#Tenmaya
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surfinbird.bsky.social
Und ich meine mich zu erinnern, dass uns auch das Tenmaya getaugt hat. Dort dann mit Fisch und Fleisch:

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October 29, 2026 at 8:48 AM
epsteinweb.bsky.social
Parts 1-3/3 — EFTA01148966.jpg
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EFTA01148966 | EFTA01148966 J.P.. Morgan Seven & i Holdings (3382) Seven-Eleven Japan's Aggressive Moves, Steady Progress on Omni-Channel Strategy Raisingprice target to Y4,600, reiterating Overweight rating Adjusting our earnings estimates and price target, still bullish: We adjust our forecasts and raise our price target from ¥4,400 to ¥4,600 (see page 2 for valuation details). We raise our assumptions for the convenience store, financial services, and restaurant segments and lower our assumptions for the superstore segment. We slightly lower our FY2014 profit growth estimate because demand is likely to decline after the consumption tax hike. We adjust our consolidated estimates and expect operating profit to rise 7% on an adjusted basis (15% on a nominal basis) in FY2013 and 6% in FY2014. We consider the stock attractive relative to other large retail stocks, in light of profitability, growth, and valuation, and see 22% upside potential. We maintain our bullish stance. • Earnings outlook reassuring, mainly in convenience store business: We expect operating profit in 3Q to grow 7.6% on an adjusted basis and 17.7% on a nominal basis. As in 2Q, likely sales shortfalls for Ito-Yokado (IY) and the department store business will probably be offset by the convenience store and financial services segments, resulting in solid consolidated earnings. Improved profit growth in the convenience store segment should have a particularly strong impact in 3Q onward, with a slight slowdown in the rise in Seven-Eleven Japan's adjusted SG&A costs, following a peak in IQ, and solid results in dollar terms for 7-Eleven, Inc. The post-consumption tax hike outlook is uncertain, but we expect solid profit growth in FY2014, with structurally stable growth for Seven-Eleven Japan, driven by the meeting of normal-use demand from middleaged and older consumers and women, offsetting likely profit declines for ItoYokado and the department store business. • Series of forward-looking strategic financial moves: Following the December 2 announcement of a tender offer for Nissen Holdings, the company announced the acquisition of stakes in Bamey's Japan (on December 4) and Tenmaya (on December 10). For Seven & i, these companies complement its omni-channel strategy, and the stake in Tenmaya is probably aimed at boosting its market share in local areas. We think these moves represent solid progress on the company's forward-looking, longer-term strategy. The three deals are likely to amount to a total investment of more than V2I billion, which the company expects to cover with cash or other liquid assets. • Potential catalysts: (1) Reassessment of the growth and profitability of the convenience store business, (2) a dividend hike or expectations that RoE will reach management's target, and (3) steps to bolster IY and department stores. Seven & I Holdings Co., Ltd. (Reuters: 3382.7, Bloomberg: 3382 JT) 2012/2 201312 201412 E 2015/2 E 2016/2 E °paroling Revenue (V mn) 4186344 4,991,642 5,625,600 5.890.000 6,178,600 Operating ProM (V mn) 292.060 295,685 340,800 360.200 388,800 Recurring Profit (V rim) 293.171 295,836 341,200 360.800 389,600 Net Profit rm) 129.838 138,064 181,300 193.400 211,100 EPS (V) 141.0 156.3 205.2 2181 238.9 PIE(x) 25.6 24.0 18.3 17.2 15.7 PIBV (x) 1.1 1.6 1.5 • EWEBITDA (x) 7.6 1.3 6.6 6.3 5.9 Source: Company data. Mantel. J.P. Morgan estimates. Japan Equity Research 12 December 2013 Overweight 3382.T, 3382 JT Price: 113,755 A Price Target: 84,800 Previous: $4,400 Japan Retail palm Murata AC Bloomberg JPMA MURATA <GO, JPMorgan Securities Japan Co.. Ltd. Price Pot/einem* MOO IMO 3 MN ZOO 2.110 Pat Vint; MPH itpli 0.443 - max Am pike 00 TOPIX (robasoci) YTD 1m 3m 12m Abe 50.7% GA% 4.2% 53.8% Rel 100% 0.9% -01% -5.3% Company Data Price (V) Date Of Price Market Cap (V bn) Shares 0/S (mn) 52-week Range (V) TOPIX DPS Dividend Yield ROE 3,755 11 Dec13 3,328.59 886 4,115-2,371 1,250.45 70.00 1.9% 9.3% See page 18 for analyst certification and important disclosures, including non-US analyst disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. Asa result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. www.jpmorganmarkets.com EFTA01148966
May 10, 2026 at 8:19 PM
watarukusukami.bsky.social
seletivo. Caso tenha interesse, entre em contato conosco.
Este ano, o treinamento será realizado no Tenmaya Day Service Center, na cidade de Higashiomi.
#街かどケア滋賀ネット
October 26, 2025 at 2:08 AM
bebeneyyy.bsky.social
shop.tenma-ya.co.jp/view/item/00...
グランメゾン東京のエプロンほしい　映像だとくすんだグリーンにも見えるけどグレーなんだ
2070-17　胸付ソムリエエプロン　グレー
「TENMAYA」で取り扱う商品「2070-17　胸付ソムリエエプロン　グレー」の紹介・購入ページ
shop.tenma-ya.co.jp
March 20, 2026 at 7:00 AM
newsen.bsky.social
Tenmaya Store Launches Innovative Leasing DX System for Enhanced Efficiency#Japan#Okayama#COUNTERWORKS#Shop_Counter#Tenmaya_Store
Tenmaya Store Launches Innovative Leasing DX System for Enhanced Efficiency
The introduction of the 'Shop Counter Enterprise' by Tenmaya Store marks a significant leap in retail operations and efficiency in event management aimed at boosting revenues.
third-news.com
August 3, 2026 at 6:10 AM
newsen.bsky.social
Experience the Innovative 'Chikyubag' at Tenmaya Okayama's Latest Event#Japan#NASA#Okayama#Chikyubag
Experience the Innovative 'Chikyubag' at Tenmaya Okayama's Latest Event
Join us at the 'Chikyubag' event at Tenmaya Okayama from August 11 to 27, showcasing NASA-developed backpacks for your children.
third-news.com
August 3, 2026 at 1:44 AM
newsen.bsky.social
Exciting 'Earth NASA Backpack®' Order Event at Tenmaya Fukuyama Store!#Earth_NASA#Chikyu_Bags#Tenmaya_Fukuyama
Exciting 'Earth NASA Backpack®' Order Event at Tenmaya Fukuyama Store!
Join us for the 'Earth NASA Backpack®' order event at Tenmaya Fukuyama store from August 1 to August 16, featuring 40 unique models for all ages.
third-news.com
July 17, 2026 at 12:45 AM
newsen.bsky.social
Upcoming Event: Earth NASA Backpack® Order Fair at Tenmaya Kurashiki Store#Japan#Kurashiki#CHIKYU#Earth_NASA_Backpack
Upcoming Event: Earth NASA Backpack® Order Fair at Tenmaya Kurashiki Store
Join us for the Earth NASA Backpack® Order Fair at Tenmaya Kurashiki. Explore innovative designs featuring materials developed for NASA!
third-news.com
July 2, 2026 at 3:14 AM
newsen.bsky.social
Transforming Retail Operations: Tenmaya Store's Shift to Data-Driven Management#Japan#Okayama#Data-Driven#Tenmaya_Store#R-Shift
Transforming Retail Operations: Tenmaya Store's Shift to Data-Driven Management
Tenmaya Store, a regional supermarket chain, has embraced a data-driven approach to shift management with its innovative system, R-Shift.
third-news.com
April 9, 2026 at 12:27 AM
newsen.bsky.social
Timeless Launches Comprehensive Purchase Salon in Okayama's Tenmaya Tamashima Shop#Japan#Auction#Timeless#Okayama#Kurashiki
Timeless Launches Comprehensive Purchase Salon in Okayama's Tenmaya Tamashima Shop
Timeless, the leading department store chain, opens a new purchase salon in Tenmaya Tamashima, Okayama, on March 6, 2026, with a special campaign.
third-news.com
February 27, 2026 at 1:29 PM
newsen.bsky.social
Timeless Opens New Collectibles Salon at Tenmaya Okayama Store#Japan#Timeless#Okayama#Collectibles_Salon
Timeless Opens New Collectibles Salon at Tenmaya Okayama Store
Timeless, the leading department store chain, opens its fourth location in Okayama on September 24, featuring unique buying services and opening campaigns.
third-news.com
September 22, 2025 at 4:46 AM
newsen.bsky.social
Tsunle Empowers Tenmaya to Enhance Regional Event Management Efficiency#Japan#Okayama#ReserveLink#Tenmaya#Tsudle
Tsunle Empowers Tenmaya to Enhance Regional Event Management Efficiency
Tenmaya, a regional department store, has improved its event management by adopting Tsudle, enhancing customer engagement and operational efficiency.
third-news.com
September 10, 2025 at 4:03 AM
newsen.bsky.social
Timeless Opens Comprehensive Purchase Salon in Yonago Tenmaya, Japan#Japan#Timeless#Yonago#Yonago_Tenmaya#Comprehensive_Purchase_Salon
Timeless Opens Comprehensive Purchase Salon in Yonago Tenmaya, Japan
Timeless has officially launched its new comprehensive purchase salon in Yonago, Tottori. Visit during the opening campaign for rewards!
third-news.com
September 4, 2025 at 9:03 AM
newsen.bsky.social
Collaboration Between FP Co. and Tenmaya Store Drives Horizontal Recycling Initiative for Eco-Friendly Practices#Japan#Tokyo#Eco_Products#FP_Co.#Tenmaya_Store
Collaboration Between FP Co. and Tenmaya Store Drives Horizontal Recycling Initiative for Eco-Friendly Practices
FP Co. and Tenmaya Store have joined forces to enhance eco-friendly practices through horizontal recycling, transforming recycled materials into new products.
third-news.com
June 11, 2025 at 6:59 AM
jrnheadlines.bsky.social
Nishimura breaks Kumanichi 30 km women's CR by 2 min, Tsurukawa over Yonemitsu in men's sprint finish: japanrunningnews.blogspot.com/2025/02/nish...
Nishimura Breaks Kumanichi 30 km CR, Tsurukawa Over Yonemitsu in Men's Race
Maybe the next big thing coming down the Tenmaya corporate pipeline, Mizuki Nishimura made good on her pre-race plan for the Kumanichi 30 ...
japanrunningnews.blogspot.com
February 16, 2025 at 6:12 AM
titanbrat.bsky.social
War mit meinen Mitschülern ausm Japanisch Sprachkurs im Tenmaya im Tatami Zimmer essen und es war so ein wundervoller Abend ☺️

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April 24, 2024 at 8:50 PM