Reported Earnings • May 27
First quarter 2027 earnings released: EPS: JP¥2.85 (vs JP¥8.12 loss in 1Q 2026) First quarter 2027 results: EPS: JP¥2.85 (up from JP¥8.12 loss in 1Q 2026). Revenue: JP¥5.65b (down 2.6% from 1Q 2026). Net income: JP¥48.0m (up JP¥184.8m from 1Q 2026). Profit margin: 0.8% (up from net loss in 1Q 2026). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. New Risk • May 21
New major risk - Revenue and earnings growth Earnings have declined by 64% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 64% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.68b market cap, or US$42.0m). Reported Earnings • Mar 06
Full year 2026 earnings released: EPS: JP¥11.75 (vs JP¥14.36 loss in FY 2025) Full year 2026 results: EPS: JP¥11.75 (up from JP¥14.36 loss in FY 2025). Revenue: JP¥20.2b (up 1.8% from FY 2025). Net income: JP¥198.0m (up JP¥440.0m from FY 2025). Profit margin: 1.0% (up from net loss in FY 2025). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Announcement • Mar 05
Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026 Takasho Co.,Ltd., Annual General Meeting, Apr 15, 2026. Upcoming Dividend • Jan 12
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 19 January 2026. Payment date: 10 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%). Reported Earnings • Nov 30
Third quarter 2026 earnings released: JP¥9.57 loss per share (vs JP¥19.73 loss in 3Q 2025) Third quarter 2026 results: JP¥9.57 loss per share (improved from JP¥19.73 loss in 3Q 2025). Revenue: JP¥4.40b (up 5.2% from 3Q 2025). Net loss: JP¥161.3m (loss narrowed 52% from 3Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Retail Distributors industry in Japan. 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. Declared Dividend • Aug 29
Dividend of JP¥5.00 announced Dividend of JP¥5.00 is the same as last year. Ex-date: 19th January 2026 Payment date: 10th April 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Reported Earnings • Aug 28
Second quarter 2026 earnings released: EPS: JP¥14.88 (vs JP¥4.33 in 2Q 2025) Second quarter 2026 results: EPS: JP¥14.88 (up from JP¥4.33 in 2Q 2025). Revenue: JP¥5.13b (down 5.2% from 2Q 2025). Net income: JP¥250.8m (up 244% from 2Q 2025). Profit margin: 4.9% (up from 1.3% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance. Reported Earnings • May 29
First quarter 2026 earnings released: JP¥8.12 loss per share (vs JP¥1.01 loss in 1Q 2025) First quarter 2026 results: JP¥8.12 loss per share (further deteriorated from JP¥1.01 loss in 1Q 2025). Revenue: JP¥5.80b (up 9.7% from 1Q 2025). Net loss: JP¥136.8m (loss widened JP¥119.8m from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance. New Risk • Mar 27
New major risk - Revenue and earnings growth Earnings have declined by 41% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 41% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥7.00b market cap, or US$46.5m). Announcement • Mar 26
Takasho Co.,Ltd. to Report Q1, 2026 Results on May 23, 2025 Takasho Co.,Ltd. announced that they will report Q1, 2026 results on May 23, 2025 Reported Earnings • Mar 04
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: JP¥14.36 loss per share (further deteriorated from JP¥4.41 loss in FY 2024). Revenue: JP¥19.9b (up 2.5% from FY 2024). Net loss: JP¥242.0m (loss widened 223% from FY 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. Announcement • Mar 03
Takasho Co.,Ltd., Annual General Meeting, Apr 09, 2025 Takasho Co.,Ltd., Annual General Meeting, Apr 09, 2025. Announcement • Jan 28
Takasho Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 03, 2025 Takasho Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 03, 2025 Upcoming Dividend • Jan 10
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 17 January 2025. Payment date: 11 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%). Reported Earnings • Nov 27
Third quarter 2025 earnings released: JP¥19.73 loss per share (vs JP¥10.45 loss in 3Q 2024) Third quarter 2025 results: JP¥19.73 loss per share (further deteriorated from JP¥10.45 loss in 3Q 2024). Revenue: JP¥4.18b (down 6.6% from 3Q 2024). Net loss: JP¥332.5m (loss widened 89% from 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Announcement • Oct 29
Takasho Co.,Ltd. to Report Q3, 2025 Results on Nov 15, 2024 Takasho Co.,Ltd. announced that they will report Q3, 2025 results on Nov 15, 2024 Reported Earnings • Aug 28
Second quarter 2025 earnings released: EPS: JP¥4.40 (vs JP¥7.04 in 2Q 2024) Second quarter 2025 results: EPS: JP¥4.40 (down from JP¥7.04 in 2Q 2024). Revenue: JP¥5.41b (up 6.4% from 2Q 2024). Net income: JP¥74.2m (down 38% from 2Q 2024). Profit margin: 1.4% (down from 2.3% in 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Retail Distributors industry in Japan. 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. New Risk • Aug 14
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 118% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 118% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (JP¥8.02b market cap, or US$54.6m). Reported Earnings • May 27
First quarter 2025 earnings released: JP¥1.01 loss per share (vs JP¥6.10 profit in 1Q 2024) First quarter 2025 results: JP¥1.01 loss per share (down from JP¥6.10 profit in 1Q 2024). Revenue: JP¥5.29b (down 5.6% from 1Q 2024). Net loss: JP¥17.0m (down 116% from profit in 1Q 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Announcement • Apr 29
Takasho Co.,Ltd. to Report Q1, 2025 Results on May 24, 2024 Takasho Co.,Ltd. announced that they will report Q1, 2025 results on May 24, 2024 Reported Earnings • Mar 08
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: JP¥4.45 loss per share (down from JP¥29.54 profit in FY 2023). Revenue: JP¥19.4b (down 4.6% from FY 2023). Net loss: JP¥75.6m (down 115% from profit in FY 2023). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance. Announcement • Mar 06
Takasho Co.,Ltd., Annual General Meeting, Apr 10, 2024 Takasho Co.,Ltd., Annual General Meeting, Apr 10, 2024. Agenda: To consider a proposal for the reversal of the separate reserve fund. Announcement • Jan 28
Takasho Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 05, 2024 Takasho Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 05, 2024 Upcoming Dividend • Jan 11
Upcoming dividend of JP¥5.00 per share at 0.9% yield Eligible shareholders must have bought the stock before 18 January 2024. Payment date: 15 April 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.1%). Reported Earnings • Nov 29
Third quarter 2024 earnings released: JP¥10.41 loss per share (vs JP¥2.85 loss in 3Q 2023) Third quarter 2024 results: JP¥10.41 loss per share (further deteriorated from JP¥2.85 loss in 3Q 2023). Revenue: JP¥4.47b (down 8.0% from 3Q 2023). Net loss: JP¥175.4m (loss widened 251% from 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. 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 10% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Sep 23
Consensus revenue estimates fall by 12% The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥22.5b to JP¥19.9b. EPS estimate fell from JP¥38.40 to JP¥18.90 per share. Net income forecast to grow 466% next year vs 19% growth forecast for Retail Distributors industry in Japan. Consensus price target down from JP¥840 to JP¥740. Share price was steady at JP¥642 over the past week. Buying Opportunity • Sep 20
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 4.9%. The fair value is estimated to be JP¥799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 1,415% in the next 2 years. Buying Opportunity • Aug 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 8.4%. The fair value is estimated to be JP¥803, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 1,398% in the next 2 years. Reported Earnings • Aug 27
Second quarter 2024 earnings released: EPS: JP¥7.00 (vs JP¥8.79 in 2Q 2023) Second quarter 2024 results: EPS: JP¥7.00 (down from JP¥8.79 in 2Q 2023). Revenue: JP¥5.08b (down 5.0% from 2Q 2023). Net income: JP¥118.4m (down 23% from 2Q 2023). Profit margin: 2.3% (down from 2.9% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Reported Earnings • May 27
First quarter 2024 earnings released: EPS: JP¥6.10 (vs JP¥29.95 in 1Q 2023) First quarter 2024 results: EPS: JP¥6.10 (down from JP¥29.95 in 1Q 2023). Revenue: JP¥5.60b (down 1.2% from 1Q 2023). Net income: JP¥106.0m (down 80% from 1Q 2023). Profit margin: 1.9% (down from 9.3% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Reported Earnings • Mar 04
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: JP¥29.54 (down from JP¥64.99 in FY 2022). Revenue: JP¥20.4b (down 2.1% from FY 2022). Net income: JP¥518.0m (down 48% from FY 2022). Profit margin: 2.5% (down from 4.8% in FY 2022). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 47%. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year. Upcoming Dividend • Jan 12
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 19 January 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%). Announcement • Jan 06
Takasho Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 03, 2023 Takasho Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 03, 2023 Reported Earnings • Nov 27
Third quarter 2023 earnings released: JP¥2.85 loss per share (vs JP¥9.80 profit in 3Q 2022) Third quarter 2023 results: JP¥2.85 loss per share (down from JP¥9.80 profit in 3Q 2022). Revenue: JP¥4.86b (up 3.6% from 3Q 2022). Net loss: JP¥50.0m (down 134% from profit in 3Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • Nov 26
Takasho Co.,Ltd. Revises Earnings Guidance for the Fiscal Year Ending January 20, 2023 Takasho Co.,Ltd. revised earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 20,880 million, Operating Income of JPY 810 million, Net income attributable to owners of the parent company of JPY 730 million and Basic Earnings Per Share of JPY 41.63 against previously expected net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of the parent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55. Price Target Changed • Nov 16
Price target decreased to JP¥920 Down from JP¥1,150, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥700. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥55.60 for next year compared to JP¥64.99 last 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. 4 non-independent directors. Independent Director Hiroyuki Yamada was the last independent director to join the board, commencing their role in 2007. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Oct 08
Takasho Co.,Ltd. to Report Q3, 2023 Results on Nov 25, 2022 Takasho Co.,Ltd. announced that they will report Q3, 2023 results on Nov 25, 2022 Announcement • Aug 26
Takasho Co.,Ltd. provides Earnings Guidance for the Fiscal Year Ending January 20, 2023 Takasho Co.,Ltd. provided earnings guidance for the fiscal year ending January 20, 2023. The company expects net sales of JPY 23,204 million, Operating Income of JPY 1,568 million, Net income attributable to owners of theparent company of JPY 1,184 million and Basic Earnings Per Share of JPY 67.55. Reported Earnings • Aug 26
Second quarter 2023 earnings released: EPS: JP¥8.75 (vs JP¥40.27 in 2Q 2022) Second quarter 2023 results: EPS: JP¥8.75 (down from JP¥40.27 in 2Q 2022). Revenue: JP¥5.35b (down 6.0% from 2Q 2022). Net income: JP¥153.4m (down 74% from 2Q 2022). Profit margin: 2.9% (down from 10% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 18%, compared to a 20% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Aug 25
Takasho Co.,Ltd. Provides Dividend Guidance for the Year Ending January 20, 2023 Takasho Co.,Ltd. provided dividend guidance for the year ending January 20, 2023. For the year, the company expects to pay a dividend of JPY 23 per share. Announcement • Jun 29
Takasho Co.,Ltd. to Report Q2, 2023 Results on Aug 25, 2022 Takasho Co.,Ltd. announced that they will report Q2, 2023 results on Aug 25, 2022 Reported Earnings • May 27
First quarter 2023 earnings: EPS and revenues miss analyst expectations First quarter 2023 results: EPS: JP¥30.00 (up from JP¥19.07 in 1Q 2022). Revenue: JP¥5.67b (up 1.7% from 1Q 2022). Net income: JP¥525.9m (up 89% from 1Q 2022). Profit margin: 9.3% (up from 5.0% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the industry in Japan. 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 17% 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. 4 experienced directors. 5 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Hiroyuki Yamada was the last independent director to join the board, commencing their role in 2007. 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 09
Takasho Co.,Ltd. to Report Q1, 2023 Results on May 25, 2022 Takasho Co.,Ltd. announced that they will report Q1, 2023 results on May 25, 2022 Announcement • Apr 08
Takasho Co.,Ltd., Annual General Meeting, Apr 13, 2022 Takasho Co.,Ltd., Annual General Meeting, Apr 13, 2022. Reported Earnings • Mar 06
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2022 results: EPS: JP¥64.99 (down from JP¥65.30 in FY 2021). Revenue: JP¥20.8b (up 12% from FY 2021). Net income: JP¥1.00b (up 5.1% from FY 2021). Profit margin: 4.8% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 49% 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 • Jan 12
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 19 January 2022. Payment date: 15 April 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.3%). Reported Earnings • Nov 28
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: JP¥9.80 (down from JP¥14.61 in 3Q 2021). Revenue: JP¥4.70b (up 4.1% from 3Q 2021). Net income: JP¥147.0m (down 31% from 3Q 2021). Profit margin: 3.1% (down from 4.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Sep 21
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥933, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Retail Distributors industry in Asia. Total returns to shareholders of 107% over the past three years. Reported Earnings • Aug 29
Second quarter 2022 earnings released: EPS JP¥40.27 (vs JP¥33.27 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥5.69b (up 12% from 2Q 2021). Net income: JP¥587.0m (up 21% from 2Q 2021). Profit margin: 10% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 30
First quarter 2022 earnings released: EPS JP¥19.07 (vs JP¥3.43 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.58b (up 21% from 1Q 2021). Net income: JP¥278.0m (up 456% from 1Q 2021). Profit margin: 5.0% (up from 1.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Announcement • Mar 05
Takasho Co.,Ltd., Annual General Meeting, Apr 14, 2021 Takasho Co.,Ltd., Annual General Meeting, Apr 14, 2021. Reported Earnings • Mar 04
Full year 2021 earnings released: EPS JP¥65.30 (vs JP¥13.93 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥18.5b (up 6.5% from FY 2020). Net income: JP¥952.0m (up 369% from FY 2020). Profit margin: 5.1% (up from 1.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Mar 04
New 90-day low: JP¥700 The company is down 15% from its price of JP¥821 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is flat over the same period. Upcoming Dividend • Jan 12
Upcoming Dividend of JP¥16.00 Per Share Will be paid on the 10th of April to those who are registered shareholders by the 19th of January. The trailing yield of 1.5% is below the top quartile of Japanese dividend payers (2.9%), and is lower than industry peers (1.8%). Announcement • Jan 07
Takasho Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 03, 2021 Takasho Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 03, 2021 Reported Earnings • Dec 01
Third quarter 2021 earnings released: EPS JP¥14.61 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.51b (up 7.5% from 3Q 2020). Net income: JP¥213.0m (up 134% from 3Q 2020). Profit margin: 4.7% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. 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 16% per year, which means it is significantly lagging earnings growth. Announcement • Oct 10
Takasho Co.,Ltd. to Report Q3, 2021 Results on Nov 26, 2020 Takasho Co.,Ltd. announced that they will report Q3, 2021 results on Nov 26, 2020 Announcement • Jul 17
Takasho Co.,Ltd. to Report Q2, 2021 Results on Aug 26, 2020 Takasho Co.,Ltd. announced that they will report Q2, 2021 results on Aug 26, 2020