View ValuationTS TECH 将来の成長Future 基準チェック /36TS TECH利益と収益がそれぞれ年間27%と1.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.2% 29.4%なると予測されています。主要情報27.0%収益成長率29.36%EPS成長率Auto Components 収益成長10.1%収益成長率1.5%将来の株主資本利益率4.16%アナリストカバレッジLow最終更新日13 May 2026今後の成長に関する最新情報Major Estimate Revision • Sep 12Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥87.67 to JP¥78.10 per share. Revenue forecast steady at JP¥424.7b. Net income forecast to grow 47% next year vs 9.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥1,528 to JP¥1,652. Share price was steady at JP¥1,902 over the past week.Price Target Changed • Sep 11Price target increased by 8.2% to JP¥1,652Up from JP¥1,528, the current price target is an average from 5 analysts. New target price is 14% below last closing price of JP¥1,915. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥78.10 for next year compared to JP¥70.68 last year.Major Estimate Revision • Dec 11Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥88.30 to JP¥98.86. Revenue forecast steady at JP¥448.3b. Net income forecast to grow 21% next year vs 15% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,735. Share price rose 2.9% to JP¥1,699 over the past week.Price Target Changed • Sep 13Price target decreased by 8.4% to JP¥1,860Down from JP¥2,030, the current price target is an average from 4 analysts. New target price is 7.3% above last closing price of JP¥1,733. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥110 for next year compared to JP¥80.09 last year.Price Target Changed • Feb 13Price target decreased by 9.1% to JP¥1,750Down from JP¥1,925, the current price target is an average from 2 analysts. New target price is 12% below last closing price of JP¥1,986. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥96.25 for next year compared to JP¥41.35 last year.Major Estimate Revision • Jan 23Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥84.30 to JP¥92.93. Revenue forecast unchanged at JP¥437.3b. Net income forecast to grow 91% next year vs 20% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,819 over the past week.すべての更新を表示Recent updatesお知らせ • May 13TS TECH Co., Ltd., Annual General Meeting, Jun 19, 2026TS TECH Co., Ltd., Annual General Meeting, Jun 19, 2026.お知らせ • May 10TS TECH Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026TS TECH Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Mar 23TS TECH Co., Ltd.(TSE:7313) dropped from FTSE All-World Index (USD)TS TECH Co., Ltd.(TSE:7313) dropped from FTSE All-World Index (USD)Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥28.65 (vs JP¥29.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.65 (down from JP¥29.88 in 3Q 2025). Revenue: JP¥102.8b (down 12% from 3Q 2025). Net income: JP¥3.38b (down 5.7% from 3Q 2025). Profit margin: 3.3% (up from 3.1% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Feb 05TS TECH (TSE:7313) Could Be Struggling To Allocate CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...分析記事 • Jan 09Earnings Tell The Story For TS TECH Co., Ltd. (TSE:7313)TS TECH Co., Ltd.'s ( TSE:7313 ) price-to-earnings (or "P/E") ratio of 41.8x might make it look like a strong sell...分析記事 • Dec 01TS TECH's (TSE:7313) Dividend Will Be Increased To ¥46.00The board of TS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be paying its dividend of ¥46.00 on the 5th of...Declared Dividend • Nov 29First half dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% 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. The company's earnings per share (EPS) would need to grow by 5.9% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥5.84 (vs JP¥16.91 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.84 (down from JP¥16.91 in 2Q 2025). Revenue: JP¥104.4b (down 5.2% from 2Q 2025). Net income: JP¥693.0m (down 66% from 2Q 2025). Profit margin: 0.7% (down from 1.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.お知らせ • Oct 29TS TECH Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025TS TECH Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025分析記事 • Oct 03TS TECH's (TSE:7313) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Upcoming Dividend • Sep 22Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).Major Estimate Revision • Sep 12Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥87.67 to JP¥78.10 per share. Revenue forecast steady at JP¥424.7b. Net income forecast to grow 47% next year vs 9.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥1,528 to JP¥1,652. Share price was steady at JP¥1,902 over the past week.Price Target Changed • Sep 11Price target increased by 8.2% to JP¥1,652Up from JP¥1,528, the current price target is an average from 5 analysts. New target price is 14% below last closing price of JP¥1,915. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥78.10 for next year compared to JP¥70.68 last year.分析記事 • Sep 06TS TECH Co., Ltd.'s (TSE:7313) P/E Is On The MarkTS TECH Co., Ltd.'s ( TSE:7313 ) price-to-earnings (or "P/E") ratio of 34x might make it look like a strong sell right...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥4.92 (vs JP¥19.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.92 (down from JP¥19.39 in 1Q 2025). Revenue: JP¥102.7b (down 8.7% from 1Q 2025). Net income: JP¥587.0m (down 76% from 1Q 2025). Profit margin: 0.6% (down from 2.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.分析記事 • Jul 23TS TECH (TSE:7313) Is Increasing Its Dividend To ¥44.00TS TECH Co., Ltd. ( TSE:7313 ) will increase its dividend from last year's comparable payment on the 1st of December to...お知らせ • Jul 18TS TECH Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025TS TECH Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Board Change • Jul 11Less than half of directors are independentThere are 5 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: 5 independent directors. 6 non-independent directors. Independent Outside Director Hiromi Wada 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.分析記事 • Jul 09TS TECH's (TSE:7313) Shareholders Will Receive A Bigger Dividend Than Last YearTS TECH Co., Ltd.'s ( TSE:7313 ) dividend will be increasing from last year's payment of the same period to ¥44.00 on...Declared Dividend • Jul 09Final dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio) nor is it covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 12% 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. The company's earnings per share (EPS) would need to grow by 4.7% to bring the payout ratio under control. EPS is expected to grow by 79% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Buy Or Sell Opportunity • Jul 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥1,719. The fair value is estimated to be JP¥1,431, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to decline by 1.7% per annum. Earnings are forecast to grow by 17% per annum over the same time period.New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 203% Earnings have declined by 11% per year over the past 5 years.Reported Earnings • Jun 21Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.68 (down from JP¥80.09 in FY 2024). Revenue: JP¥460.5b (up 4.3% from FY 2024). Net income: JP¥8.63b (down 16% from FY 2024). Profit margin: 1.9% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Auto Components industry in Japan. 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 7% per year.Buy Or Sell Opportunity • Jun 10Now 21% overvaluedOver the last 90 days, the stock has fallen 4.7% to JP¥1,666. The fair value is estimated to be JP¥1,376, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 8.7%. Revenue is forecast to grow by 1.2% in 2 years. Earnings are forecast to grow by 88% in the next 2 years.New Risk • May 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥1.91b (US$13.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (94% payout ratio). Market cap is less than US$100m (JP¥1.91b market cap, or US$13.3m).Reported Earnings • May 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.68 (down from JP¥80.09 in FY 2024). Revenue: JP¥460.5b (up 4.3% from FY 2024). Net income: JP¥8.63b (down 16% from FY 2024). Profit margin: 1.9% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to stay flat during the next 2 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.お知らせ • May 16TS TECH Co., Ltd. (TSE:7313) announces an Equity Buyback for 4,140,000 shares, representing 3.47% for ¥5,000 million.TS TECH Co., Ltd. (TSE:7313) announces a share repurchase program. Under the program, the company will repurchase 4,140,000 shares, representing 3.47% of its share capital, for ¥5,000 million. The company will repurchase its shares in order to implement 15th Medium-Term Management Plan and for further increasing returns to shareholders. The program will run until March 24, 2026. As of March 31, 2025, the company had 119,254,564 shares outstanding (excluding treasury shares) and 16,745,436 shares in treasury.お知らせ • May 14TS TECH Co., Ltd., Annual General Meeting, Jun 20, 2025TS TECH Co., Ltd., Annual General Meeting, Jun 20, 2025.お知らせ • Apr 19TS TECH Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025TS TECH Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025分析記事 • Apr 14TS TECH Co., Ltd.'s (TSE:7313) P/E Still Appears To Be ReasonableWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider TS...Upcoming Dividend • Mar 21Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Feb 14TS TECH's (TSE:7313) Upcoming Dividend Will Be Larger Than Last Year'sTS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be increasing its dividend from last year's comparable...Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥29.88 (vs JP¥49.70 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.88 (down from JP¥49.70 in 3Q 2024). Revenue: JP¥116.9b (down 8.1% from 3Q 2024). Net income: JP¥3.58b (down 44% from 3Q 2024). Profit margin: 3.1% (down from 5.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Jan 31TS TECH (TSE:7313) Is Paying Out A Larger Dividend Than Last YearTS TECH Co., Ltd. ( TSE:7313 ) will increase its dividend from last year's comparable payment on the 5th of June to...お知らせ • Jan 30TS TECH Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025TS TECH Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Dec 24The Returns On Capital At TS TECH (TSE:7313) Don't Inspire ConfidenceWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Major Estimate Revision • Dec 11Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥88.30 to JP¥98.86. Revenue forecast steady at JP¥448.3b. Net income forecast to grow 21% next year vs 15% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,735. Share price rose 2.9% to JP¥1,699 over the past week.分析記事 • Dec 01TS TECH (TSE:7313) Will Pay A Larger Dividend Than Last Year At ¥43.00TS TECH Co., Ltd. ( TSE:7313 ) will increase its dividend from last year's comparable payment on the 5th of June to...Declared Dividend • Nov 30First half dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (43% 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. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥16.91 (vs JP¥22.71 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.91 (down from JP¥22.71 in 2Q 2024). Revenue: JP¥110.2b (up 1.0% from 2Q 2024). Net income: JP¥2.06b (down 29% from 2Q 2024). Profit margin: 1.9% (down from 2.7% in 2Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Nov 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to JP¥1,731. The fair value is estimated to be JP¥2,179, 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 declined by 16%. Revenue is forecast to grow by 2.2% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.分析記事 • Oct 14Investors Appear Satisfied With TS TECH Co., Ltd.'s (TSE:7313) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider TS...お知らせ • Oct 10TS TECH Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024TS TECH Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).Price Target Changed • Sep 13Price target decreased by 8.4% to JP¥1,860Down from JP¥2,030, the current price target is an average from 4 analysts. New target price is 7.3% above last closing price of JP¥1,733. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥110 for next year compared to JP¥80.09 last year.分析記事 • Sep 09Are Investors Undervaluing TS TECH Co., Ltd. (TSE:7313) By 26%?Key Insights TS TECH's estimated fair value is JP¥2,442 based on 2 Stage Free Cash Flow to Equity TS TECH's JP¥1,807...分析記事 • Aug 19TS TECH's (TSE:7313) Upcoming Dividend Will Be Larger Than Last Year'sTS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be increasing its dividend from last year's comparable...Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥19.39 (vs JP¥1.00 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.39 (up from JP¥1.00 in 1Q 2024). Revenue: JP¥112.5b (up 21% from 1Q 2024). Net income: JP¥2.47b (up JP¥2.35b from 1Q 2024). Profit margin: 2.2% (up from 0.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,661, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,805 per share.分析記事 • Jul 26TS TECH's (TSE:7313) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of TS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be paying its dividend of ¥40.00 on the 27th of...Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to JP¥1,939. The fair value is estimated to be JP¥2,426, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • Jul 23TS TECH Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024TS TECH Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • Jul 11TS TECH (TSE:7313) Is Increasing Its Dividend To ¥40.00The board of TS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be paying its dividend of ¥40.00 on the 27th of...Declared Dividend • Jul 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is covered by cash flows (50% 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. The company's earnings per share (EPS) would need to grow by 24% to bring the payout ratio under control. EPS is expected to grow by 115% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Jul 04Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Kenichi Naito was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥80.09 (up from JP¥41.35 in FY 2023). Revenue: JP¥441.7b (up 7.9% from FY 2023). Net income: JP¥10.2b (up 91% from FY 2023). Profit margin: 2.3% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥80.09 (up from JP¥41.35 in FY 2023). Revenue: JP¥441.7b (up 7.9% from FY 2023). Net income: JP¥10.2b (up 91% from FY 2023). Profit margin: 2.3% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 12TS TECH Co., Ltd., Annual General Meeting, Jun 21, 2024TS TECH Co., Ltd., Annual General Meeting, Jun 21, 2024.お知らせ • May 11TS TECH Co., Ltd. (TSE:7313) announces an Equity Buyback for 8,610,000 shares, representing 6.74% for ¥15,000 million.TS TECH Co., Ltd. (TSE:7313) announces a share repurchase program. Under the program, the company will repurchase 8,610,000 shares, representing 6.74% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to increase corporate value by optimizing our capital structure through sustainable business growth through growth investments and enhanced shareholder returns. The program will run until March 31, 2025. As of March 31, 2024, the company had 127,756,956 shares outstanding (excluding treasury shares) and 8,243,044 shares in treasury.Buy Or Sell Opportunity • Apr 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥1,943. The fair value is estimated to be JP¥1,617, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.お知らせ • Apr 22TS TECH Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024TS TECH Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Buy Or Sell Opportunity • Apr 16Now 20% undervaluedOver the last 90 days, the stock has risen 6.5% to JP¥1,930. The fair value is estimated to be JP¥2,427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).分析記事 • Mar 19TS TECH Co., Ltd. (TSE:7313) Shares Could Be 35% Below Their Intrinsic Value EstimateKey Insights TS TECH's estimated fair value is JP¥3,045 based on 2 Stage Free Cash Flow to Equity Current share price...Price Target Changed • Feb 13Price target decreased by 9.1% to JP¥1,750Down from JP¥1,925, the current price target is an average from 2 analysts. New target price is 12% below last closing price of JP¥1,986. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥96.25 for next year compared to JP¥41.35 last year.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥49.70 (vs JP¥16.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥49.70 (up from JP¥16.41 in 3Q 2023). Revenue: JP¥127.2b (up 21% from 3Q 2023). Net income: JP¥6.34b (up 202% from 3Q 2023). Profit margin: 5.0% (up from 2.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥49.70 (vs JP¥16.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥49.70 (up from JP¥16.41 in 3Q 2023). Revenue: JP¥127.2b (up 21% from 3Q 2023). Net income: JP¥6.34b (up 202% from 3Q 2023). Profit margin: 5.0% (up from 2.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 09Ts Tech Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024TS TECH Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 38.00 per share compared to JPY 33.00 a year ago.Major Estimate Revision • Jan 23Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥84.30 to JP¥92.93. Revenue forecast unchanged at JP¥437.3b. Net income forecast to grow 91% next year vs 20% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,819 over the past week.お知らせ • Jan 20TS TECH Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024TS TECH Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024お知らせ • Nov 11+ 1 more updateTS TECH Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024TS TECH Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the full year, the company expects to report revenue of JPY 440,000 million, operating income of JPY 20,000 million, net income of JPY 15,200 million, basic earnings per share of JPY 94.09.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥22.71 (vs JP¥19.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.71 (up from JP¥19.79 in 2Q 2023). Revenue: JP¥109.1b (down 5.1% from 2Q 2023). Net income: JP¥2.90b (up 13% from 2Q 2023). Profit margin: 2.7% (up from 2.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Oct 22TS TECH Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023TS TECH Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Major Estimate Revision • Oct 02Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥430.8b to JP¥421.6b. EPS estimate also fell from JP¥108 per share to JP¥94.08 per share. Net income forecast to grow 98% next year vs 12% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,925 to JP¥1,863. Share price fell 4.4% to JP¥1,704 over the past week.Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥1.00 (up from JP¥9.15 loss in 1Q 2023). Revenue: JP¥93.2b (up 14% from 1Q 2023). Net income: JP¥127.0m (up JP¥1.33b from 1Q 2023). Profit margin: 0.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jul 26TS TECH Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023TS TECH Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Price Target Changed • Jun 27Price target increased by 9.1% to JP¥1,953Up from JP¥1,790, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of JP¥1,793. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥41.35 last year.New Risk • Jun 26New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 152% Dividend yield: 4.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (152% payout ratio). Profit margins are more than 30% lower than last year (1.3% net profit margin).Price Target Changed • Jun 14Price target increased by 12% to JP¥1,878Up from JP¥1,675, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,891. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥120 for next year compared to JP¥41.35 last year.Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥41.35 (down from JP¥92.55 in FY 2022). Revenue: JP¥409.2b (up 17% from FY 2022). Net income: JP¥5.34b (down 57% from FY 2022). Profit margin: 1.3% (down from 3.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 13+ 2 more updatesTS TECH Co., Ltd., Annual General Meeting, Jun 23, 2023TS TECH Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥16.41 (vs JP¥18.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.41 (down from JP¥18.34 in 3Q 2022). Revenue: JP¥105.5b (up 22% from 3Q 2022). Net income: JP¥2.10b (down 15% from 3Q 2022). Profit margin: 2.0% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 03+ 1 more updateTS TECH Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2023TS TECH Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2023. For the full year, the company expects to report revenue of JPY 415,000 million, operating income of JPY 20,000 million, net income of JPY 15,100 million, basic earnings per share of JPY 72.76.お知らせ • Jan 26TS TECH Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023TS TECH Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.80 (vs JP¥19.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.80. Revenue: JP¥114.9b (up 42% from 2Q 2022). Net income: JP¥2.57b (down 1.9% from 2Q 2022). Profit margin: 2.2% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.80 (vs JP¥19.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.80. Revenue: JP¥114.9b (up 42% from 2Q 2022). Net income: JP¥2.57b (down 1.9% from 2Q 2022). Profit margin: 2.2% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan.お知らせ • Nov 12+ 1 more updateTS TECH Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2022, Payable on November 28, 2022; Provides Dividend Guidance for the Year Ending March 31, 2023TS TECH Co., Ltd. announced dividend for the second quarter ended September 30, 2022 of JPY 30.00 per share compared to JPY 26.00 per share paid a year ago. Scheduled date of commencement of dividend payment is November 28, 2022. For the year ending March 31, 2023, the company expects to pay dividend of JPY 33.00 per share.お知らせ • Oct 27TS TECH Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022TS TECH Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).Reported Earnings • Aug 07First quarter 2023 earnings released: JP¥9.15 loss per share (vs JP¥22.65 profit in 1Q 2022)First quarter 2023 results: JP¥9.15 loss per share (down from JP¥22.65 profit in 1Q 2022). Revenue: JP¥82.0b (down 9.3% from 1Q 2022). Net loss: JP¥1.20b (down 140% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 20%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.業績と収益の成長予測TSE:7313 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028456,20012,4079,10430,17753/31/2027448,6479,7006,94032,29543/31/2026442,3167,13440322,607N/A12/31/2025430,8635,174-14,9758,181N/A9/30/2025444,9445,378-14,5448,801N/A6/30/2025450,6966,7441,41026,651N/A3/31/2025460,5148,6305,30028,713N/A12/31/2024451,8358,9637,84029,376N/A9/30/2024462,10611,72322,13241,347N/A6/30/2024461,03912,56028,41244,038N/A3/31/2024441,71310,21421,07937,659N/A12/31/2023436,22411,23912,87528,351N/A9/30/2023414,5347,0026,90823,269N/A6/30/2023420,3456,67318,09234,454N/A3/31/2023409,2005,34314,64530,445N/A12/31/2022394,3957,76418,12735,396N/A9/30/2022375,4048,1247,84225,831N/A6/30/2022341,5398,173-8,4497,864N/A3/31/2022349,95812,4164,38320,018N/A12/31/2021346,10017,9389,49821,994N/A9/30/2021361,22422,23527,67437,466N/A6/30/2021381,87427,53840,52350,330N/A3/31/2021346,14920,74117,49025,151N/A12/31/2020334,41610,30624,39132,532N/A9/30/2020324,3488,12514,41623,115N/A6/30/2020313,6994,9247,58917,505N/A3/31/2020359,68215,06433,25944,193N/A12/31/2019387,16921,361N/A40,894N/A9/30/2019401,52325,291N/A45,579N/A6/30/2019409,10226,549N/A51,891N/A3/31/2019412,07225,750N/A43,806N/A12/31/2018436,28429,951N/A43,519N/A9/30/2018458,13728,629N/A43,749N/A6/30/2018475,00028,633N/A41,171N/A3/31/2018479,49030,115N/A48,406N/A12/31/2017466,18125,249N/A46,259N/A9/30/2017447,42024,609N/A46,703N/A6/30/2017430,15922,724N/A39,721N/A3/31/2017425,79419,622N/A34,045N/A12/31/2016424,39821,447N/AN/AN/A9/30/2016431,32019,484N/A35,368N/A6/30/2016445,32320,213N/AN/AN/A3/31/2016458,73223,528N/A47,531N/A12/31/2015459,48221,294N/AN/AN/A9/30/2015447,62522,760N/A38,714N/A6/30/2015443,22523,906N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7313の予測収益成長率 (年間27% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7313の収益 ( 27% ) はJP市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: 7313の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 7313の収益 ( 1.5% ) JP市場 ( 5.2% ) よりも低い成長が予測されています。高い収益成長: 7313の収益 ( 1.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7313の 自己資本利益率 は、3年後には低くなると予測されています ( 4.2 %)。成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance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2026/05/20 03:52終値2026/05/20 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TS TECH Co., Ltd. 5 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。13 アナリスト機関Sotaro TakahashiBofA Global ResearchShiro SakamakiDaiwa Securities Co. Ltd.Takashi MoriwakiDeutsche Bank10 その他のアナリストを表示
Major Estimate Revision • Sep 12Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥87.67 to JP¥78.10 per share. Revenue forecast steady at JP¥424.7b. Net income forecast to grow 47% next year vs 9.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥1,528 to JP¥1,652. Share price was steady at JP¥1,902 over the past week.
Price Target Changed • Sep 11Price target increased by 8.2% to JP¥1,652Up from JP¥1,528, the current price target is an average from 5 analysts. New target price is 14% below last closing price of JP¥1,915. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥78.10 for next year compared to JP¥70.68 last year.
Major Estimate Revision • Dec 11Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥88.30 to JP¥98.86. Revenue forecast steady at JP¥448.3b. Net income forecast to grow 21% next year vs 15% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,735. Share price rose 2.9% to JP¥1,699 over the past week.
Price Target Changed • Sep 13Price target decreased by 8.4% to JP¥1,860Down from JP¥2,030, the current price target is an average from 4 analysts. New target price is 7.3% above last closing price of JP¥1,733. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥110 for next year compared to JP¥80.09 last year.
Price Target Changed • Feb 13Price target decreased by 9.1% to JP¥1,750Down from JP¥1,925, the current price target is an average from 2 analysts. New target price is 12% below last closing price of JP¥1,986. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥96.25 for next year compared to JP¥41.35 last year.
Major Estimate Revision • Jan 23Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥84.30 to JP¥92.93. Revenue forecast unchanged at JP¥437.3b. Net income forecast to grow 91% next year vs 20% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,819 over the past week.
お知らせ • May 13TS TECH Co., Ltd., Annual General Meeting, Jun 19, 2026TS TECH Co., Ltd., Annual General Meeting, Jun 19, 2026.
お知らせ • May 10TS TECH Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026TS TECH Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Mar 23TS TECH Co., Ltd.(TSE:7313) dropped from FTSE All-World Index (USD)TS TECH Co., Ltd.(TSE:7313) dropped from FTSE All-World Index (USD)
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥28.65 (vs JP¥29.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.65 (down from JP¥29.88 in 3Q 2025). Revenue: JP¥102.8b (down 12% from 3Q 2025). Net income: JP¥3.38b (down 5.7% from 3Q 2025). Profit margin: 3.3% (up from 3.1% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Feb 05TS TECH (TSE:7313) Could Be Struggling To Allocate CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
分析記事 • Jan 09Earnings Tell The Story For TS TECH Co., Ltd. (TSE:7313)TS TECH Co., Ltd.'s ( TSE:7313 ) price-to-earnings (or "P/E") ratio of 41.8x might make it look like a strong sell...
分析記事 • Dec 01TS TECH's (TSE:7313) Dividend Will Be Increased To ¥46.00The board of TS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be paying its dividend of ¥46.00 on the 5th of...
Declared Dividend • Nov 29First half dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% 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. The company's earnings per share (EPS) would need to grow by 5.9% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥5.84 (vs JP¥16.91 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.84 (down from JP¥16.91 in 2Q 2025). Revenue: JP¥104.4b (down 5.2% from 2Q 2025). Net income: JP¥693.0m (down 66% from 2Q 2025). Profit margin: 0.7% (down from 1.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Oct 29TS TECH Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025TS TECH Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
分析記事 • Oct 03TS TECH's (TSE:7313) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).
Major Estimate Revision • Sep 12Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥87.67 to JP¥78.10 per share. Revenue forecast steady at JP¥424.7b. Net income forecast to grow 47% next year vs 9.7% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥1,528 to JP¥1,652. Share price was steady at JP¥1,902 over the past week.
Price Target Changed • Sep 11Price target increased by 8.2% to JP¥1,652Up from JP¥1,528, the current price target is an average from 5 analysts. New target price is 14% below last closing price of JP¥1,915. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥78.10 for next year compared to JP¥70.68 last year.
分析記事 • Sep 06TS TECH Co., Ltd.'s (TSE:7313) P/E Is On The MarkTS TECH Co., Ltd.'s ( TSE:7313 ) price-to-earnings (or "P/E") ratio of 34x might make it look like a strong sell right...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥4.92 (vs JP¥19.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.92 (down from JP¥19.39 in 1Q 2025). Revenue: JP¥102.7b (down 8.7% from 1Q 2025). Net income: JP¥587.0m (down 76% from 1Q 2025). Profit margin: 0.6% (down from 2.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.
分析記事 • Jul 23TS TECH (TSE:7313) Is Increasing Its Dividend To ¥44.00TS TECH Co., Ltd. ( TSE:7313 ) will increase its dividend from last year's comparable payment on the 1st of December to...
お知らせ • Jul 18TS TECH Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025TS TECH Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Board Change • Jul 11Less than half of directors are independentThere are 5 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: 5 independent directors. 6 non-independent directors. Independent Outside Director Hiromi Wada 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.
分析記事 • Jul 09TS TECH's (TSE:7313) Shareholders Will Receive A Bigger Dividend Than Last YearTS TECH Co., Ltd.'s ( TSE:7313 ) dividend will be increasing from last year's payment of the same period to ¥44.00 on...
Declared Dividend • Jul 09Final dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio) nor is it covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 12% 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. The company's earnings per share (EPS) would need to grow by 4.7% to bring the payout ratio under control. EPS is expected to grow by 79% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Buy Or Sell Opportunity • Jul 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥1,719. The fair value is estimated to be JP¥1,431, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to decline by 1.7% per annum. Earnings are forecast to grow by 17% per annum over the same time period.
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 203% Earnings have declined by 11% per year over the past 5 years.
Reported Earnings • Jun 21Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.68 (down from JP¥80.09 in FY 2024). Revenue: JP¥460.5b (up 4.3% from FY 2024). Net income: JP¥8.63b (down 16% from FY 2024). Profit margin: 1.9% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Auto Components industry in Japan. 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 7% per year.
Buy Or Sell Opportunity • Jun 10Now 21% overvaluedOver the last 90 days, the stock has fallen 4.7% to JP¥1,666. The fair value is estimated to be JP¥1,376, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 8.7%. Revenue is forecast to grow by 1.2% in 2 years. Earnings are forecast to grow by 88% in the next 2 years.
New Risk • May 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥1.91b (US$13.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (94% payout ratio). Market cap is less than US$100m (JP¥1.91b market cap, or US$13.3m).
Reported Earnings • May 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥70.68 (down from JP¥80.09 in FY 2024). Revenue: JP¥460.5b (up 4.3% from FY 2024). Net income: JP¥8.63b (down 16% from FY 2024). Profit margin: 1.9% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to stay flat during the next 2 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
お知らせ • May 16TS TECH Co., Ltd. (TSE:7313) announces an Equity Buyback for 4,140,000 shares, representing 3.47% for ¥5,000 million.TS TECH Co., Ltd. (TSE:7313) announces a share repurchase program. Under the program, the company will repurchase 4,140,000 shares, representing 3.47% of its share capital, for ¥5,000 million. The company will repurchase its shares in order to implement 15th Medium-Term Management Plan and for further increasing returns to shareholders. The program will run until March 24, 2026. As of March 31, 2025, the company had 119,254,564 shares outstanding (excluding treasury shares) and 16,745,436 shares in treasury.
お知らせ • May 14TS TECH Co., Ltd., Annual General Meeting, Jun 20, 2025TS TECH Co., Ltd., Annual General Meeting, Jun 20, 2025.
お知らせ • Apr 19TS TECH Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025TS TECH Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
分析記事 • Apr 14TS TECH Co., Ltd.'s (TSE:7313) P/E Still Appears To Be ReasonableWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider TS...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Feb 14TS TECH's (TSE:7313) Upcoming Dividend Will Be Larger Than Last Year'sTS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be increasing its dividend from last year's comparable...
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥29.88 (vs JP¥49.70 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.88 (down from JP¥49.70 in 3Q 2024). Revenue: JP¥116.9b (down 8.1% from 3Q 2024). Net income: JP¥3.58b (down 44% from 3Q 2024). Profit margin: 3.1% (down from 5.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Jan 31TS TECH (TSE:7313) Is Paying Out A Larger Dividend Than Last YearTS TECH Co., Ltd. ( TSE:7313 ) will increase its dividend from last year's comparable payment on the 5th of June to...
お知らせ • Jan 30TS TECH Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025TS TECH Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Dec 24The Returns On Capital At TS TECH (TSE:7313) Don't Inspire ConfidenceWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Major Estimate Revision • Dec 11Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥88.30 to JP¥98.86. Revenue forecast steady at JP¥448.3b. Net income forecast to grow 21% next year vs 15% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,810 to JP¥1,735. Share price rose 2.9% to JP¥1,699 over the past week.
分析記事 • Dec 01TS TECH (TSE:7313) Will Pay A Larger Dividend Than Last Year At ¥43.00TS TECH Co., Ltd. ( TSE:7313 ) will increase its dividend from last year's comparable payment on the 5th of June to...
Declared Dividend • Nov 30First half dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (43% 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. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥16.91 (vs JP¥22.71 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.91 (down from JP¥22.71 in 2Q 2024). Revenue: JP¥110.2b (up 1.0% from 2Q 2024). Net income: JP¥2.06b (down 29% from 2Q 2024). Profit margin: 1.9% (down from 2.7% in 2Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Nov 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to JP¥1,731. The fair value is estimated to be JP¥2,179, 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 declined by 16%. Revenue is forecast to grow by 2.2% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.
分析記事 • Oct 14Investors Appear Satisfied With TS TECH Co., Ltd.'s (TSE:7313) ProspectsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider TS...
お知らせ • Oct 10TS TECH Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024TS TECH Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).
Price Target Changed • Sep 13Price target decreased by 8.4% to JP¥1,860Down from JP¥2,030, the current price target is an average from 4 analysts. New target price is 7.3% above last closing price of JP¥1,733. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥110 for next year compared to JP¥80.09 last year.
分析記事 • Sep 09Are Investors Undervaluing TS TECH Co., Ltd. (TSE:7313) By 26%?Key Insights TS TECH's estimated fair value is JP¥2,442 based on 2 Stage Free Cash Flow to Equity TS TECH's JP¥1,807...
分析記事 • Aug 19TS TECH's (TSE:7313) Upcoming Dividend Will Be Larger Than Last Year'sTS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be increasing its dividend from last year's comparable...
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥19.39 (vs JP¥1.00 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.39 (up from JP¥1.00 in 1Q 2024). Revenue: JP¥112.5b (up 21% from 1Q 2024). Net income: JP¥2.47b (up JP¥2.35b from 1Q 2024). Profit margin: 2.2% (up from 0.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,661, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,805 per share.
分析記事 • Jul 26TS TECH's (TSE:7313) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of TS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be paying its dividend of ¥40.00 on the 27th of...
Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to JP¥1,939. The fair value is estimated to be JP¥2,426, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • Jul 23TS TECH Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024TS TECH Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • Jul 11TS TECH (TSE:7313) Is Increasing Its Dividend To ¥40.00The board of TS TECH Co., Ltd. ( TSE:7313 ) has announced that it will be paying its dividend of ¥40.00 on the 27th of...
Declared Dividend • Jul 11Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is covered by cash flows (50% 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. The company's earnings per share (EPS) would need to grow by 24% to bring the payout ratio under control. EPS is expected to grow by 115% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Jul 04Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Kenichi Naito was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥80.09 (up from JP¥41.35 in FY 2023). Revenue: JP¥441.7b (up 7.9% from FY 2023). Net income: JP¥10.2b (up 91% from FY 2023). Profit margin: 2.3% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥80.09 (up from JP¥41.35 in FY 2023). Revenue: JP¥441.7b (up 7.9% from FY 2023). Net income: JP¥10.2b (up 91% from FY 2023). Profit margin: 2.3% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 12TS TECH Co., Ltd., Annual General Meeting, Jun 21, 2024TS TECH Co., Ltd., Annual General Meeting, Jun 21, 2024.
お知らせ • May 11TS TECH Co., Ltd. (TSE:7313) announces an Equity Buyback for 8,610,000 shares, representing 6.74% for ¥15,000 million.TS TECH Co., Ltd. (TSE:7313) announces a share repurchase program. Under the program, the company will repurchase 8,610,000 shares, representing 6.74% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to increase corporate value by optimizing our capital structure through sustainable business growth through growth investments and enhanced shareholder returns. The program will run until March 31, 2025. As of March 31, 2024, the company had 127,756,956 shares outstanding (excluding treasury shares) and 8,243,044 shares in treasury.
Buy Or Sell Opportunity • Apr 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥1,943. The fair value is estimated to be JP¥1,617, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
お知らせ • Apr 22TS TECH Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024TS TECH Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Buy Or Sell Opportunity • Apr 16Now 20% undervaluedOver the last 90 days, the stock has risen 6.5% to JP¥1,930. The fair value is estimated to be JP¥2,427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has declined by 36%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).
分析記事 • Mar 19TS TECH Co., Ltd. (TSE:7313) Shares Could Be 35% Below Their Intrinsic Value EstimateKey Insights TS TECH's estimated fair value is JP¥3,045 based on 2 Stage Free Cash Flow to Equity Current share price...
Price Target Changed • Feb 13Price target decreased by 9.1% to JP¥1,750Down from JP¥1,925, the current price target is an average from 2 analysts. New target price is 12% below last closing price of JP¥1,986. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥96.25 for next year compared to JP¥41.35 last year.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥49.70 (vs JP¥16.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥49.70 (up from JP¥16.41 in 3Q 2023). Revenue: JP¥127.2b (up 21% from 3Q 2023). Net income: JP¥6.34b (up 202% from 3Q 2023). Profit margin: 5.0% (up from 2.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥49.70 (vs JP¥16.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥49.70 (up from JP¥16.41 in 3Q 2023). Revenue: JP¥127.2b (up 21% from 3Q 2023). Net income: JP¥6.34b (up 202% from 3Q 2023). Profit margin: 5.0% (up from 2.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 09Ts Tech Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024TS TECH Co., Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 38.00 per share compared to JPY 33.00 a year ago.
Major Estimate Revision • Jan 23Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥84.30 to JP¥92.93. Revenue forecast unchanged at JP¥437.3b. Net income forecast to grow 91% next year vs 20% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,800 unchanged from last update. Share price was steady at JP¥1,819 over the past week.
お知らせ • Jan 20TS TECH Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024TS TECH Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
お知らせ • Nov 11+ 1 more updateTS TECH Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024TS TECH Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the full year, the company expects to report revenue of JPY 440,000 million, operating income of JPY 20,000 million, net income of JPY 15,200 million, basic earnings per share of JPY 94.09.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥22.71 (vs JP¥19.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.71 (up from JP¥19.79 in 2Q 2023). Revenue: JP¥109.1b (down 5.1% from 2Q 2023). Net income: JP¥2.90b (up 13% from 2Q 2023). Profit margin: 2.7% (up from 2.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 22TS TECH Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023TS TECH Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Major Estimate Revision • Oct 02Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥430.8b to JP¥421.6b. EPS estimate also fell from JP¥108 per share to JP¥94.08 per share. Net income forecast to grow 98% next year vs 12% growth forecast for Auto Components industry in Japan. Consensus price target down from JP¥1,925 to JP¥1,863. Share price fell 4.4% to JP¥1,704 over the past week.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥1.00 (up from JP¥9.15 loss in 1Q 2023). Revenue: JP¥93.2b (up 14% from 1Q 2023). Net income: JP¥127.0m (up JP¥1.33b from 1Q 2023). Profit margin: 0.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jul 26TS TECH Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023TS TECH Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Price Target Changed • Jun 27Price target increased by 9.1% to JP¥1,953Up from JP¥1,790, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of JP¥1,793. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥41.35 last year.
New Risk • Jun 26New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 152% Dividend yield: 4.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (152% payout ratio). Profit margins are more than 30% lower than last year (1.3% net profit margin).
Price Target Changed • Jun 14Price target increased by 12% to JP¥1,878Up from JP¥1,675, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,891. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥120 for next year compared to JP¥41.35 last year.
Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥41.35 (down from JP¥92.55 in FY 2022). Revenue: JP¥409.2b (up 17% from FY 2022). Net income: JP¥5.34b (down 57% from FY 2022). Profit margin: 1.3% (down from 3.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 13+ 2 more updatesTS TECH Co., Ltd., Annual General Meeting, Jun 23, 2023TS TECH Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥16.41 (vs JP¥18.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.41 (down from JP¥18.34 in 3Q 2022). Revenue: JP¥105.5b (up 22% from 3Q 2022). Net income: JP¥2.10b (down 15% from 3Q 2022). Profit margin: 2.0% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 03+ 1 more updateTS TECH Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2023TS TECH Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2023. For the full year, the company expects to report revenue of JPY 415,000 million, operating income of JPY 20,000 million, net income of JPY 15,100 million, basic earnings per share of JPY 72.76.
お知らせ • Jan 26TS TECH Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023TS TECH Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.80 (vs JP¥19.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.80. Revenue: JP¥114.9b (up 42% from 2Q 2022). Net income: JP¥2.57b (down 1.9% from 2Q 2022). Profit margin: 2.2% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.80 (vs JP¥19.48 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.80. Revenue: JP¥114.9b (up 42% from 2Q 2022). Net income: JP¥2.57b (down 1.9% from 2Q 2022). Profit margin: 2.2% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan.
お知らせ • Nov 12+ 1 more updateTS TECH Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2022, Payable on November 28, 2022; Provides Dividend Guidance for the Year Ending March 31, 2023TS TECH Co., Ltd. announced dividend for the second quarter ended September 30, 2022 of JPY 30.00 per share compared to JPY 26.00 per share paid a year ago. Scheduled date of commencement of dividend payment is November 28, 2022. For the year ending March 31, 2023, the company expects to pay dividend of JPY 33.00 per share.
お知らせ • Oct 27TS TECH Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022TS TECH Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).
Reported Earnings • Aug 07First quarter 2023 earnings released: JP¥9.15 loss per share (vs JP¥22.65 profit in 1Q 2022)First quarter 2023 results: JP¥9.15 loss per share (down from JP¥22.65 profit in 1Q 2022). Revenue: JP¥82.0b (down 9.3% from 1Q 2022). Net loss: JP¥1.20b (down 140% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 20%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.