Announcement • May 29
Bunkyodo Group Holdings Co., Ltd. to Report Q3, 2026 Results on Jul 15, 2026 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q3, 2026 results on Jul 15, 2026 Reported Earnings • Apr 16
Second quarter 2026 earnings released: EPS: JP¥1.16 (vs JP¥1.81 in 2Q 2025) Second quarter 2026 results: EPS: JP¥1.16 (down from JP¥1.81 in 2Q 2025). Revenue: JP¥3.96b (flat on 2Q 2025). Net income: JP¥51.0m (down 36% from 2Q 2025). Profit margin: 1.3% (down from 2.0% in 2Q 2025). 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 • Apr 07
Bunkyodo Group Holdings Co., Ltd. to Report Q2, 2026 Results on Apr 14, 2026 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Apr 14, 2026 Reported Earnings • Jan 15
First quarter 2026 earnings released: JP¥1.14 loss per share (vs JP¥1.19 loss in 1Q 2025) First quarter 2026 results: JP¥1.14 loss per share (improved from JP¥1.19 loss in 1Q 2025). Revenue: JP¥3.44b (flat on 1Q 2025). Net loss: JP¥50.0m (loss narrowed 3.8% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance. Announcement • Nov 29
Bunkyodo Group Holdings Co., Ltd. to Report Q1, 2026 Results on Jan 14, 2026 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026 New Risk • Oct 16
New major risk - Revenue and earnings growth Earnings have declined by 52% 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 Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). Earnings have declined by 52% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.41b market cap, or US$16.0m). Reported Earnings • Oct 16
Full year 2025 earnings released: JP¥3.51 loss per share (vs JP¥0.94 profit in FY 2024) Full year 2025 results: JP¥3.51 loss per share (down from JP¥0.94 profit in FY 2024). Revenue: JP¥14.5b (down 3.1% from FY 2024). Net loss: JP¥154.0m (down 481% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Announcement • Oct 15
Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 27, 2025 Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 27, 2025. Buy Or Sell Opportunity • Oct 15
Now 29% overvalued after recent price rise Over the last 90 days, the stock has risen 5.8% to JP¥55.00. The fair value is estimated to be JP¥42.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Meanwhile, the company became loss making. Announcement • Sep 10
Bunkyodo Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025 Bunkyodo Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025 New Risk • Aug 21
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.72b market cap, or US$18.4m). Reported Earnings • Jul 17
Third quarter 2025 earnings released Third quarter 2025 results: Net income: (down JP¥56.6m from profit in 3Q 2024). Announcement • Jun 05
Bunkyodo Group Holdings Co., Ltd. to Report Q3, 2025 Results on Jul 15, 2025 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Jul 15, 2025 Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥53.00, the stock trades at a trailing P/E ratio of 76.2x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 20% over the past three years. Reported Earnings • Apr 12
Second quarter 2025 earnings released: EPS: JP¥1.83 (vs JP¥2.21 in 2Q 2024) Second quarter 2025 results: EPS: JP¥1.83 (down from JP¥2.21 in 2Q 2024). Revenue: JP¥3.97b (down 3.9% from 2Q 2024). Net income: JP¥80.0m (down 15% from 2Q 2024). Profit margin: 2.0% (down from 2.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥45.00, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 6.3% over the past three years. Valuation Update With 7 Day Price Move • Feb 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥59.00, the stock trades at a trailing P/E ratio of 56.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 40% over the past three years. Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to JP¥54.00, the stock trades at a trailing P/E ratio of 51.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 29% over the past three years. Announcement • Feb 03
Bunkyodo Group Holdings Co., Ltd. to Report Q2, 2025 Results on Apr 11, 2025 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Apr 11, 2025 Reported Earnings • Jan 15
First quarter 2025 earnings released: JP¥1.19 loss per share (vs JP¥1.34 loss in 1Q 2024) First quarter 2025 results: JP¥1.19 loss per share (improved from JP¥1.34 loss in 1Q 2024). Revenue: JP¥3.44b (down 2.1% from 1Q 2024). Net loss: JP¥52.0m (loss narrowed 9.4% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. New Risk • Jan 14
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 8.9% 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 Interest payments are not well covered by earnings (0.7x net interest cover). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (JP¥2.23b market cap, or US$14.1m). Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥52.00, the stock trades at a trailing P/E ratio of 56.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 16% over the past three years. Reported Earnings • Dec 05
Full year 2024 earnings released: EPS: JP¥0.98 (vs JP¥2.20 in FY 2023) Full year 2024 results: EPS: JP¥0.98 (down from JP¥2.20 in FY 2023). Revenue: JP¥14.9b (down 3.5% from FY 2023). Net income: JP¥42.0m (down 56% from FY 2023). Profit margin: 0.3% (down from 0.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance. New Risk • Oct 27
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (JP¥2.19b market cap, or US$14.4m). Announcement • Oct 26
Bunkyodo Group Holdings Co., Ltd. to Report Q1, 2025 Results on Jan 14, 2025 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jan 14, 2025 Reported Earnings • Oct 18
Full year 2024 earnings released: EPS: JP¥0.98 (vs JP¥2.20 in FY 2023) Full year 2024 results: EPS: JP¥0.98 (down from JP¥2.20 in FY 2023). Revenue: JP¥14.9b (down 3.5% from FY 2023). Net income: JP¥42.0m (down 56% from FY 2023). Profit margin: 0.3% (down from 0.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Oct 16
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥53.00, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 20% over the past three years. Announcement • Oct 15
Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 28, 2024 Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 28, 2024. New Risk • Sep 17
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.62b market cap, or US$18.6m). Valuation Update With 7 Day Price Move • Sep 04
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥64.00, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 17% over the past three years. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥83.00, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 12% over the past three years. Announcement • Aug 03
Bunkyodo Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024 Bunkyodo Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024 Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to JP¥67.00, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 14% over the past three years. Reported Earnings • Jul 16
Third quarter 2024 earnings released: EPS: JP¥1.33 (vs JP¥0.69 in 3Q 2023) Third quarter 2024 results: EPS: JP¥1.33 (up from JP¥0.69 in 3Q 2023). Revenue: JP¥3.92b (down 2.7% from 3Q 2023). Net income: JP¥57.0m (up 93% from 3Q 2023). Profit margin: 1.5% (up from 0.7% in 3Q 2023). The increase in margin was 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 58 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥53.00, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 38% over the past three years. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to JP¥49.00, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 40% over the past three years. Announcement • Apr 29
Bunkyodo Group Holdings Co., Ltd. to Report Q3, 2024 Results on Jul 12, 2024 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024 Reported Earnings • Apr 14
Second quarter 2024 earnings released: EPS: JP¥2.23 (vs JP¥2.23 in 2Q 2023) Second quarter 2024 results: EPS: JP¥2.23 (down from JP¥2.23 in 2Q 2023). Revenue: JP¥4.13b (down 4.2% from 2Q 2023). Net income: JP¥95.4m (flat on 2Q 2023). Profit margin: 2.3% (up from 2.2% in 2Q 2023). The increase in margin was 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 57 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to JP¥46.00, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 45% over the past three years. Announcement • Jan 28
Bunkyodo Group Holdings Co., Ltd. to Report Q2, 2024 Results on Apr 12, 2024 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q2, 2024 results on Apr 12, 2024 Reported Earnings • Jan 14
First quarter 2024 earnings released: JP¥1.33 loss per share (vs JP¥0.90 loss in 1Q 2023) First quarter 2024 results: JP¥1.33 loss per share (further deteriorated from JP¥0.90 loss in 1Q 2023). Revenue: JP¥3.51b (down 4.3% from 1Q 2023). Net loss: JP¥57.0m (loss widened 48% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Reported Earnings • Dec 06
Full year 2023 earnings released: EPS: JP¥2.24 (vs JP¥1.68 in FY 2022) Full year 2023 results: EPS: JP¥2.24 (up from JP¥1.68 in FY 2022). Revenue: JP¥15.5b (down 6.2% from FY 2022). Net income: JP¥96.0m (up 35% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was 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 57 percentage points per year, which is a significant difference in performance. Announcement • Nov 04
Bunkyodo Group Holdings Co., Ltd. to Report Q1, 2024 Results on Jan 12, 2024 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q1, 2024 results on Jan 12, 2024 New Risk • Oct 31
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.50b (US$9.96m) 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 Interest payments are not well covered by earnings (1.6x net interest cover). Market cap is less than US$10m (JP¥1.50b market cap, or US$9.96m). Reported Earnings • Oct 15
Full year 2023 earnings released: EPS: JP¥2.24 (vs JP¥1.68 in FY 2022) Full year 2023 results: EPS: JP¥2.24 (up from JP¥1.68 in FY 2022). Revenue: JP¥15.5b (down 6.2% from FY 2022). Net income: JP¥96.0m (up 35% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was 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 51 percentage points per year, which is a significant difference in performance. Announcement • Oct 15
Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 29, 2023 Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 29, 2023. Announcement • Aug 03
Bunkyodo Group Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023 Bunkyodo Group Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023 New Risk • Jul 18
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: 0.4% Last year net profit margin: 0.9% 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: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (JP¥1.72b market cap, or US$12.4m). Reported Earnings • Jul 16
Third quarter 2023 earnings released: EPS: JP¥0.72 (vs JP¥1.69 in 3Q 2022) Third quarter 2023 results: EPS: JP¥0.72 (down from JP¥1.69 in 3Q 2022). Revenue: JP¥4.03b (down 7.3% from 3Q 2022). Net income: JP¥30.8m (down 57% from 3Q 2022). Profit margin: 0.8% (down from 1.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 15
Second quarter 2023 earnings released: EPS: JP¥2.25 (vs JP¥1.41 in 2Q 2022) Second quarter 2023 results: EPS: JP¥2.25 (up from JP¥1.41 in 2Q 2022). Revenue: JP¥4.31b (down 2.6% from 2Q 2022). Net income: JP¥96.4m (up 59% from 2Q 2022). Profit margin: 2.2% (up from 1.4% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings. Announcement • Jan 29
Bunkyodo Group Holdings Co., Ltd. to Report Q2, 2023 Results on Apr 13, 2023 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q2, 2023 results on Apr 13, 2023 Reported Earnings • Jan 13
First quarter 2023 earnings released: JP¥0.89 loss per share (vs JP¥1.04 loss in 1Q 2022) First quarter 2023 results: JP¥0.89 loss per share (improved from JP¥1.04 loss in 1Q 2022). Revenue: JP¥3.67b (down 8.0% from 1Q 2022). Net loss: JP¥38.0m (loss narrowed 13% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings. Reported Earnings • Dec 04
Full year 2022 earnings released: EPS: JP¥1.72 (vs JP¥11.16 in FY 2021) Full year 2022 results: EPS: JP¥1.72 (down from JP¥11.16 in FY 2021). Revenue: JP¥16.5b (down 12% from FY 2021). Net income: JP¥73.0m (down 80% from FY 2021). Profit margin: 0.4% (down from 1.9% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Jun Osanai was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Oct 17
Full year 2022 earnings released: EPS: JP¥1.72 (vs JP¥11.16 in FY 2021) Full year 2022 results: EPS: JP¥1.72 (down from JP¥11.16 in FY 2021). Revenue: JP¥16.5b (down 12% from FY 2021). Net income: JP¥73.0m (down 80% from FY 2021). Profit margin: 0.4% (down from 1.9% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings. Announcement • Oct 16
Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 29, 2022 Bunkyodo Group Holdings Co., Ltd., Annual General Meeting, Nov 29, 2022. Announcement • Aug 03
Bunkyodo Group Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Oct 14, 2022 Bunkyodo Group Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Oct 14, 2022 Reported Earnings • Jul 15
Third quarter 2022 earnings released: EPS: JP¥1.72 (vs JP¥2.21 in 3Q 2021) Third quarter 2022 results: EPS: JP¥1.72 (down from JP¥2.21 in 3Q 2021). Revenue: JP¥4.34b (down 10% from 3Q 2021). Net income: JP¥73.8m (down 12% from 3Q 2021). Profit margin: 1.7% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings. Announcement • May 02
Bunkyodo Group Holdings Co., Ltd. to Report Q3, 2022 Results on Jul 14, 2022 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q3, 2022 results on Jul 14, 2022 Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 9 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Jun Osanai was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Apr 14
Second quarter 2022 earnings released: EPS: JP¥1.43 (vs JP¥5.53 in 2Q 2021) Second quarter 2022 results: EPS: JP¥1.43 (down from JP¥5.53 in 2Q 2021). Revenue: JP¥4.42b (down 17% from 2Q 2021). Net income: JP¥61.4m (down 64% from 2Q 2021). Profit margin: 1.4% (down from 3.2% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment deteriorated over the past week After last week's 15% share price decline to JP¥39.00, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total loss to shareholders of 82% over the past three years. Announcement • Jan 30
Bunkyodo Group Holdings Co., Ltd. to Report Q2, 2022 Results on Apr 13, 2022 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q2, 2022 results on Apr 13, 2022 Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥37.00, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total loss to shareholders of 77% over the past three years. Reported Earnings • Jan 14
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: JP¥1.03 loss per share (down from JP¥2.56 profit in 1Q 2021). Revenue: JP¥3.99b (down 12% from 1Q 2021). Net loss: JP¥43.0m (down 177% from profit in 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings. Reported Earnings • Oct 16
Full year 2021 earnings released: EPS JP¥11.22 (vs JP¥19.97 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¥18.8b (down 12% from FY 2020). Net income: JP¥365.0m (up 28% from FY 2020). Profit margin: 1.9% (up from 1.3% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings. Reported Earnings • Jul 16
Third quarter 2021 earnings released: EPS JP¥2.25 (vs JP¥10.78 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.84b (down 14% from 3Q 2020). Net income: JP¥85.4m (down 43% from 3Q 2020). Profit margin: 1.8% (down from 2.7% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 16
Second quarter 2021 earnings released: EPS JP¥5.58 (vs JP¥10.28 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥5.34b (down 6.1% from 2Q 2020). Net income: JP¥170.9m (up 19% from 2Q 2020). Profit margin: 3.2% (up from 2.5% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings. Is New 90 Day High Low • Mar 05
New 90-day low: JP¥83.00 The company is down 16% from its price of JP¥99.00 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 6.0% over the same period. Announcement • Jan 31
Bunkyodo Group Holdings Co., Ltd. to Report Q2, 2021 Results on Apr 13, 2021 Bunkyodo Group Holdings Co., Ltd. announced that they will report Q2, 2021 results on Apr 13, 2021 Is New 90 Day High Low • Jan 29
New 90-day low: JP¥84.00 The company is down 16% from its price of JP¥100.00 on 30 October 2020. The Japanese market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period. Reported Earnings • Jan 15
First quarter 2021 earnings released: EPS JP¥2.61 The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥4.51b (down 15% from 1Q 2020). Net income: JP¥57.0m (up 73% from 1Q 2020). Profit margin: 1.3% (up from 0.6% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year. Is New 90 Day High Low • Dec 07
New 90-day low: JP¥95.00 The company is down 48% from its price of JP¥182 on 08 September 2020. The Japanese market is up 10.0% 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 • Oct 27
New 90-day low: JP¥112 The company is down 33% from its price of JP¥168 on 29 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period. Is New 90 Day High Low • Oct 08
New 90-day low: JP¥148 The company is down 29% from its price of JP¥208 on 10 July 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 5.0% over the same period. Announcement • Aug 10
Bunkyodo Group Holdings Co., Ltd. to Report Fiscal Year 2020 Results on Oct 14, 2020 Bunkyodo Group Holdings Co., Ltd. announced that they will report fiscal year 2020 results on Oct 14, 2020