Duyuru • Aug 15
&Do Holdings Co.,Ltd., Annual General Meeting, Sep 25, 2026 &Do Holdings Co.,Ltd., Annual General Meeting, Sep 25, 2026. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥46.00 per share Eligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.7%). Duyuru • Jun 17
&Do Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Aug 14, 2026 &Do Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Aug 14, 2026 Reported Earnings • May 16
Third quarter 2026 earnings released: EPS: JP¥77.42 (vs JP¥27.84 in 3Q 2025) Third quarter 2026 results: EPS: JP¥77.42 (up from JP¥27.84 in 3Q 2025). Revenue: JP¥13.3b (up 20% from 3Q 2025). Net income: JP¥1.55b (up 182% from 3Q 2025). Profit margin: 12% (up from 4.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year. Reported Earnings • Feb 16
Second quarter 2026 earnings released: EPS: JP¥3.11 (vs JP¥49.98 in 2Q 2025) Second quarter 2026 results: EPS: JP¥3.11 (down from JP¥49.98 in 2Q 2025). Revenue: JP¥14.0b (down 34% from 2Q 2025). Net income: JP¥62.0m (down 94% from 2Q 2025). Profit margin: 0.4% (down from 4.7% in 2Q 2025). 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 6% per year, which means it is well ahead of earnings. Declared Dividend • Feb 16
Dividend of JP¥46.00 announced Shareholders will receive a dividend of JP¥46.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Duyuru • Feb 06
Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457). Joshin Denki Co., Ltd. (TSE:8173) agreed to acquire DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) for ¥1.5 billion on December 23, 2025.
The expected completion of the transaction is February 5, 2026.
Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) on February 5, 2026. On completion, DO Reform Co., Ltd will change the Trade Name to Joshin Reform Kinki Co., Ltd. The Company also notifies that DO Reform’s extraordinary general shareholders meeting resolved on the change of the company’s trade name and the appointment of its leadership team. Tatsuya Hattori, Kazuki Maekawa, Nobuhiro Eriguchi, Katsutoshi Takagi, Seiji Matsuura will be the Representative Director and Mitsuru Furusawa will be the Company Auditor of the new company. Duyuru • Dec 13
&Do Holdings Co.,Ltd. to Report Q2, 2026 Results on Feb 13, 2026 &Do Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Feb 13, 2026 Reported Earnings • Nov 17
First quarter 2026 earnings released: EPS: JP¥0.90 (vs JP¥7.18 in 1Q 2025) First quarter 2026 results: EPS: JP¥0.90 (down from JP¥7.18 in 1Q 2025). Revenue: JP¥11.9b (down 18% from 1Q 2025). Net income: JP¥18.0m (down 87% from 1Q 2025). Profit margin: 0.2% (down from 1.0% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year. Duyuru • Sep 19
&Do Holdings Co.,Ltd. to Report Q1, 2026 Results on Nov 13, 2025 &Do Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025 Reported Earnings • Aug 16
Full year 2025 earnings released: EPS: JP¥119 (vs JP¥125 in FY 2024) Full year 2025 results: EPS: JP¥119 (down from JP¥125 in FY 2024). Revenue: JP¥64.7b (down 4.2% from FY 2024). Net income: JP¥2.34b (down 5.5% from FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). 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 6% per year. Duyuru • Aug 14
&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025 &Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%). Duyuru • Jun 10
&Do Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 14, 2025 &Do Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 14, 2025 Duyuru • Jun 04
&Do Holdings Co.,Ltd. announced that it has received ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc. On June 4, 2025, &Do Holdings Co.,Ltd. closed the transaction. Dai-ichi Life Holdings, Inc. will hold 15.70% stake. Declared Dividend • May 17
Dividend of JP¥45.00 announced Shareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • May 15
Third quarter 2025 earnings released: EPS: JP¥27.84 (vs JP¥4.52 in 3Q 2024) Third quarter 2025 results: EPS: JP¥27.84 (up from JP¥4.52 in 3Q 2024). Revenue: JP¥11.1b (down 20% from 3Q 2024). Net income: JP¥548.0m (up JP¥458.0m from 3Q 2024). Profit margin: 4.9% (up from 0.6% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Mar 13
&Do Holdings Co.,Ltd. to Report Q3, 2025 Results on May 13, 2025 &Do Holdings Co.,Ltd. announced that they will report Q3, 2025 results on May 13, 2025 Reported Earnings • Feb 15
Second quarter 2025 earnings released: EPS: JP¥49.98 (vs JP¥42.47 in 2Q 2024) Second quarter 2025 results: EPS: JP¥49.98 (up from JP¥42.47 in 2Q 2024). Revenue: JP¥21.4b (up 7.0% from 2Q 2024). Net income: JP¥995.0m (up 18% from 2Q 2024). Profit margin: 4.7% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Dec 20
&Do Holdings Co.,Ltd. announced that it expects to receive ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc. &Do Holdings Co.,Ltd. announced a private placement to issue 1,053,000 common shares at issue price of ¥ 962 per share for gross proceeds of ¥1,012,986,000 on December 18, 2024. The transaction includes participation from new investor, Dai-ichi Life Holdings, Inc. for ¥1,012,986,000. The transaction will happen through third party allocation. The issue date will be from January 14, 2025 to September 30, 2025. The transaction has been approved at board of director meeting of the company. The company will bear issuance issuance costs of ¥40,000,000 and will receive net proceeds of ¥972,986,000. The estimated issuance expenses are expected to be the total of advisory fees, attorney's fees, registration fees and other related expenses. Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,146, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 42% over the past three years. New Risk • Dec 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). 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 (5.3% average weekly change). Profit margins are more than 30% lower than last year (3.1% net profit margin). Duyuru • Dec 18
&Do Holdings Co.,Ltd. (TSE:3457) announces an Equity Buyback for 1,053,000 shares, representing 5.29% for ¥1,400 million. &Do Holdings Co.,Ltd. (TSE:3457) announces a share repurchase program. Under the program, the company will repurchase up to 1,053,000 shares, representing 5.29% of its total issued shares (excluding treasury stock), for ¥1,400 million. The purpose of the buyback is to promote a capital and business alliance with Dai-ichi Life Holdings, Inc. The repurchase will expire on September 19, 2025. As of November 30, 2024, the company had 19,906,206 shares in issue(excluding treasury stock)and 594 shares in treasury. Duyuru • Dec 07
&Do Holdings Co.,Ltd. to Report Q2, 2025 Results on Feb 13, 2025 &Do Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025 Reported Earnings • Nov 19
First quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥28.31 in 1Q 2024) First quarter 2025 results: EPS: JP¥7.18 (down from JP¥28.31 in 1Q 2024). Revenue: JP¥14.5b (down 5.5% from 1Q 2024). Net income: JP¥143.0m (down 74% from 1Q 2024). Profit margin: 1.0% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Oct 03
Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023) Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Sep 19
&Do Holdings Co.,Ltd. to Report Q1, 2025 Results on Nov 13, 2024 &Do Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Nov 13, 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 Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Aug 19
Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023) Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 14
&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024 &Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥848, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 2.2% over the past three years. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥43.00 per share Eligible shareholders must have bought the stock before 27 June 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%). Reported Earnings • May 16
Third quarter 2024 earnings released: EPS: JP¥4.52 (vs JP¥23.66 in 3Q 2023) Third quarter 2024 results: EPS: JP¥4.52 (down from JP¥23.66 in 3Q 2023). Revenue: JP¥13.9b (up 32% from 3Q 2023). Net income: JP¥90.0m (down 81% from 3Q 2023). Profit margin: 0.6% (down from 4.4% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 4% per year, which means it is significantly lagging earnings growth. Duyuru • Mar 16
&Do Holdings Co.,Ltd. to Report Q3, 2024 Results on May 13, 2024 &Do Holdings Co.,Ltd. announced that they will report Q3, 2024 results on May 13, 2024 Reported Earnings • Feb 15
Second quarter 2024 earnings released: EPS: JP¥42.47 (vs JP¥48.96 in 2Q 2023) Second quarter 2024 results: EPS: JP¥42.47 (down from JP¥48.96 in 2Q 2023). Revenue: JP¥20.0b (up 26% from 2Q 2023). Net income: JP¥845.0m (down 12% from 2Q 2023). Profit margin: 4.2% (down from 6.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Duyuru • Dec 14
&Do Holdings Co.,Ltd. to Report Q2, 2024 Results on Feb 13, 2024 &Do Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Feb 13, 2024 Reported Earnings • Nov 15
First quarter 2024 earnings released: EPS: JP¥28.31 (vs JP¥8.89 in 1Q 2023) First quarter 2024 results: EPS: JP¥28.31 (up from JP¥8.89 in 1Q 2023). Revenue: JP¥15.4b (up 60% from 1Q 2023). Net income: JP¥558.0m (up 221% from 1Q 2023). Profit margin: 3.6% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Duyuru • Sep 23
HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion. HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion on September 21, 2023. e &Do Holdings Co., Ltd. announces that during a meeting held on September 21, 2023, its Board of Directors approved the transaction. The transaction is expected to close on September 21, 2023. Duyuru • Sep 17
&Do Holdings Co.,Ltd. to Report Q1, 2024 Results on Nov 13, 2023 &Do Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Nov 13, 2023 New Risk • Aug 18
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 38% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows. Duyuru • Aug 16
&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023 &Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023. Reported Earnings • Aug 16
Full year 2023 earnings released: EPS: JP¥112 (vs JP¥99.96 in FY 2022) Full year 2023 results: EPS: JP¥112 (up from JP¥99.96 in FY 2022). Revenue: JP¥49.6b (up 20% from FY 2022). Net income: JP¥2.20b (up 12% from FY 2022). Profit margin: 4.4% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. New Risk • Jul 04
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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change). Upcoming Dividend • Jun 22
Upcoming dividend of JP¥40.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%). Duyuru • Jun 17
&Do Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Aug 14, 2023 &Do Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Aug 14, 2023 Reported Earnings • May 17
Third quarter 2023 earnings released: EPS: JP¥23.66 (vs JP¥1.13 in 3Q 2022) Third quarter 2023 results: EPS: JP¥23.66 (up from JP¥1.13 in 3Q 2022). Revenue: JP¥10.5b (up 53% from 3Q 2022). Net income: JP¥463.0m (up JP¥441.0m from 3Q 2022). Profit margin: 4.4% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. 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 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 15
Second quarter 2023 earnings released: EPS: JP¥48.96 (vs JP¥38.60 in 2Q 2022) Second quarter 2023 results: EPS: JP¥48.96 (up from JP¥38.60 in 2Q 2022). Revenue: JP¥15.8b (up 41% from 2Q 2022). Net income: JP¥958.0m (up 27% from 2Q 2022). Profit margin: 6.1% (down from 6.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Duyuru • Dec 15
&Do Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 13, 2023 &Do Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 13, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Mayuko Hara was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 13
First quarter 2023 earnings released: EPS: JP¥8.89 (vs JP¥21.17 in 1Q 2022) First quarter 2023 results: EPS: JP¥8.89 (down from JP¥21.17 in 1Q 2022). Revenue: JP¥9.61b (down 13% from 1Q 2022). Net income: JP¥174.0m (down 58% from 1Q 2022). Profit margin: 1.8% (down from 3.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings. Duyuru • Sep 14
&Do Holdings Co.,Ltd. to Report Q1, 2023 Results on Nov 11, 2022 &Do Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Nov 11, 2022 Duyuru • Aug 17
&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022 &Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022. Reported Earnings • Aug 17
Full year 2022 earnings released: EPS: JP¥99.96 (vs JP¥82.83 in FY 2021) Full year 2022 results: EPS: JP¥99.96 (up from JP¥82.83 in FY 2021). Revenue: JP¥41.4b (up 6.0% from FY 2021). Net income: JP¥1.96b (up 21% from FY 2021). Profit margin: 4.7% (up from 4.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Duyuru • Jun 16
&Do Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Aug 15, 2022 &Do Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Aug 15, 2022 Reported Earnings • May 15
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: EPS: JP¥1.13 (up from JP¥0.67 loss in 3Q 2021). Revenue: JP¥6.87b (up 3.8% from 3Q 2021). Net income: JP¥22.0m (up JP¥35.0m from 3Q 2021). Profit margin: 0.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Board Change • May 10
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Yuichi Ikeda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Duyuru • Apr 07
&Do Holdings Co.,Ltd. to Report Q3, 2022 Results on May 12, 2022 &Do Holdings Co.,Ltd. announced that they will report Q3, 2022 results on May 12, 2022 Reported Earnings • Feb 12
Second quarter 2022 earnings: EPS and revenues miss analyst expectations Second quarter 2022 results: EPS: JP¥38.60 (up from JP¥32.41 in 2Q 2021). Revenue: JP¥11.2b (flat on 2Q 2021). Net income: JP¥755.0m (up 20% from 2Q 2021). Profit margin: 6.7% (up from 5.6% in 2Q 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. Reported Earnings • Nov 12
First quarter 2022 earnings released: EPS JP¥21.17 (vs JP¥7.80 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.1b (up 47% from 1Q 2021). Net income: JP¥414.0m (up 172% from 1Q 2021). Profit margin: 3.7% (up from 2.0% 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 6% per year whereas the company’s share price has fallen by 3% per year. Reported Earnings • Oct 05
Full year 2021 earnings released: EPS JP¥82.83 (vs JP¥52.90 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.0b (up 19% from FY 2020). Net income: JP¥1.62b (up 57% from FY 2020). Profit margin: 4.1% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings. Reported Earnings • May 16
Third quarter 2021 earnings released: JP¥0.67 loss per share (vs JP¥18.28 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥6.62b (down 22% from 3Q 2020). Net loss: JP¥13.0m (down 104% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings. Duyuru • Mar 10
HOUSE DO Co.,Ltd. to Report Q3, 2021 Results on May 11, 2021 HOUSE DO Co.,Ltd. announced that they will report Q3, 2021 results on May 11, 2021 Major Estimate Revision • Mar 10
Analysts increase revenue estimates to JP¥39.5b The 2021 consensus revenue estimate increased from JP¥35.2b. Earning per share (EPS) estimate also increased from JP¥66.30 to JP¥85.70 for the same period. Net income is expected to grow by 16% next year compared to 10.0% growth forecast for the Consumer Durables industry in Japan. The consensus price target increased from JP¥1,050 to JP¥1,300. Share price is up 6.6% to JP¥1,182 over the past week. Is New 90 Day High Low • Feb 24
New 90-day low: JP¥1,120 The company is down 9.0% from its price of JP¥1,226 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period. Reported Earnings • Feb 14
Second quarter 2021 earnings released: EPS JP¥32.41 (vs JP¥14.74 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥11.2b (up 33% from 2Q 2020). Net income: JP¥632.0m (up 120% from 2Q 2020). Profit margin: 5.6% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Jan 04
New 90-day low: JP¥1,131 The company is down 13% from its price of JP¥1,302 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 22% over the same period. Duyuru • Dec 05
HOUSE DO Co.,Ltd. to Report Q2, 2021 Results on Feb 10, 2021 HOUSE DO Co.,Ltd. announced that they will report Q2, 2021 results on Feb 10, 2021 Price Target Changed • Dec 01
Price target raised to JP¥1,050 Up from JP¥900, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥1,204. As of last close, the stock is down 23% over the past year. Duyuru • Sep 25
HOUSE DO Co.,Ltd. to Report Q1, 2021 Results on Nov 10, 2020 HOUSE DO Co.,Ltd. announced that they will report Q1, 2021 results on Nov 10, 2020 Duyuru • Sep 21
HOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI Index HOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI Index Duyuru • Jun 19
HOUSE DO Co.,Ltd. to Report Q4, 2020 Results on Aug 12, 2020 HOUSE DO Co.,Ltd. announced that they will report Q4, 2020 results on Aug 12, 2020