Fuyo General Lease Management

Management criteria checks 2/4

Fuyo General Lease's CEO is Hiroaki Oda, appointed in Apr 2022, has a tenure of 2.08 years. directly owns 0.02% of the company’s shares, worth ¥82.31M. The average tenure of the management team and the board of directors is 2.1 years and 3.4 years respectively.

Key information

Hiroaki Oda

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	2.1yrs
CEO ownership	0.02%
Management average tenure	2.1yrs
Board average tenure	3.4yrs

Recent management updates

Recent updates

Fuyo General Lease's (TSE:8424) Dividend Will Be ¥195.00

Mar 17

Fuyo General Lease Co., Ltd.'s (TSE:8424) Prospects Need A Boost To Lift Shares

Mar 05

CEO

Hiroaki Oda (60 yo)

2.1yrs

Tenure

Mr. Hiroaki Oda serves as President, Chief Executive Officer and Representative Director of Fuyo General Lease Co., Ltd. since April 2022.

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Hiroaki Oda	President	2.1yrs	no data	0.020% ¥ 82.3m
Keiji Takada	Deputy President & Director	4.1yrs	no data	0.0063% ¥ 26.1m
Yusuke Kishida	Senior MD	2.1yrs	no data	0.0010% ¥ 4.1m
Miki Sasaki	Managing Executive Officer	no data	no data	no data
Atsushi Mizuguchi	Managing Executive Officer	no data	no data	no data
Nobuoki Koike	Managing Executive Officer	no data	no data	no data
Yukihiro Sawada	Managing Executive Officer	no data	no data	no data
Hidesumi Okubo	Managing Executive Officer	no data	no data	no data
Hiroshi Takahashi	Managing Executive Officer	no data	no data	no data
Hideyuki Otsubo	Managing Executive Officer	no data	no data	no data
Keiichi Kawabata	Managing Executive Officer	no data	no data	no data
Masaki Gonda	Senior Managing Executive Officer	no data	no data	no data

2.1yrs

Average Tenure

61yo

Average Age

Experienced Management: 8424's management team is considered experienced (2.1 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Hiroaki Oda	President	2.9yrs	no data	0.020% ¥ 82.3m
Keiji Takada	Deputy President & Director	3.9yrs	no data	0.0063% ¥ 26.1m
Yusuke Kishida	Senior MD	1.9yrs	no data	0.0010% ¥ 4.1m
Masayuki Yamamura	Independent Outside Director	4.9yrs	no data	no data
Seiichi Isshiki	Independent Outside Director	8.9yrs	no data	no data
Hideo Ichikawa	Independent Outside Director	5.9yrs	no data	no data
Yasunori Tsujita	Chairman	8.9yrs	no data	0.025% ¥ 101.5m
Hiroshi Imoto	Outside Audit & Supervisory Board Member	2.9yrs	no data	no data
Takashi Yonekawa	Outside Audit & Supervisory Board Member	2.9yrs	no data	0.00033% ¥ 1.4m
Yoshito Tsuruta	Full-Time Audit & Supervisory Board Member	3.9yrs	no data	0.013% ¥ 53.5m
Hiroko Matsumoto	Independent Outside Director	2.9yrs	no data	no data
Masaharu Nakamura	Full-time Audit & Supervisory Board Member	1.9yrs	no data	0.024% ¥ 97.4m

3.4yrs

Average Tenure

64yo

Average Age

Experienced Board: 8424's board of directors are considered experienced (3.4 years average tenure).

Fuyo General Lease Management

Management criteria checks 2/4

Key information

Recent management updates

Fuyo General Lease Co., Ltd., Annual General Meeting, Jun 23, 2023

Less than half of directors are independent

Fuyo General Lease Co., Ltd., Annual General Meeting, Jun 23, 2022

High number of new and inexperienced directors

Recent updates

Upcoming dividend of JP¥195 per share

Fuyo General Lease's (TSE:8424) Dividend Will Be ¥195.00

Fuyo General Lease Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024

Fuyo General Lease Co., Ltd.'s (TSE:8424) Prospects Need A Boost To Lift Shares

Third quarter 2024 earnings released: EPS: JP¥559 (vs JP¥348 in 3Q 2023)

Fuyo General Lease Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024

Fuyo General Lease Co., Ltd. to Report Q3, 2024 Results on Feb 05, 2024

Second quarter 2024 earnings released: EPS: JP¥455 (vs JP¥403 in 2Q 2023)

Fuyo General Lease Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023

Upcoming dividend of JP¥195 per share at 3.1% yield

First quarter 2024 earnings released: EPS: JP¥312 (vs JP¥274 in 1Q 2023)

Now 20% undervalued

Fuyo General Lease Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023

Now 22% undervalued

RENOVA, Inc. (TSE:9519) acquired remaining 62% stake in Hitoyoshi Solar T.K. from Fuyo General Lease Co., Ltd. (TSE:8424).

Hoshino Resort Asset Management Co., Ltd. agreed to acquire Hotel Vista Matsuyama from Fuyo General Lease Co., Ltd. (TSE:8424) for JPY 1.9 billion.

Full year 2023 earnings released: EPS: JP¥1,299 (vs JP¥1,131 in FY 2022)

Price target decreased by 8.3% to JP¥10,000

Fuyo General Lease Co., Ltd., Annual General Meeting, Jun 23, 2023

Upcoming dividend of JP¥158 per share at 3.6% yield

Third quarter 2023 earnings released: EPS: JP¥348 (vs JP¥254 in 3Q 2022)

Fuyo General Lease Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023

Kenedix Retail REIT Corporation (TSE:3453) acquired Konami Sports Club Aobadai and Tenri Distribution Center from Fuyo General Lease Co., Ltd. (TSE:8424) and Kawasaki & Co., Ltd. (TSE:3045).

Price target increased to JP¥10,900

Fuyo General Lease Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023

CFW Partners, L.P, Mitsui & Co., Ltd. (TSE:8031), Fuyo General Lease Co., Ltd. (TSE:8424) and JA Mitsui Leasing, Ltd. submitted a non-binding proposal to acquire remaining 2.1% stake in Willis Lease Finance Corporation (NasdaqGM:WLFC) for $29.3 million.

Second quarter 2023 earnings released: EPS: JP¥403 (vs JP¥336 in 2Q 2022)

Less than half of directors are independent

Second quarter 2023 earnings released: EPS: JP¥403 (vs JP¥336 in 2Q 2022)

Fuyo General Lease Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2022, Payable on December 7, 2022; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023

Global One Real Estate Investment Corp. (TSE:8958) entered into a purchase and sale agreement to acquire THE PEAK SAPPORO from Fuyo General Lease Co., Ltd. (TSE:8424) for ¥17 billion.

Fuyo General Lease Co., Ltd. (TSE:8424) completed the acquisition of Human Centrix Co.,Ltd

Fuyo General Lease Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022

Upcoming dividend of JP¥158 per share

First quarter 2023 earnings released: EPS: JP¥274 (vs JP¥266 in 1Q 2022)

Fuyo General Lease Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022

Consensus revenue estimates increase by 18%

Fuyo General Lease Co., Ltd. Announces Dividend for the Fiscal Year End March 31, 2022, Payable on June 24, 2022; Provides Dividend Guidance for the Second Quarter of Fiscal Year 2022 and Fiscal Year End 2022

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Fuyo General Lease Co., Ltd., Annual General Meeting, Jun 23, 2022

High number of new and inexperienced directors

Fuyo General Lease Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022

Upcoming dividend of JP¥130 per share

Kenedix Retail REIT Corporation (TSE:3453) agreed to acquire Konami Sports Club Aobadai and Tenri Distribution Center from Fuyo General Lease Co., Ltd. (TSE:8424) and Kawasaki & Co., Ltd. (TSE:3045) for ¥3.6 billion.

Third quarter 2022 earnings: EPS exceeds analyst expectations

Fuyo General Lease Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022

Second quarter 2022 earnings released: EPS JP¥336 (vs JP¥256 in 2Q 2021)

Upcoming dividend of JP¥130 per share

First quarter 2022 earnings released: EPS JP¥266 (vs JP¥207 in 1Q 2021)

Consensus forecasts updated

Full year 2021 earnings released: EPS JP¥986 (vs JP¥872 in FY 2020)

Upcoming dividend of JP¥110 per share

Fuyo General Lease Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021

New 90-day high: JP¥7,810

Price target raised to JP¥7,933

Fuyo General Lease Co., Ltd. Signs Capital and Business Alliance Agreement Through A Third Party Allotment Implemented by ePlane Ltd

Third quarter 2021 earnings released: EPS JP¥227 (vs JP¥216 in 3Q 2020)

Price target raised to JP¥7,733

New 90-day high: JP¥7,410

New 90-day high: JP¥6,880

Fuyo General Lease Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021

RENOVA, Inc. (TSE:9519) acquired remaining 30.8% in Karumai East Solar Power Plant from Sumitomo Mitsui Finance and Leasing Company, Limited , Fuyo General Lease Co., Ltd. (TSE:8424) and NEC Capital Solutions Limited (TSE:8793).

Fuyo General Lease Co., Ltd. Announces Solar-Energy-Generation Green Power Purchase Agreement with Morioka Seiko Instruments Inc

Fuyo General Lease Co., Ltd. to Report Q2, 2021 Results on Nov 06, 2020

Fuyo General Lease Co., Ltd. (TSE:8424) completed the acquisition of 60% stake in Yamato Lease Co., Ltd. from Yamato Holdings Co., Ltd. (TSE:9064).

Fuyo General Lease Co., Ltd. to Report Q1, 2021 Results on Jul 29, 2020

CEO

Tenure

Leadership Team

Average Tenure

Average Age