View ValuationISE Chemicals 将来の成長Future 基準チェック /06現在、 ISE Chemicals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Chemicals 収益成長12.5%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 updatesReported Earnings • Jul 31Second quarter 2026 earnings released: EPS: JP¥29.38 (vs JP¥38.36 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.38 (down from JP¥38.36 in 2Q 2025). Revenue: JP¥10.4b (down 5.6% from 2Q 2025). Net income: JP¥1.50b (down 23% from 2Q 2025). Profit margin: 14% (down from 18% 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 24% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,730, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 519% over the past three years.ライブニュース • Jun 27ISE Chemicals Signs Deal to Build Iodine Facilities in Texas, New Mexico, OklahomaISE Chemicals has signed a definitive agreement with Select Water Solutions to fund, design, construct, own and operate commercial iodine extraction and refining facilities in the US, using produced water infrastructure across Texas, New Mexico and Oklahoma, with a first plant targeted for commissioning in 2027 and a broader build-out aiming for around 3,000 tonnes of iodine output per year by 2030. The partnership shifts ISE Chemicals toward a larger US footprint and greater access to produced water feedstock, while Select Water Solutions will provide sourcing and infrastructure support and receive royalties from the iodine facilities. ISE Chemicals’ share price is ¥4,385, with the stock up 19.0% over the past day, against a backdrop of weaker performance over the past three months. This agreement gives ISE Chemicals a clearer long-term growth avenue but also adds execution and project timing risk around new facilities and US operations.New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 01 September 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (2.0%).お知らせ • Jun 10ISE Chemicals Corporation to Report Q2, 2026 Results on Jul 30, 2026ISE Chemicals Corporation announced that they will report Q2, 2026 results on Jul 30, 2026Reported Earnings • May 05First quarter 2026 earnings released: EPS: JP¥26.02 (vs JP¥26.73 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.02 (down from JP¥26.73 in 1Q 2025). Revenue: JP¥8.81b (up 7.0% from 1Q 2025). Net income: JP¥1.33b (down 2.6% from 1Q 2025). Profit margin: 15% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 22ISE Chemicals Corporation to Report Q1, 2026 Results on May 01, 2026ISE Chemicals Corporation announced that they will report Q1, 2026 results on May 01, 2026Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,840, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 673% over the past three years.Buy Or Sell Opportunity • Apr 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥5,740. The fair value is estimated to be JP¥4,530, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%.Buy Or Sell Opportunity • Apr 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥5,460. The fair value is estimated to be JP¥4,471, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%.分析記事 • Feb 12ISE Chemicals Corporation's (TSE:4107) 43% Jump Shows Its Popularity With InvestorsDespite an already strong run, ISE Chemicals Corporation ( TSE:4107 ) shares have been powering on, with a gain of 43...Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥1,275 (vs JP¥99.51 in FY 2024)Full year 2025 results: EPS: JP¥1,275 (up from JP¥99.51 in FY 2024). Revenue: JP¥39.3b (up 18% from FY 2024). Net income: JP¥6.50b (up 28% from FY 2024). Profit margin: 17% (up from 15% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 05ISE Chemicals Corporation, Annual General Meeting, Mar 26, 2026ISE Chemicals Corporation, Annual General Meeting, Mar 26, 2026.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥7,290, the stock trades at a trailing P/E ratio of 57.7x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 1,182% over the past three years.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,530, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 1,032% over the past three years.分析記事 • Dec 29Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) 35% Share Price SurgeISE Chemicals Corporation ( TSE:4107 ) shares have continued their recent momentum with a 35% gain in the last month...New Risk • Dec 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 6x cash flows per share. Dividend yield: 8.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (7.2% average weekly change).Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥42,700, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 770% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).お知らせ • Dec 13ISE Chemicals Corporation to Report Fiscal Year 2025 Results on Feb 05, 2026ISE Chemicals Corporation announced that they will report fiscal year 2025 results on Feb 05, 2026分析記事 • Nov 12Earnings Tell The Story For ISE Chemicals Corporation (TSE:4107) As Its Stock Soars 29%ISE Chemicals Corporation ( TSE:4107 ) shareholders have had their patience rewarded with a 29% share price jump in the...Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: JP¥365 (vs JP¥308 in 3Q 2024)Third quarter 2025 results: EPS: JP¥365 (up from JP¥308 in 3Q 2024). Revenue: JP¥10.7b (up 16% from 3Q 2024). Net income: JP¥1.86b (up 19% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 16Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider ISE...お知らせ • Sep 11ISE Chemicals Corporation to Report Q3, 2025 Results on Oct 31, 2025ISE Chemicals Corporation announced that they will report Q3, 2025 results on Oct 31, 2025Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: JP¥384 (vs JP¥269 in 2Q 2024)Second quarter 2025 results: EPS: JP¥384 (up from JP¥269 in 2Q 2024). Revenue: JP¥11.0b (up 30% from 2Q 2024). Net income: JP¥1.96b (up 43% from 2Q 2024). Profit margin: 18% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 20Upcoming dividend of JP¥190 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.9%).分析記事 • Jun 17We Think ISE Chemicals (TSE:4107) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jun 11ISE Chemicals Corporation to Report Q2, 2025 Results on Jul 25, 2025ISE Chemicals Corporation announced that they will report Q2, 2025 results on Jul 25, 2025分析記事 • May 22Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) 30% Share Price SurgeThose holding ISE Chemicals Corporation ( TSE:4107 ) shares would be relieved that the share price has rebounded 30% in...New Risk • May 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥267 (vs JP¥172 in 1Q 2024)First quarter 2025 results: EPS: JP¥267 (up from JP¥172 in 1Q 2024). Revenue: JP¥8.24b (up 20% from 1Q 2024). Net income: JP¥1.36b (up 56% from 1Q 2024). Profit margin: 17% (up from 13% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).分析記事 • Apr 07More Unpleasant Surprises Could Be In Store For ISE Chemicals Corporation's (TSE:4107) Shares After Tumbling 27%Unfortunately for some shareholders, the ISE Chemicals Corporation ( TSE:4107 ) share price has dived 27% in the last...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥17,280, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 337% over the past three years.お知らせ • Mar 11ISE Chemicals Corporation to Report Q1, 2025 Results on Apr 30, 2025ISE Chemicals Corporation announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Mar 03ISE Chemicals (TSE:4107) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Feb 08Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥995 (up from JP¥720 in FY 2023). Revenue: JP¥33.3b (up 26% from FY 2023). Net income: JP¥5.07b (up 38% from FY 2023). Profit margin: 15% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 9.4%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2025ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2025.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥29,640, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 778% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of JP¥160 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.6%).お知らせ • Dec 04ISE Chemicals Corporation to Report Fiscal Year 2024 Results on Feb 06, 2025ISE Chemicals Corporation announced that they will report fiscal year 2024 results on Feb 06, 2025分析記事 • Nov 29There's Reason For Concern Over ISE Chemicals Corporation's (TSE:4107) Massive 27% Price JumpISE Chemicals Corporation ( TSE:4107 ) shares have continued their recent momentum with a 27% gain in the last month...Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥24,890, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 649% over the past three years.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: JP¥308 (vs JP¥143 in 3Q 2023)Third quarter 2024 results: EPS: JP¥308 (up from JP¥143 in 3Q 2023). Revenue: JP¥9.27b (up 44% from 3Q 2023). Net income: JP¥1.57b (up 115% from 3Q 2023). Profit margin: 17% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 20We Think ISE Chemicals (TSE:4107) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Sep 04ISE Chemicals Corporation to Report Q3, 2024 Results on Oct 29, 2024ISE Chemicals Corporation announced that they will report Q3, 2024 results on Oct 29, 2024分析記事 • Aug 23There's Been No Shortage Of Growth Recently For ISE Chemicals' (TSE:4107) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥20,750, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 579% over the past three years.New Risk • Jul 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future.Reported Earnings • Jul 27Second quarter 2024 earnings released: EPS: JP¥269 (vs JP¥229 in 2Q 2023)Second quarter 2024 results: EPS: JP¥269 (up from JP¥229 in 2Q 2023). Revenue: JP¥8.48b (up 14% from 2Q 2023). Net income: JP¥1.37b (up 17% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥23,200, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 630% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of JP¥160 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥24,550, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 685% over the past three years.分析記事 • Jun 17Subdued Growth No Barrier To ISE Chemicals Corporation (TSE:4107) With Shares Advancing 96%ISE Chemicals Corporation ( TSE:4107 ) shares have continued their recent momentum with a 96% gain in the last month...お知らせ • Jun 13ISE Chemicals Corporation to Report Q2, 2024 Results on Jul 25, 2024ISE Chemicals Corporation announced that they will report Q2, 2024 results on Jul 25, 2024Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥29,200, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 835% over the past three years.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥20,480, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 588% over the past three years.分析記事 • May 02Subdued Growth No Barrier To ISE Chemicals Corporation (TSE:4107) With Shares Advancing 26%Despite an already strong run, ISE Chemicals Corporation ( TSE:4107 ) shares have been powering on, with a gain of 26...Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: JP¥172 (vs JP¥132 in 1Q 2023)First quarter 2024 results: EPS: JP¥172 (up from JP¥132 in 1Q 2023). Revenue: JP¥6.86b (up 34% from 1Q 2023). Net income: JP¥875.0m (up 30% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 16ISE Chemicals (TSE:4107) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥18,680, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 513% over the past three years.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥13,190, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 328% over the past three years.Buy Or Sell Opportunity • Mar 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to JP¥11,530. The fair value is estimated to be JP¥9,349, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 3.8% per annum over the same time period.分析記事 • Mar 01Optimistic Investors Push ISE Chemicals Corporation (TSE:4107) Shares Up 32% But Growth Is LackingThe ISE Chemicals Corporation ( TSE:4107 ) share price has done very well over the last month, posting an excellent...お知らせ • Mar 01ISE Chemicals Corporation to Report Q1, 2024 Results on Apr 25, 2024ISE Chemicals Corporation announced that they will report Q1, 2024 results on Apr 25, 2024Buy Or Sell Opportunity • Feb 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to JP¥11,490. The fair value is estimated to be JP¥9,436, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 3.8% per annum over the same time period.お知らせ • Feb 10ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2024ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2024.Reported Earnings • Feb 09Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥720 (up from JP¥503 in FY 2022). Revenue: JP¥26.4b (up 3.3% from FY 2022). Net income: JP¥3.67b (up 43% from FY 2022). Profit margin: 14% (up from 10.0% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥9,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 225% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of JP¥110 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.4%).お知らせ • Dec 05ISE Chemicals Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024ISE Chemicals Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: JP¥143 (vs JP¥179 in 3Q 2022)Third quarter 2023 results: EPS: JP¥143 (down from JP¥179 in 3Q 2022). Revenue: JP¥6.43b (down 9.7% from 3Q 2022). Net income: JP¥729.0m (down 20% from 3Q 2022). Profit margin: 11% (down from 13% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 37% per year.お知らせ • Sep 06ISE Chemicals Corporation to Report Q3, 2023 Results on Oct 26, 2023ISE Chemicals Corporation announced that they will report Q3, 2023 results on Oct 26, 2023Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: JP¥229 (vs JP¥119 in 2Q 2022)Second quarter 2023 results: EPS: JP¥229 (up from JP¥119 in 2Q 2022). Revenue: JP¥7.42b (up 7.6% from 2Q 2022). Net income: JP¥1.17b (up 92% from 2Q 2022). Profit margin: 16% (up from 8.8% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 41% per year.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥7,720, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 168% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of JP¥110 per share at 2.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.5%).お知らせ • Jun 09ISE Chemicals Corporation to Report Q2, 2023 Results on Jul 27, 2023ISE Chemicals Corporation announced that they will report Q2, 2023 results on Jul 27, 2023Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: JP¥132 (vs JP¥80.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥132 (up from JP¥80.03 in 1Q 2022). Revenue: JP¥5.14b (flat on 1Q 2022). Net income: JP¥675.0m (up 65% from 1Q 2022). Profit margin: 13% (up from 7.9% in 1Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 36% per year.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥6,580, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 113% over the past three years.お知らせ • Feb 05ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2023ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2023.Reported Earnings • Feb 04Full year 2022 earnings released: EPS: JP¥503 (vs JP¥348 in FY 2021)Full year 2022 results: EPS: JP¥503 (up from JP¥348 in FY 2021). Revenue: JP¥25.6b (up 26% from FY 2021). Net income: JP¥2.56b (up 45% from FY 2021). Profit margin: 10.0% (up from 8.7% 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 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).お知らせ • Dec 09ISE Chemicals Corporation to Report Fiscal Year 2022 Results on Feb 03, 2023ISE Chemicals Corporation announced that they will report fiscal year 2022 results on Feb 03, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Atsushi Koyama was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: JP¥179 (vs JP¥95.14 in 3Q 2021)Third quarter 2022 results: EPS: JP¥179 (up from JP¥95.14 in 3Q 2021). Revenue: JP¥7.13b (up 30% from 3Q 2021). Net income: JP¥915.0m (up 89% from 3Q 2021). Profit margin: 13% (up from 8.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: JP¥119 (vs JP¥120 in 2Q 2021)Second quarter 2022 results: EPS: JP¥119 (down from JP¥120 in 2Q 2021). Revenue: JP¥6.90b (up 23% from 2Q 2021). Net income: JP¥608.0m (flat on 2Q 2021). Profit margin: 8.8% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. 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 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).お知らせ • Jun 12ISE Chemicals Corporation to Report Q2, 2022 Results on Jul 27, 2022ISE Chemicals Corporation announced that they will report Q2, 2022 results on Jul 27, 2022Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: JP¥80.03 (vs JP¥37.47 in 1Q 2021)First quarter 2022 results: EPS: JP¥80.03 (up from JP¥37.47 in 1Q 2021). Revenue: JP¥5.17b (up 40% from 1Q 2021). Net income: JP¥408.0m (up 114% from 1Q 2021). Profit margin: 7.9% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Atsushi Koyama was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08ISE Chemicals Corporation to Report Q1, 2022 Results on Apr 26, 2022ISE Chemicals Corporation announced that they will report Q1, 2022 results on Apr 26, 2022お知らせ • Feb 05ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2022ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2022.Reported Earnings • Feb 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥348 (up from JP¥263 in FY 2020). Revenue: JP¥20.4b (up 21% from FY 2020). Net income: JP¥1.77b (up 32% from FY 2020). Profit margin: 8.7% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.2%).Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS JP¥95.10 (vs JP¥90.21 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥5.50b (up 21% from 3Q 2020). Net income: JP¥485.0m (up 5.4% from 3Q 2020). Profit margin: 8.8% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS JP¥120 (vs JP¥42.75 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥5.60b (up 33% from 2Q 2020). Net income: JP¥610.0m (up 180% from 2Q 2020). Profit margin: 11% (up from 5.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Jun 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 01 September 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (2.1%).Reported Earnings • Apr 29First quarter 2021 earnings released: EPS JP¥37.46 (vs JP¥48.44 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥3.70b (down 1.0% from 1Q 2020). Net income: JP¥191.0m (down 23% from 1Q 2020). Profit margin: 5.2% (down from 6.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. 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、ISE Chemicals 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:4107 - 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6/30/202639,2136,004N/AN/AN/A3/31/202639,8366,462N/AN/AN/A12/31/202539,2586,4984,8497,528N/A9/30/202538,7166,433N/AN/AN/A6/30/202537,2356,1422,9055,570N/A3/31/202534,6655,558N/AN/AN/A12/31/202433,2875,0716633,456N/A9/30/202432,0224,915N/AN/AN/A6/30/202429,1884,0741,2713,787N/A3/31/202428,1323,872N/AN/AN/A12/31/202326,4133,6722,4634,369N/A9/30/202325,3573,204N/AN/AN/A6/30/202326,0513,3901,7223,542N/A3/31/202325,5302,829N/AN/AN/A12/31/202225,5642,562432,144N/A9/30/202224,7532,418N/AN/AN/A6/30/202223,1321,988-6802,361N/A3/31/202221,8271,990N/AN/AN/A12/31/202120,3541,773-93,288N/A9/30/202119,1641,704N/AN/AN/A6/30/202118,2231,679-3172,451N/A3/31/202116,8211,287N/AN/AN/A12/31/202016,8591,343-2252,384N/A9/30/202016,6951,094N/AN/AN/A6/30/202016,431954942,160N/A3/31/202016,8461,183N/AN/AN/A12/31/201916,8541,191N/A2,621N/A9/30/201917,3581,372N/AN/AN/A6/30/201916,893938N/A2,736N/A3/31/201916,204692N/AN/AN/A12/31/201815,615578N/A2,802N/A9/30/201814,886401N/AN/AN/A6/30/201814,597469N/A2,642N/A3/31/201814,411300N/AN/AN/A12/31/201714,348109N/A2,412N/A9/30/201714,047100N/AN/AN/A6/30/201713,574251N/A2,109N/A3/31/201713,899413N/AN/AN/A12/31/201614,219705N/A1,954N/A9/30/201614,458692N/AN/AN/A6/30/201616,004988N/A3,351N/A3/31/201616,9361,290N/AN/AN/A12/31/201517,7381,318N/A3,902N/A9/30/201518,5801,633N/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: 4107の予測収益成長が 貯蓄率 ( 0.9% ) 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: 4107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: 4107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: 4107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: 4107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: 4107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2026/08/14 16:59終値2026/08/14 00:00収益2026/06/30年間収益2025/12/31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ISE Chemicals 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Koichi HariyaIchiyoshi Research Institute Inc.
Reported Earnings • Jul 31Second quarter 2026 earnings released: EPS: JP¥29.38 (vs JP¥38.36 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.38 (down from JP¥38.36 in 2Q 2025). Revenue: JP¥10.4b (down 5.6% from 2Q 2025). Net income: JP¥1.50b (down 23% from 2Q 2025). Profit margin: 14% (down from 18% 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 24% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,730, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 519% over the past three years.
ライブニュース • Jun 27ISE Chemicals Signs Deal to Build Iodine Facilities in Texas, New Mexico, OklahomaISE Chemicals has signed a definitive agreement with Select Water Solutions to fund, design, construct, own and operate commercial iodine extraction and refining facilities in the US, using produced water infrastructure across Texas, New Mexico and Oklahoma, with a first plant targeted for commissioning in 2027 and a broader build-out aiming for around 3,000 tonnes of iodine output per year by 2030. The partnership shifts ISE Chemicals toward a larger US footprint and greater access to produced water feedstock, while Select Water Solutions will provide sourcing and infrastructure support and receive royalties from the iodine facilities. ISE Chemicals’ share price is ¥4,385, with the stock up 19.0% over the past day, against a backdrop of weaker performance over the past three months. This agreement gives ISE Chemicals a clearer long-term growth avenue but also adds execution and project timing risk around new facilities and US operations.
New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 01 September 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (2.0%).
お知らせ • Jun 10ISE Chemicals Corporation to Report Q2, 2026 Results on Jul 30, 2026ISE Chemicals Corporation announced that they will report Q2, 2026 results on Jul 30, 2026
Reported Earnings • May 05First quarter 2026 earnings released: EPS: JP¥26.02 (vs JP¥26.73 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.02 (down from JP¥26.73 in 1Q 2025). Revenue: JP¥8.81b (up 7.0% from 1Q 2025). Net income: JP¥1.33b (down 2.6% from 1Q 2025). Profit margin: 15% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 22ISE Chemicals Corporation to Report Q1, 2026 Results on May 01, 2026ISE Chemicals Corporation announced that they will report Q1, 2026 results on May 01, 2026
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,840, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 673% over the past three years.
Buy Or Sell Opportunity • Apr 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to JP¥5,740. The fair value is estimated to be JP¥4,530, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%.
Buy Or Sell Opportunity • Apr 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥5,460. The fair value is estimated to be JP¥4,471, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%.
分析記事 • Feb 12ISE Chemicals Corporation's (TSE:4107) 43% Jump Shows Its Popularity With InvestorsDespite an already strong run, ISE Chemicals Corporation ( TSE:4107 ) shares have been powering on, with a gain of 43...
Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥1,275 (vs JP¥99.51 in FY 2024)Full year 2025 results: EPS: JP¥1,275 (up from JP¥99.51 in FY 2024). Revenue: JP¥39.3b (up 18% from FY 2024). Net income: JP¥6.50b (up 28% from FY 2024). Profit margin: 17% (up from 15% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 05ISE Chemicals Corporation, Annual General Meeting, Mar 26, 2026ISE Chemicals Corporation, Annual General Meeting, Mar 26, 2026.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥7,290, the stock trades at a trailing P/E ratio of 57.7x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 1,182% over the past three years.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,530, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 1,032% over the past three years.
分析記事 • Dec 29Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) 35% Share Price SurgeISE Chemicals Corporation ( TSE:4107 ) shares have continued their recent momentum with a 35% gain in the last month...
New Risk • Dec 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 6x cash flows per share. Dividend yield: 8.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 6x cash flows per share). Share price has been volatile over the past 3 months (7.2% average weekly change).
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥42,700, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 770% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).
お知らせ • Dec 13ISE Chemicals Corporation to Report Fiscal Year 2025 Results on Feb 05, 2026ISE Chemicals Corporation announced that they will report fiscal year 2025 results on Feb 05, 2026
分析記事 • Nov 12Earnings Tell The Story For ISE Chemicals Corporation (TSE:4107) As Its Stock Soars 29%ISE Chemicals Corporation ( TSE:4107 ) shareholders have had their patience rewarded with a 29% share price jump in the...
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: JP¥365 (vs JP¥308 in 3Q 2024)Third quarter 2025 results: EPS: JP¥365 (up from JP¥308 in 3Q 2024). Revenue: JP¥10.7b (up 16% from 3Q 2024). Net income: JP¥1.86b (up 19% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 16Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider ISE...
お知らせ • Sep 11ISE Chemicals Corporation to Report Q3, 2025 Results on Oct 31, 2025ISE Chemicals Corporation announced that they will report Q3, 2025 results on Oct 31, 2025
Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: JP¥384 (vs JP¥269 in 2Q 2024)Second quarter 2025 results: EPS: JP¥384 (up from JP¥269 in 2Q 2024). Revenue: JP¥11.0b (up 30% from 2Q 2024). Net income: JP¥1.96b (up 43% from 2Q 2024). Profit margin: 18% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥190 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.9%).
分析記事 • Jun 17We Think ISE Chemicals (TSE:4107) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jun 11ISE Chemicals Corporation to Report Q2, 2025 Results on Jul 25, 2025ISE Chemicals Corporation announced that they will report Q2, 2025 results on Jul 25, 2025
分析記事 • May 22Why Investors Shouldn't Be Surprised By ISE Chemicals Corporation's (TSE:4107) 30% Share Price SurgeThose holding ISE Chemicals Corporation ( TSE:4107 ) shares would be relieved that the share price has rebounded 30% in...
New Risk • May 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥267 (vs JP¥172 in 1Q 2024)First quarter 2025 results: EPS: JP¥267 (up from JP¥172 in 1Q 2024). Revenue: JP¥8.24b (up 20% from 1Q 2024). Net income: JP¥1.36b (up 56% from 1Q 2024). Profit margin: 17% (up from 13% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).
分析記事 • Apr 07More Unpleasant Surprises Could Be In Store For ISE Chemicals Corporation's (TSE:4107) Shares After Tumbling 27%Unfortunately for some shareholders, the ISE Chemicals Corporation ( TSE:4107 ) share price has dived 27% in the last...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥17,280, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 337% over the past three years.
お知らせ • Mar 11ISE Chemicals Corporation to Report Q1, 2025 Results on Apr 30, 2025ISE Chemicals Corporation announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Mar 03ISE Chemicals (TSE:4107) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Feb 08Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥995 (up from JP¥720 in FY 2023). Revenue: JP¥33.3b (up 26% from FY 2023). Net income: JP¥5.07b (up 38% from FY 2023). Profit margin: 15% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 9.4%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2025ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2025.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥29,640, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 778% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥160 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 28 March 2025. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.6%).
お知らせ • Dec 04ISE Chemicals Corporation to Report Fiscal Year 2024 Results on Feb 06, 2025ISE Chemicals Corporation announced that they will report fiscal year 2024 results on Feb 06, 2025
分析記事 • Nov 29There's Reason For Concern Over ISE Chemicals Corporation's (TSE:4107) Massive 27% Price JumpISE Chemicals Corporation ( TSE:4107 ) shares have continued their recent momentum with a 27% gain in the last month...
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥24,890, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 649% over the past three years.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: JP¥308 (vs JP¥143 in 3Q 2023)Third quarter 2024 results: EPS: JP¥308 (up from JP¥143 in 3Q 2023). Revenue: JP¥9.27b (up 44% from 3Q 2023). Net income: JP¥1.57b (up 115% from 3Q 2023). Profit margin: 17% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 20We Think ISE Chemicals (TSE:4107) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Sep 04ISE Chemicals Corporation to Report Q3, 2024 Results on Oct 29, 2024ISE Chemicals Corporation announced that they will report Q3, 2024 results on Oct 29, 2024
分析記事 • Aug 23There's Been No Shortage Of Growth Recently For ISE Chemicals' (TSE:4107) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥20,750, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 579% over the past three years.
New Risk • Jul 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future.
Reported Earnings • Jul 27Second quarter 2024 earnings released: EPS: JP¥269 (vs JP¥229 in 2Q 2023)Second quarter 2024 results: EPS: JP¥269 (up from JP¥229 in 2Q 2023). Revenue: JP¥8.48b (up 14% from 2Q 2023). Net income: JP¥1.37b (up 17% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥23,200, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 630% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥160 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥24,550, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 685% over the past three years.
分析記事 • Jun 17Subdued Growth No Barrier To ISE Chemicals Corporation (TSE:4107) With Shares Advancing 96%ISE Chemicals Corporation ( TSE:4107 ) shares have continued their recent momentum with a 96% gain in the last month...
お知らせ • Jun 13ISE Chemicals Corporation to Report Q2, 2024 Results on Jul 25, 2024ISE Chemicals Corporation announced that they will report Q2, 2024 results on Jul 25, 2024
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥29,200, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 835% over the past three years.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥20,480, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 588% over the past three years.
分析記事 • May 02Subdued Growth No Barrier To ISE Chemicals Corporation (TSE:4107) With Shares Advancing 26%Despite an already strong run, ISE Chemicals Corporation ( TSE:4107 ) shares have been powering on, with a gain of 26...
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: JP¥172 (vs JP¥132 in 1Q 2023)First quarter 2024 results: EPS: JP¥172 (up from JP¥132 in 1Q 2023). Revenue: JP¥6.86b (up 34% from 1Q 2023). Net income: JP¥875.0m (up 30% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 16ISE Chemicals (TSE:4107) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥18,680, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 513% over the past three years.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥13,190, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 328% over the past three years.
Buy Or Sell Opportunity • Mar 08Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to JP¥11,530. The fair value is estimated to be JP¥9,349, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 3.8% per annum over the same time period.
分析記事 • Mar 01Optimistic Investors Push ISE Chemicals Corporation (TSE:4107) Shares Up 32% But Growth Is LackingThe ISE Chemicals Corporation ( TSE:4107 ) share price has done very well over the last month, posting an excellent...
お知らせ • Mar 01ISE Chemicals Corporation to Report Q1, 2024 Results on Apr 25, 2024ISE Chemicals Corporation announced that they will report Q1, 2024 results on Apr 25, 2024
Buy Or Sell Opportunity • Feb 15Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to JP¥11,490. The fair value is estimated to be JP¥9,436, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 3.8% per annum over the same time period.
お知らせ • Feb 10ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2024ISE Chemicals Corporation, Annual General Meeting, Mar 27, 2024.
Reported Earnings • Feb 09Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥720 (up from JP¥503 in FY 2022). Revenue: JP¥26.4b (up 3.3% from FY 2022). Net income: JP¥3.67b (up 43% from FY 2022). Profit margin: 14% (up from 10.0% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥9,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 225% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥110 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.4%).
お知らせ • Dec 05ISE Chemicals Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024ISE Chemicals Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: JP¥143 (vs JP¥179 in 3Q 2022)Third quarter 2023 results: EPS: JP¥143 (down from JP¥179 in 3Q 2022). Revenue: JP¥6.43b (down 9.7% from 3Q 2022). Net income: JP¥729.0m (down 20% from 3Q 2022). Profit margin: 11% (down from 13% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 37% per year.
お知らせ • Sep 06ISE Chemicals Corporation to Report Q3, 2023 Results on Oct 26, 2023ISE Chemicals Corporation announced that they will report Q3, 2023 results on Oct 26, 2023
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: JP¥229 (vs JP¥119 in 2Q 2022)Second quarter 2023 results: EPS: JP¥229 (up from JP¥119 in 2Q 2022). Revenue: JP¥7.42b (up 7.6% from 2Q 2022). Net income: JP¥1.17b (up 92% from 2Q 2022). Profit margin: 16% (up from 8.8% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 41% per year.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥7,720, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 168% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥110 per share at 2.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.5%).
お知らせ • Jun 09ISE Chemicals Corporation to Report Q2, 2023 Results on Jul 27, 2023ISE Chemicals Corporation announced that they will report Q2, 2023 results on Jul 27, 2023
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: JP¥132 (vs JP¥80.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥132 (up from JP¥80.03 in 1Q 2022). Revenue: JP¥5.14b (flat on 1Q 2022). Net income: JP¥675.0m (up 65% from 1Q 2022). Profit margin: 13% (up from 7.9% in 1Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 36% per year.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥6,580, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 113% over the past three years.
お知らせ • Feb 05ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2023ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2023.
Reported Earnings • Feb 04Full year 2022 earnings released: EPS: JP¥503 (vs JP¥348 in FY 2021)Full year 2022 results: EPS: JP¥503 (up from JP¥348 in FY 2021). Revenue: JP¥25.6b (up 26% from FY 2021). Net income: JP¥2.56b (up 45% from FY 2021). Profit margin: 10.0% (up from 8.7% 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 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).
お知らせ • Dec 09ISE Chemicals Corporation to Report Fiscal Year 2022 Results on Feb 03, 2023ISE Chemicals Corporation announced that they will report fiscal year 2022 results on Feb 03, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Atsushi Koyama was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: JP¥179 (vs JP¥95.14 in 3Q 2021)Third quarter 2022 results: EPS: JP¥179 (up from JP¥95.14 in 3Q 2021). Revenue: JP¥7.13b (up 30% from 3Q 2021). Net income: JP¥915.0m (up 89% from 3Q 2021). Profit margin: 13% (up from 8.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: JP¥119 (vs JP¥120 in 2Q 2021)Second quarter 2022 results: EPS: JP¥119 (down from JP¥120 in 2Q 2021). Revenue: JP¥6.90b (up 23% from 2Q 2021). Net income: JP¥608.0m (flat on 2Q 2021). Profit margin: 8.8% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. 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 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).
お知らせ • Jun 12ISE Chemicals Corporation to Report Q2, 2022 Results on Jul 27, 2022ISE Chemicals Corporation announced that they will report Q2, 2022 results on Jul 27, 2022
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: JP¥80.03 (vs JP¥37.47 in 1Q 2021)First quarter 2022 results: EPS: JP¥80.03 (up from JP¥37.47 in 1Q 2021). Revenue: JP¥5.17b (up 40% from 1Q 2021). Net income: JP¥408.0m (up 114% from 1Q 2021). Profit margin: 7.9% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Atsushi Koyama was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08ISE Chemicals Corporation to Report Q1, 2022 Results on Apr 26, 2022ISE Chemicals Corporation announced that they will report Q1, 2022 results on Apr 26, 2022
お知らせ • Feb 05ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2022ISE Chemicals Corporation, Annual General Meeting, Mar 29, 2022.
Reported Earnings • Feb 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥348 (up from JP¥263 in FY 2020). Revenue: JP¥20.4b (up 21% from FY 2020). Net income: JP¥1.77b (up 32% from FY 2020). Profit margin: 8.7% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.2%).
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS JP¥95.10 (vs JP¥90.21 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥5.50b (up 21% from 3Q 2020). Net income: JP¥485.0m (up 5.4% from 3Q 2020). Profit margin: 8.8% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS JP¥120 (vs JP¥42.75 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥5.60b (up 33% from 2Q 2020). Net income: JP¥610.0m (up 180% from 2Q 2020). Profit margin: 11% (up from 5.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 01 September 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (2.1%).
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS JP¥37.46 (vs JP¥48.44 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥3.70b (down 1.0% from 1Q 2020). Net income: JP¥191.0m (down 23% from 1Q 2020). Profit margin: 5.2% (down from 6.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.