Itochu EnexLtd(8133)株式概要伊藤忠エネクス(株)は石油製品、液化石油ガス(LPG)の販売、電力、熱供給、車両販売を国内外に展開している。 詳細8133 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より46.8%で取引されている 過去5年間の収益は年間6.9%増加しました。 3.05%の安定した配当金を支払う リスク分析リスクチェックの結果、8133 、リスクは検出されなかった。すべてのリスクチェックを見る8133 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW467,536 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA467,536 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.23k31.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥868.9bEarnings JP¥21.4bAdvancedSet Fair ValueView all narrativesItochu Enex Co.,Ltd. 競合他社San-Ai ObbliSymbol: TSE:8097Market cap: JP¥149.4bMitsuuroko Group HoldingsLtdSymbol: TSE:8131Market cap: JP¥119.6bSinanen HoldingsSymbol: TSE:8132Market cap: JP¥93.6bCosmo Energy HoldingsSymbol: TSE:5021Market cap: JP¥677.4b価格と性能株価の高値、安値、推移の概要Itochu EnexLtd過去の株価現在の株価JP¥2,230.0052週高値JP¥2,238.0052週安値JP¥1,760.00ベータ0.161ヶ月の変化8.78%3ヶ月変化12.68%1年変化15.19%3年間の変化54.65%5年間の変化129.66%IPOからの変化125.71%最新ニュース分析記事 • Aug 07Solid Earnings May Not Tell The Whole Story For Itochu EnexLtd (TSE:8133)Itochu Enex Co.,Ltd.'s ( TSE:8133 ) robust recent earnings didn't do much to move the stock. However the statutory...Reported Earnings • Aug 01First quarter 2027 earnings released: EPS: JP¥83.94 (vs JP¥32.39 in 1Q 2026)First quarter 2027 results: EPS: JP¥83.94 (up from JP¥32.39 in 1Q 2026). Revenue: JP¥238.8b (up 18% from 1Q 2026). Net income: JP¥9.48b (up 160% from 1Q 2026). Profit margin: 4.0% (up from 1.8% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2027Itochu Enex Co.,Ltd. Provided dividend Guidance for the Fiscal year ending March 31, 2027. For the period, The company expects dividend of JPY 34.00 per share compared to JPY 35.00 per share a year ago.Declared Dividend • Jul 25Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 30Itochu Enex Co.,Ltd. to Report Q1, 2027 Results on Jul 31, 2026Itochu Enex Co.,Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 01Full year 2026 earnings released: EPS: JP¥142 (vs JP¥152 in FY 2025)Full year 2026 results: EPS: JP¥142 (down from JP¥152 in FY 2025). Revenue: JP¥851.2b (down 7.9% from FY 2025). Net income: JP¥16.1b (down 6.1% from FY 2025). Profit margin: 1.9% (up from 1.8% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updates分析記事 • Aug 07Solid Earnings May Not Tell The Whole Story For Itochu EnexLtd (TSE:8133)Itochu Enex Co.,Ltd.'s ( TSE:8133 ) robust recent earnings didn't do much to move the stock. However the statutory...Reported Earnings • Aug 01First quarter 2027 earnings released: EPS: JP¥83.94 (vs JP¥32.39 in 1Q 2026)First quarter 2027 results: EPS: JP¥83.94 (up from JP¥32.39 in 1Q 2026). Revenue: JP¥238.8b (up 18% from 1Q 2026). Net income: JP¥9.48b (up 160% from 1Q 2026). Profit margin: 4.0% (up from 1.8% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2027Itochu Enex Co.,Ltd. Provided dividend Guidance for the Fiscal year ending March 31, 2027. For the period, The company expects dividend of JPY 34.00 per share compared to JPY 35.00 per share a year ago.Declared Dividend • Jul 25Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 30Itochu Enex Co.,Ltd. to Report Q1, 2027 Results on Jul 31, 2026Itochu Enex Co.,Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 01Full year 2026 earnings released: EPS: JP¥142 (vs JP¥152 in FY 2025)Full year 2026 results: EPS: JP¥142 (down from JP¥152 in FY 2025). Revenue: JP¥851.2b (down 7.9% from FY 2025). Net income: JP¥16.1b (down 6.1% from FY 2025). Profit margin: 1.9% (up from 1.8% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).お知らせ • Mar 10Itochu Enex Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Itochu Enex Co.,Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on Apr 30, 2026Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥37.37 (vs JP¥54.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.37 (down from JP¥54.05 in 3Q 2025). Revenue: JP¥215.2b (down 11% from 3Q 2025). Net income: JP¥4.22b (down 31% from 3Q 2025). Profit margin: 2.0% (down from 2.5% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 14Here's What To Make Of Itochu EnexLtd's (TSE:8133) Decelerating Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Declared Dividend • Dec 06First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 28Itochu Enex Co.,Ltd. to Report Q3, 2026 Results on Jan 30, 2026Itochu Enex Co.,Ltd. announced that they will report Q3, 2026 results at 1:00 PM, Tokyo Standard Time on Jan 30, 2026Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥28.78 (vs JP¥36.81 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.78 (down from JP¥36.81 in 2Q 2025). Revenue: JP¥208.5b (down 7.8% from 2Q 2025). Net income: JP¥3.25b (down 22% from 2Q 2025). Profit margin: 1.6% (down from 1.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 31The Market Doesn't Like What It Sees From Itochu Enex Co.,Ltd.'s (TSE:8133) Earnings YetWith a price-to-earnings (or "P/E") ratio of 12x Itochu Enex Co.,Ltd. ( TSE:8133 ) may be sending bullish signals at...分析記事 • Oct 12Itochu EnexLtd (TSE:8133) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.5%).分析記事 • Aug 30Itochu EnexLtd (TSE:8133) Will Pay A Dividend Of ¥31.00The board of Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend on the 8th of December, with...お知らせ • Aug 30Itochu Enex Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Tokyo Standard Time on Oct 31, 2025分析記事 • Aug 06Itochu EnexLtd's (TSE:8133) Dividend Will Be ¥31.00Itochu Enex Co.,Ltd.'s ( TSE:8133 ) investors are due to receive a payment of ¥31.00 per share on 8th of December. The...Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥32.39 (vs JP¥32.67 in 1Q 2025)First quarter 2026 results: EPS: JP¥32.39 (down from JP¥32.67 in 1Q 2025). Revenue: JP¥203.2b (down 3.7% from 1Q 2025). Net income: JP¥3.65b (flat on 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 23Itochu EnexLtd (TSE:8133) Is Due To Pay A Dividend Of ¥31.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend of ¥31.00 per share on the 8th of December...分析記事 • Jul 09Itochu Enex Co.,Ltd.'s (TSE:8133) Share Price Matching Investor OpinionThere wouldn't be many who think Itochu Enex Co.,Ltd.'s ( TSE:8133 ) price-to-earnings (or "P/E") ratio of 11.9x is...分析記事 • Jul 09Itochu EnexLtd (TSE:8133) Has Announced A Dividend Of ¥31.00Itochu Enex Co.,Ltd. ( TSE:8133 ) will pay a dividend of ¥31.00 on the 8th of December. This takes the annual payment...Declared Dividend • Jul 09Final dividend increased to JP¥31.00Dividend of JP¥31.00 is 11% higher than last year. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥152 (vs JP¥123 in FY 2024)Full year 2025 results: EPS: JP¥152 (up from JP¥123 in FY 2024). Revenue: JP¥924.5b (down 4.0% from FY 2024). Net income: JP¥17.1b (up 23% from FY 2024). Profit margin: 1.8% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 31Itochu Enex Co.,Ltd. to Report Q1, 2026 Results on Jul 30, 2025Itochu Enex Co.,Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 01Full year 2025 earnings released: EPS: JP¥152 (vs JP¥123 in FY 2024)Full year 2025 results: EPS: JP¥152 (up from JP¥123 in FY 2024). Revenue: JP¥924.5b (down 4.0% from FY 2024). Net income: JP¥17.1b (up 23% from FY 2024). Profit margin: 1.8% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.6%).分析記事 • Mar 09Itochu EnexLtd's (TSE:8133) Upcoming Dividend Will Be Larger Than Last Year'sItochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Mar 01Itochu Enex Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Itochu Enex Co.,Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025お知らせ • Feb 23Itochu Enex Co.,Ltd. Announces Chief Financial Officer ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Yasuhiro Imazawa will transition from his role as Chief Financial Officer to Executive Advisory Officer for Audit, effective as of May 1, 2025. Satoshi Watanabe appointed as Chief Financial Officer, As of May 1, 2025.分析記事 • Feb 23Itochu EnexLtd (TSE:8133) Will Pay A Larger Dividend Than Last Year At ¥30.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Feb 22Itochu Enex Co.,Ltd. Announces Management ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Nobuyuki Tabata appointed as Representative Director; President. Tomofumi Yoshida retired as Representative Director. Nobuyuki Tabata's education is March 1990 Bachelor of Chemical Engineering, Tohoku University. April 1990 Joined ITOCHU Corporation, April 2018 General Manager, Plastics Department, ITOCHU Corporation, April 2021 Chief Operating Officer, Chemicals Division; General Manager, Plastics Department, ITOCHU Corporation, April 2022 Executive Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation, April 2024 Senior Operating Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation. Fumiya Tanaka retired as Chief Operating Officer, Power & Utility Division, As of March 31, 2025. Tsukasa Motegi promoted Senior Managing Officer to Assistant to Chief Executive Officer. Hirofumi Chimura promoted to Managing Officer Chief Operating Officer. Kunio Nishimura promoted to Managing Officer Chief Operating Officer, Car-Life Division. Jun Aoyagi appointed as Deputy Chief Operating Officer, Car-Life Division. Masahiro Umemoto appointed as Chief Operating Officer, Power & Utility Division. Keisuke Hioki appointed as Deputy Chief Financial Officer. Yasuhiro Imazawa appointed as Executive Advisory Officer for Audit, As of May 1, 2025. Kenji Okada retired as Director; Chairman, Tsukasa Motegi retired as Director, As of the date of the annual general meeting of shareholders scheduled for June 2025. Kunio Nishimura, Satoshi Watanabe and Tetsuya Yamada appointed as Director. Shozo Tokuda appointed as Director (outside), Current Position is Audit & Supervisory Board Member (outside).分析記事 • Feb 03Itochu EnexLtd (TSE:8133) Is Paying Out A Larger Dividend Than Last YearItochu Enex Co.,Ltd. ( TSE:8133 ) will increase its dividend on the 20th of June to ¥30.00, which is 7.1% higher than...Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥54.05 (vs JP¥38.26 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.05 (up from JP¥38.26 in 3Q 2024). Revenue: JP¥241.1b (down 5.0% from 3Q 2024). Net income: JP¥6.10b (up 41% from 3Q 2024). Profit margin: 2.5% (up from 1.7% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Declared Dividend • Dec 07First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 3.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 2.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 30Itochu Enex Co.,Ltd. to Report Q3, 2025 Results on Jan 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥36.81 (vs JP¥33.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.81 (up from JP¥33.47 in 2Q 2024). Revenue: JP¥226.2b (down 6.1% from 2Q 2024). Net income: JP¥4.15b (up 9.9% from 2Q 2024). Profit margin: 1.8% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 24Itochu EnexLtd's (TSE:8133) Dividend Will Be ¥28.00The board of Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend on the 6th of December, with...Upcoming Dividend • Sep 20Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%).お知らせ • Aug 27Itochu Enex Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024分析記事 • Aug 19Itochu EnexLtd (TSE:8133) Is Due To Pay A Dividend Of ¥28.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend of ¥28.00 per share on the 6th of December...Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,405, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 10x in the Oil and Gas industry in Japan. Total returns to shareholders of 58% over the past three years.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥32.67 (vs JP¥45.54 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.67 (down from JP¥45.54 in 1Q 2024). Revenue: JP¥211.0b (down 1.7% from 1Q 2024). Net income: JP¥3.69b (down 28% from 1Q 2024). Profit margin: 1.7% (down from 2.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 26Itochu EnexLtd (TSE:8133) Has Announced A Dividend Of ¥28.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend of ¥28.00 per share on the 6th of December...分析記事 • Jul 11Itochu EnexLtd (TSE:8133) Will Pay A Dividend Of ¥28.00Itochu Enex Co.,Ltd. ( TSE:8133 ) will pay a dividend of ¥28.00 on the 6th of December. The payment will take the...Declared Dividend • Jul 11Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 3.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 3.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 06Itochu Enex Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024分析記事 • May 22Itochu EnexLtd (TSE:8133) Has More To Do To Multiply In Value Going ForwardWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • May 08Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,506. The fair value is estimated to be JP¥1,924, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.5%.お知らせ • May 03+ 3 more updatesItochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024Itochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024.お知らせ • May 02Itochu Enex Co.,Ltd. Announces Changes in Executive OfficersItochu Enex Co. Ltd. resolved the following with respect to changes in Executive Officers, as of May 1, 2024. Kunio Nishimura: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd. Yasue Abe: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd.Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.お知らせ • Apr 30Itochu Enex Co.,Ltd. Proposes Dividend for the Year 2024, Effective June 20, 2024 (Planned)Itochu Enex Co.,Ltd. hereby announced that at a meeting of its Board of Directors held on April 30, 2024, it has resolved to submit the dividend of surplus with March 31, 2024 as the record date to the 64th Ordinary General Meeting of Shareholders to be held on June 19, 2024. Dividend per share is JPY 28.00. Total dividends is JPY 3,164 million. Effective date is June 20, 2024 (planned).分析記事 • Apr 09Itochu Enex Co.,Ltd. (TSE:8133) Might Not Be As Mispriced As It LooksWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Itochu...Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (3.1%).分析記事 • Mar 03Itochu EnexLtd (TSE:8133) Is Due To Pay A Dividend Of ¥26.00The board of Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend on the 17th of June, with...お知らせ • Mar 02Itochu Enex Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Itochu Enex Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024お知らせ • Feb 02Itochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Itochu Enex Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 26.00 per share.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥38.26 (vs JP¥34.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.26 (up from JP¥34.20 in 3Q 2023). Revenue: JP¥253.7b (down 3.7% from 3Q 2023). Net income: JP¥4.32b (up 12% from 3Q 2023). Profit margin: 1.7% (up from 1.5% in 3Q 2023). 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.お知らせ • Feb 02Itochu Enex Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Itochu Enex Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects revenue of JPY 970,000 million, profit from operating activities of JPY 20,900 million, net profit attributable to the company's shareholders of JPY 13,500 million and basic earnings per share attributable to the company's shareholders of JPY 119.62.お知らせ • Nov 29Itochu Enex Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Buying Opportunity • Nov 24Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥2,008, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.お知らせ • Nov 03Itochu Enex Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 6, 2023Itochu Enex Co.,Ltd. announced a dividend of ¥26.00 per share for the second quarter ended September 30, 2023, against ¥24.00 per share paid a year ago. The dividend is payable on December 6, 2023.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥33.47 (vs JP¥22.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.47 (up from JP¥22.12 in 2Q 2023). Revenue: JP¥240.9b (down 5.2% from 2Q 2023). Net income: JP¥3.78b (up 51% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.3%).New Risk • Aug 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥45.54 (vs JP¥39.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.54 (up from JP¥39.35 in 1Q 2023). Revenue: JP¥214.7b (down 13% from 1Q 2023). Net income: JP¥5.14b (up 16% from 1Q 2023). Profit margin: 2.4% (up from 1.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 17Full year 2023 earnings released: EPS: JP¥123 (vs JP¥117 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥117 in FY 2022). Revenue: JP¥1.01t (up 8.1% from FY 2022). Net income: JP¥13.8b (up 4.8% from FY 2022). Profit margin: 1.4% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 28Itochu Enex Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Itochu Enex Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • May 08+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Ending March 31, 2024Itochu Enex Co.,Ltd. provides dividend guidance for the fiscal ending March 31, 2024. The company expects to pay JPY 26.00 against JPY 26.00 reported a year ago.Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥123 (vs JP¥117 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥117 in FY 2022). Revenue: JP¥1.01t (up 8.1% from FY 2022). Net income: JP¥13.8b (up 4.8% from FY 2022). Profit margin: 1.4% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (4.4%).お知らせ • Feb 01+ 1 more updateItochu Enex Co.,Ltd. Announces Executive AppointmentsItochu Enex Co. Ltd. resolved the following with respect to changes in Representative Director, Officers and reorganization at its Board of Directors' meeting held on January 31, 2023. Tomofumi Yoshida, new position: Representative Director President and Chief Executive Officer from Representative Director, Executive Vice President. Tomofumi Yoshida, date of birth: September 5, 1956. Education: March 1979 Faculty of Business and Commerce, Keio University. April 1979 Joined ITOCHU Corporation. April 2006 General Manager, Forest Products, General Merchandise and Chemicals Planning & Administration Departments, Chief Information Officer, Forest Products, General Merchandise and Chemicals Companies, ITOCHU Corporation. April 2007: Executive Officer, Chief Operating Officer, Forest Products, General Merchandise Division, ITOCHU Corporation; April 2010: Managing Officer, ITOCHU Corporation; April 2012: President, General Products and Information Companies, ITOCHU Corporation; June 2012: Member of the Board, Managing Executive Officer; April 2014: Director, Senior Managing Executive Officer, ITOCHU Corporation; April 2016: Senior Managing Executive Officer, ITOCHU Corporation President and CEO, ITOCHU International Inc.; April 2018: President, General Products & Realty Company, ITOCHU Corporation; June 2018: Representative Director, Senior Managing Executive Officer, ITOCHU Corporation; April 2019: Representative Director, Vice President and Executive Officer, ITOCHU Corporation; May 2022: Corporate Adviser, Itochu Enex Co. Ltd.; June 2022: Representative Director, Executive Vice President, Itochu Enex Co. Ltd. (current position).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥51.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.20 (down from JP¥51.42 in 3Q 2022). Revenue: JP¥263.5b (up 1.8% from 3Q 2022). Net income: JP¥3.86b (down 34% from 3Q 2022). Profit margin: 1.5% (down from 2.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.お知らせ • Nov 30Itochu Enex Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Itochu Enex Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takuya Morikawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥22.12 (vs JP¥25.35 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.12 (down from JP¥25.35 in 2Q 2022). Revenue: JP¥254.2b (up 33% from 2Q 2022). Net income: JP¥2.50b (down 13% from 2Q 2022). Profit margin: 1.0% (down from 1.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be JP¥1,288, 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 4.7%.Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.9%).お知らせ • Aug 28Itochu Enex Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Itochu Enex Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022お知らせ • Aug 04+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023Itochu Enex Co.,Ltd. provided dividend guidance for the second quarter of fiscal year ending March 31, 2023. For the second quarter, the company expected dividend of JPY 24 per share compared to JPY 23 per share paid a year ago.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥39.35 (vs JP¥23.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥39.35 (up from JP¥23.62 in 1Q 2022). Revenue: JP¥245.4b (up 19% from 1Q 2022). Net income: JP¥4.44b (up 67% from 1Q 2022). Profit margin: 1.8% (up from 1.3% in 1Q 2022). The increase in margin was driven by higher revenue. 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 9% per year.Board Change • Jul 06Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Takuya Morikawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥936.3b (up 27% from FY 2021). Net income: JP¥13.2b (up 8.4% from FY 2021). Profit margin: 1.4% (down from 1.6% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • May 29Itochu Enex Co.,Ltd. to Report Q1, 2023 Results on Jul 29, 2022Itochu Enex Co.,Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022株主還元8133JP Oil and GasJP 市場7D4.0%3.8%-2.7%1Y15.2%47.8%30.5%株主還元を見る業界別リターン: 8133過去 1 年間で47.8 % の収益を上げたJP Oil and Gas業界を下回りました。リターン対市場: 8133は、過去 1 年間で30.5 % のリターンを上げたJP市場を下回りました。価格変動Is 8133's price volatile compared to industry and market?8133 volatility8133 Average Weekly Movement2.6%Oil and Gas Industry Average Movement4.1%Market Average Movement4.0%10% most volatile stocks in JP Market9.1%10% least volatile stocks in JP Market2.1%安定した株価: 8133 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8133の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19615,193Nob Tabatawww.itcenex.com伊藤忠エネックス株式会社は、日本および海外において、石油製品や液化石油ガス(LPG)、電力、熱供給、自動車販売を手掛けています。同社は、「ホームライフ事業」、「カーライフ事業」、「産業事業」、「電力・ユーティリティ事業」の4つの事業部門を通じて事業を展開しています。 カーライフ事業部門は、ガソリン、灯油、軽油、重油、電力、自動車小売、生活・自動車関連製品・サービス、車両メンテナンス管理サービス、および自動車オークションを提供しています。 産業事業部門は、アスファルト、船舶用燃料、石油製品の輸出入、ターミナルタンクの賃貸、フリートカード、産業用ガス、ガス容器の圧力検査、アドブルー、再生可能燃料、ガス・トゥ・リキッド(GTL)、エネルギーサービス事業、およびポリ塩化ビフェニル(PCB)の処分を提供している。 電力・ユーティリティ部門は、太陽光発電、水力発電、石炭火力発電、天然ガス火力発電による発電、電力販売、電力供給、需要管理サービス、資産管理事業、蒸気、地域冷暖房サービス、電気暖房供給サービス、レンタカー、カーシェアリングサービスを手掛けている。 ホームライフ部門は、LPG、灯油、都市ガス、電力の販売、家庭用機器、スマートエネルギー機器、およびリフォーム事業を手掛けている。同社は、以前は伊藤忠フューエル株式会社として知られていたが、2001年7月に伊藤忠エネックス株式会社に社名を変更した。 同社は1961年に設立され、本社は日本の東京にある。伊藤忠エネックス株式会社は、伊藤忠商事株式会社の子会社として事業を展開している。もっと見るItochu Enex Co.,Ltd. 基礎のまとめItochu EnexLtd の収益と売上を時価総額と比較するとどうか。8133 基礎統計学時価総額JP¥251.80b収益(TTM)JP¥21.88b売上高(TTM)JP¥886.88b11.5xPER(株価収益率0.3xP/Sレシオ8133 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計8133 損益計算書(TTM)収益JP¥886.88b売上原価JP¥791.38b売上総利益JP¥95.50bその他の費用JP¥73.62b収益JP¥21.88b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益(EPS)193.80グロス・マージン10.77%純利益率2.47%有利子負債/自己資本比率1.3%8133 の長期的なパフォーマンスは?過去の実績と比較を見る配当金3.0%現在の配当利回り34%配当性向8133 配当は確実ですか?8133 配当履歴とベンチマークを見る8133 、いつまでに購入すれば配当金を受け取れますか?Itochu EnexLtd 配当日配当落ち日Sep 29 2026配当支払日Dec 07 2026配当落ちまでの日数36 days配当支払日までの日数105 days8133 配当は確実ですか?8133 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/08/22 20:48終値2026/08/21 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Itochu Enex Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Takashi MiyazakiCitigroup IncKoichi HariyaIchiyoshi Research Institute Inc.Norimasa ShinyaMizuho Securities Co., Ltd.1 その他のアナリストを表示
分析記事 • Aug 07Solid Earnings May Not Tell The Whole Story For Itochu EnexLtd (TSE:8133)Itochu Enex Co.,Ltd.'s ( TSE:8133 ) robust recent earnings didn't do much to move the stock. However the statutory...
Reported Earnings • Aug 01First quarter 2027 earnings released: EPS: JP¥83.94 (vs JP¥32.39 in 1Q 2026)First quarter 2027 results: EPS: JP¥83.94 (up from JP¥32.39 in 1Q 2026). Revenue: JP¥238.8b (up 18% from 1Q 2026). Net income: JP¥9.48b (up 160% from 1Q 2026). Profit margin: 4.0% (up from 1.8% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2027Itochu Enex Co.,Ltd. Provided dividend Guidance for the Fiscal year ending March 31, 2027. For the period, The company expects dividend of JPY 34.00 per share compared to JPY 35.00 per share a year ago.
Declared Dividend • Jul 25Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 30Itochu Enex Co.,Ltd. to Report Q1, 2027 Results on Jul 31, 2026Itochu Enex Co.,Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 01Full year 2026 earnings released: EPS: JP¥142 (vs JP¥152 in FY 2025)Full year 2026 results: EPS: JP¥142 (down from JP¥152 in FY 2025). Revenue: JP¥851.2b (down 7.9% from FY 2025). Net income: JP¥16.1b (down 6.1% from FY 2025). Profit margin: 1.9% (up from 1.8% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 07Solid Earnings May Not Tell The Whole Story For Itochu EnexLtd (TSE:8133)Itochu Enex Co.,Ltd.'s ( TSE:8133 ) robust recent earnings didn't do much to move the stock. However the statutory...
Reported Earnings • Aug 01First quarter 2027 earnings released: EPS: JP¥83.94 (vs JP¥32.39 in 1Q 2026)First quarter 2027 results: EPS: JP¥83.94 (up from JP¥32.39 in 1Q 2026). Revenue: JP¥238.8b (up 18% from 1Q 2026). Net income: JP¥9.48b (up 160% from 1Q 2026). Profit margin: 4.0% (up from 1.8% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2027Itochu Enex Co.,Ltd. Provided dividend Guidance for the Fiscal year ending March 31, 2027. For the period, The company expects dividend of JPY 34.00 per share compared to JPY 35.00 per share a year ago.
Declared Dividend • Jul 25Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 5.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 30Itochu Enex Co.,Ltd. to Report Q1, 2027 Results on Jul 31, 2026Itochu Enex Co.,Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 01Full year 2026 earnings released: EPS: JP¥142 (vs JP¥152 in FY 2025)Full year 2026 results: EPS: JP¥142 (down from JP¥152 in FY 2025). Revenue: JP¥851.2b (down 7.9% from FY 2025). Net income: JP¥16.1b (down 6.1% from FY 2025). Profit margin: 1.9% (up from 1.8% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026Itochu Enex Co.,Ltd., Annual General Meeting, Jun 17, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).
お知らせ • Mar 10Itochu Enex Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Itochu Enex Co.,Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on Apr 30, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥37.37 (vs JP¥54.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥37.37 (down from JP¥54.05 in 3Q 2025). Revenue: JP¥215.2b (down 11% from 3Q 2025). Net income: JP¥4.22b (down 31% from 3Q 2025). Profit margin: 2.0% (down from 2.5% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 14Here's What To Make Of Itochu EnexLtd's (TSE:8133) Decelerating Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Declared Dividend • Dec 06First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 28Itochu Enex Co.,Ltd. to Report Q3, 2026 Results on Jan 30, 2026Itochu Enex Co.,Ltd. announced that they will report Q3, 2026 results at 1:00 PM, Tokyo Standard Time on Jan 30, 2026
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥28.78 (vs JP¥36.81 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.78 (down from JP¥36.81 in 2Q 2025). Revenue: JP¥208.5b (down 7.8% from 2Q 2025). Net income: JP¥3.25b (down 22% from 2Q 2025). Profit margin: 1.6% (down from 1.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 31The Market Doesn't Like What It Sees From Itochu Enex Co.,Ltd.'s (TSE:8133) Earnings YetWith a price-to-earnings (or "P/E") ratio of 12x Itochu Enex Co.,Ltd. ( TSE:8133 ) may be sending bullish signals at...
分析記事 • Oct 12Itochu EnexLtd (TSE:8133) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.5%).
分析記事 • Aug 30Itochu EnexLtd (TSE:8133) Will Pay A Dividend Of ¥31.00The board of Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend on the 8th of December, with...
お知らせ • Aug 30Itochu Enex Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q2, 2026 results at 1:00 PM, Tokyo Standard Time on Oct 31, 2025
分析記事 • Aug 06Itochu EnexLtd's (TSE:8133) Dividend Will Be ¥31.00Itochu Enex Co.,Ltd.'s ( TSE:8133 ) investors are due to receive a payment of ¥31.00 per share on 8th of December. The...
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥32.39 (vs JP¥32.67 in 1Q 2025)First quarter 2026 results: EPS: JP¥32.39 (down from JP¥32.67 in 1Q 2025). Revenue: JP¥203.2b (down 3.7% from 1Q 2025). Net income: JP¥3.65b (flat on 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 23Itochu EnexLtd (TSE:8133) Is Due To Pay A Dividend Of ¥31.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend of ¥31.00 per share on the 8th of December...
分析記事 • Jul 09Itochu Enex Co.,Ltd.'s (TSE:8133) Share Price Matching Investor OpinionThere wouldn't be many who think Itochu Enex Co.,Ltd.'s ( TSE:8133 ) price-to-earnings (or "P/E") ratio of 11.9x is...
分析記事 • Jul 09Itochu EnexLtd (TSE:8133) Has Announced A Dividend Of ¥31.00Itochu Enex Co.,Ltd. ( TSE:8133 ) will pay a dividend of ¥31.00 on the 8th of December. This takes the annual payment...
Declared Dividend • Jul 09Final dividend increased to JP¥31.00Dividend of JP¥31.00 is 11% higher than last year. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥152 (vs JP¥123 in FY 2024)Full year 2025 results: EPS: JP¥152 (up from JP¥123 in FY 2024). Revenue: JP¥924.5b (down 4.0% from FY 2024). Net income: JP¥17.1b (up 23% from FY 2024). Profit margin: 1.8% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 31Itochu Enex Co.,Ltd. to Report Q1, 2026 Results on Jul 30, 2025Itochu Enex Co.,Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 01Full year 2025 earnings released: EPS: JP¥152 (vs JP¥123 in FY 2024)Full year 2025 results: EPS: JP¥152 (up from JP¥123 in FY 2024). Revenue: JP¥924.5b (down 4.0% from FY 2024). Net income: JP¥17.1b (up 23% from FY 2024). Profit margin: 1.8% (up from 1.4% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025Itochu Enex Co.,Ltd., Annual General Meeting, Jun 18, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.6%).
分析記事 • Mar 09Itochu EnexLtd's (TSE:8133) Upcoming Dividend Will Be Larger Than Last Year'sItochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Mar 01Itochu Enex Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Itochu Enex Co.,Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 30, 2025
お知らせ • Feb 23Itochu Enex Co.,Ltd. Announces Chief Financial Officer ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Yasuhiro Imazawa will transition from his role as Chief Financial Officer to Executive Advisory Officer for Audit, effective as of May 1, 2025. Satoshi Watanabe appointed as Chief Financial Officer, As of May 1, 2025.
分析記事 • Feb 23Itochu EnexLtd (TSE:8133) Will Pay A Larger Dividend Than Last Year At ¥30.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Feb 22Itochu Enex Co.,Ltd. Announces Management ChangesItochu Enex Co.,Ltd. announced that at the board meeting held on February 20, 2025, Nobuyuki Tabata appointed as Representative Director; President. Tomofumi Yoshida retired as Representative Director. Nobuyuki Tabata's education is March 1990 Bachelor of Chemical Engineering, Tohoku University. April 1990 Joined ITOCHU Corporation, April 2018 General Manager, Plastics Department, ITOCHU Corporation, April 2021 Chief Operating Officer, Chemicals Division; General Manager, Plastics Department, ITOCHU Corporation, April 2022 Executive Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation, April 2024 Senior Operating Officer; Chief Operating Officer, Chemicals Division, ITOCHU Corporation. Fumiya Tanaka retired as Chief Operating Officer, Power & Utility Division, As of March 31, 2025. Tsukasa Motegi promoted Senior Managing Officer to Assistant to Chief Executive Officer. Hirofumi Chimura promoted to Managing Officer Chief Operating Officer. Kunio Nishimura promoted to Managing Officer Chief Operating Officer, Car-Life Division. Jun Aoyagi appointed as Deputy Chief Operating Officer, Car-Life Division. Masahiro Umemoto appointed as Chief Operating Officer, Power & Utility Division. Keisuke Hioki appointed as Deputy Chief Financial Officer. Yasuhiro Imazawa appointed as Executive Advisory Officer for Audit, As of May 1, 2025. Kenji Okada retired as Director; Chairman, Tsukasa Motegi retired as Director, As of the date of the annual general meeting of shareholders scheduled for June 2025. Kunio Nishimura, Satoshi Watanabe and Tetsuya Yamada appointed as Director. Shozo Tokuda appointed as Director (outside), Current Position is Audit & Supervisory Board Member (outside).
分析記事 • Feb 03Itochu EnexLtd (TSE:8133) Is Paying Out A Larger Dividend Than Last YearItochu Enex Co.,Ltd. ( TSE:8133 ) will increase its dividend on the 20th of June to ¥30.00, which is 7.1% higher than...
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥54.05 (vs JP¥38.26 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.05 (up from JP¥38.26 in 3Q 2024). Revenue: JP¥241.1b (down 5.0% from 3Q 2024). Net income: JP¥6.10b (up 41% from 3Q 2024). Profit margin: 2.5% (up from 1.7% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Declared Dividend • Dec 07First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 3.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 2.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 30Itochu Enex Co.,Ltd. to Report Q3, 2025 Results on Jan 31, 2025Itochu Enex Co.,Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥36.81 (vs JP¥33.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.81 (up from JP¥33.47 in 2Q 2024). Revenue: JP¥226.2b (down 6.1% from 2Q 2024). Net income: JP¥4.15b (up 9.9% from 2Q 2024). Profit margin: 1.8% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 24Itochu EnexLtd's (TSE:8133) Dividend Will Be ¥28.00The board of Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend on the 6th of December, with...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%).
お知らせ • Aug 27Itochu Enex Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
分析記事 • Aug 19Itochu EnexLtd (TSE:8133) Is Due To Pay A Dividend Of ¥28.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend of ¥28.00 per share on the 6th of December...
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,405, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 10x in the Oil and Gas industry in Japan. Total returns to shareholders of 58% over the past three years.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥32.67 (vs JP¥45.54 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.67 (down from JP¥45.54 in 1Q 2024). Revenue: JP¥211.0b (down 1.7% from 1Q 2024). Net income: JP¥3.69b (down 28% from 1Q 2024). Profit margin: 1.7% (down from 2.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 26Itochu EnexLtd (TSE:8133) Has Announced A Dividend Of ¥28.00Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend of ¥28.00 per share on the 6th of December...
分析記事 • Jul 11Itochu EnexLtd (TSE:8133) Will Pay A Dividend Of ¥28.00Itochu Enex Co.,Ltd. ( TSE:8133 ) will pay a dividend of ¥28.00 on the 6th of December. The payment will take the...
Declared Dividend • Jul 11Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 3.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 3.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 23Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 06Itochu Enex Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
分析記事 • May 22Itochu EnexLtd (TSE:8133) Has More To Do To Multiply In Value Going ForwardWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • May 08Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,506. The fair value is estimated to be JP¥1,924, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.5%.
お知らせ • May 03+ 3 more updatesItochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024Itochu Enex Co.,Ltd., Annual General Meeting, Jun 19, 2024.
お知らせ • May 02Itochu Enex Co.,Ltd. Announces Changes in Executive OfficersItochu Enex Co. Ltd. resolved the following with respect to changes in Executive Officers, as of May 1, 2024. Kunio Nishimura: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd. Yasue Abe: Current Position: Executive Officer. New Position: Executive Officer, WECARS Co. Ltd.
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥123 (vs JP¥123 in FY 2023)Full year 2024 results: EPS: JP¥123 (up from JP¥123 in FY 2023). Revenue: JP¥963.3b (down 4.8% from FY 2023). Net income: JP¥13.9b (flat on FY 2023). Profit margin: 1.4% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Apr 30Itochu Enex Co.,Ltd. Proposes Dividend for the Year 2024, Effective June 20, 2024 (Planned)Itochu Enex Co.,Ltd. hereby announced that at a meeting of its Board of Directors held on April 30, 2024, it has resolved to submit the dividend of surplus with March 31, 2024 as the record date to the 64th Ordinary General Meeting of Shareholders to be held on June 19, 2024. Dividend per share is JPY 28.00. Total dividends is JPY 3,164 million. Effective date is June 20, 2024 (planned).
分析記事 • Apr 09Itochu Enex Co.,Ltd. (TSE:8133) Might Not Be As Mispriced As It LooksWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Itochu...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (3.1%).
分析記事 • Mar 03Itochu EnexLtd (TSE:8133) Is Due To Pay A Dividend Of ¥26.00The board of Itochu Enex Co.,Ltd. ( TSE:8133 ) has announced that it will pay a dividend on the 17th of June, with...
お知らせ • Mar 02Itochu Enex Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Itochu Enex Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
お知らせ • Feb 02Itochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Itochu Enex Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 26.00 per share.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥38.26 (vs JP¥34.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.26 (up from JP¥34.20 in 3Q 2023). Revenue: JP¥253.7b (down 3.7% from 3Q 2023). Net income: JP¥4.32b (up 12% from 3Q 2023). Profit margin: 1.7% (up from 1.5% in 3Q 2023). 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.
お知らせ • Feb 02Itochu Enex Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Itochu Enex Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects revenue of JPY 970,000 million, profit from operating activities of JPY 20,900 million, net profit attributable to the company's shareholders of JPY 13,500 million and basic earnings per share attributable to the company's shareholders of JPY 119.62.
お知らせ • Nov 29Itochu Enex Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Itochu Enex Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Buying Opportunity • Nov 24Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥2,008, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.5%.
お知らせ • Nov 03Itochu Enex Co.,Ltd. Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 6, 2023Itochu Enex Co.,Ltd. announced a dividend of ¥26.00 per share for the second quarter ended September 30, 2023, against ¥24.00 per share paid a year ago. The dividend is payable on December 6, 2023.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥33.47 (vs JP¥22.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.47 (up from JP¥22.12 in 2Q 2023). Revenue: JP¥240.9b (down 5.2% from 2Q 2023). Net income: JP¥3.78b (up 51% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.3%).
New Risk • Aug 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥45.54 (vs JP¥39.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥45.54 (up from JP¥39.35 in 1Q 2023). Revenue: JP¥214.7b (down 13% from 1Q 2023). Net income: JP¥5.14b (up 16% from 1Q 2023). Profit margin: 2.4% (up from 1.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 17Full year 2023 earnings released: EPS: JP¥123 (vs JP¥117 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥117 in FY 2022). Revenue: JP¥1.01t (up 8.1% from FY 2022). Net income: JP¥13.8b (up 4.8% from FY 2022). Profit margin: 1.4% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 28Itochu Enex Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Itochu Enex Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • May 08+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Fiscal Ending March 31, 2024Itochu Enex Co.,Ltd. provides dividend guidance for the fiscal ending March 31, 2024. The company expects to pay JPY 26.00 against JPY 26.00 reported a year ago.
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥123 (vs JP¥117 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥117 in FY 2022). Revenue: JP¥1.01t (up 8.1% from FY 2022). Net income: JP¥13.8b (up 4.8% from FY 2022). Profit margin: 1.4% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (4.4%).
お知らせ • Feb 01+ 1 more updateItochu Enex Co.,Ltd. Announces Executive AppointmentsItochu Enex Co. Ltd. resolved the following with respect to changes in Representative Director, Officers and reorganization at its Board of Directors' meeting held on January 31, 2023. Tomofumi Yoshida, new position: Representative Director President and Chief Executive Officer from Representative Director, Executive Vice President. Tomofumi Yoshida, date of birth: September 5, 1956. Education: March 1979 Faculty of Business and Commerce, Keio University. April 1979 Joined ITOCHU Corporation. April 2006 General Manager, Forest Products, General Merchandise and Chemicals Planning & Administration Departments, Chief Information Officer, Forest Products, General Merchandise and Chemicals Companies, ITOCHU Corporation. April 2007: Executive Officer, Chief Operating Officer, Forest Products, General Merchandise Division, ITOCHU Corporation; April 2010: Managing Officer, ITOCHU Corporation; April 2012: President, General Products and Information Companies, ITOCHU Corporation; June 2012: Member of the Board, Managing Executive Officer; April 2014: Director, Senior Managing Executive Officer, ITOCHU Corporation; April 2016: Senior Managing Executive Officer, ITOCHU Corporation President and CEO, ITOCHU International Inc.; April 2018: President, General Products & Realty Company, ITOCHU Corporation; June 2018: Representative Director, Senior Managing Executive Officer, ITOCHU Corporation; April 2019: Representative Director, Vice President and Executive Officer, ITOCHU Corporation; May 2022: Corporate Adviser, Itochu Enex Co. Ltd.; June 2022: Representative Director, Executive Vice President, Itochu Enex Co. Ltd. (current position).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥34.20 (vs JP¥51.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.20 (down from JP¥51.42 in 3Q 2022). Revenue: JP¥263.5b (up 1.8% from 3Q 2022). Net income: JP¥3.86b (down 34% from 3Q 2022). Profit margin: 1.5% (down from 2.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Nov 30Itochu Enex Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Itochu Enex Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takuya Morikawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥22.12 (vs JP¥25.35 in 2Q 2022)Second quarter 2023 results: EPS: JP¥22.12 (down from JP¥25.35 in 2Q 2022). Revenue: JP¥254.2b (up 33% from 2Q 2022). Net income: JP¥2.50b (down 13% from 2Q 2022). Profit margin: 1.0% (down from 1.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.
Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be JP¥1,288, 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 4.7%.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.9%).
お知らせ • Aug 28Itochu Enex Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Itochu Enex Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
お知らせ • Aug 04+ 2 more updatesItochu Enex Co.,Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023Itochu Enex Co.,Ltd. provided dividend guidance for the second quarter of fiscal year ending March 31, 2023. For the second quarter, the company expected dividend of JPY 24 per share compared to JPY 23 per share paid a year ago.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥39.35 (vs JP¥23.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥39.35 (up from JP¥23.62 in 1Q 2022). Revenue: JP¥245.4b (up 19% from 1Q 2022). Net income: JP¥4.44b (up 67% from 1Q 2022). Profit margin: 1.8% (up from 1.3% in 1Q 2022). The increase in margin was driven by higher revenue. 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 9% per year.
Board Change • Jul 06Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Takuya Morikawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥936.3b (up 27% from FY 2021). Net income: JP¥13.2b (up 8.4% from FY 2021). Profit margin: 1.4% (down from 1.6% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • May 29Itochu Enex Co.,Ltd. to Report Q1, 2023 Results on Jul 29, 2022Itochu Enex Co.,Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022