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2780.T Tokyo Stock Exchange Miscellaneous Specialty Retailers

2780.T

¥5 020,00
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JPY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
55,2B JPY
P/E
EV / Rev
Div yield
1,99 %
Op margin
4,1 %
ROE
14,6 %
Net margin
3,0 %
Debt / equity
1,45
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the retail sector, specializing in miscellaneous specialty retail, and generates revenue primarily through the sale of goods to consumers.

Business. 2780.T is a miscellaneous specialty retailer operating within the consumer cyclicals sector. The company generates revenue through product sales, with key performance indicators including same-store sales growth, traffic, and average ticket size. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

Classification92 %
SectorConsumer Cyclicals
Business sectorRetailers
IndustryMiscellaneous Specialty Retailers
ActivityRetailers
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target5 600,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
5 600,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
14,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 2780.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 2780.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    2780.T is a miscellaneous specialty retailer operating within the consumer cyclicals sector. The company generates revenue through product sales, with key performance indicators including same-store sales growth, traffic, and average ticket size. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorRetailers
    IndustryMiscellaneous Specialty Retailers
    ActivityRetailers
    AI synthesis
    GENERATED

    The company maintains a capital structure with a debt-to-equity ratio of 1.45, indicating a moderate reliance on debt financing. Its liquidity position is characterized by a current ratio of 1.59, suggesting it has sufficient short-term assets to cover its short-term liabilities. However, the company's operating cash flow is negative at -5,180,324,000 JPY, which may raise concerns about its ability to fund operations without external financing.

    In terms of profitability, the company's return on equity (ROE) is 14.58%, which is a strong indicator of its ability to generate profits relative to shareholders' equity. The return on assets (ROA) is 5.39%, indicating that the company is effectively utilizing its assets to generate earnings. These metrics suggest that the company is performing well compared to industry standards, although specific industry medians are not provided for direct comparison.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no significant geographic diversification mentioned. This concentration may expose the company to higher risks if market conditions in its primary segment or region deteriorate.

    The company's growth trajectory is expected to remain stable, with no significant changes in revenue projected for the current fiscal year. The company's capital expenditure of -2,680,825,000 JPY indicates a reduction in investment in long-term assets, which may affect its future growth potential.

    The company faces a medium liquidity risk, as indicated by its negative net cash position after subtracting total debt. The risk of dilution is assessed as low, with no significant dilution potential reported. The company's financial structure and performance suggest that it is managing its risks effectively, although continued monitoring of its liquidity position is advisable.

    Recent events, as disclosed in the company's financial statements, include a negative operating cash flow and a reduction in capital expenditures. These developments may indicate a strategic shift or a response to market conditions, but further information is needed to fully understand their implications.

    Key takeaways
    • The company has a strong return on equity (14.58%), indicating effective use of shareholders' equity to generate profits.
    • The company's liquidity position is moderate, with a current ratio of 1.59, but it has a negative operating cash flow, which may affect its short-term financial stability.
    • The company's debt-to-equity ratio of 1.45 suggests a moderate reliance on debt financing, which could increase financial risk if interest rates rise.
    • The company's capital expenditures have decreased, which may impact its long-term growth potential.
    • margin_outlook_rationale: The company's gross profit margin is expected to remain stable, supported by its strong return on equity and effective asset utilization.
    • rd_outlook_rationale: Research and development spending is not a significant factor in the company's operations, as it is primarily focused on retail sales.
    • capex_outlook_rationale: The company's capital expenditures are expected to remain low, as indicated by the reduction in investment in long-term assets.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥5 020,00
    Market cap
    ¥65.39B
    Enterprise value
    ¥97.25B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    2.0x
    P / Tangible book
    2.0x
    Tangible book
    ¥32.77B
    Net cash
    -¥31.86B
    Current ratio
    1.6
    Debt / equity
    1.4
    ROA
    5.4%
    ROE
    14.6%
    Cash conversion
    -108.0%
    CapEx / revenue
    -1.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    462,00
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-07 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate462,00
    Revenueno estimateno estimate220,6B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥5 600,00 · Median ¥5 600,00
    Low ¥5 600,00High ¥5 600,00
    EPS surprise
    −5,6 %
    reported vs consensus · miss
    Revenue surprise
    −27,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥5 600,00
    Mean¥5 600,00
    Median¥5 600,00
    High¥5 600,00
    Spot¥5 020,00
    +11.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin4,1 %Below median
    Net Margin3,0 %Above median
    ROE14,6 %Above P75
    Capex / Rev-1,7 %Above median
    D/E1,45Bottom quartile
    Cash Conv-1,08Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 2780.T Market data — financials · 2026-05-26
    • Komehyo Holdings Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2780.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage