Announcement • Jun 03
Kimoto Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026 Kimoto Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026 Reported Earnings • Apr 25
Full year 2026 earnings released: EPS: JP¥12.60 (vs JP¥21.51 in FY 2025) Full year 2026 results: EPS: JP¥12.60 (down from JP¥21.51 in FY 2025). Revenue: JP¥10.5b (down 6.6% from FY 2025). Net income: JP¥565.0m (down 43% from FY 2025). Profit margin: 5.4% (down from 8.8% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Apr 24
Kimoto Co., Ltd., Annual General Meeting, May 29, 2026 Kimoto Co., Ltd., Annual General Meeting, May 29, 2026. Announcement • Apr 21
Kimoto Co., Ltd. to Report Fiscal Year 2026 Results on Apr 24, 2026 Kimoto Co., Ltd. announced that they will report fiscal year 2026 results on Apr 24, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 29% 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 (2.3%). Reported Earnings • Jan 30
Third quarter 2026 earnings released: EPS: JP¥3.50 (vs JP¥7.89 in 3Q 2025) Third quarter 2026 results: EPS: JP¥3.50 (down from JP¥7.89 in 3Q 2025). Revenue: JP¥2.46b (down 14% from 3Q 2025). Net income: JP¥158.0m (down 57% from 3Q 2025). Profit margin: 6.4% (down from 13% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Jan 29
Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,800,000 shares, representing 3.99% for ¥486 million. Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,800,000 shares, representing 3.99% of the outstanding shares for ¥486 million. The shares will be repurchased at a price of ¥270 per share. The purpose of the program is to mitigate the impact on the share price caused by short-term trading of shares in the market, and to improve shareholder value and enhance long-term corporate value. As of September 30, 2025, the company had 45,098,406 shares outstanding and 9,674,158 shares in treasury. Announcement • Dec 06
Kimoto Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026 Kimoto Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026 Reported Earnings • Oct 31
Second quarter 2026 earnings released: EPS: JP¥9.00 (vs JP¥5.44 in 2Q 2025) Second quarter 2026 results: EPS: JP¥9.00 (up from JP¥5.44 in 2Q 2025). Revenue: JP¥2.85b (down 5.5% from 2Q 2025). Net income: JP¥406.0m (up 62% from 2Q 2025). Profit margin: 14% (up from 8.3% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%). Announcement • Sep 03
Kimoto Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025 Kimoto Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025 Reported Earnings • Jul 31
First quarter 2026 earnings released: EPS: JP¥5.03 (vs JP¥8.15 in 1Q 2025) First quarter 2026 results: EPS: JP¥5.03 (down from JP¥8.15 in 1Q 2025). Revenue: JP¥2.74b (down 1.0% from 1Q 2025). Net income: JP¥227.0m (down 40% from 1Q 2025). Profit margin: 8.3% (down from 14% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Jun 05
Kimoto Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025 Kimoto Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025 Reported Earnings • Apr 29
Full year 2025 earnings released: EPS: JP¥21.51 (vs JP¥7.26 in FY 2024) Full year 2025 results: EPS: JP¥21.51 (up from JP¥7.26 in FY 2024). Revenue: JP¥11.3b (up 14% from FY 2024). Net income: JP¥989.0m (up 195% from FY 2024). Profit margin: 8.8% (up from 3.4% 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 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Apr 28
Kimoto Co., Ltd., Annual General Meeting, May 30, 2025 Kimoto Co., Ltd., Annual General Meeting, May 30, 2025. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥245, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 25% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 23% and the cash payout ratio is 94%. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%). Announcement • Mar 04
Kimoto Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025 Kimoto Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025 Reported Earnings • Jan 31
Third quarter 2025 earnings released: EPS: JP¥7.89 (vs JP¥2.25 in 3Q 2024) Third quarter 2025 results: EPS: JP¥7.89 (up from JP¥2.25 in 3Q 2024). Revenue: JP¥2.87b (up 13% from 3Q 2024). Net income: JP¥364.0m (up 250% from 3Q 2024). Profit margin: 13% (up from 4.1% 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 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 30
Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,400,000 shares, representing 3.03% for ¥396.2 million. Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,400,000 shares, representing 3.03% of the outstanding shares for ¥396.2 million. The shares will be repurchased at a price of ¥283 per share. The purpose of the program is to to strengthen governance, increase shareholder value, and improve corporate value in the medium to long term. The program will run until January 31, 2025. As of September 30, 2024, the company had 46,150,406 shares outstanding and 8,622,158 shares in treasury. Announcement • Dec 14
Kimoto Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025 Kimoto Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025 Reported Earnings • Oct 31
Second quarter 2025 earnings released: EPS: JP¥5.44 (vs JP¥4.05 in 2Q 2024) Second quarter 2025 results: EPS: JP¥5.44 (up from JP¥4.05 in 2Q 2024). Revenue: JP¥3.01b (up 20% from 2Q 2024). Net income: JP¥251.0m (up 34% from 2Q 2024). Profit margin: 8.3% (up from 7.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to JP¥298, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 38% over the past three years. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%). Announcement • Aug 27
Kimoto Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024 Kimoto Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024 Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥258, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 19% over the past three years. Reported Earnings • Aug 01
First quarter 2025 earnings released: EPS: JP¥8.15 (vs JP¥4.07 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥8.15 (up from JP¥4.07 loss in 1Q 2024). Revenue: JP¥2.76b (up 31% from 1Q 2024). Net income: JP¥376.0m (up JP¥564.0m from 1Q 2024). Profit margin: 14% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. New Risk • Jul 31
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 6.5% 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 Dividend is not well covered by cash flows (207% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥11.7b market cap, or US$77.9m). Valuation Update With 7 Day Price Move • Jul 31
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥254, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 12% over the past three years. Announcement • Jun 22
Kimoto Co., Ltd. to Report Q1, 2025 Results on Jul 30, 2024 Kimoto Co., Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024 Announcement • May 03
Kimoto Co., Ltd., Annual General Meeting, May 30, 2024 Kimoto Co., Ltd., Annual General Meeting, May 30, 2024. Reported Earnings • May 01
Full year 2024 earnings released: EPS: JP¥7.26 (vs JP¥12.18 loss in FY 2023) Full year 2024 results: EPS: JP¥7.26 (up from JP¥12.18 loss in FY 2023). Revenue: JP¥9.91b (up 3.0% from FY 2023). Net income: JP¥335.0m (up JP¥902.0m from FY 2023). Profit margin: 3.4% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance. Announcement • Mar 24
Kimoto Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024 Kimoto Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%). Reported Earnings • Jan 30
Third quarter 2024 earnings released: EPS: JP¥2.25 (vs JP¥11.94 loss in 3Q 2023) Third quarter 2024 results: EPS: JP¥2.25 (up from JP¥11.94 loss in 3Q 2023). Revenue: JP¥2.55b (up 34% from 3Q 2023). Net income: JP¥104.0m (up JP¥655.0m from 3Q 2023). Profit margin: 4.1% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Announcement • Dec 27
Kimoto Co., Ltd. to Report Q3, 2024 Results on Jan 29, 2024 Kimoto Co., Ltd. announced that they will report Q3, 2024 results on Jan 29, 2024 Reported Earnings • Nov 01
Second quarter 2024 earnings released: EPS: JP¥4.05 (vs JP¥3.14 in 2Q 2023) Second quarter 2024 results: EPS: JP¥4.05 (up from JP¥3.14 in 2Q 2023). Revenue: JP¥2.51b (down 8.0% from 2Q 2023). Net income: JP¥187.0m (up 27% from 2Q 2023). Profit margin: 7.5% (up from 5.4% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • Sep 27
Kimoto Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023 Kimoto Co., Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥3.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%). Reported Earnings • Jul 29
First quarter 2024 earnings released: JP¥4.07 loss per share (vs JP¥5.47 profit in 1Q 2023) First quarter 2024 results: JP¥4.07 loss per share (down from JP¥5.47 profit in 1Q 2023). Revenue: JP¥2.11b (down 32% from 1Q 2023). Net loss: JP¥188.0m (down 173% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Jun 17
Kimoto Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023 Kimoto Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023 Reported Earnings • Apr 26
Full year 2023 earnings released: JP¥12.18 loss per share (vs JP¥14.51 profit in FY 2022) Full year 2023 results: JP¥12.18 loss per share (down from JP¥14.51 profit in FY 2022). Revenue: JP¥9.62b (down 21% from FY 2022). Net loss: JP¥567.0m (down 183% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Apr 06
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥3.00 per share at 2.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%). Buying Opportunity • Feb 06
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥244, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Reported Earnings • Jan 31
Third quarter 2023 earnings released: JP¥11.94 loss per share (vs JP¥5.54 profit in 3Q 2022) Third quarter 2023 results: JP¥11.94 loss per share (down from JP¥5.54 profit in 3Q 2022). Revenue: JP¥1.90b (down 41% from 3Q 2022). Net loss: JP¥551.0m (down 311% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Dec 17
Kimoto Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023 Kimoto Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Tsuneo Negoro was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 27
Second quarter 2023 earnings released: EPS: JP¥3.14 (vs JP¥3.12 in 2Q 2022) Second quarter 2023 results: EPS: JP¥3.14 (up from JP¥3.12 in 2Q 2022). Revenue: JP¥2.72b (down 13% from 2Q 2022). Net income: JP¥147.0m (flat on 2Q 2022). Profit margin: 5.4% (up from 4.7% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥272, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 69% over the past three years. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%). Announcement • Sep 18
Kimoto Co., Ltd. to Report Q2, 2023 Results on Oct 24, 2022 Kimoto Co., Ltd. announced that they will report Q2, 2023 results on Oct 24, 2022 Reported Earnings • Jul 30
First quarter 2023 earnings released: EPS: JP¥5.47 (vs JP¥2.35 in 1Q 2022) First quarter 2023 results: EPS: JP¥5.47 (up from JP¥2.35 in 1Q 2022). Revenue: JP¥3.10b (up 6.3% from 1Q 2022). Net income: JP¥258.0m (up 132% from 1Q 2022). Profit margin: 8.3% (up from 3.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • Jul 29
Kimoto Co., Ltd. (TSE:7908) announces an Equity Buyback for 1,000,000 shares, representing 2.12% for ¥350 million. Kimoto Co., Ltd. (TSE:7908) announces an share repurchase program. Under the program the company will repurchase 1,000,000 shares, representing 2.12% of the outstanding shares for ¥350 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until February 8, 2023. As of June 30, 2022, the company had 47,150,446 shares outstanding and 7,622,118 shares in treasury. Announcement • Jun 18
Kimoto Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022 Kimoto Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022 Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 10 non-independent directors. Independent Outside Director Tsuneo Negoro was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Announcement • Apr 08
Kimoto Co., Ltd. to Report Fiscal Year 2022 Results on Apr 22, 2022 Kimoto Co., Ltd. announced that they will report fiscal year 2022 results on Apr 22, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%). Reported Earnings • Jan 26
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥5.54 (down from JP¥9.01 in 3Q 2021). Revenue: JP¥3.21b (down 3.1% from 3Q 2021). Net income: JP¥261.0m (down 39% from 3Q 2021). Profit margin: 8.1% (down from 13% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 24
Second quarter 2022 earnings released: EPS JP¥3.12 (vs JP¥2.58 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.11b (up 27% from 2Q 2021). Net income: JP¥147.0m (up JP¥271.0m from 2Q 2021). Profit margin: 4.7% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥2.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.9%). Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment deteriorated over the past week After last week's 18% share price decline to JP¥254, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 13% over the past three years. Reported Earnings • Jul 27
First quarter 2022 earnings released: EPS JP¥2.35 (vs JP¥5.57 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.92b (up 20% from 1Q 2021). Net income: JP¥111.0m (up JP¥379.0m from 1Q 2021). Profit margin: 3.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 25
Full year 2021 earnings released: EPS JP¥10.30 (vs JP¥16.82 loss in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥11.6b (down 3.8% from FY 2020). Net income: JP¥492.0m (up JP¥1.31b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%). Is New 90 Day High Low • Mar 10
New 90-day high: JP¥207 The company is up 2.0% from its price of JP¥202 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 1.0% over the same period. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥195, the stock is trading at a trailing P/E ratio of 39.4x, up from the previous P/E ratio of 33.9x. This compares to an average P/E of 17x in the Chemicals industry in Japan. Total return to shareholders over the past three years is a loss of 45%. Reported Earnings • Feb 02
Third quarter 2021 earnings released: EPS JP¥9.01 (vs JP¥1.43 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.32b (up 10% from 3Q 2020). Net income: JP¥429.0m (up JP¥499.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 84% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings. Announcement • Dec 24
Kimoto Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021 Kimoto Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021 Is New 90 Day High Low • Dec 01
New 90-day high: JP¥190 The company is up 21% from its price of JP¥157 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period. Announcement • Oct 10
Kimoto Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020 Kimoto Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020