3198 SFP Holdings
- 2139
- +8+0.38%
SFP Holdings News
Progress based on the plan for compliance with listing maintenance standards for SFP Holdings.
SFP Holdings ＜3198＞ announced on the 31st the progress of plans aimed at complying with listing maintenance standards as of the end of 2024/2. The company submitted a plan aimed at complying with listing maintenance standards in the Prime market on 2021/12/23, and disclosed the details. The company decided to conduct a tender offer for its own shares, and executed this with the acquisition period from 2023/7/21 to 2023/8/21. As a result, the company's parent company
SFP Holdings: Extraordinary Report
SFP Holdings---treasury stock disposal as restricted shares
SFP Holdings ＜3198＞ announced on the 24th that it will dispose of its own shares as shares subject to transfer restrictions. The company will give incentives to the company's directors, etc. (excluding outside directors and directors who are audit and supervisory committee members) to continuously improve the company's corporate value, and will introduce a stock reward system with transfer restrictions for the purpose of further value sharing with shareholders. The payment due date is 2024/6/19, and the types and total number of shares to be disposed of are 12,100 common shares of the company
SFP Holdings: Confirmation
SFP Holdings: Financial Report - 14th Term (2023/03/01 - 2024/02/29)
SFP--- Partial Corrections to “Summary of Financial Results for the Fiscal Year Ending 2024/2 [Japanese GAAP] (Consolidated)”
SFP Holdings ＜3198＞ announced on the 21st some corrections to the “Financial Results Report for the Fiscal Year Ending 2024/2 [Japanese Standard]” (consolidated)” announced on 2024/4/12. Note that there is no impact on profit and loss. Since there was an error in the calculation of the dividend payout payout ratio in the summary of financial results for the fiscal year ending 2024/2, the dividend payout ratio for the fiscal year ending 2024/2 (forecast) was corrected to 39.5% in the financial results report for the fiscal year ending 2024/2.
SFP Holdings: (Correction/Numerical Data Correction) Partial Corrections to the “Financial Results Report for the Fiscal Year Ending February 2024 [Japanese GAAP] (Consolidated)”
SFP Holdings Sees FY Net Y1.50B
SFP Holdings Sees FY Net Y1.50B
Company Research Report: SFP Holdings Co., Ltd. (3198)
SFP --- Introduced share compensation system with transfer restrictions
SFP Holdings ＜3198＞ announced on the 25th that it will review the executive remuneration system and introduce a transfer-restricted stock reward system that allocates shares with transfer restrictions to directors excluding outside directors and directors who are audit and supervisory committee members. By further strengthening the linkage between target directors' remuneration and stock value, we aim to give target directors incentives to continuously improve the company's corporate value, and further promote value sharing between target directors and shareholders
SFP Research Memo (8): The annual dividend for the fiscal year ending 2024/2 will be increased by 3 yen to 23 yen per share
■Shareholder return for SFP Holdings＜3198＞ For the 2024/2 fiscal year, the interim dividend was increased and revised by 1 yen and the year-end dividend by 2 yen, respectively, based on strong current performance, etc., and the annual dividend was implemented at 23 yen (interim 11 yen, 12 yen at the end of the fiscal year), which is an increase of 3 yen from the previous fiscal year. The annual dividend for the fiscal year ending 2025/2 is also planned to be 26 yen (13 yen in the middle, 13 yen at the end of the fiscal year) per share, which will increase dividends by 3 yen from the previous fiscal year. Also, the policy is to implement the shareholder benefit program as before
SFP Research Memo (7): Focus on opening stores in regional cities and expanding popular bar businesses that earn stable income with low investment
■Future Directions 1. Future direction and progress so far SFP Holdings (3198) has announced medium-term management plans for the next 3 years every year until the 2020/2 fiscal year, but since the 2021/2 fiscal year, the future was uncertain due to the effects of the COVID-19 pandemic, so announcements have not been made. However, in anticipation of future environmental changes, etc., the short- and medium-term directions have been clarified, and (1) opening stores in regional cities, (2) expanding the popular bar business type they are focusing on, and (3) existing stores
SFP Research Memo (5): A reliable response to establishing new revenue drivers, such as capturing inbound demand and opening regional stores
■Main activity results of SFP Holdings＜3198＞ 1. Results of new store openings (and business type changes) In the 2024/2 fiscal year, we worked to resume opening stores in anticipation of the post-COVID-19 period, opening 8 new stores and changing the business type of 4 stores. What is characteristic is that the number of stores opened in regional cities and the number of stores opened due to the popular bar business type they are focusing on has increased. As for regional stores in particular, in addition to Nagano Matsumoto and Sendai (both are Isomaru Fisheries's 2nd store in the prefecture), Osaka Kyobashi has also had a great success since its launch
SFP Research Memo (3): Achieving high growth and profitability along with aggressive store expansion (1)
■Financial Results Trends 1. Past performance trends Looking back on the performance before the COVID-19 pandemic (until the fiscal year ending 2020/2), the expansion in the number of stores has driven the growth of SFP Holdings ＜3198＞. In particular, after the 2010/9 fiscal year, when the opening of “Isomaru Fisheries” stores based on a unique profit model was in full swing, growth in business performance accelerated, and ordinary profit margins also improved significantly as sales expanded. If the ordinary profit margin for the fiscal year ending 2013/9 exceeds the target of 8%, it will rise to 11.7% in the 2015/9 fiscal year
SFP Research Memo (2): Developing popular brands such as “Isomaru Fisheries” and “Toriyoshi Shoten”
■Company Overview 1. Business description SFP Holdings ＜3198＞ mainly operates “Isomaru Fisheries” (seafood izakaya) and “Toriya Shoten” (chicken specialty store), etc., which have become popular business categories due to 24-hour business* in front of the station and downtown area (roadside stores), etc., and is focusing on developing a popular bar business type where stable income can be earned with low investment as the second pillar. Since 2020, the impact of the COVID-19 pandemic has cast a shadow over the entire industry, but we have strengthened our profit structure and proceeded to respond to environmental changes, and current business performance is going well
SFP --- Significant increase in sales and profit was achieved in the 2024/2 fiscal year due to strong inbound demand capture, etc.
SFP Holdings (3198)'s main business is the operation of “Isomaru Fisheries” (seafood izakaya) and “Toriyoshi Shoten” (chicken specialty store), etc. that operate 24 hours a day in front of the station and downtown area (roadside store) and have become popular business categories. High profitability and growth potential have been achieved by establishing a unique profit model that maximizes the ability to attract customers due to its prime location. Since 2020, business performance has declined drastically due to the effects of the spread of the novel coronavirus infection (hereafter, COVID-19), so new stores have been opened
List of Unrivaled Stocks (Part 1) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○Cloud Top Stock List Market Code Stock Name Closing Price Advance Span A Prior Span B Tokyo Stock Exchange Prime ＜3031＞ Raccoon HD 653 621.75 651 ＜7380＞ 16 FG 4560 4546.25 4280 ＜7581＞ Saizeriya 5280 4937.5 5212.5 ＜9692＞ CEC 1717 170
Convertible Stock List (Part 1) [Parabolic Signal Convertible Stock List]
○List of trading stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1332＞ Nissui 955 910 ＜1893＞ Goyoken 781 741 ＜1926＞ Light Engineering 2077 2001 ＜1938＞ Nichi-Lee Tech 1322 1240 ＜2379＞ Dip 2728 2645 ＜3040＞ Soliton
Astellas Pharmaceuticals, 24/3 revised downward operating profit 13 billion yen ← 83 billion yen
Astellas Pharmaceuticals ＜4503＞ announced revisions to its earnings forecast for the fiscal year ending 2024/3. Operating profit was revised downward from 83 billion yen to 13 billion yen. As a result of reviewing the asset value of the gene therapy program AT808, which is undergoing research and development for Friedreich ataxia patients, impairment losses of approximately 40 billion yen of intangible assets related to AT808 will be recorded as other expenses. [Positive Evaluation] ＜8233＞Takashimaya Full Year | ＜6432＞Takeuchi Production
SFP---The full-year consolidated earnings forecast for the fiscal year ending 2024/2 is revised upward, and deferred tax assets are expected to be recorded
SFP Holdings ＜3198＞ announced on the 11th that it is expected to revise the full-year consolidated earnings forecast for the fiscal year ending 2024/2 announced on 2023/10/13 and record deferred tax assets. As for the full-year consolidated earnings forecast for the fiscal year ending 2024/2, in addition to focusing on attracting inbound customers and restarting the late-night business zone, sales are expected to exceed previous forecasts due to an increase in customer unit prices due to menu reviews, etc. The rise in utility bills was limited, and the year-end and New Year holidays were thriving
Analysis
Price Target
No Data
