Announcement • Apr 29
Takebishi Corporation, Annual General Meeting, Jun 25, 2026 Takebishi Corporation, Annual General Meeting, Jun 25, 2026. Announcement • Apr 21
Takebishi Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026 Takebishi Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥39.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥56.91 (vs JP¥54.11 in 3Q 2025) Third quarter 2026 results: EPS: JP¥56.91 (up from JP¥54.11 in 3Q 2025). Revenue: JP¥29.7b (up 21% from 3Q 2025). Net income: JP¥912.0m (up 5.3% from 3Q 2025). Profit margin: 3.1% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% 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 fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Jan 29
Now 20% undervalued Over the last 90 days, the stock has risen 12% to JP¥2,286. The fair value is estimated to be JP¥2,867, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Declared Dividend • Dec 09
First half dividend of JP¥35.00 announced Shareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 01
Second quarter 2026 earnings released: EPS: JP¥45.87 (vs JP¥22.87 in 2Q 2025) Second quarter 2026 results: EPS: JP¥45.87 (up from JP¥22.87 in 2Q 2025). Revenue: JP¥26.7b (up 11% from 2Q 2025). Net income: JP¥735.0m (up 101% from 2Q 2025). Profit margin: 2.8% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥33.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: JP¥48.11 (vs JP¥63.18 in 1Q 2025) First quarter 2026 results: EPS: JP¥48.11 (down from JP¥63.18 in 1Q 2025). Revenue: JP¥25.5b (up 8.9% from 1Q 2025). Net income: JP¥770.0m (down 24% from 1Q 2025). Profit margin: 3.0% (down from 4.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% 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 remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Declared Dividend • Jul 09
Final dividend of JP¥31.00 announced Shareholders will receive a dividend of JP¥31.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 30
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥166 (up from JP¥157 in FY 2024). Revenue: JP¥101.0b (flat on FY 2024). Net income: JP¥2.66b (up 6.3% from FY 2024). Profit margin: 2.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. 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 8% per year. Reported Earnings • May 01
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥166 (up from JP¥157 in FY 2024). Revenue: JP¥101.0b (flat on FY 2024). Net income: JP¥2.66b (up 6.3% from FY 2024). Profit margin: 2.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. 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 7% per year. Announcement • Apr 30
Takebishi Corporation, Annual General Meeting, Jun 26, 2025 Takebishi Corporation, Annual General Meeting, Jun 26, 2025. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥1,520, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 16% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥33.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 01
Third quarter 2025 earnings released: EPS: JP¥54.11 (vs JP¥43.99 in 3Q 2024) Third quarter 2025 results: EPS: JP¥54.11 (up from JP¥43.99 in 3Q 2024). Revenue: JP¥24.6b (down 2.7% from 3Q 2024). Net income: JP¥866.0m (up 23% from 3Q 2024). Profit margin: 3.5% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% 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 increased by 7% per year whereas the company’s share price has increased by 10% per year. Declared Dividend • Dec 10
First half dividend of JP¥33.00 announced Shareholders will receive a dividend of JP¥33.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥22.87 (vs JP¥39.88 in 2Q 2024) Second quarter 2025 results: EPS: JP¥22.87 (down from JP¥39.88 in 2Q 2024). Revenue: JP¥24.1b (down 8.9% from 2Q 2024). Net income: JP¥366.0m (down 43% from 2Q 2024). Profit margin: 1.5% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥29.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%). Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: JP¥63.18 (vs JP¥48.81 in 1Q 2024) First quarter 2025 results: EPS: JP¥63.18 (up from JP¥48.81 in 1Q 2024). Revenue: JP¥23.5b (down 1.5% from 1Q 2024). Net income: JP¥1.01b (up 30% from 1Q 2024). Profit margin: 4.3% (up from 3.3% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% 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 increased by 16% per year whereas the company’s share price has increased by 15% per year. Declared Dividend • Jul 11
Final dividend of JP¥29.00 announced Shareholders will receive a dividend of JP¥29.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 01
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: JP¥157 (down from JP¥172 in FY 2023). Revenue: JP¥101.4b (up 4.1% from FY 2023). Net income: JP¥2.50b (down 8.7% from FY 2023). Profit margin: 2.5% (down from 2.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 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 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Apr 28
Takebishi Corporation, Annual General Meeting, Jun 26, 2024 Takebishi Corporation, Annual General Meeting, Jun 26, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥33.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%). Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥43.98 (vs JP¥51.75 in 3Q 2023) Third quarter 2024 results: EPS: JP¥43.98 (down from JP¥51.75 in 3Q 2023). Revenue: JP¥25.3b (down 2.2% from 3Q 2023). Net income: JP¥703.0m (down 15% from 3Q 2023). Profit margin: 2.8% (down from 3.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% 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 increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Feb 01
Takebishi Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024 Takebishi Corporation provided consolidated earnings guidance for the year ending March 31, 2024. For the period, the company expects net sales of JPY 100,000 million, operating profit of JPY 3,980 million, profit attributable to owners of parent of JPY 2,770 million and earnings per share of JPY 173.56. Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥39.88 (vs JP¥49.94 in 2Q 2023) Second quarter 2024 results: EPS: JP¥39.88 (down from JP¥49.94 in 2Q 2023). Revenue: JP¥26.5b (up 10% from 2Q 2023). Net income: JP¥637.0m (down 20% from 2Q 2023). Profit margin: 2.4% (down from 3.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥29.00 per share at 3.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%). Reported Earnings • Jul 29
First quarter 2024 earnings released: EPS: JP¥48.81 (vs JP¥34.02 in 1Q 2023) First quarter 2024 results: EPS: JP¥48.81 (up from JP¥34.02 in 1Q 2023). Revenue: JP¥23.8b (up 5.5% from 1Q 2023). Net income: JP¥779.0m (up 44% from 1Q 2023). Profit margin: 3.3% (up from 2.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. 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 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 29
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: EPS: JP¥172 (up from JP¥137 in FY 2022). Revenue: JP¥97.4b (up 19% from FY 2022). Net income: JP¥2.74b (up 31% from FY 2022). Profit margin: 2.8% (up from 2.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥29.00 per share at 3.3% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥51.75 (vs JP¥27.55 in 3Q 2022) Third quarter 2023 results: EPS: JP¥51.75 (up from JP¥27.55 in 3Q 2022). Revenue: JP¥25.9b (up 26% from 3Q 2022). Net income: JP¥826.0m (up 90% from 3Q 2022). Profit margin: 3.2% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% 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 increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. 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. 5 experienced directors. 7 highly experienced directors. No independent directors (11 non-independent directors). Chief of Corporate Promotion Office, Managing Executive Officer and Director Akira Matsuki was the last director to join the board, commencing their role in 2012. 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 • Nov 02
Second quarter 2023 earnings released: EPS: JP¥49.94 (vs JP¥35.82 in 2Q 2022) Second quarter 2023 results: EPS: JP¥49.94 (up from JP¥35.82 in 2Q 2022). Revenue: JP¥24.0b (up 21% from 2Q 2022). Net income: JP¥797.0m (up 51% from 2Q 2022). Profit margin: 3.3% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%). Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥34.02 (vs JP¥33.71 in 1Q 2022) First quarter 2023 results: EPS: JP¥34.02 (up from JP¥33.71 in 1Q 2022). Revenue: JP¥22.6b (up 33% from 1Q 2022). Net income: JP¥543.0m (up 9.5% from 1Q 2022). Profit margin: 2.4% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • May 29
Takebishi Corporation to Report Q1, 2023 Results on Jul 29, 2022 Takebishi Corporation announced that they will report Q1, 2023 results on Jul 29, 2022 Announcement • May 02
Takebishi Corporation, Annual General Meeting, Jun 28, 2022 Takebishi Corporation, Annual General Meeting, Jun 28, 2022. Reported Earnings • Apr 30
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2022 results: EPS: JP¥137 (up from JP¥91.34 in FY 2021). Revenue: JP¥81.6b (up 28% from FY 2021). Net income: JP¥2.09b (up 56% from FY 2021). Profit margin: 2.6% (up from 2.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 6.6%, compared to a 10.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. 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. 4 experienced directors. 8 highly experienced directors. No independent directors (10 non-independent directors). Chief of Corporate Promotion Office, Managing Executive Officer and Director Akira Matsuki was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 08
Takebishi Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022 Takebishi Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥26.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%). Reported Earnings • Feb 02
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: EPS: JP¥27.55 (up from JP¥23.18 in 3Q 2021). Revenue: JP¥20.5b (up 31% from 3Q 2021). Net income: JP¥435.0m (up 28% from 3Q 2021). Profit margin: 2.1% (in line with 3Q 2021). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 11%, compared to a 9.3% growth forecast for the industry in Japan. 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 1% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥24.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.0%). Reported Earnings • Aug 05
First quarter 2022 earnings released: EPS JP¥33.71 (vs JP¥26.57 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥17.0b (up 17% from 1Q 2021). Net income: JP¥496.0m (up 27% from 1Q 2021). Profit margin: 2.9% (up from 2.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Announcement • Jun 05
Takebishi Corporation (TSE:7510) completed the acquisition of Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee. Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on February 24, 2021. Under the terms, Takebishi Corporation will acquire 1 million share of Le Champ (South East Asia) Pte Ltd. As on February 24, 2021, Board of Takebishi Corporation resolved this transaction. This transaction is expected to close in mid-May of 2021.
Takebishi Corporation (TSE:7510) completed the acquisition of Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on June 4, 2021. Reported Earnings • May 01
Full year 2021 earnings released: EPS JP¥91.34 (vs JP¥111 in FY 2020) The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥63.6b (down 14% from FY 2020). Net income: JP¥1.34b (down 18% from FY 2020). Profit margin: 2.1% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥19.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%). Announcement • Feb 25
Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee. Takebishi Corporation (TSE:7510) entered into an agreement to acquire Le Champ (South East Asia) Pte Ltd from Chng Seng Chye and Chng Hung Hwee on February 24, 2021. Under the terms, Takebishi Corporation will acquire 1 million share of Le Champ (South East Asia) Pte Ltd. As on February 24, 2021, Board of Takebishi Corporation resolved this transaction. This transaction is expected to close in mid-May of 2021. Reported Earnings • Feb 02
Third quarter 2021 earnings released: EPS JP¥23.17 (vs JP¥22.77 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥15.7b (down 8.6% from 3Q 2020). Net income: JP¥341.0m (up 1.8% from 3Q 2020). Profit margin: 2.2% (up from 2.0% in 3Q 2020). The increase in margin was driven by lower 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 3% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 02
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 0.8%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 7.0%, compared to a 7.1% growth forecast for the Electronic industry in Japan. Is New 90 Day High Low • Dec 25
New 90-day high: JP¥1,624 The company is up 5.0% from its price of JP¥1,550 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 17% over the same period. Announcement • Dec 05
Takebishi Corporation to Report Q3, 2021 Results on Jan 29, 2021 Takebishi Corporation announced that they will report Q3, 2021 results on Jan 29, 2021 Announcement • Oct 10
Takebishi Corporation to Report Q2, 2021 Results on Oct 30, 2020 Takebishi Corporation announced that they will report Q2, 2021 results on Oct 30, 2020 Announcement • Aug 09
Takebishi Corporation to Report Q1, 2021 Results on Jul 31, 2020 Takebishi Corporation announced that they will report Q1, 2021 results on Jul 31, 2020