Today I will talk about AOKI Holdings, which is famous for retailing men's clothing, and is promoting diversification of other businesses such as bridal business, Internet cafes, karaoke bars, and fitness gyms.
※The above images are from AOKI Holdings’s website
Speaking of AOKI, I believe that many people have a strong impression of its men's clothing department stores, usually along main roads with large signboards. In fact, it has been diversifying its business for some time now.
It has especially opened many Internet cafes（快活CLUB）nationwide in recent years, and among them are private rooms
that can also be used for remote work.
Actually, I tried using one, and it was unexpectedly comfortable for spending time watching a movie or reading a book
in a small room without anyone disturbing me.
￥572（7/3 last closing price) The latest stock price← click here
Trading unit: 100 The final month of the settlement : March
Dividend yield 8.00%
PER - PBR 0.35
Equity ratio 60.5%
Its business is diverse, but the business forecast for the current fiscal year has not been disclosed as of this writing because all of its businesses will be hit squarely by Covid-19.
Since this company’s majority shareholder and the manager are the same, it seems to have quick decision-making, so I would like to keep on eye on the future direction.
In addition to high dividends, AOKI Holdings has set up an exclusive benefit for shareholders in the form of discount coupons that can be used at AOKI group stores twice a year.
AOKI Holdings special benefits ←Click here for details
Transition of business results
|
|
Net sales |
Operating profit |
Net profit |
Net profit per share |
dividend |
Dividend payout ratio |
|
2018.3 |
198,417 |
14,864 |
7,377 |
84.9 |
44 |
52% |
|
2019.3 |
195,054 |
13,491 |
4,602 |
53.3 |
60 |
113% |
|
2020.3 |
180,220 |
6,649 |
447 |
5.2 |
46 |
884% |
|
2021.3 |
- |
- |
- |
- |
46 |
-% |
※Unit of sales, operating profit, net income is one-million yen
※The figure for March 2021 is the predicted value
|
Cash flow statement |
2020.3 |
2019.3 |
|
CF operating activities |
14,803 |
13,066 |
|
CF investing activities |
▲16,418 |
▲9,152 |
|
CF financing activities |
▲1,098 |
▲9,532 |
※One unit is one million yen
Note: You should be responsible for your own investment. Please make your own final judgment.