 Results on Feb 09, 2021 Poppins Holdings Inc. announced that they will report fiscal year 2020 results on Feb 09, 2021 Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥2,859, the stock is trading at a trailing P/E ratio of 25.9x, up from the previous P/E ratio of 22.2x. This compares to an average P/E of 25x in the Consumer Services industry in Japan. Announcement • Dec 23
Poppins Holdings Inc. has completed an IPO in the amount of ¥9.2625 billion. Poppins Holdings Inc. has completed an IPO in the amount of ¥9.2625 billion.
Security Name: Common stock
Security Type: Common Stock
Securities Offered: 3,250,000
Price\Range: ¥2850
Discount Per Security: ¥171