Reported Earnings • Jun 27
First quarter 2027 earnings released: EPS: JP¥0.92 (vs JP¥2.00 loss in 1Q 2026) First quarter 2027 results: EPS: JP¥0.92 (up from JP¥2.00 loss in 1Q 2026). Revenue: JP¥3.36b (flat on 1Q 2026). Net income: JP¥11.0m (up JP¥35.0m from 1Q 2026). Profit margin: 0.3% (up from net loss in 1Q 2026). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Announcement • May 27
Palemo Holdings Co.,Ltd. to Report Q1, 2027 Results on Jun 26, 2026 Palemo Holdings Co.,Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026 New Risk • Mar 31
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 38% 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 Risks High level of non-cash earnings (38% accrual ratio). Market cap is less than US$10m (JP¥1.39b market cap, or US$8.71m). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change). Reported Earnings • Mar 29
Full year 2026 earnings released: EPS: JP¥1.75 (vs JP¥3.91 loss in FY 2025) Full year 2026 results: EPS: JP¥1.75 (up from JP¥3.91 loss in FY 2025). Revenue: JP¥14.1b (down 6.4% from FY 2025). Net income: JP¥21.0m (up JP¥68.0m from FY 2025). Profit margin: 0.1% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Announcement • Mar 27
Palemo Holdings Co.,Ltd., Annual General Meeting, May 14, 2026 Palemo Holdings Co.,Ltd., Annual General Meeting, May 14, 2026. New Risk • Mar 18
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.53b (US$9.62m) This is considered a major 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: Major Risk Market cap is less than US$10m (JP¥1.53b market cap, or US$9.62m). Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change). New Risk • Jan 21
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 Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥1.87b market cap, or US$11.8m). Announcement • Jan 20
Palemo Holdings Co.,Ltd. (TSE:2778) announces an Equity Buyback for 300,000 shares, representing 2.49% for ¥50 million. Palemo Holdings Co.,Ltd. (TSE:2778) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 2.49% of its share capital, for ¥50 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will be valid till December 30, 2026. As of December 20, 2025, the company had 12,051,384 shares outstanding (excluding treasury shares) and 9,254 shares in treasury. Reported Earnings • Dec 27
Third quarter 2026 earnings released: JP¥8.14 loss per share (vs JP¥5.65 loss in 3Q 2025) Third quarter 2026 results: JP¥8.14 loss per share (further deteriorated from JP¥5.65 loss in 3Q 2025). Revenue: JP¥3.23b (down 5.1% from 3Q 2025). Net loss: JP¥98.0m (loss widened 44% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. New Risk • Dec 22
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.57b (US$9.95m) This is considered a major 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. This is currently the only risk that has been identified for the company. Board Change • Nov 26
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. 3 non-independent directors. Independent Outside Director Fumiko Tamura was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 27
Second quarter 2026 earnings released: EPS: JP¥11.38 (vs JP¥2.74 in 2Q 2025) Second quarter 2026 results: EPS: JP¥11.38 (up from JP¥2.74 in 2Q 2025). Revenue: JP¥3.79b (down 6.0% from 2Q 2025). Net income: JP¥137.0m (up 315% from 2Q 2025). Profit margin: 3.6% (up from 0.8% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Announcement • Sep 26
Palemo Holdings Co.,Ltd. to Report Q3, 2026 Results on Dec 26, 2025 Palemo Holdings Co.,Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025 Board Change • Aug 28
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: 5 new directors. 2 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent External Director Akio Nagata is the most experienced director on the board, commencing their role in 2015. Independent Outside Director Fumiko Tamura was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Announcement • Jul 16
Palemo Holdings Co.,Ltd. to Report Q2, 2026 Results on Sep 26, 2025 Palemo Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Sep 26, 2025 Reported Earnings • Jun 29
First quarter 2026 earnings released: JP¥2.00 loss per share (vs JP¥5.99 profit in 1Q 2025) First quarter 2026 results: JP¥2.00 loss per share (down from JP¥5.99 profit in 1Q 2025). Revenue: JP¥3.39b (down 11% from 1Q 2025). Net loss: JP¥24.0m (down 133% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Apr 27
Palemo Holdings Co.,Ltd. to Report Q1, 2026 Final Results on Jun 27, 2025 Palemo Holdings Co.,Ltd. announced that they will report Q1, 2026 final results on Jun 27, 2025 New Risk • Apr 07
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.42b (US$9.70m) This is considered a major 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: Major Risks Share price has been highly volatile over the past 3 months (9.7% average weekly change). Market cap is less than US$10m (JP¥1.42b market cap, or US$9.70m). Reported Earnings • Apr 02
Full year 2025 earnings released: JP¥3.91 loss per share (vs JP¥34.17 profit in FY 2024) Full year 2025 results: JP¥3.91 loss per share (down from JP¥34.17 profit in FY 2024). Revenue: JP¥15.0b (down 5.7% from FY 2024). Net loss: JP¥47.0m (down 111% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Mar 28
Palemo Holdings Co.,Ltd., Annual General Meeting, May 15, 2025 Palemo Holdings Co.,Ltd., Annual General Meeting, May 15, 2025. Announcement • Feb 21
Palemo Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 28, 2025 Palemo Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 28, 2025 New Risk • Jan 22
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 9.2% 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 (9.2% average weekly change). Minor Risk Market cap is less than US$100m (JP¥1.92b market cap, or US$12.3m). Reported Earnings • Dec 28
Third quarter 2025 earnings released: JP¥5.65 loss per share (vs JP¥6.32 profit in 3Q 2024) Third quarter 2025 results: JP¥5.65 loss per share (down from JP¥6.32 profit in 3Q 2024). Revenue: JP¥3.40b (down 5.8% from 3Q 2024). Net loss: JP¥68.0m (down 190% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. New Risk • Dec 19
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.55b (US$9.90m) This is considered a major 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: Major Risk Market cap is less than US$10m (JP¥1.55b market cap, or US$9.90m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.05% net profit margin). Announcement • Oct 12
Palemo Holdings Co.,Ltd. to Report Q3, 2025 Results on Dec 27, 2024 Palemo Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024 Reported Earnings • Sep 28
Second quarter 2025 earnings released: EPS: JP¥2.74 (vs JP¥27.77 in 2Q 2024) Second quarter 2025 results: EPS: JP¥2.74 (down from JP¥27.77 in 2Q 2024). Revenue: JP¥4.03b (down 7.6% from 2Q 2024). Net income: JP¥33.0m (down 90% from 2Q 2024). Profit margin: 0.8% (down from 7.7% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. New Risk • Aug 06
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 Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$10m (JP¥1.23b market cap, or US$8.43m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 38% After last week's 38% share price decline to JP¥102, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 58% over the past three years. Announcement • Jul 30
Palemo Holdings Co.,Ltd. to Report Q2, 2025 Results on Sep 27, 2024 Palemo Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Sep 27, 2024 New Risk • Jun 30
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥2.09b market cap, or US$13.0m). Reported Earnings • Jun 30
First quarter 2025 earnings released: EPS: JP¥5.99 (vs JP¥14.47 in 1Q 2024) First quarter 2025 results: EPS: JP¥5.99 (down from JP¥14.47 in 1Q 2024). Revenue: JP¥3.80b (down 6.1% from 1Q 2024). Net income: JP¥72.0m (down 59% from 1Q 2024). Profit margin: 1.9% (down from 4.3% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • May 13
Palemo Holdings Co.,Ltd. to Report Q1, 2025 Results on Jun 28, 2024 Palemo Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024 Reported Earnings • Mar 31
Full year 2024 earnings released: EPS: JP¥34.17 (vs JP¥46.82 in FY 2023) Full year 2024 results: EPS: JP¥34.17 (down from JP¥46.82 in FY 2023). Revenue: JP¥15.9b (down 9.0% from FY 2023). Net income: JP¥411.0m (down 27% from FY 2023). Profit margin: 2.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Mar 31
Palemo Holdings Co.,Ltd., Annual General Meeting, May 16, 2024 Palemo Holdings Co.,Ltd., Annual General Meeting, May 16, 2024. Announcement • Feb 02
Palemo Holdings Co.,Ltd. to Report Fiscal Year 2024 Final Results on Mar 29, 2024 Palemo Holdings Co.,Ltd. announced that they will report fiscal year 2024 final results on Mar 29, 2024 New Risk • Dec 27
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: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.30b market cap, or US$16.1m). Announcement • Nov 01
Palemo Holdings Co.,Ltd. to Report Q3, 2024 Results on Dec 26, 2023 Palemo Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Dec 26, 2023 Reported Earnings • Sep 30
Second quarter 2024 earnings released: EPS: JP¥27.77 (vs JP¥25.63 in 2Q 2023) Second quarter 2024 results: EPS: JP¥27.77 (up from JP¥25.63 in 2Q 2023). Revenue: JP¥4.36b (down 5.0% from 2Q 2023). Net income: JP¥334.0m (up 8.4% from 2Q 2023). Profit margin: 7.7% (up from 6.7% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Jul 30
Palemo Holdings Co.,Ltd. to Report Q2, 2024 Results on Sep 29, 2023 Palemo Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023 New Risk • Jun 28
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.0% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.0% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥2.21b market cap, or US$15.4m). Reported Earnings • Jun 28
First quarter 2024 earnings released: EPS: JP¥14.47 (vs JP¥12.80 in 1Q 2023) First quarter 2024 results: EPS: JP¥14.47 (up from JP¥12.80 in 1Q 2023). Revenue: JP¥4.05b (down 13% from 1Q 2023). Net income: JP¥174.0m (up 14% from 1Q 2023). Profit margin: 4.3% (up from 3.3% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • May 17
Palemo Holdings Co.,Ltd. to Report Q1, 2024 Results on Jun 27, 2023 Palemo Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Jun 27, 2023 Reported Earnings • Apr 01
Full year 2023 earnings released: EPS: JP¥46.82 (vs JP¥117 loss in FY 2022) Full year 2023 results: EPS: JP¥46.82 (up from JP¥117 loss in FY 2022). Revenue: JP¥17.5b (down 2.2% from FY 2022). Net income: JP¥562.0m (up JP¥1.96b from FY 2022). Profit margin: 3.2% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% 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 • Mar 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥223, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total loss to shareholders of 6.7% over the past three years. Announcement • Feb 01
Palemo Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 31, 2023 Palemo Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 31, 2023 Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥204, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total loss to shareholders of 34% over the past three years. Reported Earnings • Dec 28
Third quarter 2023 earnings released: JP¥3.24 loss per share (vs JP¥49.46 loss in 3Q 2022) Third quarter 2023 results: JP¥3.24 loss per share (improved from JP¥49.46 loss in 3Q 2022). Revenue: JP¥4.03b (down 7.9% from 3Q 2022). Net loss: JP¥39.0m (loss narrowed 93% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 15% per year. 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. 3 non-independent directors. Independent External Director Akio Nagata 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 • Oct 30
Palemo Holdings Co.,Ltd. to Report Q3, 2023 Results on Dec 27, 2022 Palemo Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Dec 27, 2022 Reported Earnings • Sep 29
Second quarter 2023 earnings released: EPS: JP¥25.63 (vs JP¥17.61 loss in 2Q 2022) Second quarter 2023 results: EPS: JP¥25.63 (up from JP¥17.61 loss in 2Q 2022). Revenue: JP¥4.59b (up 4.4% from 2Q 2022). Net income: JP¥308.0m (up JP¥518.0m from 2Q 2022). Profit margin: 6.7% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Announcement • Jul 31
Palemo Holdings Co.,Ltd. to Report Q2, 2023 Results on Sep 27, 2022 Palemo Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Sep 27, 2022 Reported Earnings • Jun 29
First quarter 2023 earnings released: EPS: JP¥12.80 (vs JP¥24.84 loss in 1Q 2022) First quarter 2023 results: EPS: JP¥12.80 (up from JP¥24.84 loss in 1Q 2022). Revenue: JP¥4.66b (up 11% from 1Q 2022). Net income: JP¥153.0m (up JP¥449.0m from 1Q 2022). Profit margin: 3.3% (up from net loss in 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance. Announcement • May 06
Palemo Holdings Co.,Ltd. to Report Q1, 2022 Results on Jun 28, 2022 Palemo Holdings Co.,Ltd. announced that they will report Q1, 2022 results on Jun 28, 2022 Board Change • Apr 27
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. 3 non-independent directors. Independent External Director Akio Nagata 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 • Apr 08
Palemo Holdings Co.,Ltd., Annual General Meeting, May 12, 2022 Palemo Holdings Co.,Ltd., Annual General Meeting, May 12, 2022. Reported Earnings • Mar 31
Full year 2022 earnings released: JP¥117 loss per share (vs JP¥157 loss in FY 2021) Full year 2022 results: JP¥117 loss per share (up from JP¥157 loss in FY 2021). Revenue: JP¥17.9b (down 1.9% from FY 2021). Net loss: JP¥1.39b (loss narrowed 26% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance. Announcement • Mar 31
Palemo Holdings Co.,Ltd. announced that it expects to receive ¥265 million in funding from REVIC Capital Co., Ltd., AGS Consulting Co., Ltd., Investment Arm Palemo Holdings Co.,Ltd. signed a stock subscription agreement to issue 265 Class A Preferred Stock at a price of ¥1,000,000 for gross proceeds of ¥265,000,000 on March 29, 2022. The transaction will include participation from Kinki Chubu Koiki Fukko Shien Fund a fund managed by REVIC Capital Co., Ltd. and AGS Consulting Co., Ltd., Investment Arm. The investors will receive preferred dividend at 5.5% annually. The transaction is expected to close on June 30, 2022. The transaction is subject to approval in shareholders scheduled to be held on May 12, 2022. The company will pay ¥5,000,000 as issuance costs in the transaction. Reported Earnings • Dec 29
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: JP¥49.46 loss per share (down from JP¥1.76 profit in 3Q 2021). Revenue: JP¥4.37b (down 16% from 3Q 2021). Net loss: JP¥590.0m (down JP¥611.0m from profit in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance. Reported Earnings • Oct 05
Second quarter 2022 earnings released: JP¥17.61 loss per share (vs JP¥7.23 profit in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥4.40b (down 18% from 2Q 2021). Net loss: JP¥210.0m (down 341% from profit in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance. Reported Earnings • Jun 27
First quarter 2022 earnings released: JP¥24.84 loss per share (vs JP¥86.37 loss in 1Q 2021) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥4.20b (up 41% from 1Q 2021). Net loss: JP¥296.0m (loss narrowed 72% from 1Q 2021). Reported Earnings • Apr 04
Full year 2021 earnings released: JP¥157 loss per share (vs JP¥29.07 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥18.3b (down 24% from FY 2020). Net loss: JP¥1.88b (down JP¥2.23b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Feb 22
New 90-day low: JP¥173 The company is down 1.0% from its price of JP¥175 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period. Is New 90 Day High Low • Jan 27
New 90-day high: JP¥195 The company is up 14% from its price of JP¥171 on 29 October 2020. The Japanese market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Specialty Retail industry, which is up 9.0% over the same period. Announcement • Jan 23
Palemo Holdings Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 30, 2021 Palemo Holdings Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 30, 2021 Reported Earnings • Jan 07
Third quarter 2021 earnings released: EPS JP¥1.76 The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.19b (down 6.8% from 3Q 2020). Net income: JP¥21.0m (up JP¥205.0m from 3Q 2020). Profit margin: 0.4% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 110% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings. Reported Earnings • Dec 29
Third quarter 2021 earnings released: EPS JP¥1.76 The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.19b (down 6.8% from 3Q 2020). Net income: JP¥21.0m (up JP¥205.0m from 3Q 2020). Profit margin: 0.4% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 110% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings. Announcement • Jul 05
Palemo Holdings Co.,Ltd. to Report Q2, 2021 Results on Sep 29, 2020 Palemo Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Sep 29, 2020