View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSeiko PMC 過去の業績過去 基準チェック /16Seiko PMCの収益は年間平均-0.3%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間5.4% 5.1%割合で 増加しています。 Seiko PMCの自己資本利益率は4.1%であり、純利益率は4.2%です。主要情報-0.35%収益成長率-0.35%EPS成長率Chemicals 業界の成長6.58%収益成長率5.11%株主資本利益率4.13%ネット・マージン4.20%前回の決算情報30 Sep 2023最近の業績更新Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥17.32 (vs JP¥14.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.32 (up from JP¥14.97 in 3Q 2022). Revenue: JP¥8.60b (up 4.6% from 3Q 2022). Net income: JP¥525.0m (up 16% from 3Q 2022). Profit margin: 6.1% (up from 5.5% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Oct 12Seiko PMC Corporation to Report Q3, 2023 Results on Nov 13, 2023Seiko PMC Corporation announced that they will report Q3, 2023 results on Nov 13, 2023Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥20.98 (vs JP¥22.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.98 (down from JP¥22.59 in 2Q 2022). Revenue: JP¥7.87b (down 6.4% from 2Q 2022). Net income: JP¥636.0m (down 7.2% from 2Q 2022). Profit margin: 8.1% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.お知らせ • May 28Seiko PMC Corporation to Report Q2, 2023 Results on Aug 08, 2023Seiko PMC Corporation announced that they will report Q2, 2023 results on Aug 08, 2023Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥10.06 (vs JP¥20.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.06 (down from JP¥20.48 in 1Q 2022). Revenue: JP¥7.46b (down 1.0% from 1Q 2022). Net income: JP¥305.0m (down 51% from 1Q 2022). Profit margin: 4.1% (down from 8.2% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥54.32 (vs JP¥68.67 in FY 2021)Full year 2022 results: EPS: JP¥54.32 (down from JP¥68.67 in FY 2021). Revenue: JP¥32.4b (up 4.5% from FY 2021). Net income: JP¥1.65b (down 21% from FY 2021). Profit margin: 5.1% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • Dec 02Seiko PMC Corporation to Delist from Prime Section of Tokyo Stock ExchangeSeiko PMC Corporation will be delisted from prime section of Tokyo Stock Exchange effective from December 28, 2023. Delisting is due to Reverse stock split.New Risk • Nov 15New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (4.2% net profit margin).Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥17.32 (vs JP¥14.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.32 (up from JP¥14.97 in 3Q 2022). Revenue: JP¥8.60b (up 4.6% from 3Q 2022). Net income: JP¥525.0m (up 16% from 3Q 2022). Profit margin: 6.1% (up from 5.5% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Oct 12Seiko PMC Corporation to Report Q3, 2023 Results on Nov 13, 2023Seiko PMC Corporation announced that they will report Q3, 2023 results on Nov 13, 2023Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 88%After last week's 88% share price gain to JP¥1,066, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 70% over the past three years.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥20.98 (vs JP¥22.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.98 (down from JP¥22.59 in 2Q 2022). Revenue: JP¥7.87b (down 6.4% from 2Q 2022). Net income: JP¥636.0m (down 7.2% from 2Q 2022). Profit margin: 8.1% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 06 September 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. 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 • May 28Seiko PMC Corporation to Report Q2, 2023 Results on Aug 08, 2023Seiko PMC Corporation announced that they will report Q2, 2023 results on Aug 08, 2023Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥10.06 (vs JP¥20.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.06 (down from JP¥20.48 in 1Q 2022). Revenue: JP¥7.46b (down 1.0% from 1Q 2022). Net income: JP¥305.0m (down 51% from 1Q 2022). Profit margin: 4.1% (down from 8.2% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥54.32 (vs JP¥68.67 in FY 2021)Full year 2022 results: EPS: JP¥54.32 (down from JP¥68.67 in FY 2021). Revenue: JP¥32.4b (up 4.5% from FY 2021). Net income: JP¥1.65b (down 21% from FY 2021). Profit margin: 5.1% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 15Seiko PMC Corporation, Annual General Meeting, Mar 28, 2023Seiko PMC Corporation, Annual General Meeting, Mar 28, 2023.Reported Earnings • Feb 15Full year 2022 earnings released: EPS: JP¥54.32 (vs JP¥68.67 in FY 2021)Full year 2022 results: EPS: JP¥54.32 (down from JP¥68.67 in FY 2021). Revenue: JP¥32.4b (up 4.5% from FY 2021). Net income: JP¥1.65b (down 21% from FY 2021). Profit margin: 5.1% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).お知らせ • Dec 06Seiko PMC Corporation to Report Fiscal Year 2022 Results on Feb 13, 2023Seiko PMC Corporation announced that they will report fiscal year 2022 results on Feb 13, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥14.97 (vs JP¥19.06 in 3Q 2021)Third quarter 2022 results: EPS: JP¥14.97 (down from JP¥19.06 in 3Q 2021). Revenue: JP¥8.22b (up 2.4% from 3Q 2021). Net income: JP¥454.0m (down 22% from 3Q 2021). Profit margin: 5.5% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less 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. 5 experienced directors. 7 highly experienced directors. 1 independent director (8 non-independent directors). Director Naoyoshi Furuta was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥14.97 (vs JP¥19.06 in 3Q 2021)Third quarter 2022 results: EPS: JP¥14.97 (down from JP¥19.06 in 3Q 2021). Revenue: JP¥8.22b (up 2.4% from 3Q 2021). Net income: JP¥454.0m (down 22% from 3Q 2021). Profit margin: 5.5% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: JP¥22.59 (vs JP¥11.97 in 2Q 2021)Second quarter 2022 results: EPS: JP¥22.59 (up from JP¥11.97 in 2Q 2021). Revenue: JP¥8.41b (up 13% from 2Q 2021). Net income: JP¥685.0m (up 89% from 2Q 2021). Profit margin: 8.1% (up from 4.9% 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 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 07 September 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).Reported Earnings • May 18First quarter 2022 earnings released: EPS: JP¥20.48 (vs JP¥23.09 in 1Q 2021)First quarter 2022 results: EPS: JP¥20.48 (down from JP¥23.09 in 1Q 2021). Revenue: JP¥7.53b (flat on 1Q 2021). Net income: JP¥621.0m (down 11% from 1Q 2021). Profit margin: 8.2% (down from 9.3% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.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. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Director Naoyoshi Furuta was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 02Full year 2021 earnings released: EPS: JP¥68.67 (vs JP¥55.57 in FY 2020)Full year 2021 results: EPS: JP¥68.67 (up from JP¥55.57 in FY 2020). Revenue: JP¥31.0b (up 19% from FY 2020). Net income: JP¥2.08b (up 24% from FY 2020). Profit margin: 6.7% (up from 6.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥68.67 (up from JP¥55.57 in FY 2020). Revenue: JP¥31.0b (up 19% from FY 2020). Net income: JP¥2.08b (up 24% from FY 2020). Profit margin: 6.7% (up from 6.5% 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 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥68.67 (up from JP¥55.57 in FY 2020). Revenue: JP¥31.0b (up 19% from FY 2020). Net income: JP¥2.08b (up 24% from FY 2020). Profit margin: 6.7% (up from 6.5% 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 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Buying Opportunity • Jan 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥853, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has grown by 8.3% per annum over the last 3 years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.2%).Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS JP¥19.06 (vs JP¥14.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥8.03b (up 27% from 3Q 2020). Net income: JP¥578.0m (up 29% from 3Q 2020). Profit margin: 7.2% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS JP¥11.97 (vs JP¥7.55 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥7.47b (up 26% from 2Q 2020). Net income: JP¥363.0m (up 59% from 2Q 2020). Profit margin: 4.9% (up from 3.9% 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 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 08 September 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.1%). In line with average of industry peers (2.1%).Reported Earnings • May 16First quarter 2021 earnings released: EPS JP¥23.09 (vs JP¥12.86 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥7.51b (up 14% from 1Q 2020). Net income: JP¥700.0m (up 80% from 1Q 2020). Profit margin: 9.3% (up from 5.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥55.57 (vs JP¥64.68 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥26.0b (down 6.9% from FY 2019). Net income: JP¥1.69b (down 14% from FY 2019). Profit margin: 6.5% (down from 7.0% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Jan 08New 90-day high: JP¥802The company is up 20% from its price of JP¥670 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 15% over the same period.Is New 90 Day High Low • Dec 04New 90-day high: JP¥784The company is up 24% from its price of JP¥631 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period.収支内訳Seiko PMC の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4963 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費30 Sep 2332,1881,3534,4291,10630 Jun 2331,8081,2824,5721,10631 Mar 2332,3451,3314,5731,10631 Dec 2232,4181,6474,6101,10630 Sep 2232,1782,2014,6011,18130 Jun 2231,9862,3254,4761,18131 Mar 2231,0512,0034,4371,18131 Dec 2131,0322,0824,4501,18130 Sep 2130,1932,2604,3711,12030 Jun 2128,4862,1294,1451,12031 Mar 2126,9441,9953,9211,12031 Dec 2026,0461,6853,7731,12030 Sep 2026,0991,6383,8191,04030 Jun 2026,9821,6883,9021,04031 Mar 2027,8611,8593,9531,04031 Dec 1927,9701,9613,8871,04030 Sep 1927,5361,7983,81597030 Jun 1926,8571,6783,73597031 Mar 1926,4461,5863,68997031 Dec 1825,8891,5613,58897030 Sep 1825,9551,7653,5251,01930 Jun 1825,8631,8713,5171,01931 Mar 1825,3931,9213,4781,01931 Dec 1725,0861,9993,4801,01930 Sep 1724,3921,8153,5231,04030 Jun 1724,1211,8773,4531,04031 Mar 1724,2551,8743,4331,04031 Dec 1624,3461,7943,4141,04030 Sep 1624,3961,6263,45795830 Jun 1624,4811,3603,49695831 Mar 1624,4931,2773,49195831 Dec 1524,5691,0723,48195830 Sep 1524,7539393,44595630 Jun 1524,5667793,43495631 Mar 1524,6591953,45895631 Dec 1423,970-183,35095631 Dec 1321,7927822,6841,25830 Sep 1321,0028513,06671130 Jun 1320,8488013,04071131 Mar 1321,1227273,030711質の高い収益: 4963は 高品質の収益 を持っています。利益率の向上: 4963の現在の純利益率 (4.2%)は、昨年(6.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4963の収益は過去 5 年間で年間0.3%減少しました。成長の加速: 4963は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 4963は過去 1 年間で収益成長率がマイナス ( -38.5% ) となったため、 Chemicals業界平均 ( 10.7% ) と比較することが困難です。株主資本利益率高いROE: 4963の 自己資本利益率 ( 4.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2024/01/04 18:42終値2023/12/27 00:00収益2023/09/30年間収益2022/12/31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Seiko PMC Corporation 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Eiji TomaruMizuho Securities Co., Ltd.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥17.32 (vs JP¥14.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.32 (up from JP¥14.97 in 3Q 2022). Revenue: JP¥8.60b (up 4.6% from 3Q 2022). Net income: JP¥525.0m (up 16% from 3Q 2022). Profit margin: 6.1% (up from 5.5% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Oct 12Seiko PMC Corporation to Report Q3, 2023 Results on Nov 13, 2023Seiko PMC Corporation announced that they will report Q3, 2023 results on Nov 13, 2023
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥20.98 (vs JP¥22.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.98 (down from JP¥22.59 in 2Q 2022). Revenue: JP¥7.87b (down 6.4% from 2Q 2022). Net income: JP¥636.0m (down 7.2% from 2Q 2022). Profit margin: 8.1% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • May 28Seiko PMC Corporation to Report Q2, 2023 Results on Aug 08, 2023Seiko PMC Corporation announced that they will report Q2, 2023 results on Aug 08, 2023
Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥10.06 (vs JP¥20.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.06 (down from JP¥20.48 in 1Q 2022). Revenue: JP¥7.46b (down 1.0% from 1Q 2022). Net income: JP¥305.0m (down 51% from 1Q 2022). Profit margin: 4.1% (down from 8.2% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥54.32 (vs JP¥68.67 in FY 2021)Full year 2022 results: EPS: JP¥54.32 (down from JP¥68.67 in FY 2021). Revenue: JP¥32.4b (up 4.5% from FY 2021). Net income: JP¥1.65b (down 21% from FY 2021). Profit margin: 5.1% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 02Seiko PMC Corporation to Delist from Prime Section of Tokyo Stock ExchangeSeiko PMC Corporation will be delisted from prime section of Tokyo Stock Exchange effective from December 28, 2023. Delisting is due to Reverse stock split.
New Risk • Nov 15New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (4.2% net profit margin).
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥17.32 (vs JP¥14.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥17.32 (up from JP¥14.97 in 3Q 2022). Revenue: JP¥8.60b (up 4.6% from 3Q 2022). Net income: JP¥525.0m (up 16% from 3Q 2022). Profit margin: 6.1% (up from 5.5% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Oct 12Seiko PMC Corporation to Report Q3, 2023 Results on Nov 13, 2023Seiko PMC Corporation announced that they will report Q3, 2023 results on Nov 13, 2023
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 88%After last week's 88% share price gain to JP¥1,066, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 70% over the past three years.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: JP¥20.98 (vs JP¥22.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥20.98 (down from JP¥22.59 in 2Q 2022). Revenue: JP¥7.87b (down 6.4% from 2Q 2022). Net income: JP¥636.0m (down 7.2% from 2Q 2022). Profit margin: 8.1% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 06 September 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. 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 • May 28Seiko PMC Corporation to Report Q2, 2023 Results on Aug 08, 2023Seiko PMC Corporation announced that they will report Q2, 2023 results on Aug 08, 2023
Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥10.06 (vs JP¥20.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.06 (down from JP¥20.48 in 1Q 2022). Revenue: JP¥7.46b (down 1.0% from 1Q 2022). Net income: JP¥305.0m (down 51% from 1Q 2022). Profit margin: 4.1% (down from 8.2% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥54.32 (vs JP¥68.67 in FY 2021)Full year 2022 results: EPS: JP¥54.32 (down from JP¥68.67 in FY 2021). Revenue: JP¥32.4b (up 4.5% from FY 2021). Net income: JP¥1.65b (down 21% from FY 2021). Profit margin: 5.1% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15Seiko PMC Corporation, Annual General Meeting, Mar 28, 2023Seiko PMC Corporation, Annual General Meeting, Mar 28, 2023.
Reported Earnings • Feb 15Full year 2022 earnings released: EPS: JP¥54.32 (vs JP¥68.67 in FY 2021)Full year 2022 results: EPS: JP¥54.32 (down from JP¥68.67 in FY 2021). Revenue: JP¥32.4b (up 4.5% from FY 2021). Net income: JP¥1.65b (down 21% from FY 2021). Profit margin: 5.1% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).
お知らせ • Dec 06Seiko PMC Corporation to Report Fiscal Year 2022 Results on Feb 13, 2023Seiko PMC Corporation announced that they will report fiscal year 2022 results on Feb 13, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥14.97 (vs JP¥19.06 in 3Q 2021)Third quarter 2022 results: EPS: JP¥14.97 (down from JP¥19.06 in 3Q 2021). Revenue: JP¥8.22b (up 2.4% from 3Q 2021). Net income: JP¥454.0m (down 22% from 3Q 2021). Profit margin: 5.5% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less 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. 5 experienced directors. 7 highly experienced directors. 1 independent director (8 non-independent directors). Director Naoyoshi Furuta was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: JP¥14.97 (vs JP¥19.06 in 3Q 2021)Third quarter 2022 results: EPS: JP¥14.97 (down from JP¥19.06 in 3Q 2021). Revenue: JP¥8.22b (up 2.4% from 3Q 2021). Net income: JP¥454.0m (down 22% from 3Q 2021). Profit margin: 5.5% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: JP¥22.59 (vs JP¥11.97 in 2Q 2021)Second quarter 2022 results: EPS: JP¥22.59 (up from JP¥11.97 in 2Q 2021). Revenue: JP¥8.41b (up 13% from 2Q 2021). Net income: JP¥685.0m (up 89% from 2Q 2021). Profit margin: 8.1% (up from 4.9% 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 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 07 September 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.0%).
Reported Earnings • May 18First quarter 2022 earnings released: EPS: JP¥20.48 (vs JP¥23.09 in 1Q 2021)First quarter 2022 results: EPS: JP¥20.48 (down from JP¥23.09 in 1Q 2021). Revenue: JP¥7.53b (flat on 1Q 2021). Net income: JP¥621.0m (down 11% from 1Q 2021). Profit margin: 8.2% (down from 9.3% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
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. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Director Naoyoshi Furuta was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 02Full year 2021 earnings released: EPS: JP¥68.67 (vs JP¥55.57 in FY 2020)Full year 2021 results: EPS: JP¥68.67 (up from JP¥55.57 in FY 2020). Revenue: JP¥31.0b (up 19% from FY 2020). Net income: JP¥2.08b (up 24% from FY 2020). Profit margin: 6.7% (up from 6.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥68.67 (up from JP¥55.57 in FY 2020). Revenue: JP¥31.0b (up 19% from FY 2020). Net income: JP¥2.08b (up 24% from FY 2020). Profit margin: 6.7% (up from 6.5% 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 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥68.67 (up from JP¥55.57 in FY 2020). Revenue: JP¥31.0b (up 19% from FY 2020). Net income: JP¥2.08b (up 24% from FY 2020). Profit margin: 6.7% (up from 6.5% 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 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jan 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥853, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% per annum over the last 3 years. Earnings per share has grown by 8.3% per annum over the last 3 years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.2%).
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS JP¥19.06 (vs JP¥14.74 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥8.03b (up 27% from 3Q 2020). Net income: JP¥578.0m (up 29% from 3Q 2020). Profit margin: 7.2% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS JP¥11.97 (vs JP¥7.55 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥7.47b (up 26% from 2Q 2020). Net income: JP¥363.0m (up 59% from 2Q 2020). Profit margin: 4.9% (up from 3.9% 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 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 08 September 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.1%). In line with average of industry peers (2.1%).
Reported Earnings • May 16First quarter 2021 earnings released: EPS JP¥23.09 (vs JP¥12.86 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥7.51b (up 14% from 1Q 2020). Net income: JP¥700.0m (up 80% from 1Q 2020). Profit margin: 9.3% (up from 5.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥55.57 (vs JP¥64.68 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥26.0b (down 6.9% from FY 2019). Net income: JP¥1.69b (down 14% from FY 2019). Profit margin: 6.5% (down from 7.0% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Jan 08New 90-day high: JP¥802The company is up 20% from its price of JP¥670 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 15% over the same period.
Is New 90 Day High Low • Dec 04New 90-day high: JP¥784The company is up 24% from its price of JP¥631 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period.