Announcement • 6h
Nojima Corporation to Report Q1, 2027 Results on Jul 30, 2026 Nojima Corporation announced that they will report Q1, 2027 results on Jul 30, 2026 Reported Earnings • May 08
Full year 2026 earnings released: EPS: JP¥135 (vs JP¥112 in FY 2025) Full year 2026 results: EPS: JP¥135 (up from JP¥112 in FY 2025). Revenue: JP¥982.8b (up 15% from FY 2025). Net income: JP¥38.9b (up 21% from FY 2025). Profit margin: 4.0% (up from 3.8% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% 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 • May 08
Nojima Corporation to Report Fiscal Year 2026 Results on May 07, 2026 Nojima Corporation announced that they will report fiscal year 2026 results on May 07, 2026 Announcement • May 07
Nojima Corporation, Annual General Meeting, Jun 19, 2026 Nojima Corporation, Annual General Meeting, Jun 19, 2026. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,281, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 182% over the past three years. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥8.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.4%). Reported Earnings • Jan 30
Third quarter 2026 earnings released: EPS: JP¥33.63 (vs JP¥31.02 in 3Q 2025) Third quarter 2026 results: EPS: JP¥33.63 (up from JP¥31.02 in 3Q 2025). Revenue: JP¥251.2b (up 13% from 3Q 2025). Net income: JP¥9.76b (up 9.9% from 3Q 2025). Profit margin: 3.9% (down from 4.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% 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 • Jan 20
Nojima Corporation Announces Changes in Executive Officers, Effective January 16, 2026 Nojima Corporation announced that its Board of Directors resolved on January 20, 2026, to implement the following changes in executive officers. Effective January 16, 2026, Hirofumi Kunii is appointed as Director and Managing Executive Officer, Director of Personnel Department, previously Director and Managing Executive Officer, Director of Sales Promotion Department. Kosuke Suzuki is appointed as General Manager, Sales & Purchasing Promotion Dept. 1, previously Deputy General Manager, Sales Promotion Department and Area Manager, Kanagawa Area. Shoji Takahashi is appointed as General Manager, Sales & Purchasing Promotion Dept. 2 previously Area Manager, Metropolitan & Chiba Area, Sales Promotion Department. Kensuke Enomoto is appointed as General Manager, Sales & Purchasing Promotion Dept. 3 and Group Manager, Nojima Online Group, previously Area Manager, Tama Area, Sales Promotion Department and Group Manager, Nojima Online Group. The document outlines changes in executive roles, indicating a restructuring in the leadership positions related to sales and purchasing promotion. The personnel changes are effective from January 16, 2026. The Board resolved on January 20, 2026, to implement the changes in executive officers. Announcement • Dec 17
Nojima Corporation to Report Q3, 2026 Results on Jan 29, 2026 Nojima Corporation announced that they will report Q3, 2026 results on Jan 29, 2026 Declared Dividend • Dec 06
First half dividend of JP¥8.00 announced Shareholders will receive a dividend of JP¥8.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to decline by 87% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.9% EPS decline seen over the last 5 years. Reported Earnings • Oct 31
Second quarter 2026 earnings released Second quarter 2026 results: Revenue: JP¥234.6b (up 15% from 2Q 2025). Net income: JP¥9.49b (up 10% from 2Q 2025). Profit margin: 4.0% (down from 4.2% in 2Q 2025). The decrease in margin was driven by higher expenses. New Risk • Oct 24
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 5.3% 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 Earnings have declined by 9.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change). Announcement • Oct 04
Nojima Reportedly May Mull Buying Yokohama F. Marinos Soccer Club Nojima Corporation (TSE:7419) has been floated as a potential buyer in Nissan Motor Co., Ltd. (TSE:7201)'s possible sale of the Yokohama F. Marinos professional soccer club, it was learned on 01 October 2025. Hiroshi Nojima, president of the retailer headquartered in the city of Yokohama, south of Tokyo, told reporters after an event for prospective employees the same day that his company will consider acquiring the club if the opportunity arises. The company is expected to mull whether the publicity benefits of the club would justify the acquisition and operating costs if a formal sale offer is made. Nissan is considering selling off the club in the J1 top division of the Japan Professional Football League, or J.League, amid the automaker's management woes. Other companies including a major information technology firm are also seen as potential buyers of the club. If a bidding war occurs, the price is likely to rise, making the acquisition more challenging. Nojima also plans to take part in a possible bid for naming rights to the Nissan Stadium in Yokohama, the club's home ground. Nissan is currently in talks with the Yokohama city government to lower the naming rights fee. Announcement • Sep 25
Nojima Corporation to Report Q2, 2026 Results on Oct 30, 2025 Nojima Corporation announced that they will report Q2, 2026 results on Oct 30, 2025 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%). Announcement • Aug 13
SBI Liquidity Market Co., Ltd. and Japan Airlines Co., Ltd. (TSE:9201) completed the acquisition of Money Square Holdings, Inc. from Nojima Corporation (TSE:7419). SBI Liquidity Market Co., Ltd. and Japan Airlines Co., Ltd. (TSE:9201) agreed to acquire Money Square Holdings, Inc. from Nojima Corporation (TSE:7419) on July 8, 2025. SBI Liquidity Market and Japan Airlines entered into a contract to acquire Money Square Holdings, Inc. from Nojima on July 14, 2025 In this transaction, JAL will acquire approximately 33.4% of Money Square HD's shares and make it an equity method affiliate. SBILM will acquire approximately 66.6% of the same company's shares and make it a consolidated subsidiary.
The completion of this transaction is subject to approval by the relevant authorities and is expected completion of the transaction is August 12, 2025.
SBI Liquidity Market Co., Ltd. and Japan Airlines Co., Ltd. (TSE:9201) completed the acquisition of Money Square Holdings, Inc. from Nojima Corporation (TSE:7419) on August 13, 2025. Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: JP¥104 (vs JP¥57.33 in 1Q 2025) First quarter 2026 results: EPS: JP¥104 (up from JP¥57.33 in 1Q 2025). Revenue: JP¥228.2b (up 21% from 1Q 2025). Net income: JP¥9.95b (up 78% from 1Q 2025). Profit margin: 4.4% (up from 3.0% 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 9% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jul 31
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 37% to JP¥3,475. The fair value is estimated to be JP¥2,879, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Announcement • Jul 15
SBI Liquidity Market Co., Ltd. and Japan Airlines Co., Ltd. (TSE:9201) agreed to acquire Money Square Holdings, Inc. from Nojima Corporation (TSE:7419). SBI Liquidity Market Co., Ltd. and Japan Airlines Co., Ltd. (TSE:9201) agreed to acquire Money Square Holdings, Inc. from Nojima Corporation (TSE:7419) on July 8, 2025. SBI Liquidity Market and Japan Airlines entered into a contract to acquire Money Square Holdings, Inc. from Nojima on July 14, 2025 In this transaction, JAL will acquire approximately 33.4% of Money Square HD's shares and make it an equity method affiliate. SBILM will acquire approximately 66.6% of the same company's shares and make it a consolidated subsidiary.
The completion of this transaction is subject to approval by the relevant authorities and is expected completion of the transaction is August 12, 2025. New Risk • Jul 10
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 5.6% 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 Earnings have declined by 8.4% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change). Declared Dividend • Jul 09
Final dividend of JP¥23.00 announced Shareholders will receive a dividend of JP¥23.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Jul 09
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 42% to JP¥3,500. The fair value is estimated to be JP¥2,887, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Announcement • Jun 29
Nojima Corporation to Report Q1, 2026 Results on Jul 31, 2025 Nojima Corporation announced that they will report Q1, 2026 results on Jul 31, 2025 Reported Earnings • Jun 20
Full year 2025 earnings released: EPS: JP¥335 (vs JP¥204 in FY 2024) Full year 2025 results: EPS: JP¥335 (up from JP¥204 in FY 2024). Revenue: JP¥853.4b (up 12% from FY 2024). Net income: JP¥32.3b (up 62% from FY 2024). Profit margin: 3.8% (up from 2.6% 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 2% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 08
Full year 2025 earnings released: EPS: JP¥335 (vs JP¥204 in FY 2024) Full year 2025 results: EPS: JP¥335 (up from JP¥204 in FY 2024). Revenue: JP¥853.4b (up 12% from FY 2024). Net income: JP¥32.3b (up 62% from FY 2024). Profit margin: 3.8% (up from 2.6% 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 2% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 07
Nojima Corporation, Annual General Meeting, Jun 20, 2025 Nojima Corporation, Annual General Meeting, Jun 20, 2025. Announcement • Apr 03
Nojima Corporation (TSE:7419) completed the acquisition of STREET HOLDINGS Inc from Sojitz Corporation (TSE:2768), Maruta Creative Partners Inc. and others. Nojima Corporation (TSE:7419) agreed to acquire STREET HOLDINGS Inc from Sojitz Corporation (TSE:2768), Maruta Creative Partners Inc. and others for ¥12.5 billion on February 28, 2025.
The expected completion of the transaction is April 2, 2025.
Nojima Corporation (TSE:7419) completed the acquisition of STREET HOLDINGS Inc from Sojitz Corporation (TSE:2768), Maruta Creative Partners Inc. and others on April 2, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%). Announcement • Mar 03
Nojima Corporation to Report Fiscal Year 2025 Results on May 07, 2025 Nojima Corporation announced that they will report fiscal year 2025 results on May 07, 2025 Announcement • Feb 18
Nojima Corporation (TSE:7419) announces an Equity Buyback for 2,000,000 shares, representing 1.95% for ¥5,000 million. Nojima Corporation (TSE:7419) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.95% of its issued share capital, for ¥5,000 million. The purpose of the program is improving capital efficiency by enhancing shareholder returns and implementing flexible capital policies in response to changes in the business environment. The program will be valid till February 18, 2026. As of January 31, 2025, the company has 102,579,232 issued shares (excluding treasury stock) and 5,495,635 treasury shares. Reported Earnings • Jan 31
Third quarter 2025 earnings released: EPS: JP¥93.05 (vs JP¥51.21 in 3Q 2024) Third quarter 2025 results: EPS: JP¥93.05 (up from JP¥51.21 in 3Q 2024). Revenue: JP¥223.2b (up 10% from 3Q 2024). Net income: JP¥8.88b (up 77% from 3Q 2024). Profit margin: 4.0% (up from 2.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. New Risk • Jan 30
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 5.4% 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 Earnings have declined by 5.6% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change). Announcement • Jan 06
Nojima Corporation (TSE:7419) acquired 91.40% stake in VAIO Corporation from Japan Industrial Partners, Inc. Nojima Corporation (TSE:7419) agreed to acquire 91.40% stake in VAIO Corporation from Japan Industrial Partners, Inc. on November 11, 2024. A cash consideration will be paid by Nojima Corporation.
For the period ending May 31, 2024, VAIO Corporation reported total revenue of ¥42.13 billion and net income of ¥985 million. As of May 31, 2024, VAIO Corporation reported total assets of ¥34.47 billion and total common equity of ¥4.99 billion.
The expected completion of the transaction is January 6, 2025.
Nojima Corporation (TSE:7419) completed the acquisition of 91.40% stake in VAIO Corporation from Japan Industrial Partners, Inc. on January 6, 2025. Announcement • Jan 03
Nojima Corporation to Report Q3, 2025 Results on Jan 30, 2025 Nojima Corporation announced that they will report Q3, 2025 results on Jan 30, 2025 Declared Dividend • Dec 07
First half dividend of JP¥20.00 announced Shareholders will receive a dividend of JP¥20.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Nov 11
Nojima Corporation (TSE:7419) agreed to acquire 91.40% stake in VAIO Corporation from Japan Industrial Partners, Inc. Nojima Corporation (TSE:7419) agreed to acquire 91.40% stake in VAIO Corporation from Japan Industrial Partners, Inc. on November 11, 2024. A cash consideration will be paid by Nojima Corporation.
For the period ending May 31, 2024, VAIO Corporation reported total revenue of ¥42.13 billion and net income of ¥985 million. As of May 31, 2024, VAIO Corporation reported total assets of ¥34.47 billion and total common equity of ¥4.99 billion.
The expected completion of the transaction is January 6, 2025. Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥88.75 (vs JP¥59.50 in 2Q 2024) Second quarter 2025 results: EPS: JP¥88.75 (up from JP¥59.50 in 2Q 2024). Revenue: JP¥204.0b (up 9.5% from 2Q 2024). Net income: JP¥8.60b (up 47% from 2Q 2024). Profit margin: 4.2% (up from 3.1% 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 6% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Announcement • Sep 11
Nojima Corporation to Report Q2, 2025 Results on Oct 31, 2024 Nojima Corporation announced that they will report Q2, 2025 results on Oct 31, 2024 Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: JP¥57.33 (vs JP¥34.08 in 1Q 2024) First quarter 2025 results: EPS: JP¥57.33 (up from JP¥34.08 in 1Q 2024). Revenue: JP¥189.1b (up 10% from 1Q 2024). Net income: JP¥5.60b (up 67% from 1Q 2024). Profit margin: 3.0% (up from 1.9% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Declared Dividend • Jul 11
Final dividend of JP¥18.00 announced Shareholders will receive a dividend of JP¥18.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Jun 06
Nojima Corporation to Report Q1, 2025 Results on Jul 31, 2024 Nojima Corporation announced that they will report Q1, 2025 results on Jul 31, 2024 Announcement • May 09
Nojima Corporation, Annual General Meeting, Jun 21, 2024 Nojima Corporation, Annual General Meeting, Jun 21, 2024. Reported Earnings • May 08
Full year 2024 earnings released: EPS: JP¥204 (vs JP¥239 in FY 2023) Full year 2024 results: EPS: JP¥204 (down from JP¥239 in FY 2023). Revenue: JP¥761.3b (up 22% from FY 2023). Net income: JP¥20.0b (down 14% from FY 2023). Profit margin: 2.6% (down from 3.7% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%). Announcement • Mar 02
Nojima Corporation to Report Fiscal Year 2024 Results on May 07, 2024 Nojima Corporation announced that they will report fiscal year 2024 results on May 07, 2024 Announcement • Feb 21
Nojima Corporation (TSE:7419) announces an Equity Buyback for 2,000,000 shares, representing 1.95% for ¥4,000 million. Nojima Corporation (TSE:7419) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.95% of its issued share capital, for ¥4,000 million. The purpose of the program is improving capital efficiency by enhancing shareholder returns and implementing flexible capital policies in response to changes in the business environment. The program will be valid till February 20, 2025. As of January 31, 2024, the company has 102,579,232 issued shares (excluding treasury stock) and 4,658,863 treasury shares. Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥51.21 (vs JP¥52.18 in 3Q 2023) Third quarter 2024 results: EPS: JP¥51.21 (down from JP¥52.18 in 3Q 2023). Revenue: JP¥202.6b (up 36% from 3Q 2023). Net income: JP¥5.02b (down 1.4% from 3Q 2023). Profit margin: 2.5% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is well ahead of earnings. Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥59.50 (vs JP¥68.04 in 2Q 2023) Second quarter 2024 results: EPS: JP¥59.50 (down from JP¥68.04 in 2Q 2023). Revenue: JP¥186.4b (up 36% from 2Q 2023). Net income: JP¥5.85b (down 12% from 2Q 2023). Profit margin: 3.1% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥15.00 per share at 2.3% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%). Announcement • Sep 10
Nojima Corporation to Report Q2, 2024 Results on Oct 31, 2023 Nojima Corporation announced that they will report Q2, 2024 results on Oct 31, 2023 New Risk • Aug 02
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: 3.1% Last year net profit margin: 4.6% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥34.08 (vs JP¥62.76 in 1Q 2023) First quarter 2024 results: EPS: JP¥34.08 (down from JP¥62.76 in 1Q 2023). Revenue: JP¥171.7b (up 27% from 1Q 2023). Net income: JP¥3.35b (down 45% from 1Q 2023). Profit margin: 1.9% (down from 4.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Announcement • Jun 23
Nojima Corporation Provides Consolidated Earnings Guidance for the Second Quarter (Cumulative) and Full Year of Fiscal Year Ending March 31, 2024 Nojima Corporation provided consolidated earnings guidance for the second quarter (cumulative) and full year of fiscal year ending March 31, 2024. For the first half, the company expects net sales to be JPY 360,000 million. Operating income to be JPY 18,000 million. Net income attributable to shareholders of the parent company to be JPY 12,000 million. Net income per share to be JPY 122.39.For the full year, the company expects net sales to be JPY 740,000 million. Operating income to be JPY 38,000 million. Net income attributable to shareholders of the parent company to be JPY 27,000 million. Net income per share to be JPY 275.37. Announcement • Jun 21
Nojima Corporation to Report Q1, 2024 Results on Jul 31, 2023 Nojima Corporation announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 11
Full year 2023 earnings released: EPS: JP¥239 (vs JP¥261 in FY 2022) Full year 2023 results: EPS: JP¥239 (down from JP¥261 in FY 2022). Revenue: JP¥626.2b (up 11% from FY 2022). Net income: JP¥23.3b (down 9.8% from FY 2022). Profit margin: 3.7% (down from 4.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥13.00 per share at 1.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%). Announcement • Feb 10
Nojima Corporation (TSE:7419) completed the acquisition of Conexio Corporation (TSE:9422) from ITOCHU Corporation (TSE:8001) and others. Nojima Corporation (TSE:7419) agreed to acquire Conexio Corporation (TSE:9422) from ITOCHU Corporation (TSE:8001) and others for ¥85.4 billion on December 22, 2022. The deal is expected to close on February 9, 2023. The board of directors of Conexio have expressed their opinion in favour of the tender offer. The tender offer is subject to a minimum of 66.67% stake being validly tendered and accepted. Mori Hamada & Matsumoto LPC acted as a legal advisor to Nojima, Nomura Securities Co., Ltd. acted as a financial advisor to Itochu. Frontier Management Inc. (TSE:7038) acted as a financial advisor to Conexio and Nomura & Partners acted as legal advisor to Conexio.
Nojima Corporation (TSE:7419) completed the acquisition of Conexio Corporation (TSE:9422) from ITOCHU Corporation (TSE:8001) and others on February 10, 2023. Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥52.18 (vs JP¥53.52 in 3Q 2022) Third quarter 2023 results: EPS: JP¥52.18 (down from JP¥53.52 in 3Q 2022). Revenue: JP¥149.0b (up 4.0% from 3Q 2022). Net income: JP¥5.09b (down 4.1% from 3Q 2022). Profit margin: 3.4% (down from 3.7% 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 3% per year whereas the company’s share price has increased by 4% per year. Reported Earnings • Nov 16
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: JP¥136.7b (up 3.5% from 2Q 2022). Net income: JP¥6.63b (up 78% from 2Q 2022). Profit margin: 4.9% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue. Reported Earnings • Nov 02
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: JP¥136.7b (up 3.5% from 2Q 2022). Net income: JP¥6.63b (up 78% from 2Q 2022). Profit margin: 4.9% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue.