UACJ Corporation

Report azionario TSE:5741

Capitalizzazione di mercato: JP¥574.9b

UACJ Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Shinji Tanaka

Amministratore delegato

JP¥114.0m

Compenso totale

Percentuale dello stipendio del CEO56.14%
Mandato del CEO8.2yrs
Proprietà del CEOn/a
Durata media del management3.7yrs
Durata media del Consiglio di amministrazione4.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 05

5741: Analyst Day Risk Outlook Will Sustain Cautious Overvaluation View

Analysts have maintained their fair value estimate for UACJ at ¥2,674.17. They have made modest adjustments to underlying assumptions such as the discount rate, revenue growth, profit margin and future P/E to reflect a more updated view of the company’s risk profile and earnings potential.
Aggiornamento della narrazione May 09

5741: Index Inclusion And Higher Dividend Will Shape Fairly Valued Outlook

Analysts have reiterated their view on UACJ with an unchanged price target of ¥2,674, citing only very minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions that leave their overall valuation framework effectively intact. What's in the News UACJ plans an Analyst/Investor Day, giving management a platform to update the market on business priorities and capital allocation (company event).
Aggiornamento della narrazione Apr 24

5741: Future Returns Will Depend On Index Inclusion And Raised Dividend

Analysts now see UACJ's fair value holding around ¥2,674 per share. Slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E help refine, rather than overhaul, their price target view.
Aggiornamento della narrazione Apr 08

5741: Future Returns Will Depend On Aluminum Inventory Gains And Raised Dividend

Analysts have kept the UACJ price target unchanged at ¥2,674, citing slightly lower discount rate and P/E assumptions while maintaining stable views on revenue growth and profit margin. What's in the News UACJ Corporation is being added to the S&P Japan 500 index, which can increase visibility with index and benchmark-driven investors (Key Developments).
Aggiornamento della narrazione Mar 24

5741: Future Returns Will Rely On Aluminum Inventory Effects And Higher Dividend Guidance

Analysts have lifted their price target for UACJ to ¥2,674 from ¥2,549, reflecting updated assumptions around slightly higher revenue growth, a modestly different discount rate, and a revised forward P/E outlook. What's in the News UACJ is being added to the S&P Japan 500 index, which can influence how index-tracking funds and benchmarked portfolios treat the stock (Key Developments).
Aggiornamento della narrazione Mar 10

5741: Future Earnings Will Rely On Aluminum Inventory Effects And Higher Dividend Guidance

The analyst price target for UACJ has shifted from ¥2,395 to about ¥2,549, with analysts pointing to updated assumptions around revenue growth, profit margins, and future P/E as the key drivers of this change. What's in the News UACJ updated its dividend guidance for the year ending March 31, 2026, now expecting an annual dividend of ¥25.00 per share compared with prior guidance of ¥22.00 per share (Key Developments).
Aggiornamento della narrazione Feb 23

5741: Future Earnings Will Depend On Aluminum Inventory Tailwinds And Higher Dividend Payout

Analysts have adjusted their price target on UACJ from ¥2,225 to ¥2,395, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News UACJ revised dividend guidance for the year ending March 31, 2026 to ¥25.00 per share, compared with previous guidance of ¥22.00 per share (Key Developments).
Articolo di analisi Feb 15

Results: UACJ Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in UACJ Corporation ( TSE:5741 ) had a good week, as its shares rose 4.8% to close at JP¥2,690 following the...
Aggiornamento della narrazione Feb 09

5741: Future Earnings Will Rely On Aluminum Inventory Gains Despite Modest Dividend Outlook

Narrative Update: UACJ Analyst Price Target Revision Analysts have lifted their price target for UACJ from ¥2,125 to ¥2,225, reflecting updated views on fair value that factor in revised assumptions for discount rate, revenue, profit margin and future P/E. What's in the News UACJ plans an analyst and investor business briefing focused on its Aerospace and Defense Materials Business, providing more detail on that segment's priorities and operating profile (Key Developments).
Articolo di analisi Feb 05

Market Participants Recognise UACJ Corporation's (TSE:5741) Earnings

UACJ Corporation's ( TSE:5741 ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a strong sell right...
Nuova narrazione Feb 03

Metal Spread Reliance And Can Stock Headwinds Will Weigh On Future Performance

Catalysts About UACJ UACJ is an aluminum products group focused on flat rolled products, can stock and related materials, with production bases in Japan, Thailand and the U.S. What are the underlying business or industry changes driving this perspective? Global demand for aluminum can materials into North America and Europe is currently described as steady.
Aggiornamento della narrazione Jan 26

5741: Future Earnings Will Rely On Inventory Gains Despite Modest Dividend Outlook

Analysts have held their fair value estimate for UACJ at ¥2,125. A slightly lower discount rate and a marginally reduced future P/E assumption underpin the updated price target rationale.
Aggiornamento della narrazione Jan 12

5741: Future Earnings Outlook Will Remain Stable With Inventory Tailwinds And Dividend Support

Analysts have raised their price target on UACJ from ¥1,975 to ¥2,125. They cite updated assumptions for revenue growth, profit margins and future P/E that they believe better reflect the company’s current risk profile and earnings potential.
Aggiornamento della narrazione Dec 24

5741: Future Earnings Outlook Will Remain Stable With Modest Dividend Support

Analysts have lifted their price target on UACJ from ¥1,850 to ¥1,975, citing expectations of slightly faster revenue growth, modestly higher profit margins, and a lower perceived risk profile that could support a richer future earnings multiple. What's in the News Raised full year 2026 consolidated guidance, with revenue now expected at JPY 1,100,000 million, operating income at JPY 55,000 million, and profit attributable to owners at JPY 23,000 million, reflecting benefits from higher aluminum ingot prices and inventory effects (company guidance).
Articolo di analisi Dec 20

Returns At UACJ (TSE:5741) Are On The Way Up

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Aggiornamento della narrazione Dec 10

5741: Future Earnings Outlook Expected To Remain Stable With Modest Dividend Support

Analysts have slightly raised their price target for UACJ, increasing fair value by ¥20 to ¥1,850 per share. The revision reflects modestly higher assumptions for revenue growth, profit margins and future valuation multiples, despite a somewhat higher discount rate.
Aggiornamento della narrazione Nov 25

5741: Stable Earnings Outlook Expected Amid Lower Revenue Growth Forecast

Analysts have adjusted their price target for UACJ to ¥1,830, as they cite a modest decrease in projected revenue growth and profit margin. However, their overall fair value estimate remains unchanged.
Articolo di analisi Nov 19

Investors Can Find Comfort In UACJ's (TSE:5741) Earnings Quality

Soft earnings didn't appear to concern UACJ Corporation's ( TSE:5741 ) shareholders over the last week. We did some...
Articolo di analisi Nov 11

UACJ (TSE:5741) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Aggiornamento della narrazione Nov 10

5741: Fair Outlook Projected With Stable Forecasts And Unchanged Estimate

Narrative Update on UACJ: Analyst Price Target Adjustment Analysts have maintained their fair value estimate for UACJ unchanged at ¥1,830. This reflects ongoing confidence in the company's outlook despite minor adjustments to certain financial assumptions.
Articolo di analisi Oct 27

A Look At The Fair Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥1,931 based on 2 Stage Free Cash Flow to Equity With JP¥1,954 share...
Aggiornamento della narrazione Oct 27

Stock Split And Dividend Changes Will Shape Aluminum Outlook Over Coming Year

Analysts have raised their price target for UACJ from ¥1,787.83 to ¥1,830.00. They cited improved revenue growth projections and a marginal reduction in the discount rate as key factors behind the adjustment.
Aggiornamento della narrazione Oct 13

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Analysts have raised their price target for UACJ from ¥1,687.92 to ¥1,787.83, citing expectations for slightly stronger revenue growth and improved profit margins in future forecasts. What's in the News UACJ Corporation revised its dividend forecast for the fiscal year ending March 31, 2026, reducing the expected dividend to JPY 20.00 per share from the previously announced JPY 80.00 per share (Key Developments).
Articolo di analisi Sep 30

Investors Appear Satisfied With UACJ Corporation's (TSE:5741) Prospects

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider UACJ...
Aggiornamento della narrazione Sep 29

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Despite a modest improvement in revenue growth forecasts and a slight uptick in the future P/E multiple, analysts have materially reduced UACJ's fair value estimate, with the consensus price target dropping from ¥6602 to ¥1688. What's in the News UACJ reduced its dividend forecast for the fiscal year ending March 31, 2026, from JPY 80.00 per share to JPY 20.00 per share.
Aggiornamento della narrazione Aug 27

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

The upward revision in UACJ's consensus price target reflects improved analyst expectations, primarily driven by stronger revenue growth forecasts and a higher future P/E, resulting in a new target of ¥6,468. What's in the News Board approved a four-for-one stock split of common shares and partial amendment to Articles of Incorporation related to the split.
Articolo di analisi Aug 08

UACJ Corporation Just Missed EPS By 74%: Here's What Analysts Think Will Happen Next

TSE:5741 1 Year Share Price vs Fair Value Explore UACJ's Fair Values from the Community and select yours Last week, you...
Articolo di analisi Jul 25

UACJ (TSE:5741) Is Due To Pay A Dividend Of ¥80.00

UACJ Corporation ( TSE:5741 ) has announced that it will pay a dividend of ¥80.00 per share on the 2nd of December...
Articolo di analisi Jul 10

UACJ (TSE:5741) Will Pay A Dividend Of ¥80.00

The board of UACJ Corporation ( TSE:5741 ) has announced that it will pay a dividend on the 2nd of December, with...
Articolo di analisi May 02

Is UACJ (TSE:5741) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Apr 15

Estimating The Fair Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥5,505 based on 2 Stage Free Cash Flow to Equity With JP¥4,490 share...
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Nuova narrazione Feb 07

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Strategic investments in capacity and recycling technology are expected to boost operational efficiency, leading to improved net margins.
Articolo di analisi Jan 27

UACJ (TSE:5741) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Articolo di analisi Dec 20

Are Investors Undervaluing UACJ Corporation (TSE:5741) By 40%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, UACJ fair value estimate is JP¥8,597 UACJ's JP¥5,190 share...
Articolo di analisi Nov 27

With UACJ Corporation (TSE:5741) It Looks Like You'll Get What You Pay For

There wouldn't be many who think UACJ Corporation's ( TSE:5741 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
Articolo di analisi Aug 19

Market Participants Recognise UACJ Corporation's (TSE:5741) Earnings Pushing Shares 25% Higher

UACJ Corporation ( TSE:5741 ) shareholders would be excited to see that the share price has had a great month, posting...
Articolo di analisi Aug 09

A Look At The Intrinsic Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥5,305 based on 2 Stage Free Cash Flow to Equity Current share price of...
Articolo di analisi Jul 12

UACJ (TSE:5741) Is Posting Promising Earnings But The Good News Doesn’t Stop There

UACJ Corporation's ( TSE:5741 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Articolo di analisi Jun 14

Is UACJ (TSE:5741) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Shinji Tanaka rispetto agli utili di UACJ?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

JP¥39b

Dec 31 2025n/an/a

JP¥28b

Sep 30 2025n/an/a

JP¥19b

Jun 30 2025n/an/a

JP¥15b

Mar 31 2025JP¥114mJP¥64m

JP¥28b

Compensazione vs Mercato: La retribuzione totale di Shinji ($USD 711.70K ) è circa la media per le aziende di dimensioni simili nel mercato JP ($USD 849.05K ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Shinji con le performance aziendali.


AMMINISTRATORE DELEGATO

Shinji Tanaka (63 yo)

8.2yrs
Mandato
JP¥114,000,000
Compensazione

Mr. Shinji Tanaka serves as an Executive Vice President of UACJ (Thailand) Co., Ltd. since April 2018. Mr. Tanaka served as an Executive Officer of UACJ Corporation since April 2018 until April 2022 and se...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Shinji Tanaka
President8.2yrsJP¥114.00mNessun dato
Motoyasu Sudo
GM of Investor Relations & Public Relation Departmentno dataNessun datoNessun dato
Kensuke Goto
Head of the Global Sales Planning & Promotion Department6.4yrsNessun datoNessun dato
Henry Gordinier
Senior Managing Executive Officer9.2yrsNessun datoNessun dato
Joji Kumamoto
Senior Managing Executive Officer & Directorno dataNessun datoNessun dato
Fumiharu Jito
Managing Executive Officer & Director4yrsNessun datoNessun dato
Keizo Hashimoto
Executive Vice President3.4yrsNessun datoNessun dato
Midori Narita
Executive Officer & Chief Executive of Corporate Sustainability Division2.2yrsNessun datoNessun dato
Minami Takahashi
Managing Executive Officer and Chief Executive of Aerospace & Defense Materials Business Division1.2yrsNessun datoNessun dato
Mike Wargner
President of UACJ Automotive Whitehall Industriesno dataNessun datoNessun dato
Kozo Okada
Executive Officer & Director1yrNessun datoNessun dato
Osamu Kawase
Managing Executive Officerno dataNessun datoNessun dato
3.7yrs
Durata media
63yo
Età media

Gestione esperta: Il team dirigenziale di 5741 è considerato esperto (durata media dell'incarico 3.7 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Shinji Tanaka
President5yrsJP¥114.00mNessun dato
Joji Kumamoto
Senior Managing Executive Officer & Director3yrsNessun datoNessun dato
Fumiharu Jito
Managing Executive Officer & Director4yrsNessun datoNessun dato
Kozo Okada
Executive Officer & Director1yrNessun datoNessun dato
Akio Sakumiya
Part Time Independent Outside Director8yrsNessun datoNessun dato
Takahiro Ikeda
Part Time Independent Outside Director8yrsNessun datoNessun dato
Ryoko Nagata
Part-Time Independent Outside Director3yrsNessun datoNessun dato
Miyuki Ishihara
Chairman of the Baord11yrsNessun datoNessun dato
Yoshiro Motoyama
Part-Time Independent Outside Audit & Supervisory Board Member8yrsNessun datoNessun dato
Hiroyuki Yamasaki
Part-Time Independent Outside Audit & Supervisory Board Member8yrsNessun datoNessun dato
Yoshitaka Mitsuda
Part Time Independent Outside Director4yrsNessun datoNessun dato
Makiko Akabane
Part-Time Independent Outside Director3yrsNessun datoNessun dato
4.5yrs
Durata media
65.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 5741 sono considerati esperti (durata media dell'incarico 4.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/07 01:00
Prezzo dell'azione a fine giornata2026/06/05 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

UACJ Corporation è coperta da 14 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Takashi EnomotoBofA Global Research
null nullDaiwa Securities Co. Ltd.
Shinichiro OzakiDaiwa Securities Co. Ltd.