View ValuationSE 将来の成長Future 基準チェック /06現在、 SEの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Basic Materials 収益成長15.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥3.74 (vs JP¥6.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.74 (down from JP¥6.42 in 3Q 2025). Revenue: JP¥6.71b (up 1.2% from 3Q 2025). Net income: JP¥113.0m (down 42% from 3Q 2025). Profit margin: 1.7% (down from 2.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Dec 26SE Corporation to Report Q3, 2026 Results on Feb 10, 2026SE Corporation announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 10Second quarter 2026 earnings released: EPS: JP¥0.53 (vs JP¥7.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.53 (down from JP¥7.18 in 2Q 2025). Revenue: JP¥5.64b (down 9.1% from 2Q 2025). Net income: JP¥16.0m (down 93% from 2Q 2025). Profit margin: 0.3% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Oct 02SE Corporation to Report Q2, 2026 Results on Nov 07, 2025SE Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 11First quarter 2026 earnings released: JP¥2.38 loss per share (vs JP¥1.09 loss in 1Q 2025)First quarter 2026 results: JP¥2.38 loss per share (further deteriorated from JP¥1.09 loss in 1Q 2025). Revenue: JP¥5.16b (down 8.7% from 1Q 2025). Net loss: JP¥72.0m (loss widened 118% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% 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.Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jun 25SE Corporation to Report Q1, 2026 Results on Aug 08, 2025SE Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 09SE Corporation, Annual General Meeting, Jun 26, 2025SE Corporation, Annual General Meeting, Jun 26, 2025.Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥242. The fair value is estimated to be JP¥306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 22%.お知らせ • Mar 27SE Corporation to Report Fiscal Year 2025 Results on May 09, 2025SE Corporation announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥8.16b market cap, or US$53.9m).お知らせ • Dec 07SE Corporation to Report Q3, 2025 Results on Feb 07, 2025SE Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 12SE's (TSE:3423) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from SE Corporation ( TSE:3423 ) last week didn't sink the stock price. However, we...Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥8.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.18 (down from JP¥8.81 in 2Q 2024). Revenue: JP¥6.20b (down 8.7% from 2Q 2024). Net income: JP¥217.0m (down 18% from 2Q 2024). Profit margin: 3.5% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Sep 20SE Corporation to Report Q2, 2025 Results on Nov 05, 2024SE Corporation announced that they will report Q2, 2025 results on Nov 05, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥8.37b market cap, or US$59.5m).Reported Earnings • Aug 08First quarter 2025 earnings released: JP¥1.09 loss per share (vs JP¥1.39 profit in 1Q 2024)First quarter 2025 results: JP¥1.09 loss per share (down from JP¥1.39 profit in 1Q 2024). Revenue: JP¥5.65b (flat on 1Q 2024). Net loss: JP¥33.0m (down 179% from profit in 1Q 2024). 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 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥247, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total loss to shareholders of 13% over the past three years.お知らせ • Jun 22SE Corporation to Report Q1, 2025 Results on Aug 05, 2024SE Corporation announced that they will report Q1, 2025 results on Aug 05, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥32.08 (vs JP¥28.82 in FY 2023)Full year 2024 results: EPS: JP¥32.08 (up from JP¥28.82 in FY 2023). Revenue: JP¥26.5b (up 4.0% from FY 2023). Net income: JP¥969.0m (up 11% from FY 2023). Profit margin: 3.7% (up from 3.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 12SE Corporation, Annual General Meeting, Jun 26, 2024SE Corporation, Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).お知らせ • Mar 10SE Corporation to Report Fiscal Year 2024 Results on May 10, 2024SE Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥10.59 (vs JP¥4.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.59 (up from JP¥4.90 in 3Q 2023). Revenue: JP¥6.90b (up 9.5% from 3Q 2023). Net income: JP¥320.0m (up 116% from 3Q 2023). Profit margin: 4.6% (up from 2.3% in 3Q 2023). 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 7% per year.お知らせ • Dec 07SE Corporation to Report Q3, 2024 Results on Feb 05, 2024SE Corporation announced that they will report Q3, 2024 results on Feb 05, 2024Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥8.81 (vs JP¥4.07 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.81 (up from JP¥4.07 in 2Q 2023). Revenue: JP¥6.79b (up 17% from 2Q 2023). Net income: JP¥266.0m (up 116% from 2Q 2023). Profit margin: 3.9% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 17SE Corporation to Report Q2, 2024 Results on Nov 06, 2023SE Corporation announced that they will report Q2, 2024 results on Nov 06, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 24SE Corporation to Report Q1, 2024 Results on Aug 04, 2023SE Corporation announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥28.82 (vs JP¥53.65 in FY 2022)Full year 2023 results: EPS: JP¥28.82 (down from JP¥53.65 in FY 2022). Revenue: JP¥25.5b (up 5.4% from FY 2022). Net income: JP¥870.0m (down 46% from FY 2022). Profit margin: 3.4% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 14SE Corporation, Annual General Meeting, Jun 28, 2023SE Corporation, Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥4.90 (vs JP¥12.12 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.90 (down from JP¥12.12 in 3Q 2022). Revenue: JP¥6.31b (up 1.3% from 3Q 2022). Net income: JP¥148.0m (down 60% from 3Q 2022). Profit margin: 2.3% (down from 5.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 28SE Corporation to Report Q3, 2023 Results on Feb 06, 2023SE Corporation announced that they will report Q3, 2023 results on Feb 06, 2023Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 11SE Corporation to Report Q2, 2023 Results on Nov 04, 2022SE Corporation announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥4.72 (vs JP¥11.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥4.72 (down from JP¥11.93 in 1Q 2022). Revenue: JP¥5.61b (up 1.1% from 1Q 2022). Net income: JP¥142.0m (down 60% from 1Q 2022). Profit margin: 2.5% (down from 6.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 18SE Corporation to Report Q1, 2023 Results on Aug 05, 2022SE Corporation announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥53.65 (vs JP¥21.08 in FY 2021)Full year 2022 results: EPS: JP¥53.65 (up from JP¥21.08 in FY 2021). Revenue: JP¥24.2b (up 5.9% from FY 2021). Net income: JP¥1.61b (up 155% from FY 2021). Profit margin: 6.7% (up from 2.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 15SE Corporation, Annual General Meeting, Jun 28, 2022SE Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 07SE Corporation to Report Fiscal Year 2022 Results on May 13, 2022SE Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥12.12 (up from JP¥5.73 in 3Q 2021). Revenue: JP¥6.22b (up 2.0% from 3Q 2021). Net income: JP¥365.0m (up 112% from 3Q 2021). Profit margin: 5.9% (up from 2.8% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥342, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Basic Materials industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥11.33 (vs JP¥0.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.90b (up 12% from 2Q 2021). Net income: JP¥341.0m (up JP¥327.0m from 2Q 2021). Profit margin: 5.8% (up from 0.3% in 2Q 2021). 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 whereas the company’s share price has increased by 4% per year.Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥11.93 (vs JP¥2.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.55b (up 14% from 1Q 2021). Net income: JP¥358.0m (up 342% from 1Q 2021). Profit margin: 6.5% (up from 1.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Apr 14SE (TYO:3423) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.2%).分析記事 • Mar 17Update: SE (TYO:3423) Stock Gained 27% In The Last YearOn average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...Is New 90 Day High Low • Mar 10New 90-day high: JP¥296The company is up 2.0% from its price of JP¥290 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 6.0% over the same period.分析記事 • Feb 21SE Corporation (TYO:3423) Investors Should Think About This Before Buying It For Its DividendIs SE Corporation ( TYO:3423 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS JP¥5.73 (vs JP¥1.27 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.10b (up 9.4% from 3Q 2020). Net income: JP¥172.0m (up JP¥210.0m from 3Q 2020). Profit margin: 2.8% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Feb 03Is SE (TYO:3423) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 19Declining Stock and Decent Financials: Is The Market Wrong About SE Corporation (TYO:3423)?It is hard to get excited after looking at SE's (TYO:3423) recent performance, when its stock has declined 2.8% over...分析記事 • Jan 04Is SE (TYO:3423) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Dec 17SE's (TYO:3423) Shareholders Are Down 22% On Their SharesThe simplest way to benefit from a rising market is to buy an index fund. But if you buy individual stocks, you can do...Is New 90 Day High Low • Dec 08New 90-day high: JP¥300The company is up 9.0% from its price of JP¥274 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.分析記事 • Dec 02Here's Why We Think SE's (TYO:3423) Statutory Earnings Might Be ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...分析記事 • Nov 17Know This Before Buying SE Corporation (TYO:3423) For Its DividendIs SE Corporation (TYO:3423) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 08Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Sep 06SE Corporation to Report Q2, 2021 Results on Nov 06, 2020SE Corporation announced that they will report Q2, 2021 results on Nov 06, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、SE は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:3423 - 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12/31/202524,912222N/AN/AN/A9/30/202524,8353038451,953N/A6/30/202525,397504N/AN/AN/A3/31/202525,8875438811,705N/A12/31/202425,665719N/AN/AN/A9/30/202425,9328455881,423N/A6/30/202426,522894N/AN/AN/A3/31/202426,4749699652,114N/A12/31/202327,0271,085N/AN/AN/A9/30/202326,430913-160880N/A6/30/202325,447770N/AN/AN/A3/31/202325,452870-1,588-637N/A12/31/202224,197963N/AN/AN/A9/30/202224,1141,180131913N/A6/30/202224,2091,398N/AN/AN/A3/31/202224,1501,6141,6592,309N/A12/31/202124,2281,429N/AN/AN/A9/30/202124,1051,2368901,621N/A6/30/202123,465909N/AN/AN/A3/31/202122,8016321,5632,134N/A12/31/202022,715432N/AN/AN/A9/30/202022,1902223001,037N/A6/30/202022,141227N/AN/AN/A3/31/202022,839270-1,189-135N/A12/31/201923,007470N/AN/AN/A9/30/201923,351744N/A1,438N/A6/30/201923,525882N/AN/AN/A3/31/201922,412699N/A774N/A12/31/201821,818620N/AN/AN/A9/30/201821,036594N/A448N/A6/30/201820,716708N/AN/AN/A3/31/201820,197680N/A1,849N/A12/31/201719,929904N/AN/AN/A9/30/201719,188801N/A1,050N/A6/30/201718,406541N/AN/AN/A3/31/201717,742429N/A217N/A12/31/201617,698392N/AN/AN/A9/30/201618,438322N/A899N/A6/30/201619,005394N/AN/AN/A3/31/201619,490358N/A1,729N/A12/31/201519,887129N/AN/AN/A9/30/201519,486205N/A841N/A6/30/201519,540236N/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: 3423の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3423の収益がJP市場よりも速く成長す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高成長収益: 3423の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3423の収益がJP市場よりも速く成長す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。高い収益成長: 3423の収益が年間20%よりも速く成長す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。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: 3423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7D1Y7D1Y7D1YMaterials 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2026/05/07 14:21終値2026/05/07 00:00収益2025/12/31年間収益2025/03/31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SE Corporation 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。1 アナリスト機関Hisaki HatoriMizuho Securities Co., Ltd.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥3.74 (vs JP¥6.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.74 (down from JP¥6.42 in 3Q 2025). Revenue: JP¥6.71b (up 1.2% from 3Q 2025). Net income: JP¥113.0m (down 42% from 3Q 2025). Profit margin: 1.7% (down from 2.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 26SE Corporation to Report Q3, 2026 Results on Feb 10, 2026SE Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 10Second quarter 2026 earnings released: EPS: JP¥0.53 (vs JP¥7.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.53 (down from JP¥7.18 in 2Q 2025). Revenue: JP¥5.64b (down 9.1% from 2Q 2025). Net income: JP¥16.0m (down 93% from 2Q 2025). Profit margin: 0.3% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 02SE Corporation to Report Q2, 2026 Results on Nov 07, 2025SE Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 11First quarter 2026 earnings released: JP¥2.38 loss per share (vs JP¥1.09 loss in 1Q 2025)First quarter 2026 results: JP¥2.38 loss per share (further deteriorated from JP¥1.09 loss in 1Q 2025). Revenue: JP¥5.16b (down 8.7% from 1Q 2025). Net loss: JP¥72.0m (loss widened 118% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% 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.
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 25SE Corporation to Report Q1, 2026 Results on Aug 08, 2025SE Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥17.98 (vs JP¥32.08 in FY 2024)Full year 2025 results: EPS: JP¥17.98 (down from JP¥32.08 in FY 2024). Revenue: JP¥25.9b (down 2.2% from FY 2024). Net income: JP¥543.0m (down 44% from FY 2024). Profit margin: 2.1% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 09SE Corporation, Annual General Meeting, Jun 26, 2025SE Corporation, Annual General Meeting, Jun 26, 2025.
Buy Or Sell Opportunity • Apr 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥242. The fair value is estimated to be JP¥306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 22%.
お知らせ • Mar 27SE Corporation to Report Fiscal Year 2025 Results on May 09, 2025SE Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥8.16b market cap, or US$53.9m).
お知らせ • Dec 07SE Corporation to Report Q3, 2025 Results on Feb 07, 2025SE Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 12SE's (TSE:3423) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from SE Corporation ( TSE:3423 ) last week didn't sink the stock price. However, we...
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥8.81 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.18 (down from JP¥8.81 in 2Q 2024). Revenue: JP¥6.20b (down 8.7% from 2Q 2024). Net income: JP¥217.0m (down 18% from 2Q 2024). Profit margin: 3.5% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 20SE Corporation to Report Q2, 2025 Results on Nov 05, 2024SE Corporation announced that they will report Q2, 2025 results on Nov 05, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥8.37b market cap, or US$59.5m).
Reported Earnings • Aug 08First quarter 2025 earnings released: JP¥1.09 loss per share (vs JP¥1.39 profit in 1Q 2024)First quarter 2025 results: JP¥1.09 loss per share (down from JP¥1.39 profit in 1Q 2024). Revenue: JP¥5.65b (flat on 1Q 2024). Net loss: JP¥33.0m (down 179% from profit in 1Q 2024). 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 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥247, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total loss to shareholders of 13% over the past three years.
お知らせ • Jun 22SE Corporation to Report Q1, 2025 Results on Aug 05, 2024SE Corporation announced that they will report Q1, 2025 results on Aug 05, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥32.08 (vs JP¥28.82 in FY 2023)Full year 2024 results: EPS: JP¥32.08 (up from JP¥28.82 in FY 2023). Revenue: JP¥26.5b (up 4.0% from FY 2023). Net income: JP¥969.0m (up 11% from FY 2023). Profit margin: 3.7% (up from 3.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 12SE Corporation, Annual General Meeting, Jun 26, 2024SE Corporation, Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
お知らせ • Mar 10SE Corporation to Report Fiscal Year 2024 Results on May 10, 2024SE Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥10.59 (vs JP¥4.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.59 (up from JP¥4.90 in 3Q 2023). Revenue: JP¥6.90b (up 9.5% from 3Q 2023). Net income: JP¥320.0m (up 116% from 3Q 2023). Profit margin: 4.6% (up from 2.3% in 3Q 2023). 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 7% per year.
お知らせ • Dec 07SE Corporation to Report Q3, 2024 Results on Feb 05, 2024SE Corporation announced that they will report Q3, 2024 results on Feb 05, 2024
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥8.81 (vs JP¥4.07 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.81 (up from JP¥4.07 in 2Q 2023). Revenue: JP¥6.79b (up 17% from 2Q 2023). Net income: JP¥266.0m (up 116% from 2Q 2023). Profit margin: 3.9% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 17SE Corporation to Report Q2, 2024 Results on Nov 06, 2023SE Corporation announced that they will report Q2, 2024 results on Nov 06, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.39 (vs JP¥4.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.39 (down from JP¥4.72 in 1Q 2023). Revenue: JP¥5.60b (flat on 1Q 2023). Net income: JP¥42.0m (down 70% from 1Q 2023). Profit margin: 0.7% (down from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 24SE Corporation to Report Q1, 2024 Results on Aug 04, 2023SE Corporation announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥28.82 (vs JP¥53.65 in FY 2022)Full year 2023 results: EPS: JP¥28.82 (down from JP¥53.65 in FY 2022). Revenue: JP¥25.5b (up 5.4% from FY 2022). Net income: JP¥870.0m (down 46% from FY 2022). Profit margin: 3.4% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14SE Corporation, Annual General Meeting, Jun 28, 2023SE Corporation, Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥4.90 (vs JP¥12.12 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.90 (down from JP¥12.12 in 3Q 2022). Revenue: JP¥6.31b (up 1.3% from 3Q 2022). Net income: JP¥148.0m (down 60% from 3Q 2022). Profit margin: 2.3% (down from 5.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 28SE Corporation to Report Q3, 2023 Results on Feb 06, 2023SE Corporation announced that they will report Q3, 2023 results on Feb 06, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥11.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.07 (down from JP¥11.33 in 2Q 2022). Revenue: JP¥5.81b (down 1.6% from 2Q 2022). Net income: JP¥123.0m (down 64% from 2Q 2022). Profit margin: 2.1% (down from 5.8% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 11SE Corporation to Report Q2, 2023 Results on Nov 04, 2022SE Corporation announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥4.72 (vs JP¥11.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥4.72 (down from JP¥11.93 in 1Q 2022). Revenue: JP¥5.61b (up 1.1% from 1Q 2022). Net income: JP¥142.0m (down 60% from 1Q 2022). Profit margin: 2.5% (down from 6.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 18SE Corporation to Report Q1, 2023 Results on Aug 05, 2022SE Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥53.65 (vs JP¥21.08 in FY 2021)Full year 2022 results: EPS: JP¥53.65 (up from JP¥21.08 in FY 2021). Revenue: JP¥24.2b (up 5.9% from FY 2021). Net income: JP¥1.61b (up 155% from FY 2021). Profit margin: 6.7% (up from 2.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15SE Corporation, Annual General Meeting, Jun 28, 2022SE Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Toshiaki Oka was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 07SE Corporation to Report Fiscal Year 2022 Results on May 13, 2022SE Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥12.12 (up from JP¥5.73 in 3Q 2021). Revenue: JP¥6.22b (up 2.0% from 3Q 2021). Net income: JP¥365.0m (up 112% from 3Q 2021). Profit margin: 5.9% (up from 2.8% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥342, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Basic Materials industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥11.33 (vs JP¥0.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.90b (up 12% from 2Q 2021). Net income: JP¥341.0m (up JP¥327.0m from 2Q 2021). Profit margin: 5.8% (up from 0.3% in 2Q 2021). 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 whereas the company’s share price has increased by 4% per year.
Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥11.93 (vs JP¥2.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.55b (up 14% from 1Q 2021). Net income: JP¥358.0m (up 342% from 1Q 2021). Profit margin: 6.5% (up from 1.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Apr 14SE (TYO:3423) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (2.2%).
分析記事 • Mar 17Update: SE (TYO:3423) Stock Gained 27% In The Last YearOn average, over time, stock markets tend to rise higher. This makes investing attractive. But if when you choose to...
Is New 90 Day High Low • Mar 10New 90-day high: JP¥296The company is up 2.0% from its price of JP¥290 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 6.0% over the same period.
分析記事 • Feb 21SE Corporation (TYO:3423) Investors Should Think About This Before Buying It For Its DividendIs SE Corporation ( TYO:3423 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS JP¥5.73 (vs JP¥1.27 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.10b (up 9.4% from 3Q 2020). Net income: JP¥172.0m (up JP¥210.0m from 3Q 2020). Profit margin: 2.8% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 03Is SE (TYO:3423) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 19Declining Stock and Decent Financials: Is The Market Wrong About SE Corporation (TYO:3423)?It is hard to get excited after looking at SE's (TYO:3423) recent performance, when its stock has declined 2.8% over...
分析記事 • Jan 04Is SE (TYO:3423) A Future Multi-bagger?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Dec 17SE's (TYO:3423) Shareholders Are Down 22% On Their SharesThe simplest way to benefit from a rising market is to buy an index fund. But if you buy individual stocks, you can do...
Is New 90 Day High Low • Dec 08New 90-day high: JP¥300The company is up 9.0% from its price of JP¥274 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.
分析記事 • Dec 02Here's Why We Think SE's (TYO:3423) Statutory Earnings Might Be ConservativeIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
分析記事 • Nov 17Know This Before Buying SE Corporation (TYO:3423) For Its DividendIs SE Corporation (TYO:3423) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 08Second quarter 2021 earnings released: EPS JP¥0.47The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥5.26b (flat on 2Q 2020). Net income: JP¥14.0m (down 26% from 2Q 2020). Profit margin: 0.3% (down from 0.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 06SE Corporation to Report Q2, 2021 Results on Nov 06, 2020SE Corporation announced that they will report Q2, 2021 results on Nov 06, 2020