Announcement • Jun 28
SHOBIDO Corporation to Report Q3, 2026 Results on Aug 12, 2026 SHOBIDO Corporation announced that they will report Q3, 2026 results on Aug 12, 2026 Reported Earnings • May 20
Second quarter 2026 earnings released: EPS: JP¥21.00 (vs JP¥18.62 in 2Q 2025) Second quarter 2026 results: EPS: JP¥21.00 (up from JP¥18.62 in 2Q 2025). Revenue: JP¥5.54b (up 2.2% from 2Q 2025). Net income: JP¥275.0m (up 12% from 2Q 2025). Profit margin: 5.0% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 31% per year. Buy Or Sell Opportunity • May 15
Now 27% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to JP¥873. The fair value is estimated to be JP¥1,201, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 5.2% in the next 2 years. New Risk • May 05
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 9.6% 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 (9.6% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.1b market cap, or US$89.5m). Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%). Announcement • Mar 10
SHOBIDO Corporation (TSE:7819) announces an Equity Buyback for 600,000 shares, representing 4.53% for ¥761.4 million. SHOBIDO Corporation (TSE:7819) announces a share repurchase program. Under the program, the company will repurchase 600,000 shares, representing 4.53% of its share capital, for ¥761.4 million. The company will repurchase its share at a price of ¥1,269 per share. The company will repurchase its shares in order to enhance shareholder returns, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The program will run until March 11, 2026. As of February 28, 2026, the company had 13,237,374 shares outstanding (excluding treasury shares) and 172,626 shares in treasury. Reported Earnings • Feb 16
First quarter 2026 earnings released: EPS: JP¥28.16 (vs JP¥16.12 in 1Q 2025) First quarter 2026 results: EPS: JP¥28.16 (up from JP¥16.12 in 1Q 2025). Revenue: JP¥5.93b (up 12% from 1Q 2025). Net income: JP¥372.0m (up 75% from 1Q 2025). Profit margin: 6.3% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Feb 13
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 5.8% 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 Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥13.0b market cap, or US$84.9m). Valuation Update With 7 Day Price Move • Feb 13
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥986, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 193% over the past three years. Announcement • Nov 29
SHOBIDO Corporation to Report Q1, 2026 Results on Feb 13, 2026 SHOBIDO Corporation announced that they will report Q1, 2026 results on Feb 13, 2026 Reported Earnings • Nov 15
Full year 2025 earnings released: EPS: JP¥73.96 (vs JP¥58.52 in FY 2024) Full year 2025 results: EPS: JP¥73.96 (up from JP¥58.52 in FY 2024). Revenue: JP¥22.1b (up 5.8% from FY 2024). Net income: JP¥977.0m (up 26% from FY 2024). Profit margin: 4.4% (up from 3.7% 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 26% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 12
SHOBIDO Corporation, Annual General Meeting, Dec 19, 2025 SHOBIDO Corporation, Annual General Meeting, Dec 19, 2025. New Risk • Sep 26
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 5.0% 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 Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥12.5b market cap, or US$83.6m). Upcoming Dividend • Sep 22
Upcoming dividend of JP¥11.50 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%). Announcement • Sep 01
SHOBIDO Corporation to Report Fiscal Year 2025 Results on Nov 12, 2025 SHOBIDO Corporation announced that they will report fiscal year 2025 results on Nov 12, 2025 Valuation Update With 7 Day Price Move • Aug 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥878, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 26x in the Personal Products industry in Japan. Total returns to shareholders of 132% over the past three years. Reported Earnings • Aug 16
Third quarter 2025 earnings released: EPS: JP¥26.80 (vs JP¥12.26 in 3Q 2024) Third quarter 2025 results: EPS: JP¥26.80 (up from JP¥12.26 in 3Q 2024). Revenue: JP¥5.62b (up 9.9% from 3Q 2024). Net income: JP¥354.0m (up 119% from 3Q 2024). Profit margin: 6.3% (up from 3.2% 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 22% per year whereas the company’s share price has increased by 25% per year. Announcement • Jun 17
BISCO Co., Ltd agreed to acquire Beautydoor Co., Ltd. from SHOBIDO Corporation (TSE:7819). BISCO Co., Ltd agreed to acquire Beautydoor Co., Ltd. from SHOBIDO Corporation (TSE:7819) on June 17, 2025.
For the period ending December 31, 2024, Beautydoor Co., Ltd. reported total revenue of ¥724 million, EBIT of ¥37 million and net income of ¥27 million. As of December 31, 2024, Beautydoor Co., Ltd. reported total assets of ¥675 million and total common equity of ¥269 million.
The expected completion of the transaction is June 30, 2025. Announcement • May 31
SHOBIDO Corporation to Report Q3, 2025 Results on Aug 12, 2025 SHOBIDO Corporation announced that they will report Q3, 2025 results on Aug 12, 2025 Reported Earnings • May 19
Second quarter 2025 earnings released: EPS: JP¥18.62 (vs JP¥24.00 in 2Q 2024) Second quarter 2025 results: EPS: JP¥18.62 (down from JP¥24.00 in 2Q 2024). Revenue: JP¥5.42b (up 1.8% from 2Q 2024). Net income: JP¥246.0m (down 22% from 2Q 2024). Profit margin: 4.5% (down from 6.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Mar 27
SHOBIDO Corporation to Report Q2, 2025 Results on May 14, 2025 SHOBIDO Corporation announced that they will report Q2, 2025 results on May 14, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥11.50 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.2%). Reported Earnings • Feb 14
First quarter 2025 earnings released: EPS: JP¥16.12 (vs JP¥14.84 in 1Q 2024) First quarter 2025 results: EPS: JP¥16.12 (up from JP¥14.84 in 1Q 2024). Revenue: JP¥5.32b (flat on 1Q 2024). Net income: JP¥213.0m (up 8.7% from 1Q 2024). Profit margin: 4.0% (up from 3.7% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Nov 30
SHOBIDO Corporation to Report Q1, 2025 Results on Feb 12, 2025 SHOBIDO Corporation announced that they will report Q1, 2025 results on Feb 12, 2025 Reported Earnings • Nov 16
Full year 2024 earnings released: EPS: JP¥58.52 (vs JP¥35.96 in FY 2023) Full year 2024 results: EPS: JP¥58.52 (up from JP¥35.96 in FY 2023). Revenue: JP¥20.9b (up 2.3% from FY 2023). Net income: JP¥773.0m (up 63% from FY 2023). Profit margin: 3.7% (up from 2.3% in FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Nov 12
SHOBIDO Corporation, Annual General Meeting, Dec 19, 2024 SHOBIDO Corporation, Annual General Meeting, Dec 19, 2024. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%). Announcement • Aug 29
SHOBIDO Corporation to Report Fiscal Year 2024 Results on Nov 12, 2024 SHOBIDO Corporation announced that they will report fiscal year 2024 results on Nov 12, 2024 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 5.9% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥6.08b market cap, or US$42.7m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥460, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 20% over the past three years. Reported Earnings • May 16
Second quarter 2024 earnings released: EPS: JP¥24.00 (vs JP¥20.14 in 2Q 2023) Second quarter 2024 results: EPS: JP¥24.00 (up from JP¥20.14 in 2Q 2023). Revenue: JP¥5.33b (up 4.0% from 2Q 2023). Net income: JP¥317.0m (up 19% from 2Q 2023). Profit margin: 6.0% (up from 5.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%). Announcement • Feb 28
SHOBIDO Corporation to Report Q2, 2024 Results on May 13, 2024 SHOBIDO Corporation announced that they will report Q2, 2024 results on May 13, 2024 Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥664, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 26x in the Personal Products industry in Japan. Total returns to shareholders of 79% over the past three years. Reported Earnings • Feb 10
First quarter 2024 earnings released: EPS: JP¥14.84 (vs JP¥3.48 in 1Q 2023) First quarter 2024 results: EPS: JP¥14.84 (up from JP¥3.48 in 1Q 2023). Revenue: JP¥5.29b (up 7.8% from 1Q 2023). Net income: JP¥196.0m (up 326% from 1Q 2023). Profit margin: 3.7% (up from 0.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥776, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 28x in the Personal Products industry in Japan. Total returns to shareholders of 109% over the past three years. New Risk • Jan 29
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 7.8% 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 (7.8% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥9.87b market cap, or US$66.7m). Announcement • Dec 01
SHOBIDO Corporation to Report Q1, 2024 Results on Sep 02, 2024 SHOBIDO Corporation announced that they will report Q1, 2024 results on Sep 02, 2024 Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to JP¥604, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 70% over the past three years. Reported Earnings • Nov 16
Full year 2023 earnings released: EPS: JP¥35.96 (vs JP¥38.68 in FY 2022) Full year 2023 results: EPS: JP¥35.96 (down from JP¥38.68 in FY 2022). Revenue: JP¥20.4b (up 18% from FY 2022). Net income: JP¥475.0m (down 7.0% from FY 2022). Profit margin: 2.3% (down from 3.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥12.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.7%). Announcement • Sep 02
SHOBIDO Corporation to Report Fiscal Year 2023 Results on Nov 10, 2023 SHOBIDO Corporation announced that they will report fiscal year 2023 results on Nov 10, 2023 Reported Earnings • Aug 12
Third quarter 2023 earnings released: EPS: JP¥17.87 (vs JP¥18.32 in 3Q 2022) Third quarter 2023 results: EPS: JP¥17.87 (down from JP¥18.32 in 3Q 2022). Revenue: JP¥4.87b (up 9.5% from 3Q 2022). Net income: JP¥236.0m (down 2.5% from 3Q 2022). Profit margin: 4.8% (down from 5.4% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 • Jul 12
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 5.2% 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 High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥5.36b market cap, or US$38.4m). Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥455, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 28x in the Personal Products industry in Japan. Total returns to shareholders of 44% over the past three years. Announcement • May 28
SHOBIDO Corporation to Report Q3, 2023 Results on Aug 10, 2023 SHOBIDO Corporation announced that they will report Q3, 2023 results on Aug 10, 2023 Reported Earnings • May 17
Second quarter 2023 earnings released: EPS: JP¥20.14 (vs JP¥12.72 in 2Q 2022) Second quarter 2023 results: EPS: JP¥20.14 (up from JP¥12.72 in 2Q 2022). Revenue: JP¥5.12b (up 22% from 2Q 2022). Net income: JP¥266.0m (up 58% from 2Q 2022). Profit margin: 5.2% (up from 4.0% in 2Q 2022). 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 3% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share at 2.7% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%). Reported Earnings • Feb 12
First quarter 2023 earnings released: EPS: JP¥3.48 (vs JP¥11.58 in 1Q 2022) First quarter 2023 results: EPS: JP¥3.48 (down from JP¥11.58 in 1Q 2022). Revenue: JP¥4.91b (up 26% from 1Q 2022). Net income: JP¥46.0m (down 70% from 1Q 2022). Profit margin: 0.9% (down from 3.9% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • Dec 28
SHOBIDO Corporation to Report Q1, 2023 Results on Feb 10, 2023 SHOBIDO Corporation announced that they will report Q1, 2023 results on Feb 10, 2023 Announcement • Nov 23
SHOBIDO Corporation Provides Earnings Guidance for the Fiscal Year Ending September 30, 2023 SHOBIDO Corporation provided earnings guidance for the fiscal year ending September 30, 2023. For the fiscal year ending September 30, 2023, the company will achieve sales of JPY 18.4 billion, a year-on-year increase of 6.5%, operating income of JPY 400 million, down 37% from the previous year, ordinary income of JPY 380 million, down 38.3% from the previous year and net income attributable to shareholders of the parent company of JPY 210 million, down 59% from the previous year. At this point, the company expects a decrease in profit due to the rise in cost of sales caused by the trend of yen depreciation, but as mentioned earlier. Reported Earnings • Nov 16
Full year 2022 earnings released: EPS: JP¥38.68 (vs JP¥15.58 in FY 2021) Full year 2022 results: EPS: JP¥38.68 (up from JP¥15.58 in FY 2021). Revenue: JP¥17.3b (up 22% from FY 2021). Net income: JP¥511.0m (up 147% from FY 2021). Profit margin: 3.0% (up from 1.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Board Change • Nov 16
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. 7 non-independent directors. Independent Outside Director Toru Watanabe was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Nov 13
SHOBIDO Corporation, Annual General Meeting, Dec 20, 2022 SHOBIDO Corporation, Annual General Meeting, Dec 20, 2022. Reported Earnings • Nov 13
Full year 2022 earnings released: EPS: JP¥38.68 (vs JP¥15.58 in FY 2021) Full year 2022 results: EPS: JP¥38.68 (up from JP¥15.58 in FY 2021). Revenue: JP¥17.3b (up 22% from FY 2021). Net income: JP¥511.0m (up 147% from FY 2021). Profit margin: 3.0% (up from 1.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • Sep 28
SHOBIDO Corporation to Report Fiscal Year 2022 Results on Nov 11, 2022 SHOBIDO Corporation announced that they will report fiscal year 2022 results on Nov 11, 2022 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Reported Earnings • Aug 12
Third quarter 2022 earnings released: EPS: JP¥18.32 (vs JP¥3.63 in 3Q 2021) Third quarter 2022 results: EPS: JP¥18.32 (up from JP¥3.63 in 3Q 2021). Revenue: JP¥4.44b (up 35% from 3Q 2021). Net income: JP¥242.0m (up 404% from 3Q 2021). Profit margin: 5.4% (up from 1.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Jun 29
SHOBIDO Corporation to Report Q3, 2022 Results on Aug 10, 2022 SHOBIDO Corporation announced that they will report Q3, 2022 results on Aug 10, 2022 Reported Earnings • May 13
Second quarter 2022 earnings released: EPS: JP¥12.72 (vs JP¥8.03 in 2Q 2021) Second quarter 2022 results: EPS: JP¥12.72 (up from JP¥8.03 in 2Q 2021). Revenue: JP¥4.20b (up 22% from 2Q 2021). Net income: JP¥168.0m (up 57% from 2Q 2021). Profit margin: 4.0% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Outside Director and Audit & Supervisory Committee Member Yoshihiro Sakatani was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Apr 08
SHOBIDO Corporation to Report Q2, 2022 Results on May 11, 2022 SHOBIDO Corporation announced that they will report Q2, 2022 results on May 11, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 12
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: EPS: JP¥11.58 (up from JP¥6.87 in 1Q 2021). Revenue: JP¥3.88b (up 4.6% from 1Q 2021). Net income: JP¥153.0m (up 66% from 1Q 2021). Profit margin: 3.9% (up from 2.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Dec 27
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥15.58 (up from JP¥4.47 in FY 2020). Revenue: JP¥14.2b (up 2.0% from FY 2020). Net income: JP¥207.0m (up 245% from FY 2020). Profit margin: 1.5% (up from 0.4% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 12
Full year 2021 earnings released: EPS JP¥15.58 (vs JP¥4.47 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥14.2b (up 2.0% from FY 2020). Net income: JP¥207.0m (up 245% from FY 2020). Profit margin: 1.5% (up from 0.4% in FY 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%). Reported Earnings • Aug 18
Third quarter 2021 earnings released: EPS JP¥3.63 (vs JP¥3.88 in 3Q 2020) The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥3.29b (flat on 3Q 2020). Net income: JP¥48.0m (down 7.7% from 3Q 2020). Profit margin: 1.5% (down from 1.6% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • May 14
Second quarter 2021 earnings released: EPS JP¥8.03 (vs JP¥0.22 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥3.43b (down 1.1% from 2Q 2020). Net income: JP¥107.0m (up JP¥104.0m from 2Q 2020). Profit margin: 3.1% (up from 0.1% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 05 June 2021. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%). Reported Earnings • Feb 10
First quarter 2021 earnings released: EPS JP¥6.87 (vs JP¥7.31 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2021 results: Revenue: JP¥3.71b (down 10.0% from 1Q 2020). Net income: JP¥92.0m (down 6.1% from 1Q 2020). Profit margin: 2.5% (up from 2.4% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Is New 90 Day High Low • Jan 28
New 90-day high: JP¥410 The company is up 16% from its price of JP¥353 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Personal Products industry, which is up 5.0% over the same period. Announcement • Dec 30
SHOBIDO Corporation to Report Q1, 2021 Results on Feb 08, 2021 SHOBIDO Corporation announced that they will report Q1, 2021 results on Feb 08, 2021 Reported Earnings • Dec 27
Full year 2020 earnings released: EPS JP¥4.47 The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥13.9b (down 17% from FY 2019). Net income: JP¥60.0m (down 66% from FY 2019). Profit margin: 0.4% (down from 1.0% in FY 2019). The decrease in margin was driven by lower 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 3% per year, which means it is significantly lagging earnings. Announcement • Nov 16
SHOBIDO Corporation, Annual General Meeting, Dec 20, 2020 SHOBIDO Corporation, Annual General Meeting, Dec 20, 2020. Announcement • Oct 10
SHOBIDO Corporation to Report Q4, 2020 Results on Nov 11, 2020 SHOBIDO Corporation announced that they will report Q4, 2020 results on Nov 11, 2020 Announcement • Aug 19
SHOBIDO Corporation (TSE:7819) agreed to acquire Beautydoor Co., Ltd. SHOBIDO Corporation (TSE:7819) agreed to acquire Beautydoor Co., Ltd. on August 18, 2020. In the year ended March 31, 2020, Beautydoor Co., Ltd. reported net asset of ¥323 million, total assets of ¥558 million, sales of ¥539 million and operating income of ¥57.8 million. Post completion Beautydoor Co., Ltd. will become subsidiary of SHOBIDO Corporation. Board of directors of SHOBIDO Corporation resolved the transaction. The stock transfer execution date October 1, 2020. Announcement • Jun 20
SHOBIDO Corporation to Report Q3, 2020 Results on Aug 11, 2020 SHOBIDO Corporation announced that they will report Q3, 2020 results on Aug 11, 2020