Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥578, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 3.2% over the past three years. New Risk • Jun 02
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.6b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥15.6b market cap, or US$97.5m). Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥561, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Machinery industry in Japan. Negligible returns to shareholders over past three years. Reported Earnings • May 13
First quarter 2026 earnings released: EPS: JP¥1.24 (vs JP¥1.65 in 1Q 2025) First quarter 2026 results: EPS: JP¥1.24 (down from JP¥1.65 in 1Q 2025). Revenue: JP¥20.7b (down 9.9% from 1Q 2025). Net income: JP¥37.0m (down 25% from 1Q 2025). Profit margin: 0.2% (in line with 1Q 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 28
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: JP¥46.95 (up from JP¥109 loss in FY 2024). Revenue: JP¥88.8b (down 6.7% from FY 2024). Net income: JP¥1.40b (up JP¥4.63b from FY 2024). Profit margin: 1.6% (up from net loss in FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. New Risk • Mar 18
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Feb 27
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥769, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Machinery industry in Japan. Total returns to shareholders of 21% over the past three years. Annonce • Feb 20
Juki Corporation (TSE:6440) announces an Equity Buyback for 600,000 shares, representing 2.01% for ¥300 million. Juki Corporation (TSE:6440) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 2.01% of its share capital for ¥300 million. The purpose of the program is returning profits to shareholders, allocating shares to restricted stock to be granted to directors and other officers of the Company and its subsidiaries, and enabling the flexible execution of capital policies in response to changes in the business environment. The program will be valid until April 27, 2026. As of December 31, 2025, the company had 29,826,324 outstanding shares excluding treasury shares and 47,855 shares in treasury. Reported Earnings • Feb 14
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: JP¥46.95 (up from JP¥109 loss in FY 2024). Revenue: JP¥88.8b (down 6.7% from FY 2024). Net income: JP¥1.40b (up JP¥4.63b from FY 2024). Profit margin: 1.6% (up from net loss in FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. New Risk • Feb 13
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Large one-off items impacting financial results. Annonce • Feb 12
Juki Corporation, Annual General Meeting, Mar 30, 2026 Juki Corporation, Annual General Meeting, Mar 30, 2026. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to JP¥680, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 13% over the past three years. Board Change • Dec 10
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. 1 highly experienced director. Independent Outside Director Yutaka Hori is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annonce • Dec 03
Juki Corporation to Report Fiscal Year 2025 Results on Feb 12, 2026 Juki Corporation announced that they will report fiscal year 2025 results on Feb 12, 2026 Annonce • Oct 29
Juki Corporation (TSE:6440) agreed to acquire remaining 8.20% stake in Juki Automation Systems Corporation from Sony Global Manufacturing & Operations Corporation. Juki Corporation (TSE:6440) agreed to acquire remaining 8.20% stake in Juki Automation Systems Corporation from Sony Global Manufacturing & Operations Corporation on October 28, 2025. Upon completion, Juki Corporation will own 100% stake in Juki Automation Systems Corporation.
The expected completion of the transaction is October 31, 2025. Annonce • Oct 11
Juki Corporation (TSE:6440) agreed to acquire remaining 20% stake in JUKI Techno-Solutions Corporation from Mitsubishi Electric Corporation (TSE:6503). Juki Corporation (TSE:6440) agreed to acquire remaining 20% stake in JUKI Techno-Solutions Corporation from Mitsubishi Electric Corporation (TSE:6503) on October 9, 2025. Upon completion, Juki Corporation will own 40% stake in JUKI Techno-Solutions Corporation.
The expected completion of the transaction is October 31, 2025. Annonce • Oct 10
NOZUK Holdings Corporation agreed to acquire Juki Metal Corp. from Juki Corporation (TSE:6440) for ¥0.5 million. NOZUK Holdings Corporation agreed to acquire Juki Metal Corp. from Juki Corporation (TSE:6440) for ¥0.5 million on October 9, 2025. A cash consideration of ¥0.5 million will be paid by NOZUK Holdings Corporation. As part of consideration, ¥0.5 million is paid towards common equity of Juki Metal Corp. The transaction is expected to close on October 31, 2025. Reported Earnings • Aug 08
Second quarter 2025 earnings released: EPS: JP¥3.02 (vs JP¥39.25 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥3.02 (up from JP¥39.25 loss in 2Q 2024). Revenue: JP¥21.4b (down 5.4% from 2Q 2024). Net income: JP¥90.0m (up JP¥1.26b from 2Q 2024). Profit margin: 0.4% (up from net loss in 2Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Reported Earnings • May 15
First quarter 2025 earnings released: EPS: JP¥1.65 (vs JP¥28.19 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥1.65 (up from JP¥28.19 loss in 1Q 2024). Revenue: JP¥23.0b (down 1.2% from 1Q 2024). Net income: JP¥49.0m (up JP¥882.0m from 1Q 2024). Profit margin: 0.2% (up from net loss in 1Q 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance. New Risk • Mar 31
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.3% average weekly change). Market cap is less than US$100m (JP¥12.0b market cap, or US$80.7m). Annonce • Mar 27
Juki Corporation to Report Q1, 2025 Results on May 13, 2025 Juki Corporation announced that they will report Q1, 2025 results on May 13, 2025 Reported Earnings • Feb 15
Full year 2024 earnings released: JP¥109 loss per share (vs JP¥239 loss in FY 2023) Full year 2024 results: JP¥109 loss per share (improved from JP¥239 loss in FY 2023). Revenue: JP¥95.2b (flat on FY 2023). Net loss: JP¥3.24b (loss narrowed 54% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. Annonce • Feb 13
Juki Corporation, Annual General Meeting, Mar 25, 2025 Juki Corporation, Annual General Meeting, Mar 25, 2025. Annonce • Jan 03
Juki Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025 Juki Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025 Reported Earnings • Nov 15
Third quarter 2024 earnings released: JP¥85.81 loss per share (vs JP¥85.35 loss in 3Q 2023) Third quarter 2024 results: JP¥85.81 loss per share (further deteriorated from JP¥85.35 loss in 3Q 2023). Revenue: JP¥21.6b (down 5.4% from 3Q 2023). Net loss: JP¥2.55b (loss widened 1.2% from 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance. New Risk • Nov 15
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (JP¥12.2b market cap, or US$78.0m). Buy Or Sell Opportunity • Aug 30
Now 21% overvalued Over the last 90 days, the stock has fallen 19% to JP¥405. The fair value is estimated to be JP¥334, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Aug 06
Now 26% overvalued Over the last 90 days, the stock has fallen 22% to JP¥421. The fair value is estimated to be JP¥333, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has declined by 89%. Reported Earnings • May 16
First quarter 2024 earnings released: JP¥28.19 loss per share (vs JP¥47.16 loss in 1Q 2023) First quarter 2024 results: JP¥28.19 loss per share (improved from JP¥47.16 loss in 1Q 2023). Revenue: JP¥23.2b (up 5.8% from 1Q 2023). Net loss: JP¥833.0m (loss narrowed 40% from 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Board Change • Apr 01
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 3 highly experienced directors. Chairman, CEO & COO Akira Kiyohara is the most experienced director on the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Mar 30
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: JP¥239 loss per share (further deteriorated from JP¥2.66 loss in FY 2022). Revenue: JP¥94.8b (down 19% from FY 2022). Net loss: JP¥7.04b (loss widened JP¥6.96b from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Annonce • Feb 11
Juki Corporation, Annual General Meeting, Mar 25, 2024 Juki Corporation, Annual General Meeting, Mar 25, 2024. Reported Earnings • Feb 10
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: JP¥239 loss per share (further deteriorated from JP¥2.66 loss in FY 2022). Revenue: JP¥94.8b (down 19% from FY 2022). Net loss: JP¥7.04b (loss widened JP¥6.96b from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Dec 21
Upcoming dividend of JP¥15.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.2%). New Risk • Nov 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$97.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (JP¥14.7b market cap, or US$97.2m). Reported Earnings • Nov 07
Third quarter 2023 earnings released: JP¥85.35 loss per share (vs JP¥5.62 profit in 3Q 2022) Third quarter 2023 results: JP¥85.35 loss per share (down from JP¥5.62 profit in 3Q 2022). Revenue: JP¥22.8b (down 20% from 3Q 2022). Net loss: JP¥2.52b (down JP¥2.69b from profit in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 08
Second quarter 2023 earnings released: JP¥5.28 loss per share (vs JP¥11.24 profit in 2Q 2022) Second quarter 2023 results: JP¥5.28 loss per share (down from JP¥11.24 profit in 2Q 2022). Revenue: JP¥22.8b (down 27% from 2Q 2022). Net loss: JP¥156.0m (down 147% from profit in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 10
First quarter 2023 earnings released: JP¥47.16 loss per share (vs JP¥17.62 profit in 1Q 2022) First quarter 2023 results: JP¥47.16 loss per share (down from JP¥17.62 profit in 1Q 2022). Revenue: JP¥22.0b (down 19% from 1Q 2022). Net loss: JP¥1.39b (down 368% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 01
Full year 2022 earnings released: JP¥2.66 loss per share (vs JP¥73.53 profit in FY 2021) Full year 2022 results: JP¥2.66 loss per share (down from JP¥73.53 profit in FY 2021). Revenue: JP¥117.5b (up 16% from FY 2021). Net loss: JP¥78.0m (down 104% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 12
Full year 2022 earnings released: JP¥2.66 loss per share (vs JP¥73.53 profit in FY 2021) Full year 2022 results: JP¥2.66 loss per share (down from JP¥73.53 profit in FY 2021). Revenue: JP¥117.5b (up 16% from FY 2021). Net loss: JP¥78.0m (down 104% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Annonce • Feb 11
Juki Corporation, Annual General Meeting, Mar 28, 2023 Juki Corporation, Annual General Meeting, Mar 28, 2023. Annonce • Feb 09
Juki Corporation to Report Q4, 2022 Results on Feb 09, 2023 Juki Corporation announced that they will report Q4, 2022 results on Feb 09, 2023 Upcoming Dividend • Dec 22
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 29 March 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.6%). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Kazumi Nagasaki was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 06
Third quarter 2022 earnings released: EPS: JP¥5.62 (vs JP¥14.88 in 3Q 2021) Third quarter 2022 results: EPS: JP¥5.62 (down from JP¥14.88 in 3Q 2021). Revenue: JP¥28.5b (up 9.6% from 3Q 2021). Net income: JP¥165.0m (down 62% from 3Q 2021). Profit margin: 0.6% (down from 1.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: JP¥11.24 (vs JP¥36.87 in 2Q 2021) Second quarter 2022 results: EPS: JP¥11.24 (down from JP¥36.87 in 2Q 2021). Revenue: JP¥31.4b (up 24% from 2Q 2021). Net income: JP¥330.0m (down 69% from 2Q 2021). Profit margin: 1.1% (down from 4.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Annonce • Jun 29
Juki Corporation to Report Q2, 2022 Results on Aug 04, 2022 Juki Corporation announced that they will report Q2, 2022 results on Aug 04, 2022 Reported Earnings • May 11
First quarter 2022 earnings released: EPS: JP¥17.61 (vs JP¥4.81 in 1Q 2021) First quarter 2022 results: EPS: JP¥17.61 (up from JP¥4.81 in 1Q 2021). Revenue: JP¥27.2b (up 24% from 1Q 2021). Net income: JP¥516.0m (up 266% from 1Q 2021). Profit margin: 1.9% (up from 0.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorated over the past week After last week's 19% share price decline to JP¥710, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 11x in the Machinery industry in Japan. Total loss to shareholders of 15% over the past three years. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Kazumi Nagasaki was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annonce • Apr 13
Juki Corporation to Report Q2, 2022 Results on Aug 08, 2022 Juki Corporation announced that they will report Q2, 2022 results on Aug 08, 2022 Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥839, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 12x in the Machinery industry in Japan. Total loss to shareholders of 20% over the past three years. Annonce • Feb 27
Juki Corporation to Report Q1, 2022 Results on May 09, 2022 Juki Corporation announced that they will report Q1, 2022 results on May 09, 2022 Annonce • Feb 12
Juki Corporation, Annual General Meeting, Mar 28, 2022 Juki Corporation, Annual General Meeting, Mar 28, 2022. Reported Earnings • Feb 10
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥73.53 (up from JP¥160 loss in FY 2020). Revenue: JP¥101.3b (up 44% from FY 2020). Net income: JP¥2.15b (up JP¥6.84b from FY 2020). Profit margin: 2.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%). Valuation Update With 7 Day Price Move • Nov 24
Investor sentiment improved over the past week After last week's 23% share price gain to JP¥1,011, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 13x in the Machinery industry in Japan. Total loss to shareholders of 27% over the past three years. Reported Earnings • Nov 07
Third quarter 2021 earnings released: EPS JP¥14.88 (vs JP¥33.90 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥26.0b (up 60% from 3Q 2020). Net income: JP¥436.0m (up JP¥1.43b from 3Q 2020). Profit margin: 1.7% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 04
Second quarter 2021 earnings released: EPS JP¥36.87 (vs JP¥70.52 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥25.2b (up 85% from 2Q 2020). Net income: JP¥1.08b (up JP¥3.15b from 2Q 2020). Profit margin: 4.3% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Reported Earnings • May 12
First quarter 2021 earnings released: EPS JP¥4.81 (vs JP¥62.67 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥21.9b (up 30% from 1Q 2020). Net income: JP¥141.0m (up JP¥1.98b from 1Q 2020). Profit margin: 0.6% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance. Reported Earnings • Mar 06
Full year 2020 earnings released: JP¥160 loss per share (vs JP¥60.18 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥70.4b (down 29% from FY 2019). Net loss: JP¥4.69b (down 366% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 82% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Annonce • Feb 16
Juki Corporation, Annual General Meeting, Mar 25, 2021 Juki Corporation, Annual General Meeting, Mar 25, 2021. Reported Earnings • Feb 14
Full year 2020 earnings released: JP¥160 loss per share (vs JP¥60.18 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥70.4b (down 29% from FY 2019). Net loss: JP¥4.69b (down 366% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 82% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 12
New 90-day high: JP¥687 The company is up 49% from its price of JP¥462 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 17% over the same period. Is New 90 Day High Low • Jan 26
New 90-day high: JP¥603 The company is up 37% from its price of JP¥440 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 21% over the same period. Annonce • Dec 30
Juki Corporation to Report Fiscal Year 2020 Results on Feb 12, 2021 Juki Corporation announced that they will report fiscal year 2020 results on Feb 12, 2021 Annonce • Sep 23
Juki Corporation (TSE:6440) agree to acquire 46.4% stake in ESSEGI AUTOMATION S.r.l from Essegi System Service Srl. Juki Corporation (TSE:6440) agree to acquire 46.4% stake in ESSEGI AUTOMATION S.r.l from Essegi System Service Srl on July 31, 2019. In addition, Juki will subscribe to an additional 2.6% stake in ESSEGI AUTOMATION. Following the transaction, Juki Corporation will own 49% stake in ESSEGI AUTOMATION. Transaction is expected to complete on September 5, 2019. Annonce • Sep 22
Juki Corporation (TSE:6440) cancelled the acquisition of 46.4% stake in ESSEGI AUTOMATION S.r.l from Essegi System Service Srl. Juki Corporation (TSE:6440) agree to acquire 46.4% stake in ESSEGI AUTOMATION S.r.l from Essegi System Service Srl on July 31, 2019. In addition, Juki will subscribe to an additional 2.6% stake in ESSEGI AUTOMATION. Following the transaction, Juki Corporation will own 49% stake in ESSEGI AUTOMATION. Transaction is expected to complete on September 5, 2019.
Juki Corporation (TSE:6440) cancelled the acquisition of 46.4% stake in ESSEGI AUTOMATION S.r.l from Essegi System Service Srl on July 31, 2020 Annonce • Sep 04
Juki Corporation to Report Q3, 2020 Results on Nov 06, 2020 Juki Corporation announced that they will report Q3, 2020 results on Nov 06, 2020 Annonce • Jun 21
Juki Corporation to Report Q2, 2020 Results on Aug 04, 2020 Juki Corporation announced that they will report Q2, 2020 results on Aug 04, 2020 