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9812.T Tokyo Stock Exchange Department Stores

9812.T

¥223,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
0,20 %
Op margin
0,9 %
ROE
-1,6 %
Net margin
-0,0 %
Debt / equity
24,97
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates as a department store retailer, generating revenue primarily through the sale of a wide range of consumer goods across multiple product categories.

Business. The company operates as a department store retailer, generating revenue primarily through the sale of a wide range of consumer goods across multiple product categories.

Classification92 %
SectorConsumer Cyclicals
Business sectorRetailers
IndustryDepartment Stores
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
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-1,6 %
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 9812.
  • 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 9812.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

    The company operates as a department store retailer, generating revenue primarily through the sale of a wide range of consumer goods across multiple product categories.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorRetailers
    IndustryDepartment Stores
    AI synthesis
    GENERATED

    The company's capital structure is highly leveraged, with a debt-to-equity ratio of 24.97, indicating significant reliance on debt financing. Despite maintaining a cash and equivalents balance of 683,490,000 JPY, the company's liquidity position is constrained by its 11,526,111,000 JPY in long-term debt, resulting in a negative net cash position. The current ratio of 0.77 further underscores the company's limited ability to cover short-term obligations with current assets.

    Profitability metrics reveal a challenging operating environment, with a net loss of 7,584,000 JPY and an operating income of 210,528,000 JPY. The return on equity of -1.64% and return on assets of -0.04% indicate poor capital efficiency and asset utilization relative to industry norms. Gross profit of 5,766,474,000 JPY suggests some pricing power, but the narrow operating margin of 0.87% (210,528,000 / 24,188,270,000) highlights significant cost pressures.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic downturns and shifts in consumer demand. The absence of segment-specific financial data limits the ability to assess performance across different product lines or regions.

    Growth trajectory appears muted, with no disclosed revenue growth rates or expansion plans. The company's operating cash flow of 1,062,758,000 JPY and free cash flow of 22,120,000 JPY suggest limited capacity for reinvestment or debt reduction. Capital expenditures of -483,922,000 JPY indicate a reduction in investment, potentially signaling a defensive posture.

    Risk factors include high leverage and limited liquidity, with a debt-to-equity ratio of 24.97 and a current ratio of 0.77. The risk assessment indicates a medium liquidity risk and low dilution potential, but the negative net cash position after subtracting total debt remains a key flag. No recent events or filings have been disclosed that would materially alter the company's risk profile.

    Recent financial filings and transcripts have not revealed any material events or strategic shifts that would significantly impact the company's operations or financial position. The company's performance remains consistent with its disclosed financial metrics, with no new initiatives or challenges reported.

    Key takeaways
    • The company is highly leveraged, with a debt-to-equity ratio of 24.97, indicating significant financial risk.
    • Profitability is weak, with a net loss of 7,584,000 JPY and a return on equity of -1.64%.
    • Liquidity is constrained, as evidenced by a current ratio of 0.77 and a negative net cash position after debt.
    • The company's revenue is concentrated in a single segment, increasing exposure to market-specific risks.
    • Growth appears limited, with minimal free cash flow and reduced capital expenditures.
    • "margin_outlook_rationale": "Operating margin is expected to remain under pressure due to high leverage and cost constraints.",

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥223,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥461.5M
    Net cash
    -¥10.84B
    Current ratio
    0.8
    Debt / equity
    25.0
    ROA
    -0.0%
    ROE
    -1.6%
    Cash conversion
    -14013.0%
    CapEx / revenue
    -2.0%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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 Margin0,9 %Below median
    Net Margin-0,0 %Below median
    ROE-1,6 %Below median
    Capex / Rev-2,0 %Below median
    D/E24,97Bottom quartile
    Cash Conv-140,13Bottom 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
    • 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
    • 9812.T Market data — financials · 2026-05-27
    • T.O. Holdings Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    9812.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