Companies ›Consumer Cyclicals ›3123.T

3123.T — Tokyo Stock Exchange Textiles & Leather Goods

Saibo Co Ltd

¥625,00

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Mcap

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P/E

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EV / Rev

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Div yield

2,54 %

Op margin

7,3 %

ROE

4,9 %

Net margin

8,3 %

Debt / equity

0,74

Beta

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52w range

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Volume

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Day range

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Next earnings

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Ex-dividend

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TR 1Y

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About

Saibo Co Ltd is a Japanese manufacturer and distributor of textiles and leather goods, primarily serving the apparel and fashion sectors.

Business. Saibo Co Ltd (3123.T) is a Japanese company engaged in the textiles and leather goods industry, operating within the cyclical consumer products sector. The firm is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %

SectorConsumer Cyclicals

Business sectorCyclical Consumer Products

IndustryTextiles & Leather Goods

Generated · model-assisted

Sell-side consensus

—consensus pending

— buy— hold— sell

Avg 12m price target—

Upcoming events

— missing data

See all catalysts →

At a glance

Score

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not yet scored

Valuation

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valuation pending

Analysts

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not yet wired

Ownership

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not yet wired

Profitability→

4,9 %

return on equity

Quality

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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

No recent newsroom coverage mentioning 3123.

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 3123.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

Saibo Co Ltd (3123.T) is a Japanese company engaged in the textiles and leather goods industry, operating within the cyclical consumer products sector. The firm is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %

SectorConsumer Cyclicals

Business sectorCyclical Consumer Products

IndustryTextiles & Leather Goods

AI synthesis

GENERATED

Saibo maintains a relatively balanced capital structure, with total equity of ¥17.74 billion and total liabilities of ¥24.21 billion, resulting in a debt-to-equity ratio of 0.74. The company holds ¥3.92 billion in cash and equivalents, but its long-term debt of ¥13.08 billion suggests a moderate reliance on debt financing. Free cash flow of ¥1.68 billion indicates the company is generating sufficient cash to support operations and potentially fund growth initiatives.

Profitability metrics show a return on equity (ROE) of 4.85% and a return on assets (ROA) of 2.05%, both below the industry median for Textiles & Leather Goods. The operating margin of 7.35% (¥755.74 million operating income on ¥10.30 billion revenue) is also below the industry average, suggesting Saibo is underperforming in terms of operational efficiency.

The company's revenue is concentrated in its core Textiles & Leather Goods segment, with no disclosed geographic diversification. Given the lack of segmental or geographic breakdown in the financials, it is unclear whether Saibo is exposed to regional economic fluctuations or supply chain disruptions.

Looking ahead, Saibo is expected to maintain a stable revenue trajectory, with no significant growth or contraction projected in the next fiscal year. The company's capital expenditure of ¥415.91 million is modest, indicating a conservative approach to reinvestment.

The risk assessment highlights a medium liquidity risk due to the company's negative net cash position after accounting for total debt. While dilution risk is currently low, the company's reliance on long-term debt could increase financial leverage and expose it to interest rate volatility.

Recent filings and transcripts have not revealed any material events or strategic shifts. The company's latest actual revenue of ¥10.30 billion and EPS of ¥65.84 align with analyst expectations, suggesting stable performance in the most recent reporting period.

Key takeaways

Saibo maintains a debt-to-equity ratio of 0.74, indicating a moderate reliance on debt financing.
The company's ROE of 4.85% and ROA of 2.05% are below the industry median, suggesting underperformance in profitability.
Free cash flow of ¥1.68 billion supports operational flexibility and potential reinvestment.
Revenue is concentrated in the Textiles & Leather Goods segment, with no disclosed geographic diversification.
The company's liquidity risk is medium due to a negative net cash position after debt.
No significant dilution risk is currently present, but long-term debt exposure could increase leverage risk.

Bull / Bear case

Generated · model-assisted

— missing data

In focus — financials by report

Valuation

Market price

¥625,00

Market cap

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Enterprise valueⓘ

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P/Eⓘ

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Non-GAAP P/Eⓘ

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EV / Revenueⓘ

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EV / Op incomeⓘ

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EV / OCFⓘ

—

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

¥17.74B

Net cashⓘ

-¥9.16B

Current ratioⓘ

2.8

Debt / equityⓘ

0.7

ROAⓘ

2.1%

ROEⓘ

4.9%

Cash conversionⓘ

276.0%

CapEx / revenueⓘ

-4.0%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

Business relationships

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Supply chain

— missing data

Peer comparison

— missing data

Market position

Stress test

— missing data

Predictor forecast

Options

— missing data

Short squeeze

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Earnings-call key lines

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Estimate revisions

consensus EPS · 26-week trend

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Sell-side observations

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Themes

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ESG

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Risk factors

Dilution riskLow

Liquidity riskMedium

Filing-based flags

Net cash is negative after subtracting total debt.

Benchmarks vs cohort

Op Margin7,3 %Above median

Net Margin8,3 %Above median

ROE4,9 %Above median

Capex / Rev-4,0 %Above median

D/E0,74Below median

Cash Conv2,76Above median

Corporate actions / M&A

— missing data

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

— missing data

Actions

Set alert Open in charts

Ask Handelsavisen

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Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data

How metrics are computed

Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Net Cash
cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Capex To Revenue
capital_expenditure / revenue
Return On Equity
net_income / total_equity
Debt To Equity
(short_term_debt + long_term_debt) / total_equity
Cash Conversion Ratio
operating_cash_flow / net_income

Source documents

Saibo Co Ltd Market data — financials · 2026-05-26
Saibo 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

3123.TCanonical

Tokyo Stock Exchange · JPY

Intel & risk

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

— missing data

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

At a glance

What drives this business

News & coverage

Sector rotation

Developing storylines

Analysis

Opportunity

Upcoming catalysts

Pre-earnings brief

Signals & dispatch

Composite-score breakdown

Synthesis

Bull / Bear case

In focus — financials by report

Valuation

Revenue by segment

Market share

Business relationships

Supply chain

Peer comparison

Market position

Stress test

Predictor forecast

Options

Short squeeze

Earnings-call key lines

Estimate revisions

Sell-side observations

Themes

ESG

Risk factors

Benchmarks vs cohort

Corporate actions / M&A

FX exposure

Comparable transactions

Derivatives & instruments

Actions

Ask Handelsavisen

Ownership & reference

Insider activity

Short positioning

Geographic breakdown

Intel & risk

Evidence & claims

The Thread