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Ichigo Inc. (JP:2337)
:2337
Earnings Data
Report Date
Apr 16, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
―Last Year’s EPS
5.67Same Quarter Last Year
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 09, 2025
|% Change Since: -2.44%
|Next Earnings Date:Apr 16, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view with both significant achievements, particularly in the hotel and environmental sectors, and challenges in operating profit and security token sales. The company's effective hedging against interest rate increases and its commitment to sustainable operations were notable positives. However, declines in operating profit and challenges in the security token segment were concerns.Company Guidance
In the Q3 2025 earnings call for Ichigo (2337.T), Scott Callon reported a 7% year-on-year decline in all-in operating profit, with cash and net income down 12% and cash EPS down 9%, attributed partially to stock buybacks. Despite these declines, stock earnings increased by 13% year-on-year, and it is anticipated that there will be a strong Q4 recovery. The company highlighted a robust performance in its hotel and office REIT pipeline, with hotels accounting for 25% of assets and showing significant growth driven by a 32% year-on-year increase. Asset Management and Clean Energy segments were up 12% and 5% respectively. Ichigo is actively engaged in a share buyback, having executed about half of a 3.9% share buyback program by the end of December. The company anticipates record cash earnings on stock earnings growth, forecasting a range of JPY 450 billion to JPY 500 billion in assets under management for next year, driven by real estate token sales and private REIT activities. The call also touched on the impact of rising replacement costs, which are expected to increase asset values and allow for rental growth, a factor not currently reflected in the public REIT market.REIT Expansion and Strong Hotel Performance
The company is expanding its REIT pipeline, particularly in hotels, which are performing very well. Sustainable real estate is up 16% year-on-year, driven by a powerful hotel market. Asset Management is up 12% year-on-year, and Clean Energy is up 5%.
Successful Hedging Against Interest Rate Increases
The company effectively hedged against interest rate increases, with half of its JPY 200 billion portfolio hedged. The increase in funding costs is not materially impacting the company due to these hedges.
Strong Hotel Economics and Growth
Hotel business has grown 90% year-on-year, driven by significant inbound activity from Asia, the U.S., and Europe. The hotel operator, OneFive Hotels, has seen a substantial increase in operating income.
Environmental Commitment and Achievements
The company achieved 100% renewable energy in its operations and reduced CO2 emissions significantly. It is climate positive with a CO2 reduction result of 4.4 times its CO2 emissions.
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JP:2337 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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JP:2337 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 09, 2025 | ¥369.00 | ¥370.00 | +0.27% |
| Oct 10, 2024 | ¥364.00 | ¥362.00 | -0.55% |
| Jul 11, 2024 | ¥406.00 | ¥414.00 | +1.97% |
| Apr 15, 2024 | ¥431.00 | ¥424.00 | -1.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ichigo Inc. (JP:2337) report earnings?
Ichigo Inc. (JP:2337) is schdueled to report earning on Apr 16, 2025, TBA Not Confirmed.
What is Ichigo Inc. (JP:2337) earnings time?
Ichigo Inc. (JP:2337) earnings time is at Apr 16, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Ichigo Inc. stock?
The P/E ratio of Ichigo is N/A.
What is JP:2337 EPS forecast?
Currently, no data Available
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