Nippon Chemi-Con（NCZ）株式概要日本ケミコン株式会社は、日本、中国、米州、欧州および海外で、アルミ電解コンデンサをはじめとする各種コンデンサ、精密機械部品、電子機器の製造・販売を行っています。 詳細NCZ 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4/6過去の実績2/6財務の健全性3/6配当金2/6報酬当社が推定した公正価値より72.1%で取引されている 収益は年間29.09%増加すると予測されています 今年は黒字化を達成 アナリストらは、株価が21.6%上昇するだろうとほぼ一致している。 リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きい負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見るNCZ Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,757 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA479,757 investors already sharing narrativesYour Fair Value€Current Price€16.90177.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-16b208b2016201920222025202620282031Revenue JP¥207.7bEarnings JP¥4.9bAdvancedSet Fair ValueView all narrativesNippon Chemi-Con Corporation 競合他社Schweizer ElectronicSymbol: XTRA:SCEMarket cap: €21.0mBaslerSymbol: XTRA:BSLMarket cap: €733.6mJenoptikSymbol: XTRA:JENMarket cap: €2.2belectrovacSymbol: XTRA:EVACMarket cap: €126.6m価格と性能株価の高値、安値、推移の概要Nippon Chemi-Con過去の株価現在の株価JP¥16.9052週高値JP¥32.2052週安値JP¥6.50ベータ1.311ヶ月の変化-20.28%3ヶ月変化-5.06%1年変化144.93%3年間の変化94.25%5年間の変化6.29%IPOからの変化25.19%最新ニュースReported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥33.89 (vs JP¥8.21 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥33.89 (up from JP¥8.21 loss in 1Q 2026). Revenue: JP¥38.0b (up 23% from 1Q 2026). Net income: JP¥867.0m (up JP¥1.04b from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €13.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in Germany. Total returns to shareholders of 51% over the past three years.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €27.00, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 249% over the past three years.お知らせ • Jul 01Nippon Chemi-Con Corporation announced that it has received ¥9 billion in funding from Development Bank of Japan Inc.On June 29, 2026, Nippon Chemi-Con Corporation closed the transaction. The transaction has been carried out by third-party allotment.New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (26% increase in shares outstanding).お知らせ • Jun 23Nippon Chemi-Con Corporation to Report Q1, 2027 Results on Aug 07, 2026Nippon Chemi-Con Corporation announced that they will report Q1, 2027 results on Aug 07, 2026最新情報をもっと見るRecent updatesReported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥33.89 (vs JP¥8.21 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥33.89 (up from JP¥8.21 loss in 1Q 2026). Revenue: JP¥38.0b (up 23% from 1Q 2026). Net income: JP¥867.0m (up JP¥1.04b from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €13.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in Germany. Total returns to shareholders of 51% over the past three years.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €27.00, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 249% over the past three years.お知らせ • Jul 01Nippon Chemi-Con Corporation announced that it has received ¥9 billion in funding from Development Bank of Japan Inc.On June 29, 2026, Nippon Chemi-Con Corporation closed the transaction. The transaction has been carried out by third-party allotment.New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (26% increase in shares outstanding).お知らせ • Jun 23Nippon Chemi-Con Corporation to Report Q1, 2027 Results on Aug 07, 2026Nippon Chemi-Con Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €25.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 200% over the past three years.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €15.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.17 per share.Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥106 (vs JP¥1.73 in FY 2025)Full year 2026 results: EPS: JP¥106 (up from JP¥1.73 in FY 2025). Revenue: JP¥136.8b (up 12% from FY 2025). Net income: JP¥2.37b (up JP¥2.33b from FY 2025). Profit margin: 1.7% (up from 0% in FY 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Board Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Chairman & Executive Officer Norio Kamiyama is the most experienced director on the board, commencing their role in 2018. Independent Outside Director Tomomi Nakano was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • May 14Nippon Chemi-Con Corporation, Annual General Meeting, Jun 26, 2026Nippon Chemi-Con Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Mar 28Nippon Chemi-Con Corporation announced that it expects to receive ¥9 billion in funding from Development Bank of Japan Inc.Nippon Chemi-Con Corporation announces private placement with Development Bank of Japan Inc. to issue 6,000 Class C Preferred Shares at a price of ¥1,000,000 per share for gross proceeds of ¥6,000,000,000 and 3,000 Class D preferred shares at a price of ¥1,000,000 for gross proceeds ¥3,000,000,000 for aggregate proceeds of ¥9,000,000,000 on March 27, 2026. Payment date is June 29, 2026. Estimated Issuance Expenses are ¥233,000,000.お知らせ • Mar 26Nippon Chemi-Con Corporation to Report Fiscal Year 2026 Results on May 14, 2026Nippon Chemi-Con Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 14, 2026お知らせ • Dec 19Nippon Chemi-Con Corporation to Report Q3, 2026 Results on Feb 09, 2026Nippon Chemi-Con Corporation announced that they will report Q3, 2026 results on Feb 09, 2026お知らせ • Sep 11Nippon Chemi-Con Corporation to Report Q2, 2026 Results on Nov 06, 2025Nippon Chemi-Con Corporation announced that they will report Q2, 2026 results at 3:30 PM, Tokyo Standard Time on Nov 06, 2025お知らせ • Jun 11Nippon Chemi-Con Corporation to Report Q1, 2026 Results on Aug 06, 2025Nippon Chemi-Con Corporation announced that they will report Q1, 2026 results on Aug 06, 2025お知らせ • May 13Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2025Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2025.お知らせ • Mar 12Nippon Chemi-Con Corporation to Report Fiscal Year 2025 Results on May 13, 2025Nippon Chemi-Con Corporation announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Dec 13Nippon Chemi-Con Corporation to Report Q3, 2025 Results on Feb 10, 2025Nippon Chemi-Con Corporation announced that they will report Q3, 2025 results on Feb 10, 2025New Risk • Nov 09New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (5.3% increase in shares outstanding).Board Change • Nov 05High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. President, CEO & Representative Director Norio Kamiyama is the most experienced director on the board, commencing their role in 2018. 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 • Sep 12Nippon Chemi-Con Corporation to Report Q2, 2025 Results on Nov 05, 2024Nippon Chemi-Con Corporation announced that they will report Q2, 2025 results on Nov 05, 2024New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% 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: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (5.3% increase in shares outstanding).お知らせ • Jun 14Nippon Chemi-Con Corporation to Report Q1, 2025 Results on Aug 07, 2024Nippon Chemi-Con Corporation announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 07, 2024Reported Earnings • May 12Full year 2024 earnings released: JP¥1,029 loss per share (vs JP¥112 profit in FY 2023)Full year 2024 results: JP¥1,029 loss per share (down from JP¥112 profit in FY 2023). Revenue: JP¥150.7b (down 6.9% from FY 2023). Net loss: JP¥21.3b (down JP¥23.6b from profit in FY 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • May 12Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2024Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • Mar 16Nippon Chemi-Con Corporation to Report Fiscal Year 2024 Results on May 10, 2024Nippon Chemi-Con Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥30.70 (vs JP¥127 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.70 (down from JP¥127 in 3Q 2023). Revenue: JP¥35.7b (down 17% from 3Q 2023). Net income: JP¥640.0m (down 75% from 3Q 2023). Profit margin: 1.8% (down from 6.0% in 3Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany.お知らせ • Dec 10Nippon Chemi-Con Corporation to Report Q3, 2024 Results on Feb 07, 2024Nippon Chemi-Con Corporation announced that they will report Q3, 2024 results on Feb 07, 2024New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-JP¥29b). Shareholders have been diluted in the past year (8.0% increase in shares outstanding).New Risk • Nov 12New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -JP¥29b This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 09Second quarter 2024 earnings released: JP¥442 loss per share (vs JP¥87.14 profit in 2Q 2023)Second quarter 2024 results: JP¥442 loss per share (down from JP¥87.14 profit in 2Q 2023). Revenue: JP¥39.2b (up 1.6% from 2Q 2023). Net loss: JP¥8.95b (down JP¥10.7b from profit in 2Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Sep 15Nippon Chemi-Con Corporation to Report Q2, 2024 Results on Nov 08, 2023Nippon Chemi-Con Corporation announced that they will report Q2, 2024 results at 3:00 PM, Tokyo Standard Time on Nov 08, 2023お知らせ • Aug 23Nippon Chemi-Con Corporation and United Chemi-Con, Inc. Proposes Settlement Totaling CAD $21.3M Reached in Electrolytic & Film Capacitor Class Actionsproposed national settlement totaling CAD 21,300,000 for the benefit of class members has been reached in class actions alleging price fixing and related conduct on behalf of Canadians who purchased electrolytic and film capacitors and products containing electrolytic and film capacitors. Nippon Chemi-Con Corporation and United Chemi-Con, Inc. (collectively the "Settling Defendants") have collectively agreed to pay CAD 20,900,000 for the benefit of Electrolytic Settlement Class Members, and CAD 400,000 for the benefit of Film Settlement Class Members. To be a member of these class actions, one must have purchased an aluminum and tantalum electrolytic capacitor or a product containing an aluminum and tantalum electrolytic capacitor between September 1, 1997 and December 31, 2014 or have purchased a film capacitor or a product containing a film capacitor between January 1, 2002 and December 31, 2014. In addition, the Settling Defendants have agreed to provide cooperation to the plaintiffs in pursuing their claims against the non-settling defendants. The settlements are not admissions of liability, fault, or wrongdoing, but are compromises of disputed claims. The settlements must be approved by the courts before they become effective. Because the class actions are still ongoing and other settlements may be reached, the settlement amounts will not be distributed to class members at this time. A process for the payment of claims to class members, which is subject to court approval and will be on further notice to the class, will be put in place later.Reported Earnings • Aug 04First quarter 2024 earnings released: JP¥682 loss per share (vs JP¥112 loss in 1Q 2023)First quarter 2024 results: JP¥682 loss per share (further deteriorated from JP¥112 loss in 1Q 2023). Revenue: JP¥41.1b (up 7.0% from 1Q 2023). Net loss: JP¥13.8b (loss widened JP¥11.5b from 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Jun 21+ 1 more updateNippon Chemi-Con Corporation to Report Q1, 2024 Results on Aug 03, 2023Nippon Chemi-Con Corporation announced that they will report Q1, 2024 results on Aug 03, 2023Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €9.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Electronic industry in Germany. Total loss to shareholders of 19% over the past year.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥112 (vs JP¥598 loss in FY 2022)Full year 2023 results: EPS: JP¥112 (up from JP¥598 loss in FY 2022). Revenue: JP¥161.9b (up 15% from FY 2022). Net income: JP¥2.27b (up JP¥14.4b from FY 2022). Profit margin: 1.4% (up from net loss in FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Germany.お知らせ • May 12Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2023Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2023.Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥127 (vs JP¥797 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥127 (up from JP¥797 loss in 3Q 2022). Revenue: JP¥42.9b (up 19% from 3Q 2022). Net income: JP¥2.57b (up JP¥18.7b from 3Q 2022). Profit margin: 6.0% (up from net loss in 3Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Dec 21Nippon Chemi-Con Corporation to Report Q3, 2023 Results on Feb 06, 2023Nippon Chemi-Con Corporation announced that they will report Q3, 2023 results on Feb 06, 2023Board Change • Nov 16Less 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, 2 were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 1 highly experienced director. 2 independent directors (4 non-independent directors). Sr. Managing Exec. Officer, CQO, Div. Manager-Quality Assurance HQ & Production Sys. HQ & Director Yoshifumi Minegishi is the most experienced director on the board, commencing their role in 2014. Outside Independent Audit & Supervisory Board Member Masaaki Doi 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. Lack of experienced directors.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥87.14 (vs JP¥48.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥87.14 (up from JP¥48.57 in 2Q 2022). Revenue: JP¥38.6b (up 17% from 2Q 2022). Net income: JP¥1.77b (up 79% from 2Q 2022). Profit margin: 4.6% (up from 3.0% in 2Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Sep 24Nippon Chemi-Con Corporation to Report Q2, 2023 Results on Nov 07, 2022Nippon Chemi-Con Corporation announced that they will report Q2, 2023 results on Nov 07, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: JP¥112 loss per share (vs JP¥74.56 profit in 1Q 2022)First quarter 2023 results: JP¥112 loss per share (down from JP¥74.56 profit in 1Q 2022). Revenue: JP¥38.4b (up 15% from 1Q 2022). Net loss: JP¥2.28b (down 251% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 5.6%, compared to a 21% growth forecast for the industry in Germany.お知らせ • Jun 23Nippon Chemi-Con Corporation to Report Q1, 2023 Results on Aug 04, 2022Nippon Chemi-Con Corporation announced that they will report Q1, 2023 results on Aug 04, 2022お知らせ • May 12Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2022Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2022.Reported Earnings • May 11Full year 2022 earnings released: JP¥598 loss per share (vs JP¥115 profit in FY 2021)Full year 2022 results: JP¥598 loss per share (down from JP¥115 profit in FY 2021). Revenue: JP¥140.3b (up 27% from FY 2021). Net loss: JP¥12.1b (down JP¥14.2b from profit in FY 2021). Over the next year, revenue is forecast to grow 3.0%, compared to a 27% growth forecast for the industry in Germany.Board Change • Apr 29Less 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: 6 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Sr. Managing Exec. Officer, CQO, Div. Manager-Quality Assurance HQ & Production Sys. HQ & Director Yoshifumi Minegishi is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Suzuko Miyata was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 08Nippon Chemi-Con Corporation to Report Fiscal Year 2022 Results on May 10, 2022Nippon Chemi-Con Corporation announced that they will report fiscal year 2022 results on May 10, 2022Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥797 loss per share (down from JP¥38.10 profit in 3Q 2021). Revenue: JP¥36.0b (up 30% from 3Q 2021). Net loss: JP¥16.2b (down JP¥16.9b from profit in 3Q 2021). Revenue exceeded analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 23% growth forecast for the industry in Germany.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥797 loss per share (down from JP¥38.10 profit in 3Q 2021). Revenue: JP¥36.0b (up 30% from 3Q 2021). Net loss: JP¥16.2b (down JP¥16.9b from profit in 3Q 2021). Revenue exceeded analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 23% growth forecast for the industry in Germany.Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥48.57 (vs JP¥28.16 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥33.1b (up 17% from 2Q 2021). Net income: JP¥985.0m (up 115% from 2Q 2021). Profit margin: 3.0% (up from 1.6% in 2Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥16.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 24x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €24.76 per share.Reported Earnings • Aug 11First quarter 2022 earnings released: EPS JP¥74.55 (vs JP¥37.65 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥33.4b (up 40% from 1Q 2021). Net income: JP¥1.51b (up JP¥2.13b from 1Q 2021). Profit margin: 4.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥18.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €25.07 per share.Valuation Update With 7 Day Price Move • May 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥15.80, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Electronic industry in Germany.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥115 (vs JP¥364 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥110.8b (down 3.3% from FY 2020). Net income: JP¥2.04b (up JP¥7.96b from FY 2020). Profit margin: 1.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses.お知らせ • Mar 14Nippon Chemi-Con Corporation to Report Fiscal Year 2021 Results on May 10, 2021Nippon Chemi-Con Corporation announced that they will report fiscal year 2021 results on May 10, 2021株主還元NCZDE ElectronicDE 市場7D-2.9%2.4%0.9%1Y144.9%74.1%3.9%株主還元を見る業界別リターン: NCZ過去 1 年間で74.1 % の収益を上げたGerman Electronic業界を上回りました。リターン対市場: NCZ過去 1 年間で3.9 % の収益を上げたGerman市場を上回りました。価格変動Is NCZ's price volatile compared to industry and market?NCZ volatilityNCZ Average Weekly Movement20.7%Electronic Industry Average Movement8.6%Market Average Movement5.3%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: NCZの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: NCZの 週次ボラティリティ は、過去 1 年間で13%から21%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト19315,348Kenichi Konnowww.chemi-con.co.jpアルミ電解コンデンサ、導電性高分子アルミ固体電解コンデンサ、導電性高分子ハイブリッドアルミ電解コンデンサを提供。アルミ電解コンデンサ、導電性高分子アルミ固体電解コンデンサ、導電性高分子ハイブリッドアルミ電解コンデンサを提供している。また、積層セラミックコンデンサ、フィルムコンデンサ、スーパーキャパシタ、金属酸化物バリスタ、チョークコイルおよびコア/リアクタ、カメラモジュール、シリコンウェーハおよびウェーハ関連製品も提供している。旧社名は日本ケミカルキャパシタ株式会社で、1981年7月に日本ケミコン株式会社に社名変更。同社は1931年に設立され、東京に本社を置いている。もっと見るNippon Chemi-Con Corporation 基礎のまとめNippon Chemi-Con の収益と売上を時価総額と比較するとどうか。NCZ 基礎統計学時価総額€475.08m収益（TTM）€18.71m売上高(TTM)€789.94m25.4xPER（株価収益率0.6xP/SレシオNCZ 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NCZ 損益計算書（TTM）収益JP¥143.92b売上原価JP¥117.56b売上総利益JP¥26.36bその他の費用JP¥22.95b収益JP¥3.41b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）124.46グロス・マージン18.32%純利益率2.37%有利子負債／自己資本比率120.8%NCZ 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0.8%現在の配当利回り14%配当性向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2026/08/10 04:12終値2026/08/07 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Nippon Chemi-Con Corporation 4 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。12 アナリスト機関Masashi KubotaBofA Global ResearchKinuko HorikiriCitigroup IncTakumi SadoDaiwa Securities Co. Ltd.9 その他のアナリストを表示
Reported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥33.89 (vs JP¥8.21 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥33.89 (up from JP¥8.21 loss in 1Q 2026). Revenue: JP¥38.0b (up 23% from 1Q 2026). Net income: JP¥867.0m (up JP¥1.04b from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €13.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in Germany. Total returns to shareholders of 51% over the past three years.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €27.00, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 249% over the past three years.
お知らせ • Jul 01Nippon Chemi-Con Corporation announced that it has received ¥9 billion in funding from Development Bank of Japan Inc.On June 29, 2026, Nippon Chemi-Con Corporation closed the transaction. The transaction has been carried out by third-party allotment.
New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (26% increase in shares outstanding).
お知らせ • Jun 23Nippon Chemi-Con Corporation to Report Q1, 2027 Results on Aug 07, 2026Nippon Chemi-Con Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥33.89 (vs JP¥8.21 loss in 1Q 2026)First quarter 2027 results: EPS: JP¥33.89 (up from JP¥8.21 loss in 1Q 2026). Revenue: JP¥38.0b (up 23% from 1Q 2026). Net income: JP¥867.0m (up JP¥1.04b from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €13.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in Germany. Total returns to shareholders of 51% over the past three years.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €27.00, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 249% over the past three years.
お知らせ • Jul 01Nippon Chemi-Con Corporation announced that it has received ¥9 billion in funding from Development Bank of Japan Inc.On June 29, 2026, Nippon Chemi-Con Corporation closed the transaction. The transaction has been carried out by third-party allotment.
New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (26% increase in shares outstanding).
お知らせ • Jun 23Nippon Chemi-Con Corporation to Report Q1, 2027 Results on Aug 07, 2026Nippon Chemi-Con Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €25.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Electronic industry in Germany. Total returns to shareholders of 200% over the past three years.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €15.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.17 per share.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥106 (vs JP¥1.73 in FY 2025)Full year 2026 results: EPS: JP¥106 (up from JP¥1.73 in FY 2025). Revenue: JP¥136.8b (up 12% from FY 2025). Net income: JP¥2.37b (up JP¥2.33b from FY 2025). Profit margin: 1.7% (up from 0% in FY 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Board Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Chairman & Executive Officer Norio Kamiyama is the most experienced director on the board, commencing their role in 2018. Independent Outside Director Tomomi Nakano was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • May 14Nippon Chemi-Con Corporation, Annual General Meeting, Jun 26, 2026Nippon Chemi-Con Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Mar 28Nippon Chemi-Con Corporation announced that it expects to receive ¥9 billion in funding from Development Bank of Japan Inc.Nippon Chemi-Con Corporation announces private placement with Development Bank of Japan Inc. to issue 6,000 Class C Preferred Shares at a price of ¥1,000,000 per share for gross proceeds of ¥6,000,000,000 and 3,000 Class D preferred shares at a price of ¥1,000,000 for gross proceeds ¥3,000,000,000 for aggregate proceeds of ¥9,000,000,000 on March 27, 2026. Payment date is June 29, 2026. Estimated Issuance Expenses are ¥233,000,000.
お知らせ • Mar 26Nippon Chemi-Con Corporation to Report Fiscal Year 2026 Results on May 14, 2026Nippon Chemi-Con Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 14, 2026
お知らせ • Dec 19Nippon Chemi-Con Corporation to Report Q3, 2026 Results on Feb 09, 2026Nippon Chemi-Con Corporation announced that they will report Q3, 2026 results on Feb 09, 2026
お知らせ • Sep 11Nippon Chemi-Con Corporation to Report Q2, 2026 Results on Nov 06, 2025Nippon Chemi-Con Corporation announced that they will report Q2, 2026 results at 3:30 PM, Tokyo Standard Time on Nov 06, 2025
お知らせ • Jun 11Nippon Chemi-Con Corporation to Report Q1, 2026 Results on Aug 06, 2025Nippon Chemi-Con Corporation announced that they will report Q1, 2026 results on Aug 06, 2025
お知らせ • May 13Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2025Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 12Nippon Chemi-Con Corporation to Report Fiscal Year 2025 Results on May 13, 2025Nippon Chemi-Con Corporation announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Dec 13Nippon Chemi-Con Corporation to Report Q3, 2025 Results on Feb 10, 2025Nippon Chemi-Con Corporation announced that they will report Q3, 2025 results on Feb 10, 2025
New Risk • Nov 09New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (5.3% increase in shares outstanding).
Board Change • Nov 05High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. President, CEO & Representative Director Norio Kamiyama is the most experienced director on the board, commencing their role in 2018. 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 • Sep 12Nippon Chemi-Con Corporation to Report Q2, 2025 Results on Nov 05, 2024Nippon Chemi-Con Corporation announced that they will report Q2, 2025 results on Nov 05, 2024
New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% 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: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (5.3% increase in shares outstanding).
お知らせ • Jun 14Nippon Chemi-Con Corporation to Report Q1, 2025 Results on Aug 07, 2024Nippon Chemi-Con Corporation announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 07, 2024
Reported Earnings • May 12Full year 2024 earnings released: JP¥1,029 loss per share (vs JP¥112 profit in FY 2023)Full year 2024 results: JP¥1,029 loss per share (down from JP¥112 profit in FY 2023). Revenue: JP¥150.7b (down 6.9% from FY 2023). Net loss: JP¥21.3b (down JP¥23.6b from profit in FY 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • May 12Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2024Nippon Chemi-Con Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 16Nippon Chemi-Con Corporation to Report Fiscal Year 2024 Results on May 10, 2024Nippon Chemi-Con Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥30.70 (vs JP¥127 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.70 (down from JP¥127 in 3Q 2023). Revenue: JP¥35.7b (down 17% from 3Q 2023). Net income: JP¥640.0m (down 75% from 3Q 2023). Profit margin: 1.8% (down from 6.0% in 3Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany.
お知らせ • Dec 10Nippon Chemi-Con Corporation to Report Q3, 2024 Results on Feb 07, 2024Nippon Chemi-Con Corporation announced that they will report Q3, 2024 results on Feb 07, 2024
New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-JP¥29b). Shareholders have been diluted in the past year (8.0% increase in shares outstanding).
New Risk • Nov 12New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -JP¥29b This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 09Second quarter 2024 earnings released: JP¥442 loss per share (vs JP¥87.14 profit in 2Q 2023)Second quarter 2024 results: JP¥442 loss per share (down from JP¥87.14 profit in 2Q 2023). Revenue: JP¥39.2b (up 1.6% from 2Q 2023). Net loss: JP¥8.95b (down JP¥10.7b from profit in 2Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Sep 15Nippon Chemi-Con Corporation to Report Q2, 2024 Results on Nov 08, 2023Nippon Chemi-Con Corporation announced that they will report Q2, 2024 results at 3:00 PM, Tokyo Standard Time on Nov 08, 2023
お知らせ • Aug 23Nippon Chemi-Con Corporation and United Chemi-Con, Inc. Proposes Settlement Totaling CAD $21.3M Reached in Electrolytic & Film Capacitor Class Actionsproposed national settlement totaling CAD 21,300,000 for the benefit of class members has been reached in class actions alleging price fixing and related conduct on behalf of Canadians who purchased electrolytic and film capacitors and products containing electrolytic and film capacitors. Nippon Chemi-Con Corporation and United Chemi-Con, Inc. (collectively the "Settling Defendants") have collectively agreed to pay CAD 20,900,000 for the benefit of Electrolytic Settlement Class Members, and CAD 400,000 for the benefit of Film Settlement Class Members. To be a member of these class actions, one must have purchased an aluminum and tantalum electrolytic capacitor or a product containing an aluminum and tantalum electrolytic capacitor between September 1, 1997 and December 31, 2014 or have purchased a film capacitor or a product containing a film capacitor between January 1, 2002 and December 31, 2014. In addition, the Settling Defendants have agreed to provide cooperation to the plaintiffs in pursuing their claims against the non-settling defendants. The settlements are not admissions of liability, fault, or wrongdoing, but are compromises of disputed claims. The settlements must be approved by the courts before they become effective. Because the class actions are still ongoing and other settlements may be reached, the settlement amounts will not be distributed to class members at this time. A process for the payment of claims to class members, which is subject to court approval and will be on further notice to the class, will be put in place later.
Reported Earnings • Aug 04First quarter 2024 earnings released: JP¥682 loss per share (vs JP¥112 loss in 1Q 2023)First quarter 2024 results: JP¥682 loss per share (further deteriorated from JP¥112 loss in 1Q 2023). Revenue: JP¥41.1b (up 7.0% from 1Q 2023). Net loss: JP¥13.8b (loss widened JP¥11.5b from 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Jun 21+ 1 more updateNippon Chemi-Con Corporation to Report Q1, 2024 Results on Aug 03, 2023Nippon Chemi-Con Corporation announced that they will report Q1, 2024 results on Aug 03, 2023
Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €9.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Electronic industry in Germany. Total loss to shareholders of 19% over the past year.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥112 (vs JP¥598 loss in FY 2022)Full year 2023 results: EPS: JP¥112 (up from JP¥598 loss in FY 2022). Revenue: JP¥161.9b (up 15% from FY 2022). Net income: JP¥2.27b (up JP¥14.4b from FY 2022). Profit margin: 1.4% (up from net loss in FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Germany.
お知らせ • May 12Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2023Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2023.
Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥127 (vs JP¥797 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥127 (up from JP¥797 loss in 3Q 2022). Revenue: JP¥42.9b (up 19% from 3Q 2022). Net income: JP¥2.57b (up JP¥18.7b from 3Q 2022). Profit margin: 6.0% (up from net loss in 3Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Dec 21Nippon Chemi-Con Corporation to Report Q3, 2023 Results on Feb 06, 2023Nippon Chemi-Con Corporation announced that they will report Q3, 2023 results on Feb 06, 2023
Board Change • Nov 16Less 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, 2 were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 1 highly experienced director. 2 independent directors (4 non-independent directors). Sr. Managing Exec. Officer, CQO, Div. Manager-Quality Assurance HQ & Production Sys. HQ & Director Yoshifumi Minegishi is the most experienced director on the board, commencing their role in 2014. Outside Independent Audit & Supervisory Board Member Masaaki Doi 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. Lack of experienced directors.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥87.14 (vs JP¥48.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥87.14 (up from JP¥48.57 in 2Q 2022). Revenue: JP¥38.6b (up 17% from 2Q 2022). Net income: JP¥1.77b (up 79% from 2Q 2022). Profit margin: 4.6% (up from 3.0% in 2Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Sep 24Nippon Chemi-Con Corporation to Report Q2, 2023 Results on Nov 07, 2022Nippon Chemi-Con Corporation announced that they will report Q2, 2023 results on Nov 07, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: JP¥112 loss per share (vs JP¥74.56 profit in 1Q 2022)First quarter 2023 results: JP¥112 loss per share (down from JP¥74.56 profit in 1Q 2022). Revenue: JP¥38.4b (up 15% from 1Q 2022). Net loss: JP¥2.28b (down 251% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 5.6%, compared to a 21% growth forecast for the industry in Germany.
お知らせ • Jun 23Nippon Chemi-Con Corporation to Report Q1, 2023 Results on Aug 04, 2022Nippon Chemi-Con Corporation announced that they will report Q1, 2023 results on Aug 04, 2022
お知らせ • May 12Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2022Nippon Chemi-Con Corporation, Annual General Meeting, Jun 29, 2022.
Reported Earnings • May 11Full year 2022 earnings released: JP¥598 loss per share (vs JP¥115 profit in FY 2021)Full year 2022 results: JP¥598 loss per share (down from JP¥115 profit in FY 2021). Revenue: JP¥140.3b (up 27% from FY 2021). Net loss: JP¥12.1b (down JP¥14.2b from profit in FY 2021). Over the next year, revenue is forecast to grow 3.0%, compared to a 27% growth forecast for the industry in Germany.
Board Change • Apr 29Less 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: 6 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Sr. Managing Exec. Officer, CQO, Div. Manager-Quality Assurance HQ & Production Sys. HQ & Director Yoshifumi Minegishi is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Suzuko Miyata was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 08Nippon Chemi-Con Corporation to Report Fiscal Year 2022 Results on May 10, 2022Nippon Chemi-Con Corporation announced that they will report fiscal year 2022 results on May 10, 2022
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥797 loss per share (down from JP¥38.10 profit in 3Q 2021). Revenue: JP¥36.0b (up 30% from 3Q 2021). Net loss: JP¥16.2b (down JP¥16.9b from profit in 3Q 2021). Revenue exceeded analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 23% growth forecast for the industry in Germany.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥797 loss per share (down from JP¥38.10 profit in 3Q 2021). Revenue: JP¥36.0b (up 30% from 3Q 2021). Net loss: JP¥16.2b (down JP¥16.9b from profit in 3Q 2021). Revenue exceeded analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 23% growth forecast for the industry in Germany.
Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥48.57 (vs JP¥28.16 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥33.1b (up 17% from 2Q 2021). Net income: JP¥985.0m (up 115% from 2Q 2021). Profit margin: 3.0% (up from 1.6% in 2Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥16.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 24x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €24.76 per share.
Reported Earnings • Aug 11First quarter 2022 earnings released: EPS JP¥74.55 (vs JP¥37.65 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥33.4b (up 40% from 1Q 2021). Net income: JP¥1.51b (up JP¥2.13b from 1Q 2021). Profit margin: 4.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥18.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €25.07 per share.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥15.80, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Electronic industry in Germany.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥115 (vs JP¥364 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥110.8b (down 3.3% from FY 2020). Net income: JP¥2.04b (up JP¥7.96b from FY 2020). Profit margin: 1.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses.
お知らせ • Mar 14Nippon Chemi-Con Corporation to Report Fiscal Year 2021 Results on May 10, 2021Nippon Chemi-Con Corporation announced that they will report fiscal year 2021 results on May 10, 2021
