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Toshin Holdings Co., Ltd. (JP:9444)
:9444
Japanese Market
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Toshin Holdings Co., Ltd. (9444) AI Stock Analysis

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JP:9444

Toshin Holdings Co., Ltd.

(9444)

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Neutral 48 (OpenAI - Gpt-5.6Sol)
Rating:48Neutral
Price Target:
¥270.00
▼(-7.53% Downside)
Action:Reiterated
Date:08/25/26
The score is held down primarily by weak financial performance: a sharply widening net loss, negative operating/free cash flow, and high leverage with a rapidly shrinking equity cushion. Technicals are a relative positive with the stock trading above major moving averages and a positive MACD, but valuation remains constrained by negative earnings and no dividend yield data.
Positive Factors
Revenue rebound
The strong year-over-year revenue rebound indicates that Toshin’s distribution operations can generate substantial sales growth when handset and carrier-related activity improves. If maintained, higher scale could support operating leverage and provide a larger base for restoring profitability.
Negative Factors
Severe profitability deterioration
The sharp increase in losses alongside lower gross profit shows that revenue growth is not currently translating into durable earnings. Continued margin pressure could limit reinvestment, weaken resilience, and make recovery dependent on reversing both cost and profitability trends.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue rebound
The strong year-over-year revenue rebound indicates that Toshin’s distribution operations can generate substantial sales growth when handset and carrier-related activity improves. If maintained, higher scale could support operating leverage and provide a larger base for restoring profitability.
Read all positive factors

Toshin Holdings Co., Ltd. (9444) vs. iShares MSCI Japan ETF (EWJ)

Toshin Holdings Co., Ltd. Business Overview & Revenue Model

Company Description
Toshin Holdings Co.,Ltd. primarily engages in Japan's mobile telecommunications industry. Its activities in this sector involve the operation and sales of mobile retail outlets, acting as an authorized agent, providing shop management services und...
How the Company Makes Money
Toshin Holdings makes money mainly through its mobile communications distribution operations. Key revenue streams typically include: (1) retail sales of mobile devices (e.g., smartphones and feature phones) and peripherals/accessories sold through...

Toshin Holdings Co., Ltd. Financial Statement Overview

Summary
Despite strong revenue growth (+36.4% in 2026 vs. 2025), profitability and cash generation deteriorated materially: net loss widened to -¥1.38B in 2026, operating cash flow turned negative (-¥549M), and free cash flow remained deeply negative (-¥1.08B). Balance-sheet risk is elevated with a shrinking equity base (down to ¥1.06B in 2026) against large debt (¥15.26B), reducing financial flexibility.
Income Statement
38
Negative
Balance Sheet
27
Negative
Cash Flow
22
Negative
BreakdownJul 2025Apr 2024Apr 2023Apr 2023Apr 2022
Income Statement
Total Revenue17.80B17.48B17.13B16.42B18.07B
Gross Profit2.70B2.89B3.65B3.21B3.59B
EBITDA694.85M441.96M698.06M262.41M959.99M
Net Income-1.38B-84.53M142.18M-209.67M344.78M
Balance Sheet
Total Assets21.78B24.53B24.19B22.74B23.37B
Cash, Cash Equivalents and Short-Term Investments2.65B3.08B2.08B2.34B2.73B
Total Debt15.26B16.50B17.04B15.25B15.35B
Total Liabilities20.65B22.11B21.56B20.12B20.40B
Stockholders Equity1.06B2.39B2.60B2.60B2.95B
Cash Flow
Free Cash Flow-1.08B-765.81M-1.97B-19.91M-1.63B
Operating Cash Flow-549.06M281.78M231.94M294.17M-212.13M
Investing Cash Flow1.37B1.58B-1.91B262.65M-1.14B
Financing Cash Flow-1.37B-852.45M1.45B-356.56M773.12M

Toshin Holdings Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price292.00
Price Trends
50DMA
264.04
Positive
100DMA
261.58
Positive
200DMA
335.06
Negative
Market Momentum
MACD
4.91
Positive
RSI
47.59
Neutral
STOCH
24.10
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9444, the sentiment is Negative. The current price of 292 is above the 20-day moving average (MA) of 289.40, above the 50-day MA of 264.04, and below the 200-day MA of 335.06, indicating a neutral trend. The MACD of 4.91 indicates Positive momentum. The RSI at 47.59 is Neutral, neither overbought nor oversold. The STOCH value of 24.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9444.

Toshin Holdings Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
84
Outperform
¥31.50B19.880.41%9.75%-16.95%
75
Outperform
¥37.48B10.691.48%12.02%-12.87%
75
Outperform
¥52.04B18.841.21%9.16%47.03%
74
Outperform
¥45.05B12.972.39%15.56%21.99%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
57
Neutral
¥7.26B9.861.47%-6.45%
48
Neutral
¥1.77B-1.283.28%2.98%-162.03%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9444
Toshin Holdings Co., Ltd.
273.00
-347.00
-55.97%
JP:2769
Village Vanguard Co., Ltd.
925.00
-99.00
-9.67%
JP:3093
Treasure Factory Co., Ltd.
1,880.00
30.76
1.66%
JP:3159
Maruzen CHI Holdings Co., Ltd.
405.00
60.19
17.46%
JP:6061
Universal Engeisha Co., Ltd.
3,205.00
190.03
6.30%
JP:9278
BOOKOFF GROUP HOLDINGS LIMITED
2,966.00
1,403.51
89.82%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 25, 2026