Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥5,250, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,524 per share. Announcement • Jun 28
Kohoku Kogyo CO.,LTD. to Report Q2, 2026 Results on Aug 06, 2026 Kohoku Kogyo CO.,LTD. announced that they will report Q2, 2026 results on Aug 06, 2026 Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥5,290, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 177% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,518 per share. Reported Earnings • May 15
First quarter 2026 earnings released: EPS: JP¥34.63 (vs JP¥8.52 in 1Q 2025) First quarter 2026 results: EPS: JP¥34.63 (up from JP¥8.52 in 1Q 2025). Revenue: JP¥4.54b (up 28% from 1Q 2025). Net income: JP¥897.0m (up 295% from 1Q 2025). Profit margin: 20% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 09
Kohoku Kogyo CO.,LTD. to Report Q1, 2026 Results on May 13, 2026 Kohoku Kogyo CO.,LTD. announced that they will report Q1, 2026 results on May 13, 2026 Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥6,300, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 289% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,540 per share. Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥4,790, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,691 per share. Price Target Changed • Apr 11
Price target increased by 9.8% to JP¥4,467 Up from JP¥4,067, the current price target is an average from 3 analysts. New target price is 5.1% below last closing price of JP¥4,705. Stock is up 200% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥115 last year. New Risk • Apr 08
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 9.5% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥5,190, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 219% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,387 per share. Reported Earnings • Feb 16
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥115 (down from JP¥120 in FY 2024). Revenue: JP¥17.5b (up 9.6% from FY 2024). Net income: JP¥2.99b (down 8.0% from FY 2024). Profit margin: 17% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 12
Kohoku Kogyo CO.,LTD., Annual General Meeting, Mar 27, 2026 Kohoku Kogyo CO.,LTD., Annual General Meeting, Mar 27, 2026. Buy Or Sell Opportunity • Jan 28
Now 20% overvalued Over the last 90 days, the stock has fallen 4.7% to JP¥3,280. The fair value is estimated to be JP¥2,729, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.8%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 46% in the next 2 years. Announcement • Dec 27
Kohoku Kogyo CO.,LTD. to Report Fiscal Year 2025 Results on Feb 12, 2026 Kohoku Kogyo CO.,LTD. announced that they will report fiscal year 2025 results on Feb 12, 2026 Upcoming Dividend • Dec 22
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%). Reported Earnings • Nov 08
Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2025 results: EPS: JP¥44.40 (up from JP¥16.04 in 3Q 2024). Revenue: JP¥4.61b (up 4.0% from 3Q 2024). Net income: JP¥1.15b (up 166% from 3Q 2024). Profit margin: 25% (up from 9.8% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. 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 10% per year, which means it is well ahead of earnings. Announcement • Oct 07
Kohoku Kogyo CO.,LTD. to Report Q3, 2025 Results on Nov 06, 2025 Kohoku Kogyo CO.,LTD. announced that they will report Q3, 2025 results on Nov 06, 2025 Major Estimate Revision • Aug 14
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥111 to JP¥96.72 per share. Revenue forecast steady at JP¥17.4b. Net income forecast to grow 44% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥3,333 to JP¥3,433. Share price rose 11% to JP¥2,922 over the past week. Buy Or Sell Opportunity • Aug 12
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 52% to JP¥2,852. The fair value is estimated to be JP¥2,365, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.1%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 83% in the next 2 years. Declared Dividend • Aug 09
Dividend of JP¥30.00 announced Shareholders will receive a dividend of JP¥30.00. Ex-date: 29th December 2025 Payment date: 31st March 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 22% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 111% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 08
Second quarter 2025 earnings: EPS in line with expectations, revenues disappoint Second quarter 2025 results: EPS: JP¥14.56 (down from JP¥39.53 in 2Q 2024). Revenue: JP¥4.32b (flat on 2Q 2024). Net income: JP¥377.0m (down 65% from 2Q 2024). Profit margin: 8.7% (down from 25% in 2Q 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Price Target Changed • Jul 08
Price target increased by 14% to JP¥3,350 Up from JP¥2,950, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥2,666. Stock is up 2.6% over the past year. The company is forecast to post earnings per share of JP¥110 for next year compared to JP¥120 last year. Announcement • Jul 07
Kohoku Kogyo CO.,LTD. to Report Q2, 2025 Results on Aug 07, 2025 Kohoku Kogyo CO.,LTD. announced that they will report Q2, 2025 results on Aug 07, 2025 Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥2,017, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,438 per share. Reported Earnings • May 13
First quarter 2025 earnings: EPS and revenues miss analyst expectations First quarter 2025 results: EPS: JP¥8.52 (down from JP¥26.83 in 1Q 2024). Revenue: JP¥3.56b (up 4.2% from 1Q 2024). Net income: JP¥227.0m (down 69% from 1Q 2024). Profit margin: 6.4% (down from 21% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 2.4%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Announcement • May 12
Kohoku Kogyo Co.,Ltd. Provides Earnings Guidance for the Six Months Ending June 30, 2025 and Full Year Ending December 31, 2025 Kohoku Kogyo CO.,LTD. provided earnings guidance for the six months ending June 30, 2025 and full year ending December 31, 2025. For the six months, the company expected net sales to be JPY 8,344 million, operating income to be JPY 1,920 million, profit attributable to owners of the parent company to be JPY 1,082 million and basic earnings per share to be JPY 41.20.
For the full year, the company expected net sales to be JPY 17,919 million, operating income to be JPY 4,586 million, profit attributable to owners of the parent company to be JPY 3,006 million and basic earnings per share to be JPY 115.30. Board Change • Apr 24
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Dieter Sommerhalder was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. New Risk • Apr 07
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Reported Earnings • Apr 05
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: JP¥120 (up from JP¥70.55 in FY 2023). Revenue: JP¥15.9b (up 18% from FY 2023). Net income: JP¥3.25b (up 71% from FY 2023). Profit margin: 20% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 13% per year. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥1,711, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 33% over the past three years. Announcement • Apr 03
Kohoku Kogyo CO.,LTD. to Report Q1, 2025 Results on May 12, 2025 Kohoku Kogyo CO.,LTD. announced that they will report Q1, 2025 results on May 12, 2025 New Risk • Mar 31
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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. This is currently the only risk that has been identified for the company. Announcement • Feb 27
Kohoku Kogyo CO.,LTD. (TSE:6524) announces an Equity Buyback for 1,200,000 shares, representing 4.45% for ¥2,716.8 million. Kohoku Kogyo CO.,LTD. (TSE:6524) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, 4.45% of its issued share capital, for ¥2,716.8 million. The shares will be repurchased at a price of ¥2,264 per share. The program is aimed at enhancing shareholder returns and improving capital efficiency to increase corporate value. The program will expire on February 27, 2025. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥2,303, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,400 per share. Reported Earnings • Feb 14
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: JP¥120 (up from JP¥70.55 in FY 2023). Revenue: JP¥15.9b (up 18% from FY 2023). Net income: JP¥3.25b (up 71% from FY 2023). Profit margin: 20% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Price Target Changed • Jan 21
Price target increased by 13% to JP¥3,500 Up from JP¥3,100, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥2,717. Stock is up 62% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥70.55 last year. Announcement • Jan 17
Kohoku Kogyo CO.,LTD. to Report Fiscal Year 2024 Results on Feb 12, 2025 Kohoku Kogyo CO.,LTD. announced that they will report fiscal year 2024 results on Feb 12, 2025 Buy Or Sell Opportunity • Dec 28
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.8% to JP¥2,914. The fair value is estimated to be JP¥3,644, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Upcoming Dividend • Dec 20
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%). Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥3,535, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 113% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,664 per share. Reported Earnings • Nov 09
Third quarter 2024 earnings released: EPS: JP¥16.04 (vs JP¥14.04 in 3Q 2023) Third quarter 2024 results: EPS: JP¥16.04 (up from JP¥14.04 in 3Q 2023). Revenue: JP¥4.43b (up 33% from 3Q 2023). Net income: JP¥433.0m (up 14% from 3Q 2023). Profit margin: 9.8% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Buy Or Sell Opportunity • Nov 01
Now 22% undervalued Over the last 90 days, the stock has risen 9.7% to JP¥2,872. The fair value is estimated to be JP¥3,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last year. Earnings per share has declined by 9.9%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Announcement • Oct 02
Kohoku Kogyo CO.,LTD. to Report Q3, 2024 Results on Nov 08, 2024 Kohoku Kogyo CO.,LTD. announced that they will report Q3, 2024 results on Nov 08, 2024 Reported Earnings • Aug 13
Second quarter 2024 earnings released: EPS: JP¥23.72 (vs JP¥28.90 in 2Q 2023) Second quarter 2024 results: EPS: JP¥23.72. Revenue: JP¥4.29b (up 23% from 2Q 2023). Net income: JP¥1.07b (up 37% from 2Q 2023). Profit margin: 25% (up from 22% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Declared Dividend • Aug 10
Dividend of JP¥23.00 announced Shareholders will receive a dividend of JP¥23.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 32%. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥2,257, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 7.8% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,614 per share. Buy Or Sell Opportunity • Jul 08
Now 20% undervalued Over the last 90 days, the stock has risen 39% to JP¥2,497. The fair value is estimated to be JP¥3,130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last year. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. Announcement • Jun 28
Kohoku Kogyo CO.,LTD. to Report Q2, 2024 Results on Aug 08, 2024 Kohoku Kogyo CO.,LTD. announced that they will report Q2, 2024 results on Aug 08, 2024 Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥2,592, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,899 per share. Reported Earnings • May 11
First quarter 2024 earnings released: EPS: JP¥80.48 (vs JP¥20.90 in 1Q 2023) First quarter 2024 results: EPS: JP¥80.48 (up from JP¥20.90 in 1Q 2023). Revenue: JP¥3.41b (down 3.1% from 1Q 2023). Net income: JP¥724.0m (up 28% from 1Q 2023). Profit margin: 21% (up from 16% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Buy Or Sell Opportunity • May 11
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 46% to JP¥2,221. The fair value is estimated to be JP¥1,792, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last year. Earnings per share has declined by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Announcement • Mar 28
Kohoku Kogyo CO.,LTD. to Report Q1, 2024 Results on May 09, 2024 Kohoku Kogyo CO.,LTD. announced that they will report Q1, 2024 results on May 09, 2024 Buy Or Sell Opportunity • Mar 15
Now 20% undervalued Over the last 90 days, the stock has risen 2.1% to JP¥4,930. The fair value is estimated to be JP¥6,187, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has declined by 5.0%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. New Risk • Mar 13
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 5.8% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Mar 07
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to JP¥5,570, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 1.6% over the past year. Announcement • Feb 21
Kohoku Kogyo CO.,LTD. Provides Dividend Guidance for the Year Ending December 31, 2024 Kohoku Kogyo CO.,LTD. provided dividend guidance for the year ending December 31, 2024. For the period, the company expects a dividend of ¥23.00 per share against ¥60.00 per share paid a year ago. Announcement • Feb 11
Kohoku Kogyo CO.,LTD., Annual General Meeting, Mar 28, 2024 Kohoku Kogyo CO.,LTD., Annual General Meeting, Mar 28, 2024. Reported Earnings • Feb 10
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: JP¥212 (down from JP¥346 in FY 2022). Revenue: JP¥13.5b (down 14% from FY 2022). Net income: JP¥1.90b (down 38% from FY 2022). Profit margin: 14% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Announcement • Dec 29
Kohoku Kogyo CO.,LTD. to Report Q4, 2023 Results on Feb 08, 2024 Kohoku Kogyo CO.,LTD. announced that they will report Q4, 2023 results on Feb 08, 2024 Upcoming Dividend • Dec 21
Upcoming dividend of JP¥60.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%). Buying Opportunity • Nov 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 28%. The fair value is estimated to be JP¥5,950, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 34% in the next 2 years. Announcement • Oct 07
Kohoku Kogyo CO.,LTD. to Report Q3, 2023 Results on Nov 09, 2023 Kohoku Kogyo CO.,LTD. announced that they will report Q3, 2023 results on Nov 09, 2023 Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥5,350, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 39% over the past year. Reported Earnings • Aug 10
Second quarter 2023 earnings released: EPS: JP¥86.70 (vs JP¥98.90 in 2Q 2022) Second quarter 2023 results: EPS: JP¥86.70 (down from JP¥98.90 in 2Q 2022). Revenue: JP¥3.50b (down 11% from 2Q 2022). Net income: JP¥780.0m (down 11% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. New Risk • Jun 23
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 5.1% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥6,210, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Electronic industry in Japan. Total loss to shareholders of 6.8% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,410 per share. Announcement • Jun 16
Kohoku Kogyo CO.,LTD. to Report Q2, 2023 Results on Aug 09, 2023 Kohoku Kogyo CO.,LTD. announced that they will report Q2, 2023 results on Aug 09, 2023 Announcement • Feb 11
Kohoku Kogyo CO.,LTD., Annual General Meeting, Mar 30, 2023 Kohoku Kogyo CO.,LTD., Annual General Meeting, Mar 30, 2023. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.8%). Announcement • Dec 18
Kohoku Kogyo CO.,LTD. to Report Fiscal Year 2022 Results on Feb 09, 2023 Kohoku Kogyo CO.,LTD. announced that they will report fiscal year 2022 results on Feb 09, 2023 Announcement • Aug 28
Kohoku Kogyo CO.,LTD. to Report Q3, 2022 Results on Nov 10, 2022 Kohoku Kogyo CO.,LTD. announced that they will report Q3, 2022 results on Nov 10, 2022 Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥8,230, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 11x in the Electronic industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,017 per share.