Itochu EnexLtd（96P）株式概要伊藤忠エネクス(株)は石油製品及び液化石油ガス(LPG)の国内外での販売を行っている。 詳細96P ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より83%で取引されている 3.51%の安定した配当金を支払う リスク分析リスクチェックの結果、96P 、リスクは検出されなかった。すべてのリスクチェックを見る96P Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€10.2025.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥892.1bEarnings JP¥16.8bAdvancedSet Fair ValueView all narrativesItochu Enex Co.,Ltd. 競合他社Friedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.4bDeutsche RohstoffSymbol: XTRA:DR0Market cap: €460.8mEnviTec BiogasSymbol: XTRA:ETGMarket cap: €302.9mJordan Petroleum RefinerySymbol: ASE:JOPTMarket cap: د.أ935.0m価格と性能株価の高値、安値、推移の概要Itochu EnexLtd過去の株価現在の株価JP¥10.2052週高値JP¥11.9052週安値JP¥9.60ベータ0.141ヶ月の変化3.03%3ヶ月変化-8.93%1年変化0%3年間の変化31.61%5年間の変化39.21%IPOからの変化30.35%最新ニュースBoard Change • May 21High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026.お知らせ • Mar 10Itochu Enex Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Itochu Enex Co.,Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on Apr 30, 2026Board Change • Dec 30High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.お知らせ • Nov 28Itochu Enex Co.,Ltd. to Report Q3, 2026 Results on Jan 30, 2026Itochu Enex Co.,Ltd. announced that they will report Q3, 2026 results at 1:00 PM, Tokyo Standard Time on Jan 30, 2026お知らせ • Aug 30Itochu Enex Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Tokyo Standard Time on Oct 31, 2025最新情報をもっと見るRecent updatesBoard Change • May 21High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026.お知らせ • Mar 10Itochu Enex Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Itochu Enex Co.,Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on Apr 30, 2026Board Change • Dec 30High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.お知らせ • Nov 28Itochu Enex Co.,Ltd. to Report Q3, 2026 Results on Jan 30, 2026Itochu Enex Co.,Ltd. announced that they will report Q3, 2026 results at 1:00 PM, Tokyo Standard Time on Jan 30, 2026お知らせ • Aug 30Itochu Enex Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Tokyo Standard Time on Oct 31, 2025お知らせ • May 31Itochu Enex Co.,Ltd. to Report Q1, 2026 Results on Jul 30, 2025Itochu Enex Co.,Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025.お知らせ • Mar 01Itochu Enex Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Itochu Enex Co.,Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025お知らせ • Feb 23Itochu Enex Co.,Ltd. Announces Chief Financial Officer ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Yasuhiro Imazawa will transition from his role as Chief Financial Officer to Executive Advisory Officer for Audit, effective as of May 1, 2025. Satoshi Watanabe appointed as Chief Financial Officer, As of May 1, 2025.お知らせ • Feb 22Itochu Enex Co.,Ltd. Announces Management ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Nobuyuki Tabata appointed as Representative Director; President. Tomofumi Yoshida retired as Representative Director. Nobuyuki Tabata's education is March 1990 Bachelor of Chemical Engineering, Tohoku University. April 1990 Joined ITOCHU Corporation, April 2018 General Manager, Plastics Department, ITOCHU Corporation, April 2021 Chief Operating Officer, Chemicals Division; General Manager, Plastics Department, ITOCHU Corporation, April 2022 Executive Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation, April 2024 Senior Operating Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation. Fumiya Tanaka retired as Chief Operating Officer, Power & Utility Division, As of March 31, 2025. Tsukasa Motegi promoted Senior Managing Officer to Assistant to Chief Executive Officer. Hirofumi Chimura promoted to Managing Officer Chief Operating Officer. Kunio Nishimura promoted to Managing Officer Chief Operating Officer, Car-Life Division. Jun Aoyagi appointed as Deputy Chief Operating Officer, Car-Life Division. Masahiro Umemoto appointed as Chief Operating Officer, Power & Utility Division. Keisuke Hioki appointed as Deputy Chief Financial Officer. Yasuhiro Imazawa appointed as Executive Advisory Officer for Audit, As of May 1, 2025. Kenji Okada retired as Director; Chairman, Tsukasa Motegi retired as Director, As of the date of the annual general meeting of shareholders scheduled for June 2025. Kunio Nishimura, Satoshi Watanabe and Tetsuya Yamada appointed as Director. Shozo Tokuda appointed as Director (outside), Current Position is Audit & Supervisory Board Member (outside).お知らせ • Nov 30Itochu Enex Co.,Ltd. to Report Q3, 2025 Results on Jan 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥36.81 (vs JP¥33.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.81 (up from JP¥33.47 in 2Q 2024). Revenue: JP¥226.2b (down 6.1% from 2Q 2024). Net income: JP¥4.15b (up 9.9% from 2Q 2024). Profit margin: 1.8% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.6%).お知らせ • Aug 27Itochu Enex Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥32.67 (vs JP¥45.54 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.67 (down from JP¥45.54 in 1Q 2024). Revenue: JP¥211.0b (down 1.7% from 1Q 2024). Net income: JP¥3.69b (down 28% from 1Q 2024). Profit margin: 1.7% (down from 2.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €10.80, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 33x in the Oil and Gas industry in Germany. Total returns to shareholders of 61% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 335%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 3.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jun 06Itochu Enex Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024Buy Or Sell Opportunity • Jun 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to €8.90. The fair value is estimated to be €11.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.5%.Buy Or Sell Opportunity • May 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.3% to €8.90. The fair value is estimated to be €11.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.5%.お知らせ • May 03+ 3 more updatesItochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024Itochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024.お知らせ • May 02Itochu Enex Co.,Ltd. Announces Changes in Executive OfficersItochu Enex Co. Ltd. resolved the following with respect to changes in Executive Officers, as of May 1, 2024. Kunio Nishimura: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd. Yasue Abe: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd.Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.お知らせ • Apr 30Itochu Enex Co.,Ltd. Proposes Dividend for the Year 2024, Effective June 20, 2024 (Planned)Itochu Enex Co.,Ltd. hereby announced that at a meeting of its Board of Directors held on April 30, 2024, it has resolved to submit the dividend of surplus with March 31, 2024 as the record date to the 64th Ordinary General Meeting of Shareholders to be held on June 19, 2024. Dividend per share is JPY 28.00. Total dividends is JPY 3,164 million. Effective date is June 20, 2024 (planned).Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.4%).お知らせ • Mar 02Itochu Enex Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Itochu Enex Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024お知らせ • Feb 02+ 1 more updateItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Itochu Enex Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 26.00 per share.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥38.26 (vs JP¥34.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.26 (up from JP¥34.20 in 3Q 2023). Revenue: JP¥253.7b (down 3.7% from 3Q 2023). Net income: JP¥4.32b (up 12% from 3Q 2023). Profit margin: 1.7% (up from 1.5% in 3Q 2023).Buying Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be €12.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.お知らせ • Nov 29Itochu Enex Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Buying Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock is up 5.6%. The fair value is estimated to be €11.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.Buying Opportunity • Nov 11Now 22% undervaluedOver the last 90 days, the stock is up 5.0%. The fair value is estimated to be €12.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 48%After last week's 48% share price gain to €13.80, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 9x in the Oil and Gas industry in Germany. Total returns to shareholders of 111% over the past year.お知らせ • Nov 03Itochu Enex Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 6, 2023Itochu Enex Co.,Ltd. announced a dividend of ¥26.00 per share for the second quarter ended September 30, 2023, against ¥24.00 per share paid a year ago. The dividend is payable on December 6, 2023.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥33.47 (vs JP¥22.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.47 (up from JP¥22.12 in 2Q 2023). Revenue: JP¥240.9b (down 5.2% from 2Q 2023). Net income: JP¥3.78b (up 51% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023).Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).New Risk • Aug 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥45.54 (vs JP¥39.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.54 (up from JP¥39.35 in 1Q 2023). Revenue: JP¥214.7b (down 13% from 1Q 2023). Net income: JP¥5.14b (up 16% from 1Q 2023). Profit margin: 2.4% (up from 1.8% in 1Q 2023).Board Change • Jul 26Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takuya Morikawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • May 08+ 1 more updateItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Ending March 31, 2024Itochu Enex Co.,Ltd. provides dividend guidance for the fiscal ending March 31, 2024. The company expects to pay JPY 26.00 against JPY 26.00 reported a year ago.株主還元96PDE Oil and GasDE 市場7D-4.7%4.5%2.8%1Y0%57.9%1.4%株主還元を見る業界別リターン: 96P過去 1 年間で57.9 % の収益を上げたGerman Oil and Gas業界を下回りました。リターン対市場: 96Pは、過去 1 年間で1.4 % のリターンを上げたGerman市場を下回りました。価格変動Is 96P's price volatile compared to industry and market?96P volatility96P Average Weekly Movement5.4%Oil and Gas Industry Average Movement9.0%Market Average Movement6.0%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: 96P 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 96Pの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19615,191Nob Tabatawww.itcenex.com伊藤忠エネクス(株)は石油製品および液化石油ガス(LPG)の国内外での販売 を行っている。4つの部門を通じて事業を展開している：ホームライフ事業、カーライフ事業、インダストリアル事業、電力・ユーティリティ事業の4つの部門で事業を展開している。ホームライフ事業部門は、LPG、灯油、都市ガス、電力、家庭用・スマートエネルギー機器、太陽光発電システム、家庭用燃料電池エネファーム、家庭用リチウムイオン蓄電システムなどの販売を行っている。カーライフ事業」は、ガソリン、灯油、軽油、電力、自動車、生活・自動車関連商品の販売、クレジットカードサービス、ITサポートサービス、レンタカー事業を行っている。産業事業部門は、ガソリン、灯油、軽油、重油、液化ガス、医療用ガス、船舶用燃料、LPG、再生可能燃料、法人向け給油カード、アスファルト、高級尿素水の販売、フライアッシュのリサイクル、スロップの回収・リサイクル、石油製品の輸出入・トレーディング、ターミナルタンクのレンタルなどを行っている。電力・ユーティリティ部門は、石炭火力、天然ガス火力、風力、水力、太陽光発電による電力の販売、蒸気の販売を行っている。また、地域暖房、エネルギー、電力・熱供給、電力需給管理、アセットマネジメントサービスも提供している。旧社名は伊藤忠燃料株式会社で、2001年7月に伊藤忠エネクス株式会社に社名変更。同社は1961 年に設立され、東京に本社を置く。伊藤忠エネクス(株)は伊藤忠商事(株)の子会社として運営されている。もっと見るItochu Enex Co.,Ltd. 基礎のまとめItochu EnexLtd の収益と売上を時価総額と比較するとどうか。96P 基礎統計学時価総額€1.18b収益（TTM）€86.65m売上高(TTM)€4.59b13.6xPER（株価収益率0.3xP/Sレシオ96P は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計96P 損益計算書（TTM）収益JP¥851.24b売上原価JP¥760.26b売上総利益JP¥90.97bその他の費用JP¥74.91b収益JP¥16.06b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）142.21グロス・マージン10.69%純利益率1.89%有利子負債／自己資本比率1.1%96P の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.5%現在の配当利回り46%配当性向96P 配当は確実ですか？96P 配当履歴とベンチマークを見る96P 、いつまでに購入すれば配当金を受け取れますか？Itochu EnexLtd 配当日配当落ち日Mar 30 2026配当支払日Jun 18 2026配当落ちまでの日数59 days配当支払日までの日数21 days96P 配当は確実ですか？96P 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 15:15終値2026/05/26 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Itochu Enex Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Takashi MiyazakiCitigroup IncKoichi HariyaIchiyoshi Research Institute Inc.Norimasa ShinyaMizuho Securities Co., Ltd.1 その他のアナリストを表示
Board Change • May 21High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.
お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026.
お知らせ • Mar 10Itochu Enex Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Itochu Enex Co.,Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on Apr 30, 2026
Board Change • Dec 30High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.
お知らせ • Nov 28Itochu Enex Co.,Ltd. to Report Q3, 2026 Results on Jan 30, 2026Itochu Enex Co.,Ltd. announced that they will report Q3, 2026 results at 1:00 PM, Tokyo Standard Time on Jan 30, 2026
お知らせ • Aug 30Itochu Enex Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Tokyo Standard Time on Oct 31, 2025
Board Change • May 21High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.
お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026.
お知らせ • Mar 10Itochu Enex Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Itochu Enex Co.,Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on Apr 30, 2026
Board Change • Dec 30High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. Outside Independent Director Ichiro Saeki 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.
お知らせ • Nov 28Itochu Enex Co.,Ltd. to Report Q3, 2026 Results on Jan 30, 2026Itochu Enex Co.,Ltd. announced that they will report Q3, 2026 results at 1:00 PM, Tokyo Standard Time on Jan 30, 2026
お知らせ • Aug 30Itochu Enex Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Tokyo Standard Time on Oct 31, 2025
お知らせ • May 31Itochu Enex Co.,Ltd. to Report Q1, 2026 Results on Jul 30, 2025Itochu Enex Co.,Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025.
お知らせ • Mar 01Itochu Enex Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Itochu Enex Co.,Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025
お知らせ • Feb 23Itochu Enex Co.,Ltd. Announces Chief Financial Officer ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Yasuhiro Imazawa will transition from his role as Chief Financial Officer to Executive Advisory Officer for Audit, effective as of May 1, 2025. Satoshi Watanabe appointed as Chief Financial Officer, As of May 1, 2025.
お知らせ • Feb 22Itochu Enex Co.,Ltd. Announces Management ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Nobuyuki Tabata appointed as Representative Director; President. Tomofumi Yoshida retired as Representative Director. Nobuyuki Tabata's education is March 1990 Bachelor of Chemical Engineering, Tohoku University. April 1990 Joined ITOCHU Corporation, April 2018 General Manager, Plastics Department, ITOCHU Corporation, April 2021 Chief Operating Officer, Chemicals Division; General Manager, Plastics Department, ITOCHU Corporation, April 2022 Executive Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation, April 2024 Senior Operating Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation. Fumiya Tanaka retired as Chief Operating Officer, Power & Utility Division, As of March 31, 2025. Tsukasa Motegi promoted Senior Managing Officer to Assistant to Chief Executive Officer. Hirofumi Chimura promoted to Managing Officer Chief Operating Officer. Kunio Nishimura promoted to Managing Officer Chief Operating Officer, Car-Life Division. Jun Aoyagi appointed as Deputy Chief Operating Officer, Car-Life Division. Masahiro Umemoto appointed as Chief Operating Officer, Power & Utility Division. Keisuke Hioki appointed as Deputy Chief Financial Officer. Yasuhiro Imazawa appointed as Executive Advisory Officer for Audit, As of May 1, 2025. Kenji Okada retired as Director; Chairman, Tsukasa Motegi retired as Director, As of the date of the annual general meeting of shareholders scheduled for June 2025. Kunio Nishimura, Satoshi Watanabe and Tetsuya Yamada appointed as Director. Shozo Tokuda appointed as Director (outside), Current Position is Audit & Supervisory Board Member (outside).
お知らせ • Nov 30Itochu Enex Co.,Ltd. to Report Q3, 2025 Results on Jan 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥36.81 (vs JP¥33.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.81 (up from JP¥33.47 in 2Q 2024). Revenue: JP¥226.2b (down 6.1% from 2Q 2024). Net income: JP¥4.15b (up 9.9% from 2Q 2024). Profit margin: 1.8% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.6%).
お知らせ • Aug 27Itochu Enex Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥32.67 (vs JP¥45.54 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.67 (down from JP¥45.54 in 1Q 2024). Revenue: JP¥211.0b (down 1.7% from 1Q 2024). Net income: JP¥3.69b (down 28% from 1Q 2024). Profit margin: 1.7% (down from 2.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €10.80, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 33x in the Oil and Gas industry in Germany. Total returns to shareholders of 61% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 335%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 3.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jun 06Itochu Enex Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
Buy Or Sell Opportunity • Jun 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to €8.90. The fair value is estimated to be €11.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.5%.
Buy Or Sell Opportunity • May 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.3% to €8.90. The fair value is estimated to be €11.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.5%.
お知らせ • May 03+ 3 more updatesItochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024Itochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024.
お知らせ • May 02Itochu Enex Co.,Ltd. Announces Changes in Executive OfficersItochu Enex Co. Ltd. resolved the following with respect to changes in Executive Officers, as of May 1, 2024. Kunio Nishimura: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd. Yasue Abe: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd.
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Apr 30Itochu Enex Co.,Ltd. Proposes Dividend for the Year 2024, Effective June 20, 2024 (Planned)Itochu Enex Co.,Ltd. hereby announced that at a meeting of its Board of Directors held on April 30, 2024, it has resolved to submit the dividend of surplus with March 31, 2024 as the record date to the 64th Ordinary General Meeting of Shareholders to be held on June 19, 2024. Dividend per share is JPY 28.00. Total dividends is JPY 3,164 million. Effective date is June 20, 2024 (planned).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.4%).
お知らせ • Mar 02Itochu Enex Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Itochu Enex Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
お知らせ • Feb 02+ 1 more updateItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Itochu Enex Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 26.00 per share.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥38.26 (vs JP¥34.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.26 (up from JP¥34.20 in 3Q 2023). Revenue: JP¥253.7b (down 3.7% from 3Q 2023). Net income: JP¥4.32b (up 12% from 3Q 2023). Profit margin: 1.7% (up from 1.5% in 3Q 2023).
Buying Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be €12.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.
お知らせ • Nov 29Itochu Enex Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Buying Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock is up 5.6%. The fair value is estimated to be €11.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.
Buying Opportunity • Nov 11Now 22% undervaluedOver the last 90 days, the stock is up 5.0%. The fair value is estimated to be €12.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 48%After last week's 48% share price gain to €13.80, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 9x in the Oil and Gas industry in Germany. Total returns to shareholders of 111% over the past year.
お知らせ • Nov 03Itochu Enex Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 6, 2023Itochu Enex Co.,Ltd. announced a dividend of ¥26.00 per share for the second quarter ended September 30, 2023, against ¥24.00 per share paid a year ago. The dividend is payable on December 6, 2023.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥33.47 (vs JP¥22.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.47 (up from JP¥22.12 in 2Q 2023). Revenue: JP¥240.9b (down 5.2% from 2Q 2023). Net income: JP¥3.78b (up 51% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023).
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).
New Risk • Aug 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥45.54 (vs JP¥39.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.54 (up from JP¥39.35 in 1Q 2023). Revenue: JP¥214.7b (down 13% from 1Q 2023). Net income: JP¥5.14b (up 16% from 1Q 2023). Profit margin: 2.4% (up from 1.8% in 1Q 2023).
Board Change • Jul 26Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takuya Morikawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • May 08+ 1 more updateItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Ending March 31, 2024Itochu Enex Co.,Ltd. provides dividend guidance for the fiscal ending March 31, 2024. The company expects to pay JPY 26.00 against JPY 26.00 reported a year ago.
