View ValuationSangetsu 将来の成長Future 基準チェック /16Sangetsuの収益は年間0.5%で減少すると予測されていますが、年間収益は年間5.4%で増加すると予想されています。EPS は年間0.5%で減少すると予想されています。主要情報-0.5%収益成長率-0.53%EPS成長率Consumer Durables 収益成長13.2%収益成長率5.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日16 Mar 2026今後の成長に関する最新情報分析記事 • Jun 22Sangetsu Corporation (TSE:8130) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,250Sangetsu Corporation ( TSE:8130 ) came out with its yearly results last week, and we wanted to see how the business is...Price Target Changed • Mar 04Price target increased by 17% to JP¥3,250Up from JP¥2,780, the current price target is provided by 1 analyst. New target price is 10% above last closing price of JP¥2,950. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥243 last year.Major Estimate Revision • Jun 15Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥260 to JP¥224 per share. Revenue forecast steady at JP¥197.0b. Net income forecast to shrink 8.1% next year vs 2.7% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥3,650 to JP¥2,930. Share price was steady at JP¥3,015 over the past week.Major Estimate Revision • Aug 11Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥190 to JP¥243. Revenue forecast steady at JP¥185.5b. Net income forecast to shrink 5.0% next year vs 7.6% growth forecast for Consumer Durables industry in Japan . Consensus price target up from JP¥2,720 to JP¥3,300. Share price rose 3.9% to JP¥2,903 over the past week.Price Target Changed • Aug 10Price target increased by 15% to JP¥3,300Up from JP¥2,880, the current price target is provided by 1 analyst. New target price is 14% above last closing price of JP¥2,903. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥243 for next year compared to JP¥239 last year.Major Estimate Revision • Jun 08Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥233 to JP¥190 per share. Revenue forecast steady at JP¥184.2b. Net income forecast to shrink 21% next year vs 3.1% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥2,880 to JP¥2,720. Share price was steady at JP¥2,380 over the past week.すべての更新を表示Recent updatesNew Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (103% cash payout ratio).Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥249 (up from JP¥214 in FY 2025). Revenue: JP¥206.4b (up 3.0% from FY 2025). Net income: JP¥14.6b (up 17% from FY 2025). Profit margin: 7.1% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Consumer Durables 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 5% per year, which means it is well ahead of earnings.お知らせ • May 13Sangetsu Corporation, Annual General Meeting, Jun 24, 2026Sangetsu Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • May 10Sangetsu Corporation to Report Fiscal Year 2026 Results on May 13, 2026Sangetsu Corporation announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥77.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥65.82 (vs JP¥64.78 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.82 (up from JP¥64.78 in 3Q 2025). Revenue: JP¥52.5b (down 1.7% from 3Q 2025). Net income: JP¥3.87b (up 1.7% from 3Q 2025). Profit margin: 7.4% (up from 7.1% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 03Sangetsu Corporation to Report Q3, 2026 Results on Feb 13, 2026Sangetsu Corporation announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Dec 02Sangetsu (TSE:8130) Will Pay A Dividend Of ¥77.50Sangetsu Corporation ( TSE:8130 ) will pay a dividend of ¥77.50 on the 19th of June. This will take the annual payment...New Risk • Dec 02New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 103% Dividend yield: 5.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Dec 02First half dividend of JP¥77.50 announcedShareholders will receive a dividend of JP¥77.50. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 5.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 15% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥60.10 (vs JP¥43.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥60.10 (up from JP¥43.50 in 2Q 2025). Revenue: JP¥49.5b (up 5.0% from 2Q 2025). Net income: JP¥3.53b (up 38% from 2Q 2025). Profit margin: 7.1% (up from 5.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥77.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).分析記事 • Sep 03Sangetsu (TSE:8130) Is Increasing Its Dividend To ¥77.50Sangetsu Corporation's ( TSE:8130 ) dividend will be increasing from last year's payment of the same period to ¥77.50...お知らせ • Sep 02Sangetsu Corporation to Report Q2, 2026 Results on Nov 07, 2025Sangetsu Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥47.30 (vs JP¥42.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.30 (up from JP¥42.52 in 1Q 2025). Revenue: JP¥49.4b (up 5.2% from 1Q 2025). Net income: JP¥2.78b (up 11% from 1Q 2025). Profit margin: 5.6% (up from 5.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.分析記事 • Jul 23Sangetsu (TSE:8130) Is Increasing Its Dividend To ¥77.50The board of Sangetsu Corporation ( TSE:8130 ) has announced that it will be paying its dividend of ¥77.50 on the 2nd...分析記事 • Jul 09Sangetsu's (TSE:8130) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Sangetsu Corporation ( TSE:8130 ) has announced that it will be paying its dividend of ¥77.50 on the 2nd...Declared Dividend • Jul 09Final dividend of JP¥77.50 announcedShareholders will receive a dividend of JP¥77.50. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 15% 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 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 22Sangetsu Corporation (TSE:8130) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,250Sangetsu Corporation ( TSE:8130 ) came out with its yearly results last week, and we wanted to see how the business is...Reported Earnings • Jun 20Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥214 (down from JP¥243 in FY 2024). Revenue: JP¥200.4b (up 5.5% from FY 2024). Net income: JP¥12.6b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 07Sangetsu Corporation to Report Q1, 2026 Results on Aug 07, 2025Sangetsu Corporation announced that they will report Q1, 2026 results on Aug 07, 2025お知らせ • May 14Sangetsu Corporation, Annual General Meeting, Jun 18, 2025Sangetsu Corporation, Annual General Meeting, Jun 18, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Mar 07Sangetsu Corporation (TSE:8130) agreed to acquire SDS Co., Ltd.Sangetsu Corporation (TSE:8130) agreed to acquire SDS Co., Ltd. on March 5, 2025. The expected completion of the transaction is April 1, 2025.お知らせ • Mar 05Sangetsu Corporation to Report Fiscal Year 2025 Results on May 14, 2025Sangetsu Corporation announced that they will report fiscal year 2025 results on May 14, 2025Price Target Changed • Mar 04Price target increased by 17% to JP¥3,250Up from JP¥2,780, the current price target is provided by 1 analyst. New target price is 10% above last closing price of JP¥2,950. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥243 last year.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥64.78 (vs JP¥64.14 in 3Q 2024)Third quarter 2025 results: EPS: JP¥64.78 (up from JP¥64.14 in 3Q 2024). Revenue: JP¥53.4b (up 8.2% from 3Q 2024). Net income: JP¥3.81b (up 1.1% from 3Q 2024). Profit margin: 7.1% (down from 7.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Declared Dividend • Dec 03First half dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 15% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 28Sangetsu Corporation to Report Q3, 2025 Results on Feb 07, 2025Sangetsu Corporation announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥43.49 (vs JP¥56.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.49 (down from JP¥56.60 in 2Q 2024). Revenue: JP¥47.2b (up 4.0% from 2Q 2024). Net income: JP¥2.56b (down 23% from 2Q 2024). Profit margin: 5.4% (down from 7.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 64% and the cash payout ratio is 98%. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).分析記事 • Aug 23Sangetsu (TSE:8130) Has Announced A Dividend Of ¥75.00Sangetsu Corporation ( TSE:8130 ) will pay a dividend of ¥75.00 on the 2nd of December. This takes the dividend yield...分析記事 • Aug 09Sangetsu's (TSE:8130) Dividend Will Be ¥75.00Sangetsu Corporation ( TSE:8130 ) has announced that it will pay a dividend of ¥75.00 per share on the 2nd of December...お知らせ • Aug 09Sangetsu Corporation to Report Q2, 2025 Results on Nov 08, 2024Sangetsu Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥41.54 (vs JP¥64.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥41.54 (down from JP¥64.72 in 1Q 2024). Revenue: JP¥46.7b (up 3.2% from 1Q 2024). Net income: JP¥2.44b (down 36% from 1Q 2024). Profit margin: 5.2% (down from 8.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 25Sangetsu (TSE:8130) Has Announced A Dividend Of ¥75.00Sangetsu Corporation's ( TSE:8130 ) investors are due to receive a payment of ¥75.00 per share on 2nd of December. This...分析記事 • Jul 11Sangetsu's (TSE:8130) Dividend Will Be ¥75.00Sangetsu Corporation ( TSE:8130 ) has announced that it will pay a dividend of ¥75.00 per share on the 2nd of December...Declared Dividend • Jul 11Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 15% 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 decline by 1.1% over the next 3 years. However, it would need to fall by 36% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jun 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥239 in FY 2023). Revenue: JP¥189.9b (up 7.9% from FY 2023). Net income: JP¥14.3b (up 2.0% from FY 2023). Profit margin: 7.5% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 15Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥260 to JP¥224 per share. Revenue forecast steady at JP¥197.0b. Net income forecast to shrink 8.1% next year vs 2.7% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥3,650 to JP¥2,930. Share price was steady at JP¥3,015 over the past week.お知らせ • Jun 08Sangetsu Corporation to Report Q1, 2025 Results on Aug 02, 2024Sangetsu Corporation announced that they will report Q1, 2025 results on Aug 02, 2024Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥239 in FY 2023). Revenue: JP¥189.9b (up 7.9% from FY 2023). Net income: JP¥14.3b (up 2.0% from FY 2023). Profit margin: 7.5% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Sangetsu Corporation, Annual General Meeting, Jun 19, 2024Sangetsu Corporation, Annual General Meeting, Jun 19, 2024.分析記事 • Apr 17Investor Optimism Abounds Sangetsu Corporation (TSE:8130) But Growth Is LackingIt's not a stretch to say that Sangetsu Corporation's ( TSE:8130 ) price-to-earnings (or "P/E") ratio of 13.3x right...Buy Or Sell Opportunity • Mar 28Now 22% undervaluedOver the last 90 days, the stock has risen 6.5% to JP¥3,300. The fair value is estimated to be JP¥4,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.9% in 2 years. Earnings are forecast to grow by 9.5% in the next 2 years.分析記事 • Mar 22We Like These Underlying Return On Capital Trends At Sangetsu (TSE:8130)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.6%).Buy Or Sell Opportunity • Mar 05Now 21% undervaluedOver the last 90 days, the stock has risen 17% to JP¥3,365. The fair value is estimated to be JP¥4,263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.9% in 2 years. Earnings are forecast to grow by 9.5% in the next 2 years.分析記事 • Mar 04Sangetsu's (TSE:8130) Dividend Will Be Increased To ¥75.00The board of Sangetsu Corporation ( TSE:8130 ) has announced that it will be paying its dividend of ¥75.00 on the 24th...お知らせ • Mar 03Sangetsu Corporation to Report Fiscal Year 2024 Results on May 10, 2024Sangetsu Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥64.14 (vs JP¥70.47 in 3Q 2023)Third quarter 2024 results: EPS: JP¥64.14 (down from JP¥70.47 in 3Q 2023). Revenue: JP¥49.4b (up 9.0% from 3Q 2023). Net income: JP¥3.77b (down 8.9% from 3Q 2023). Profit margin: 7.6% (down from 9.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 03Sangetsu Corporation to Report Q3, 2024 Results on Feb 09, 2024Sangetsu Corporation announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥56.60 (vs JP¥61.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥56.60 (down from JP¥61.23 in 2Q 2023). Revenue: JP¥45.4b (up 5.5% from 2Q 2023). Net income: JP¥3.32b (down 7.5% from 2Q 2023). Profit margin: 7.3% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. 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 20% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 11+ 1 more updateSangetsu Corporation Announces Dividend for the Second Quarter-End Ended September 30, 2023, Payable on December 1, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sangetsu Corporation announced dividend for the second quarter-end ended September 30, 2023 and provided dividend guidance for the fiscal year ending March 31, 2024. For the second quarter-end, the company announced dividend of JPY 65.00 per share against JPY 40.00 per share paid a year ago. Scheduled date to commence dividend payments is December 1, 2023.For the year, the company expects to pay dividend of JPY 70.00 per share against JPY 65.00 per share paid a year ago.Upcoming Dividend • Sep 21Upcoming dividend of JP¥65.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).お知らせ • Aug 19Sangetsu Corporation to Report Q2, 2024 Results on Nov 10, 2023Sangetsu Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Major Estimate Revision • Aug 11Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥190 to JP¥243. Revenue forecast steady at JP¥185.5b. Net income forecast to shrink 5.0% next year vs 7.6% growth forecast for Consumer Durables industry in Japan . Consensus price target up from JP¥2,720 to JP¥3,300. Share price rose 3.9% to JP¥2,903 over the past week.Price Target Changed • Aug 10Price target increased by 15% to JP¥3,300Up from JP¥2,880, the current price target is provided by 1 analyst. New target price is 14% above last closing price of JP¥2,903. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥243 for next year compared to JP¥239 last year.New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥64.72 (vs JP¥45.10 in 1Q 2023)First quarter 2024 results: EPS: JP¥64.72 (up from JP¥45.10 in 1Q 2023). Revenue: JP¥45.2b (up 17% from 1Q 2023). Net income: JP¥3.80b (up 44% from 1Q 2023). Profit margin: 8.4% (up from 6.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 25Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥239 (up from JP¥4.65 in FY 2022). Revenue: JP¥176.0b (up 18% from FY 2022). Net income: JP¥14.0b (up JP¥13.7b from FY 2022). Profit margin: 8.0% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 08Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥233 to JP¥190 per share. Revenue forecast steady at JP¥184.2b. Net income forecast to shrink 21% next year vs 3.1% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥2,880 to JP¥2,720. Share price was steady at JP¥2,380 over the past week.お知らせ • Jun 03Sangetsu Corporation to Report Q1, 2024 Results on Aug 02, 2023Sangetsu Corporation announced that they will report Q1, 2024 results on Aug 02, 2023Reported Earnings • May 17Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥239 (up from JP¥4.65 in FY 2022). Revenue: JP¥176.0b (up 18% from FY 2022). Net income: JP¥14.0b (up JP¥13.7b from FY 2022). Profit margin: 8.0% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Sangetsu Corporation, Annual General Meeting, Jun 21, 2023Sangetsu Corporation, Annual General Meeting, Jun 21, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 5.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).お知らせ • Feb 13Sangetsu Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sangetsu Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects sales of JPY 174,000 million, operating profit of JPY 20,000 million, Profit attributable to owners of parent of JPY 13,500 million and earnings per share of JPY 230.10.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥70.46 (vs JP¥23.83 in 3Q 2022)Third quarter 2023 results: EPS: JP¥70.46 (up from JP¥23.83 in 3Q 2022). Revenue: JP¥45.3b (up 21% from 3Q 2022). Net income: JP¥4.14b (up 194% from 3Q 2022). Profit margin: 9.1% (up from 3.7% in 3Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11+ 1 more updateSangetsu Corporation Revises Dividend Guidance for the Fiscal Year Ending March 2023Sangetsu Corporation revised dividend guidance for the fiscal year ending March 2023. For the year, the company expects dividend of JPY 65 per share against previous guidance of JPY 40 per share and up JPY 35 per share from the previous term.Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be JP¥2,673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 189% in the next 2 years.Buying Opportunity • Dec 20Now 22% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be JP¥2,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 189% in the next 2 years.Major Estimate Revision • Dec 09Consensus EPS estimates increase by 80%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥160.9b to JP¥172.6b. EPS estimate increased from JP¥120 to JP¥216 per share. Net income forecast to grow 170% next year vs 12% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥2,170 to JP¥2,880. Share price rose 3.6% to JP¥2,112 over the past week.お知らせ • Nov 27Sangetsu Corporation to Report Q3, 2023 Results on Feb 10, 2023Sangetsu Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥61.23 (vs JP¥17.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.23 (up from JP¥17.15 in 2Q 2022). Revenue: JP¥43.0b (up 21% from 2Q 2022). Net income: JP¥3.59b (up 251% from 2Q 2022). Profit margin: 8.4% (up from 2.9% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target increased to JP¥2,170Up from JP¥2,000, the current price target is provided by 1 analyst. New target price is 11% above last closing price of JP¥1,959. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥120 for next year compared to JP¥4.65 last year.お知らせ • Nov 14Sangetsu Corporation Revises Earnings Guidance for the Second Quarter Ended September 30, 2022 and Year Ending March 31, 2023Sangetsu Corporation revised earnings guidance for the second quarter ended September 30, 2022 and year ending March 31, 2023. For the quarter, the company now expected Net Sales to be JPY 81,500 million from JPY 78,000 million; Operating income to be JPY 8,950 million from JPY 5,450 million; Net income attributable to owners of the parent to be JPY 6,200 million from JPY 3,700 million and Net income per share to be JPY 105.69 from JPY 63.09.For the year, the company expected Net Sales to be JPY 170,000 million from JPY 159,000 million; Operating income to be JPY 17,500 million from JPY 10,000 million; Net income attributable to owners of the parent to be JPY 12,000million from JPY 7,000 million and Net income per share to be JPY 204.56 from JPY 119.36.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥61.23 (vs JP¥17.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.23 (up from JP¥17.15 in 2Q 2022). Revenue: JP¥43.0b (up 21% from 2Q 2022). Net income: JP¥3.59b (up 251% from 2Q 2022). Profit margin: 8.4% (up from 2.9% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 10+ 1 more updateSangetsu Corporation Announces Dividend for the Second Quarter-End of Fiscal Year 2023, Payable on December 1, 2022 and Provides Dividend Guidance for the Year Ending March 31, 2023Sangetsu Corporation announced dividend of JPY 40.00 per share for the second quarter-end of fiscal year 2023, payable on December 1, 2022 against JPY 35.00 per share for the same period a year ago. For the year ending March 31, 2023, the company expects to pay the dividend of JPY 40.00 per share against JPY 35.00 per share for the same period a year ago.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total loss to shareholders of 5.8% over the past three years.お知らせ • Oct 01Sangetsu Corporation to Report Q2, 2023 Results on Nov 09, 2022Sangetsu Corporation announced that they will report Q2, 2023 results at 2:00 PM, Tokyo Standard Time on Nov 09, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).お知らせ • Aug 12Sangetsu Corporation to Report Q2, 2022 Results on Sep 11, 2022Sangetsu Corporation announced that they will report Q2, 2022 results on Sep 11, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥45.10 (vs JP¥10.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥45.10 (up from JP¥10.03 in 1Q 2022). Revenue: JP¥38.7b (up 12% from 1Q 2022). Net income: JP¥2.65b (up 338% from 1Q 2022). Profit margin: 6.8% (up from 1.8% in 1Q 2022). Over the next year, revenue is forecast to grow 5.7%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Aug 04+ 2 more updatesSangetsu Corporation Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023Sangetsu Corporation provided dividend guidance for the second quarter of fiscal year ending March 31, 2023. For the second quarter-end, the company expects dividend of JPY 35.00 per share against JPY 35.00 per share paid a year ago.Reported Earnings • Jun 26Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥149.5b (up 2.9% from FY 2021). Net income: JP¥276.0m (down 94% from FY 2021). Profit margin: 0.2% (down from 3.3% in FY 2021). Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 7.6%, compared to a 9.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jun 17Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥155.8b to JP¥160.9b. EPS estimate increased from JP¥99.80 to JP¥120 per share. Net income forecast to grow 2,458% next year vs 1.5% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥2,000 to JP¥2,170. Share price was steady at JP¥1,536 over the past week.お知らせ • Jun 16Sangetsu Corporation to Report Q1, 2023 Results on Aug 03, 2022Sangetsu Corporation announced that they will report Q1, 2023 results on Aug 03, 2022Reported Earnings • May 19Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥4.65 (down from JP¥78.97 in FY 2021). Revenue: JP¥149.5b (up 2.9% from FY 2021). Net income: JP¥276.0m (down 94% from FY 2021). Profit margin: 0.2% (down from 3.3% in FY 2021). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 94%. Over the next year, revenue is forecast to grow 4.2%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.お知らせ • May 15Sangetsu Corporation, Annual General Meeting, Jun 22, 2022Sangetsu Corporation, Annual General Meeting, Jun 22, 2022. Agenda: AGM.お知らせ • Apr 08Sangetsu Corporation to Report Fiscal Year 2022 Results on May 13, 2022Sangetsu Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 04Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥23.83 (down from JP¥24.28 in 3Q 2021). Revenue: JP¥37.5b (flat on 3Q 2021). Net income: JP¥1.41b (down 4.4% from 3Q 2021). Profit margin: 3.7% (down from 3.9% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 5.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Feb 03+ 1 more updateSangetsu Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Sangetsu Corporation provided consolidated earnings guidance for the full year ending March 31, 2022. For the year, the company expects sales of ¥146,500 million, operating profit of ¥7,600 million, Profit attributable to owners of parent of ¥4,500 million and basic per share ¥75.75.業績と収益の成長予測TSE:8130 - 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3/31/2028230,27014,49014,37217,47213/31/2027220,53013,85012,24215,74213/31/2026206,44114,64210,17114,320N/A12/31/2025204,48213,957N/AN/AN/A9/30/2025205,39213,8858,80814,909N/A6/30/2025203,04912,908N/AN/AN/A3/31/2025200,37812,56713,79919,260N/A12/31/2024197,15212,206N/AN/AN/A9/30/2024193,12512,16512,79318,055N/A6/30/2024191,32712,932N/AN/AN/A3/31/2024189,85914,2917,80312,818N/A12/31/2023188,99914,519N/AN/AN/A9/30/2023184,90814,88810,10215,088N/A6/30/2023182,54415,158N/AN/AN/A3/31/2023176,02214,00514,18217,373N/A12/31/2022169,0227,615N/AN/AN/A9/30/2022161,2524,8868,42910,250N/A6/30/2022153,7092,317N/AN/AN/A3/31/2022149,4812763,5025,718N/A12/31/2021145,8654,368N/AN/AN/A9/30/2021145,7314,4332,3337,215N/A6/30/2021144,5584,315N/AN/AN/A3/31/2021145,3164,7805,0379,694N/A12/31/2020148,594-135N/AN/AN/A9/30/2020150,741-2288,98910,796N/A6/30/2020157,638681N/AN/AN/A3/31/2020161,2651,43211,64813,804N/A12/31/2019162,2145,312N/AN/AN/A9/30/2019164,5235,209N/A14,021N/A6/30/2019161,0454,220N/AN/AN/A3/31/2019160,4223,579N/A10,370N/A12/31/2018158,6714,438N/AN/AN/A9/30/2018156,8504,486N/A10,599N/A6/30/2018156,7874,728N/AN/AN/A3/31/2018156,3904,514N/A7,196N/A12/31/2017152,6255,279N/AN/AN/A9/30/2017146,1545,734N/A2,854N/A6/30/2017140,9555,720N/AN/AN/A3/31/2017135,6406,570N/A10,072N/A12/31/2016134,2336,174N/AN/AN/A9/30/2016134,7056,037N/A12,784N/A6/30/2016134,7476,607N/AN/AN/A3/31/2016133,9726,393N/A10,834N/A12/31/2015133,4995,916N/AN/AN/A9/30/2015132,3255,471N/A7,410N/A6/30/2015131,7014,705N/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: 8130の収益は今後 3 年間で減少すると予測されています (年間-0.5% )。収益対市場: 8130の収益は今後 3 年間で減少すると予測されています (年間-0.5% )。高成長収益: 8130の収益は今後 3 年間で減少すると予測されています。収益対市場: 8130の収益 ( 5.4% ) JP市場 ( 5.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 8130の収益 ( 5.4% ) 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: 8130の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/21 00:35終値2026/05/21 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Sangetsu Corporation 1 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。3 アナリスト機関null nullInvestment Bridge Co., Ltd.Kenji HiroganeNomura Securities Co. Ltd.Katsumi HosoiTokai Tokyo Intelligence Laboratory Co., Ltd.
分析記事 • Jun 22Sangetsu Corporation (TSE:8130) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,250Sangetsu Corporation ( TSE:8130 ) came out with its yearly results last week, and we wanted to see how the business is...
Price Target Changed • Mar 04Price target increased by 17% to JP¥3,250Up from JP¥2,780, the current price target is provided by 1 analyst. New target price is 10% above last closing price of JP¥2,950. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥243 last year.
Major Estimate Revision • Jun 15Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥260 to JP¥224 per share. Revenue forecast steady at JP¥197.0b. Net income forecast to shrink 8.1% next year vs 2.7% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥3,650 to JP¥2,930. Share price was steady at JP¥3,015 over the past week.
Major Estimate Revision • Aug 11Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥190 to JP¥243. Revenue forecast steady at JP¥185.5b. Net income forecast to shrink 5.0% next year vs 7.6% growth forecast for Consumer Durables industry in Japan . Consensus price target up from JP¥2,720 to JP¥3,300. Share price rose 3.9% to JP¥2,903 over the past week.
Price Target Changed • Aug 10Price target increased by 15% to JP¥3,300Up from JP¥2,880, the current price target is provided by 1 analyst. New target price is 14% above last closing price of JP¥2,903. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥243 for next year compared to JP¥239 last year.
Major Estimate Revision • Jun 08Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥233 to JP¥190 per share. Revenue forecast steady at JP¥184.2b. Net income forecast to shrink 21% next year vs 3.1% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥2,880 to JP¥2,720. Share price was steady at JP¥2,380 over the past week.
New Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (103% cash payout ratio).
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥249 (up from JP¥214 in FY 2025). Revenue: JP¥206.4b (up 3.0% from FY 2025). Net income: JP¥14.6b (up 17% from FY 2025). Profit margin: 7.1% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Consumer Durables 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 5% per year, which means it is well ahead of earnings.
お知らせ • May 13Sangetsu Corporation, Annual General Meeting, Jun 24, 2026Sangetsu Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • May 10Sangetsu Corporation to Report Fiscal Year 2026 Results on May 13, 2026Sangetsu Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥77.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥65.82 (vs JP¥64.78 in 3Q 2025)Third quarter 2026 results: EPS: JP¥65.82 (up from JP¥64.78 in 3Q 2025). Revenue: JP¥52.5b (down 1.7% from 3Q 2025). Net income: JP¥3.87b (up 1.7% from 3Q 2025). Profit margin: 7.4% (up from 7.1% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 03Sangetsu Corporation to Report Q3, 2026 Results on Feb 13, 2026Sangetsu Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Dec 02Sangetsu (TSE:8130) Will Pay A Dividend Of ¥77.50Sangetsu Corporation ( TSE:8130 ) will pay a dividend of ¥77.50 on the 19th of June. This will take the annual payment...
New Risk • Dec 02New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 103% Dividend yield: 5.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Dec 02First half dividend of JP¥77.50 announcedShareholders will receive a dividend of JP¥77.50. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 5.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 15% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥60.10 (vs JP¥43.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥60.10 (up from JP¥43.50 in 2Q 2025). Revenue: JP¥49.5b (up 5.0% from 2Q 2025). Net income: JP¥3.53b (up 38% from 2Q 2025). Profit margin: 7.1% (up from 5.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥77.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
分析記事 • Sep 03Sangetsu (TSE:8130) Is Increasing Its Dividend To ¥77.50Sangetsu Corporation's ( TSE:8130 ) dividend will be increasing from last year's payment of the same period to ¥77.50...
お知らせ • Sep 02Sangetsu Corporation to Report Q2, 2026 Results on Nov 07, 2025Sangetsu Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥47.30 (vs JP¥42.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.30 (up from JP¥42.52 in 1Q 2025). Revenue: JP¥49.4b (up 5.2% from 1Q 2025). Net income: JP¥2.78b (up 11% from 1Q 2025). Profit margin: 5.6% (up from 5.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.
分析記事 • Jul 23Sangetsu (TSE:8130) Is Increasing Its Dividend To ¥77.50The board of Sangetsu Corporation ( TSE:8130 ) has announced that it will be paying its dividend of ¥77.50 on the 2nd...
分析記事 • Jul 09Sangetsu's (TSE:8130) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Sangetsu Corporation ( TSE:8130 ) has announced that it will be paying its dividend of ¥77.50 on the 2nd...
Declared Dividend • Jul 09Final dividend of JP¥77.50 announcedShareholders will receive a dividend of JP¥77.50. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 15% 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 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 22Sangetsu Corporation (TSE:8130) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥3,250Sangetsu Corporation ( TSE:8130 ) came out with its yearly results last week, and we wanted to see how the business is...
Reported Earnings • Jun 20Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥214 (down from JP¥243 in FY 2024). Revenue: JP¥200.4b (up 5.5% from FY 2024). Net income: JP¥12.6b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 07Sangetsu Corporation to Report Q1, 2026 Results on Aug 07, 2025Sangetsu Corporation announced that they will report Q1, 2026 results on Aug 07, 2025
お知らせ • May 14Sangetsu Corporation, Annual General Meeting, Jun 18, 2025Sangetsu Corporation, Annual General Meeting, Jun 18, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Mar 07Sangetsu Corporation (TSE:8130) agreed to acquire SDS Co., Ltd.Sangetsu Corporation (TSE:8130) agreed to acquire SDS Co., Ltd. on March 5, 2025. The expected completion of the transaction is April 1, 2025.
お知らせ • Mar 05Sangetsu Corporation to Report Fiscal Year 2025 Results on May 14, 2025Sangetsu Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Price Target Changed • Mar 04Price target increased by 17% to JP¥3,250Up from JP¥2,780, the current price target is provided by 1 analyst. New target price is 10% above last closing price of JP¥2,950. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥243 last year.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥64.78 (vs JP¥64.14 in 3Q 2024)Third quarter 2025 results: EPS: JP¥64.78 (up from JP¥64.14 in 3Q 2024). Revenue: JP¥53.4b (up 8.2% from 3Q 2024). Net income: JP¥3.81b (up 1.1% from 3Q 2024). Profit margin: 7.1% (down from 7.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Dec 03First half dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 15% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 28Sangetsu Corporation to Report Q3, 2025 Results on Feb 07, 2025Sangetsu Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥43.49 (vs JP¥56.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.49 (down from JP¥56.60 in 2Q 2024). Revenue: JP¥47.2b (up 4.0% from 2Q 2024). Net income: JP¥2.56b (down 23% from 2Q 2024). Profit margin: 5.4% (down from 7.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 64% and the cash payout ratio is 98%. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).
分析記事 • Aug 23Sangetsu (TSE:8130) Has Announced A Dividend Of ¥75.00Sangetsu Corporation ( TSE:8130 ) will pay a dividend of ¥75.00 on the 2nd of December. This takes the dividend yield...
分析記事 • Aug 09Sangetsu's (TSE:8130) Dividend Will Be ¥75.00Sangetsu Corporation ( TSE:8130 ) has announced that it will pay a dividend of ¥75.00 per share on the 2nd of December...
お知らせ • Aug 09Sangetsu Corporation to Report Q2, 2025 Results on Nov 08, 2024Sangetsu Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥41.54 (vs JP¥64.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥41.54 (down from JP¥64.72 in 1Q 2024). Revenue: JP¥46.7b (up 3.2% from 1Q 2024). Net income: JP¥2.44b (down 36% from 1Q 2024). Profit margin: 5.2% (down from 8.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 25Sangetsu (TSE:8130) Has Announced A Dividend Of ¥75.00Sangetsu Corporation's ( TSE:8130 ) investors are due to receive a payment of ¥75.00 per share on 2nd of December. This...
分析記事 • Jul 11Sangetsu's (TSE:8130) Dividend Will Be ¥75.00Sangetsu Corporation ( TSE:8130 ) has announced that it will pay a dividend of ¥75.00 per share on the 2nd of December...
Declared Dividend • Jul 11Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 15% 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 decline by 1.1% over the next 3 years. However, it would need to fall by 36% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jun 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥239 in FY 2023). Revenue: JP¥189.9b (up 7.9% from FY 2023). Net income: JP¥14.3b (up 2.0% from FY 2023). Profit margin: 7.5% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 15Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥260 to JP¥224 per share. Revenue forecast steady at JP¥197.0b. Net income forecast to shrink 8.1% next year vs 2.7% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥3,650 to JP¥2,930. Share price was steady at JP¥3,015 over the past week.
お知らせ • Jun 08Sangetsu Corporation to Report Q1, 2025 Results on Aug 02, 2024Sangetsu Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥243 (up from JP¥239 in FY 2023). Revenue: JP¥189.9b (up 7.9% from FY 2023). Net income: JP¥14.3b (up 2.0% from FY 2023). Profit margin: 7.5% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Sangetsu Corporation, Annual General Meeting, Jun 19, 2024Sangetsu Corporation, Annual General Meeting, Jun 19, 2024.
分析記事 • Apr 17Investor Optimism Abounds Sangetsu Corporation (TSE:8130) But Growth Is LackingIt's not a stretch to say that Sangetsu Corporation's ( TSE:8130 ) price-to-earnings (or "P/E") ratio of 13.3x right...
Buy Or Sell Opportunity • Mar 28Now 22% undervaluedOver the last 90 days, the stock has risen 6.5% to JP¥3,300. The fair value is estimated to be JP¥4,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.9% in 2 years. Earnings are forecast to grow by 9.5% in the next 2 years.
分析記事 • Mar 22We Like These Underlying Return On Capital Trends At Sangetsu (TSE:8130)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.6%).
Buy Or Sell Opportunity • Mar 05Now 21% undervaluedOver the last 90 days, the stock has risen 17% to JP¥3,365. The fair value is estimated to be JP¥4,263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.9% in 2 years. Earnings are forecast to grow by 9.5% in the next 2 years.
分析記事 • Mar 04Sangetsu's (TSE:8130) Dividend Will Be Increased To ¥75.00The board of Sangetsu Corporation ( TSE:8130 ) has announced that it will be paying its dividend of ¥75.00 on the 24th...
お知らせ • Mar 03Sangetsu Corporation to Report Fiscal Year 2024 Results on May 10, 2024Sangetsu Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥64.14 (vs JP¥70.47 in 3Q 2023)Third quarter 2024 results: EPS: JP¥64.14 (down from JP¥70.47 in 3Q 2023). Revenue: JP¥49.4b (up 9.0% from 3Q 2023). Net income: JP¥3.77b (down 8.9% from 3Q 2023). Profit margin: 7.6% (down from 9.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 03Sangetsu Corporation to Report Q3, 2024 Results on Feb 09, 2024Sangetsu Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥56.60 (vs JP¥61.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥56.60 (down from JP¥61.23 in 2Q 2023). Revenue: JP¥45.4b (up 5.5% from 2Q 2023). Net income: JP¥3.32b (down 7.5% from 2Q 2023). Profit margin: 7.3% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. 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 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 11+ 1 more updateSangetsu Corporation Announces Dividend for the Second Quarter-End Ended September 30, 2023, Payable on December 1, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sangetsu Corporation announced dividend for the second quarter-end ended September 30, 2023 and provided dividend guidance for the fiscal year ending March 31, 2024. For the second quarter-end, the company announced dividend of JPY 65.00 per share against JPY 40.00 per share paid a year ago. Scheduled date to commence dividend payments is December 1, 2023.For the year, the company expects to pay dividend of JPY 70.00 per share against JPY 65.00 per share paid a year ago.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥65.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
お知らせ • Aug 19Sangetsu Corporation to Report Q2, 2024 Results on Nov 10, 2023Sangetsu Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Major Estimate Revision • Aug 11Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥190 to JP¥243. Revenue forecast steady at JP¥185.5b. Net income forecast to shrink 5.0% next year vs 7.6% growth forecast for Consumer Durables industry in Japan . Consensus price target up from JP¥2,720 to JP¥3,300. Share price rose 3.9% to JP¥2,903 over the past week.
Price Target Changed • Aug 10Price target increased by 15% to JP¥3,300Up from JP¥2,880, the current price target is provided by 1 analyst. New target price is 14% above last closing price of JP¥2,903. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥243 for next year compared to JP¥239 last year.
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥64.72 (vs JP¥45.10 in 1Q 2023)First quarter 2024 results: EPS: JP¥64.72 (up from JP¥45.10 in 1Q 2023). Revenue: JP¥45.2b (up 17% from 1Q 2023). Net income: JP¥3.80b (up 44% from 1Q 2023). Profit margin: 8.4% (up from 6.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 25Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥239 (up from JP¥4.65 in FY 2022). Revenue: JP¥176.0b (up 18% from FY 2022). Net income: JP¥14.0b (up JP¥13.7b from FY 2022). Profit margin: 8.0% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 08Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥233 to JP¥190 per share. Revenue forecast steady at JP¥184.2b. Net income forecast to shrink 21% next year vs 3.1% growth forecast for Consumer Durables industry in Japan . Consensus price target down from JP¥2,880 to JP¥2,720. Share price was steady at JP¥2,380 over the past week.
お知らせ • Jun 03Sangetsu Corporation to Report Q1, 2024 Results on Aug 02, 2023Sangetsu Corporation announced that they will report Q1, 2024 results on Aug 02, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥239 (up from JP¥4.65 in FY 2022). Revenue: JP¥176.0b (up 18% from FY 2022). Net income: JP¥14.0b (up JP¥13.7b from FY 2022). Profit margin: 8.0% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Sangetsu Corporation, Annual General Meeting, Jun 21, 2023Sangetsu Corporation, Annual General Meeting, Jun 21, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 5.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
お知らせ • Feb 13Sangetsu Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sangetsu Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects sales of JPY 174,000 million, operating profit of JPY 20,000 million, Profit attributable to owners of parent of JPY 13,500 million and earnings per share of JPY 230.10.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥70.46 (vs JP¥23.83 in 3Q 2022)Third quarter 2023 results: EPS: JP¥70.46 (up from JP¥23.83 in 3Q 2022). Revenue: JP¥45.3b (up 21% from 3Q 2022). Net income: JP¥4.14b (up 194% from 3Q 2022). Profit margin: 9.1% (up from 3.7% in 3Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11+ 1 more updateSangetsu Corporation Revises Dividend Guidance for the Fiscal Year Ending March 2023Sangetsu Corporation revised dividend guidance for the fiscal year ending March 2023. For the year, the company expects dividend of JPY 65 per share against previous guidance of JPY 40 per share and up JPY 35 per share from the previous term.
Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be JP¥2,673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 189% in the next 2 years.
Buying Opportunity • Dec 20Now 22% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be JP¥2,677, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 189% in the next 2 years.
Major Estimate Revision • Dec 09Consensus EPS estimates increase by 80%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥160.9b to JP¥172.6b. EPS estimate increased from JP¥120 to JP¥216 per share. Net income forecast to grow 170% next year vs 12% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥2,170 to JP¥2,880. Share price rose 3.6% to JP¥2,112 over the past week.
お知らせ • Nov 27Sangetsu Corporation to Report Q3, 2023 Results on Feb 10, 2023Sangetsu Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥61.23 (vs JP¥17.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.23 (up from JP¥17.15 in 2Q 2022). Revenue: JP¥43.0b (up 21% from 2Q 2022). Net income: JP¥3.59b (up 251% from 2Q 2022). Profit margin: 8.4% (up from 2.9% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target increased to JP¥2,170Up from JP¥2,000, the current price target is provided by 1 analyst. New target price is 11% above last closing price of JP¥1,959. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥120 for next year compared to JP¥4.65 last year.
お知らせ • Nov 14Sangetsu Corporation Revises Earnings Guidance for the Second Quarter Ended September 30, 2022 and Year Ending March 31, 2023Sangetsu Corporation revised earnings guidance for the second quarter ended September 30, 2022 and year ending March 31, 2023. For the quarter, the company now expected Net Sales to be JPY 81,500 million from JPY 78,000 million; Operating income to be JPY 8,950 million from JPY 5,450 million; Net income attributable to owners of the parent to be JPY 6,200 million from JPY 3,700 million and Net income per share to be JPY 105.69 from JPY 63.09.For the year, the company expected Net Sales to be JPY 170,000 million from JPY 159,000 million; Operating income to be JPY 17,500 million from JPY 10,000 million; Net income attributable to owners of the parent to be JPY 12,000million from JPY 7,000 million and Net income per share to be JPY 204.56 from JPY 119.36.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥61.23 (vs JP¥17.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.23 (up from JP¥17.15 in 2Q 2022). Revenue: JP¥43.0b (up 21% from 2Q 2022). Net income: JP¥3.59b (up 251% from 2Q 2022). Profit margin: 8.4% (up from 2.9% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 10+ 1 more updateSangetsu Corporation Announces Dividend for the Second Quarter-End of Fiscal Year 2023, Payable on December 1, 2022 and Provides Dividend Guidance for the Year Ending March 31, 2023Sangetsu Corporation announced dividend of JPY 40.00 per share for the second quarter-end of fiscal year 2023, payable on December 1, 2022 against JPY 35.00 per share for the same period a year ago. For the year ending March 31, 2023, the company expects to pay the dividend of JPY 40.00 per share against JPY 35.00 per share for the same period a year ago.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total loss to shareholders of 5.8% over the past three years.
お知らせ • Oct 01Sangetsu Corporation to Report Q2, 2023 Results on Nov 09, 2022Sangetsu Corporation announced that they will report Q2, 2023 results at 2:00 PM, Tokyo Standard Time on Nov 09, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).
お知らせ • Aug 12Sangetsu Corporation to Report Q2, 2022 Results on Sep 11, 2022Sangetsu Corporation announced that they will report Q2, 2022 results on Sep 11, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥45.10 (vs JP¥10.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥45.10 (up from JP¥10.03 in 1Q 2022). Revenue: JP¥38.7b (up 12% from 1Q 2022). Net income: JP¥2.65b (up 338% from 1Q 2022). Profit margin: 6.8% (up from 1.8% in 1Q 2022). Over the next year, revenue is forecast to grow 5.7%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 04+ 2 more updatesSangetsu Corporation Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023Sangetsu Corporation provided dividend guidance for the second quarter of fiscal year ending March 31, 2023. For the second quarter-end, the company expects dividend of JPY 35.00 per share against JPY 35.00 per share paid a year ago.
Reported Earnings • Jun 26Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥149.5b (up 2.9% from FY 2021). Net income: JP¥276.0m (down 94% from FY 2021). Profit margin: 0.2% (down from 3.3% in FY 2021). Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 7.6%, compared to a 9.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jun 17Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥155.8b to JP¥160.9b. EPS estimate increased from JP¥99.80 to JP¥120 per share. Net income forecast to grow 2,458% next year vs 1.5% growth forecast for Consumer Durables industry in Japan. Consensus price target up from JP¥2,000 to JP¥2,170. Share price was steady at JP¥1,536 over the past week.
お知らせ • Jun 16Sangetsu Corporation to Report Q1, 2023 Results on Aug 03, 2022Sangetsu Corporation announced that they will report Q1, 2023 results on Aug 03, 2022
Reported Earnings • May 19Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥4.65 (down from JP¥78.97 in FY 2021). Revenue: JP¥149.5b (up 2.9% from FY 2021). Net income: JP¥276.0m (down 94% from FY 2021). Profit margin: 0.2% (down from 3.3% in FY 2021). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 94%. Over the next year, revenue is forecast to grow 4.2%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • May 15Sangetsu Corporation, Annual General Meeting, Jun 22, 2022Sangetsu Corporation, Annual General Meeting, Jun 22, 2022. Agenda: AGM.
お知らせ • Apr 08Sangetsu Corporation to Report Fiscal Year 2022 Results on May 13, 2022Sangetsu Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥23.83 (down from JP¥24.28 in 3Q 2021). Revenue: JP¥37.5b (flat on 3Q 2021). Net income: JP¥1.41b (down 4.4% from 3Q 2021). Profit margin: 3.7% (down from 3.9% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 5.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Feb 03+ 1 more updateSangetsu Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Sangetsu Corporation provided consolidated earnings guidance for the full year ending March 31, 2022. For the year, the company expects sales of ¥146,500 million, operating profit of ¥7,600 million, Profit attributable to owners of parent of ¥4,500 million and basic per share ¥75.75.