ENEOS Holdings Management

Management criteria checks 0/4

ENEOS Holdings' CEO is Miyata Tomohide, appointed in Apr 2024, has a tenure of less than a year. directly owns 0.002% of the company’s shares, worth ¥52.80M. The average tenure of the management team and the board of directors is 1.5 years and 1.3 years respectively.

Key information

Tomohide Miyata

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	less than a year
CEO ownership	0.002%
Management average tenure	1.5yrs
Board average tenure	1.3yrs

Recent management updates

Recent updates

Estimating The Fair Value Of ENEOS Holdings, Inc. (TSE:5020)

Jul 02

ENEOS Holdings, Inc. (TSE:5020) Looks Inexpensive But Perhaps Not Attractive Enough

Jun 11

CEO

Tomohide Miyata (59 yo)

less than a year

Tenure

Mr. Miyata Tomohide is Representative Director of ENEOS Holdings, Inc. from June 28, 2022 and serves as its President since April 1, 2024. He was Executive VP and Assistant to President since April 2022 un...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Tomohide Miyata	President & Representative Director	less than a year	no data	0.0021% ¥ 51.9m
Soichiro Tanaka	Executive VP	less than a year	no data	no data
Yuichiro Fujiyama	Managing Executive Officer & CTO	1.5yrs	no data	no data
Atsuko Funo	Managing Executive Officer	2.5yrs	no data	no data
Satoshi Taguchi	Managing Executive Officer	4.5yrs	no data	no data
Hiroyuki Kimura	Managing Executive Officer	4.5yrs	no data	no data
Yoshihiro Sato	Managing Executive Officer	4.5yrs	no data	no data
Yoshiyuki Someya	Managing Executive Officer	no data	no data	no data
Kotaro Sunaga	Senior Vice President	2.5yrs	no data	no data
Nobuyuki Araki	Managing Executive Officer & CCO	1.5yrs	no data	no data
Hiroshi Omata	Managing Executive Officer	less than a year	no data	no data
Tetsutaro Dan	Managing Executive Officer	less than a year	no data	no data

1.5yrs

Average Tenure

61yo

Average Age

Experienced Management: 5020's management team is not considered experienced ( 1.5 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Tomohide Miyata	President & Representative Director	2.1yrs	no data	0.0021% ¥ 51.9m
Soichiro Tanaka	Executive VP	less than a year	no data	no data
Tetsuro Tomita	Independent Outside Director	2.1yrs	no data	0.00027% ¥ 6.7m
Toshiko Oka	Independent Outside Director	4.1yrs	no data	0.00041% ¥ 10.1m
Taizo Kudo	Independent Outside Director	1.5yrs	no data	0.00044% ¥ 10.9m
Kudo Yasumi	Outside Independent Director	3.1yrs	no data	no data
Tomoo Shioda	Director	no data	no data	0.00051% ¥ 12.6m
Hiroko Kawasaki	Independent Chairwoman	1.1yrs	no data	no data
Akiko Toyoda	Independent Outside Director	less than a year	no data	no data
Hiroyuki Kanno	Independent Outside Director	less than a year	no data	no data
Mayumi Tochinoko	Independent Outside Director	less than a year	no data	no data

1.3yrs

Average Tenure

60.5yo

Average Age

Experienced Board: 5020's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.

ENEOS Holdings Management

Management criteria checks 0/4

Key information

Recent management updates

High number of new directors

ENEOS Holdings, Inc., Annual General Meeting, Jun 26, 2024

ENEOS Holdings, Inc. Announces Executive Changes

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2023

ENEOS Holdings, Inc. Announces Board Changes, Effective from October 8, 2022

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2022

Recent updates

Estimating The Fair Value Of ENEOS Holdings, Inc. (TSE:5020)

High number of new directors

Price target increased by 8.5% to JP¥813

New minor risk - Share price stability

ENEOS Holdings, Inc. (TSE:5020) Looks Inexpensive But Perhaps Not Attractive Enough

Price target increased by 7.5% to JP¥793

Now 20% undervalued

ENEOS Holdings, Inc., Annual General Meeting, Jun 26, 2024

Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

ENEOS Holdings, Inc. (TSE:5020) announces an Equity Buyback for 680,000,000 shares, representing 22.68% for ¥250,000 million.

Now 22% undervalued

Now 23% undervalued

Now 23% undervalued

ENEOS Holdings, Inc. to Report Fiscal Year 2024 Results on May 14, 2024

ENEOS Holdings (TSE:5020) Will Pay A Dividend Of ¥11.00

Upcoming dividend of JP¥11.00 per share

ENEOS Holdings (TSE:5020) Will Pay A Dividend Of ¥11.00

ENEOS Holdings (TSE:5020) Is Paying Out A Dividend Of ¥11.00

New minor risk - Shareholder dilution

Third quarter 2024 earnings released: EPS: JP¥11.64 (vs JP¥50.38 loss in 3Q 2023)

ENEOS Holdings, Inc. Announces Executive Changes

Second quarter 2024 earnings: EPS exceeds analyst expectations

Upcoming dividend of JP¥11.00 per share at 3.6% yield

New major risk - Dividend sustainability

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

New minor risk - Earnings quality

Full year 2023 earnings: EPS and revenues exceed analyst expectations

Eneos Holdings, Inc. Announces Dividend for the Fiscal Year Ending March 31, 2023, Payable on June 29, 2023; Provides Second Quarter and Full Year Dividend Guidance for the Fiscal Year Ending March 31, 2024

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2023

Upcoming dividend of JP¥11.00 per share at 4.7% yield

Consensus EPS estimates fall by 18%

Consensus EPS estimates fall by 18%, revenue upgraded

Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Eneos Holdings, Inc. Provides Financial Guidance for the Period from April 1, 2022 to March 31, 2023

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

ENEOS Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023

ENEOS Holdings, Inc. Announces Board Changes, Effective from October 8, 2022

Now 22% undervalued after recent price drop

Upcoming dividend of JP¥11.00 per share

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

ENEOS Holdings, Inc. Provides Dividend Guidance for the Year Ending March 31, 2023; Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023

Consensus EPS estimates increase by 15%

Full year 2022 earnings: EPS exceeds analyst expectations

ENEOS Holdings, Inc., Annual General Meeting, Jun 28, 2022

Consensus forecasts updated

ENEOS Holdings, Inc. to Report Fiscal Year 2022 Results on May 13, 2022

Upcoming dividend of JP¥11.00 per share

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

ENEOS Holdings, Inc. Announces Management Changes

Second quarter 2022 earnings released: EPS JP¥35.42 (vs JP¥12.85 in 2Q 2021)

Upcoming dividend of JP¥11.00 per share

ENEOS Holdings, Inc. (TSE:5020) and The Goldman Sachs Group, Inc. (NYSE:GS) made an offer to acquire remaining 43% stake in Nippo Corporation (TSE:1881) from a group of shareholders for approximately ¥200 billion.

First quarter 2022 earnings released: EPS JP¥30.41 (vs JP¥1.52 loss in 1Q 2021)

ENEOS Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2021

Full year 2021 earnings released: EPS JP¥35.48 (vs JP¥57.86 loss in FY 2020)

ENEOS Holdings, Inc. Announces Year End Dividend for the Fiscal Year 2020, Payable on June 28, 2021; Provides Dividend Guidance for the Second Half of Fiscal and Fiscal Year Ending 2021

Upcoming dividend of JP¥11.00 per share

ENEOS Holdings, Inc. to Report Q2, 2022 Results on Nov 11, 2021

New 90-day high: JP¥473

Idemitsu Kosan Co.,Ltd. (TSE:5019) agreed to acquire Chita Petrochemicals Plant in Central Japan from ENEOS Holdings, Inc. (TSE:5020).

Revenue and earnings miss expectations

Third quarter 2021 earnings released: EPS JP¥9.52 (vs JP¥16.62 in 3Q 2020)

New 90-day high: JP¥443

New 90-day high: JP¥402

ENEOS Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2021

Nippon Shokubai Co., Ltd. (TSE:4114) executed a final agreement to acquire remaining 95% stake in Sanyo Chemical Industries Ltd. (TSE:4471) for approximately ¥120 billion in a merger of equals.

CEO

Tenure