Komori
P

Polaris Holdings Co.,Ltd.

3010Information and Communications, Services and OthersSmall cap
190JPY-0.5%
★ Watch (sign-up required)
Price history
¥190Latest+143.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Polaris Holdings group, comprising the company and 18 subsidiaries, is primarily engaged in hotel operations and hotel investment. Its hotel operations business is centered on a business model based on management, operations and franchising, while its hotel investment business involves investment in hotel real estate. The group combines M&A, equity investments and consortiums to promote brand integration and expand its hotel openings, with the aim of expanding its hotel operations platform. Under its Medium-Term Management Plan 2030, announced on 13 May 2026, the group has adopted a growth strategy centered on new hotel openings and rebranding. It plans to diversify its brands with KOKO HOTELS as a core brand and expand the number of hotels under management, while focusing on improvements in RevPAR, ADR and room occupancy as indicators of enhanced earnings power. The management integration with ミナシア in December 2024 and the commencement of operations at 8 newly opened hotels also contributed to performance.

Recurring subjects
No threads yetThis company's filings have not been read yet. We are adding them progressively.
Companies sharing a theme
Loading
Key numbersShowing 8 of 19
PER
336.69How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.42How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
0.4%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥44bnShare price × number of shares. The value of the entire company.
Equity ratio
47.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
5.4%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
64.0%The average annual growth in sales over the past three years.
What to watch next
Dividend policy review and dividend increase (revision to the dividend forecast for the fiscal year ending March 2027)
2026-06 (based on disclosures and news)Impact HighLikelihood Medium
KOKO HOTEL Sapporo Susukino 2nd rebranding opening (1 July)
2026-07-01Impact MediumLikelihood Medium
Execution of a fixed-term building lease agreement for a hotel property (Hiroshima City)
2026-06-30 (based on timely disclosure)Impact MediumLikelihood Low
Absorption-type merger of ミナシア into Polaris (scheduled merger date: 1 April 2027)
2027-04-01 (scheduled)Impact MediumLikelihood Medium
Progress on the integration, rebranding, and renovations of KOKO HOTELS (capital expenditures such as signage work and renovations becoming visible)
From the second half of 2026 onwardImpact LowLikelihood Low
What to watch next
Loading
Who owns itTop holders total 0.9%
Listed holders 0.9%Everyone else 99.1%
SAJP VI 3.0 LP0.45%
Star Asia Opportunity III LP0.27%
THE BANK OF NEW YORK MELLON 140040 (Standing proxy: Mizuho Bank)0.10%
DBLDN HSE EQT 2 (常任代理人 シティバンク エヌエイ東京支店)0.02%
マルコム・エフ・マクリーン4世0.01%
増山 太郎0.01%
CHARLES SCHWAB FBO (常任代理人 シティバンク エヌエイ東京支店)0.00%
PERSHING SEC INT LTD CLIENT ASSET CUSTODY A/C (常任代理人 シティバンク エヌエイ東京支店)0.00%
2 other listed holders0.00%
Who owns it
HolderOwnership (%)
SAJP VI 3.0 LP0.45
Star Asia Opportunity III LP0.27
THE BANK OF NEW YORK MELLON 140040 (Standing proxy: Mizuho Bank)0.10
DBLDN HSE EQT 2 (常任代理人 シティバンク エヌエイ東京支店)0.02
マルコム・エフ・マクリーン4世0.01
増山 太郎0.01
CHARLES SCHWAB FBO (常任代理人 シティバンク エヌエイ東京支店)0.00
PERSHING SEC INT LTD CLIENT ASSET CUSTODY A/C (常任代理人 シティバンク エヌエイ東京支店)0.00
2 other listed holders0.00
This company's documents
Timely disclosures
Threads