View ValuationMitani Sekisan 将来の成長Future 基準チェック /06現在、 Mitani Sekisanの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Basic Materials 収益成長13.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥783 (vs JP¥140 in FY 2025)Full year 2026 results: EPS: JP¥783 (up from JP¥140 in FY 2025). Revenue: JP¥99.9b (up 14% from FY 2025). Net income: JP¥13.8b (up 35% from FY 2025). Profit margin: 14% (up from 12% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 24, 2026Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 24, 2026.New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • May 09Mitani Sekisan Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Mitani Sekisan Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥81.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥207 (vs JP¥163 in 3Q 2025)Third quarter 2026 results: EPS: JP¥207 (up from JP¥163 in 3Q 2025). Revenue: JP¥25.8b (up 15% from 3Q 2025). Net income: JP¥3.63b (up 23% from 3Q 2025). Profit margin: 14% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥185 (vs JP¥104 in 2Q 2025)Second quarter 2026 results: EPS: JP¥185 (up from JP¥104 in 2Q 2025). Revenue: JP¥23.6b (up 15% from 2Q 2025). Net income: JP¥3.25b (up 71% from 2Q 2025). Profit margin: 14% (up from 9.3% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.お知らせ • Oct 02TD SYNNEX K.K. acquired 96.3% stake in Gateway Computer Co., Ltd. from Mitani Sekisan Co., Ltd. (TSE:5273).TD SYNNEX K.K. acquired 96.3% stake in Gateway Computer Co., Ltd. from Mitani Sekisan Co., Ltd. (TSE:5273) on September 11, 2025. Gateway Computer Co., Ltd. will continue to function as a separate organization under TD SYNNEX K.K. For the period ending March 31, 2025, Gateway Computer Co., Ltd. reported total revenue of ¥4.57 billion, operating income of ¥171 million and net income of ¥118 million. As of March 31, 2025, Gateway Computer Co., Ltd. reported total assets of ¥2.34 billion and total common equity of ¥992 million. Hidekazu Hayashi, President of Gateway Computer Co., Ltd., will continue to lead the business and report to Shigetaka Kunimochi, President of TD SYNNEX K.K. There will be no changes to existing contracts or support structures for customers and partners. TD SYNNEX K.K. completed the acquisition of 96.3% stake in Gateway Computer Co., Ltd. from Mitani Sekisan Co., Ltd. (TSE:5273) on September 30, 2025.お知らせ • Sep 27Mitani Sekisan Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025Mitani Sekisan Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 16 December 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.7%).Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥208 (vs JP¥168 in 1Q 2025)First quarter 2026 results: EPS: JP¥208 (up from JP¥168 in 1Q 2025). Revenue: JP¥26.1b (up 21% from 1Q 2025). Net income: JP¥3.67b (up 20% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 05Mitani Sekisan Co., Ltd. to Report Q1, 2026 Results on Aug 14, 2025Mitani Sekisan Co., Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025分析記事 • Jul 30Mitani Sekisan's (TSE:5273) Returns Have Hit A WallIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥561 (vs JP¥505 in FY 2024)Full year 2025 results: EPS: JP¥561 (up from JP¥505 in FY 2024). Revenue: JP¥87.8b (up 5.6% from FY 2024). Net income: JP¥10.2b (up 10.0% from FY 2024). Profit margin: 12% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.分析記事 • Jun 18If EPS Growth Is Important To You, Mitani Sekisan (TSE:5273) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • May 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 300,000 shares, representing 1.69% for ¥2,100 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.69% of its issued share capital (excluding treasury stock), for ¥2,100 million. The purpose of the program is shareholder return and capital policy. The program is valid till May 14, 2026. As of May 14, 2025, the company has 17,752,046 issued shares (excluding treasury stock) and 3,234,553 treasury shares.お知らせ • May 14Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 18, 2025Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 18, 2025.分析記事 • May 07Mitani Sekisan Co., Ltd. (TSE:5273) Soars 26% But It's A Story Of Risk Vs RewardDespite an already strong run, Mitani Sekisan Co., Ltd. ( TSE:5273 ) shares have been powering on, with a gain of 26...分析記事 • Apr 14Returns At Mitani Sekisan (TSE:5273) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...お知らせ • Apr 09Mitani Sekisan Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Mitani Sekisan Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥5,740, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 10x in the Basic Materials industry in Japan. Negligible returns to shareholders over past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.8%).分析記事 • Mar 06Even With A 28% Surge, Cautious Investors Are Not Rewarding Mitani Sekisan Co., Ltd.'s (TSE:5273) Performance CompletelyMitani Sekisan Co., Ltd. ( TSE:5273 ) shares have had a really impressive month, gaining 28% after a shaky period...Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥163 (vs JP¥133 in 3Q 2024)Third quarter 2025 results: EPS: JP¥163 (up from JP¥133 in 3Q 2024). Revenue: JP¥22.4b (up 5.1% from 3Q 2024). Net income: JP¥2.96b (up 21% from 3Q 2024). Profit margin: 13% (up from 12% in 3Q 2024). 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 fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 250,000 shares, representing 1.4% for ¥1,250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 1.4% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,250 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will continue through August 14, 2025. As of February 14, 2025, the company has 17,864,108 issued shares (excluding treasury stock) and 3,122,491 treasury shares.New Risk • Jan 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jan 17Mitani Sekisan Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Mitani Sekisan Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Dec 22Mitani Sekisan Co., Ltd.'s (TSE:5273) Subdued P/E Might Signal An OpportunityMitani Sekisan Co., Ltd.'s ( TSE:5273 ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right...お知らせ • Dec 12Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 700,000 shares, representing 3.28% for ¥3,720 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 3.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,720 million. The program is part of our shareholder return and capital policy. The program will continue through December 26, 2024. As of December 12, 2024, the company has 18,275,911 issued shares (excluding treasury stock) and 6,710,688 treasury shares.Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥104 (vs JP¥108 in 2Q 2024)Second quarter 2025 results: EPS: JP¥104 (down from JP¥108 in 2Q 2024). Revenue: JP¥20.4b (down 1.3% from 2Q 2024). Net income: JP¥1.90b (down 4.4% from 2Q 2024). Profit margin: 9.3% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • Nov 14If EPS Growth Is Important To You, Mitani Sekisan (TSE:5273) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥5,950. The fair value is estimated to be JP¥7,570, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 26%.お知らせ • Oct 17Mitani Sekisan Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Mitani Sekisan Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥168 (vs JP¥137 in 1Q 2024)First quarter 2025 results: EPS: JP¥168 (up from JP¥137 in 1Q 2024). Revenue: JP¥21.6b (up 9.2% from 1Q 2024). Net income: JP¥3.07b (up 22% from 1Q 2024). Profit margin: 14% (up from 13% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 08Calculating The Intrinsic Value Of Mitani Sekisan Co., Ltd. (TSE:5273)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitani Sekisan fair value estimate is JP¥6,201 Mitani...Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥4,770. The fair value is estimated to be JP¥6,203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 26%.お知らせ • Aug 01Mitani Sekisan Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Mitani Sekisan Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • Jun 03Returns At Mitani Sekisan (TSE:5273) Appear To Be Weighed DownDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥505 (vs JP¥446 in FY 2023)Full year 2024 results: EPS: JP¥505 (up from JP¥446 in FY 2023). Revenue: JP¥83.1b (down 3.4% from FY 2023). Net income: JP¥9.25b (up 13% from FY 2023). Profit margin: 11% (up from 9.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 19, 2024Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 19, 2024.Buy Or Sell Opportunity • Apr 16Now 21% undervaluedOver the last 90 days, the stock has risen 15% to JP¥5,970. The fair value is estimated to be JP¥7,552, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 24%.お知らせ • Apr 14Mitani Sekisan Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Mitani Sekisan Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Buy Or Sell Opportunity • Mar 28Now 20% undervaluedOver the last 90 days, the stock has risen 26% to JP¥6,000. The fair value is estimated to be JP¥7,502, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 24%.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.4%).Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥133 (vs JP¥97.48 in 3Q 2023)Third quarter 2024 results: EPS: JP¥133 (up from JP¥97.48 in 3Q 2023). Revenue: JP¥21.3b (down 1.2% from 3Q 2023). Net income: JP¥2.44b (up 36% from 3Q 2023). Profit margin: 12% (up from 8.3% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.27% of its issued share capital (excluding treasury stock), for a total purchase price of ¥250 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will continue through February 14, 2025. As of February 14, 2024, the company has 18,301,560 issued shares (excluding treasury stock) and 6,685,039 treasury shares.お知らせ • Jan 20Mitani Sekisan Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Mitani Sekisan Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥108 (vs JP¥94.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥108 (up from JP¥94.05 in 2Q 2023). Revenue: JP¥20.7b (down 9.5% from 2Q 2023). Net income: JP¥1.99b (up 15% from 2Q 2023). Profit margin: 9.6% (up from 7.6% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 01Mitani Sekisan Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Mitani Sekisan Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥31.50 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.6%).お知らせ • Sep 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.27% of its issued share capital (excluding treasury stock), for a total purchase price of ¥250 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will continue through September 13, 2024. As of September 13, 2023, the company has 18,348,061 issued shares (excluding treasury stock) and 6,638,538 treasury shares.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥137 (vs JP¥94.75 in 1Q 2023)First quarter 2024 results: EPS: JP¥137 (up from JP¥94.75 in 1Q 2023). Revenue: JP¥19.8b (flat on 1Q 2023). Net income: JP¥2.52b (up 45% from 1Q 2023). Profit margin: 13% (up from 8.7% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Aug 03Mitani Sekisan Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Mitani Sekisan Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥446 (vs JP¥282 in FY 2022)Full year 2023 results: EPS: JP¥446 (up from JP¥282 in FY 2022). Revenue: JP¥86.1b (up 11% from FY 2022). Net income: JP¥8.20b (up 54% from FY 2022). Profit margin: 9.5% (up from 6.9% in FY 2022). 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 only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 13, 2023Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 13, 2023.Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥5,606, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.4%.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,865, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 16% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Buying Opportunity • Mar 14Now 21% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be JP¥5,598, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.4%.Buying Opportunity • Feb 17Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥5,441, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.4%.お知らせ • Jan 18Mitani Sekisan Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Mitani Sekisan Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Buying Opportunity • Jan 05Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 1.5%. The fair value is estimated to be JP¥4,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years, while earnings per share has been flat.Buying Opportunity • Dec 15Now 22% undervaluedOver the last 90 days, the stock is up 7.8%. The fair value is estimated to be JP¥5,195, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥3,945, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 8x in the Basic Materials industry in Japan. Total returns to shareholders of 15% over the past three years.Buying Opportunity • Nov 28Now 22% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be JP¥5,718, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years, while earnings per share has been flat.Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥94.05 (vs JP¥53.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥94.05 (up from JP¥53.33 in 2Q 2022). Revenue: JP¥22.8b (up 36% from 2Q 2022). Net income: JP¥1.73b (up 69% from 2Q 2022). Profit margin: 7.6% (up from 6.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.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. 1 experienced director. 8 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Hideki Sugihara was the last director to join the board, commencing their role in 2013. 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 • Nov 11Second quarter 2023 earnings released: EPS: JP¥94.05 (vs JP¥53.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥94.05 (up from JP¥53.33 in 2Q 2022). Revenue: JP¥22.8b (up 36% from 2Q 2022). Net income: JP¥1.73b (up 69% from 2Q 2022). Profit margin: 7.6% (up from 6.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.お知らせ • Oct 14Mitani Sekisan Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Mitani Sekisan Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).お知らせ • Sep 14Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 70,000 shares, representing 0.38% for ¥250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 70,000 shares, representing 0.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥250 million. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. The program will continue through September 13, 2023. As of September 13, 2022, the company has 18,396,412 issued shares (excluding treasury stock) and 6,590,187 treasury shares.Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥94.75 (vs JP¥96.90 in 1Q 2022)First quarter 2023 results: EPS: JP¥94.75 (down from JP¥96.90 in 1Q 2022). Revenue: JP¥20.0b (flat on 1Q 2022). Net income: JP¥1.75b (down 6.0% from 1Q 2022). Profit margin: 8.7% (down from 9.3% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 28Mitani Sekisan Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Mitani Sekisan Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥282 (vs JP¥280 in FY 2021)Full year 2022 results: EPS: JP¥282. Revenue: JP¥77.3b (up 12% from FY 2021). Net income: JP¥5.32b (down 1.0% from FY 2021). Profit margin: 6.9% (down from 7.8% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • May 15Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 14, 2022Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 14, 2022.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. 1 experienced director. 8 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Hideki Sugihara was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.7%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥79.04 (down from JP¥84.91 in 3Q 2021). Revenue: JP¥18.8b (up 5.0% from 3Q 2021). Net income: JP¥1.48b (down 9.0% from 3Q 2021). Profit margin: 7.9% (down from 9.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 11Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 70,000 shares, representing 0.38% for ¥469 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 70,000 shares, representing 0.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥469 million. The shares will be repurchased at a price of ¥6,670 per share. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. As of February 10, 2022, the company has 18,504,077 issued shares (excluding treasury stock) and 6,482,522 treasury shares.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥53.33 (vs JP¥59.46 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥16.8b (up 3.7% from 2Q 2021). Net income: JP¥1.02b (down 10% from 2Q 2021). Profit margin: 6.1% (down from 7.0% 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 2% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.4%).Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥6,900, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 143% over the past three years.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥5,590, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 92% over the past three years.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥96.90 (vs JP¥77.12 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥19.9b (up 17% from 1Q 2021). Net income: JP¥1.86b (up 26% from 1Q 2021). Profit margin: 9.3% (up from 8.7% 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 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥280 (vs JP¥289 in FY 2020)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2021 results: Revenue: JP¥68.9b (down 8.2% from FY 2020). Net income: JP¥5.38b (down 4.3% from FY 2020). Profit margin: 7.8% (up from 7.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥4,525, the stock is trading at a trailing P/E ratio of 15.7x, down from the previous P/E ratio of 18.5x. This compares to an average P/E of 10x in the Basic Materials industry in Japan. Total returns to shareholders over the past three years are 88%.Reported Earnings • Feb 17Third quarter 2021 earnings released: EPS JP¥84.91 (vs JP¥78.10 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥17.9b (down 6.0% from 3Q 2020). Net income: JP¥1.63b (up 7.9% from 3Q 2020). Profit margin: 9.1% (up from 7.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 05New 90-day high: JP¥5,030The company is up 2.0% from its price of JP¥4,955 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 8.0% over the same period.お知らせ • Dec 23Mitani Sekisan Co., Ltd. to Report Q3, 2021 Results on Jan 19, 2021Mitani Sekisan Co., Ltd. announced that they will report Q3, 2021 results on Jan 19, 2021Is New 90 Day High Low • Dec 01New 90-day low: JP¥4,115The company is down 27% from its price of JP¥5,640 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 1.0% over the same period.お知らせ • Oct 08Mitani Sekisan Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020Mitani Sekisan Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020お知らせ • Aug 24Mitani Sekisan Co., Ltd. to Report Q1, 2021 Results on Aug 13, 2020Mitani Sekisan Co., Ltd. announced that they will report Q1, 2021 results on Aug 13, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Mitani Sekisan 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:5273 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202699,85413,7827,97613,330N/A12/31/202598,79812,797N/AN/AN/A9/30/202595,42812,1239,06114,320N/A6/30/202592,28410,778N/AN/AN/A3/31/202587,76510,1758,52913,370N/A12/31/202485,74510,223N/AN/AN/A9/30/202484,6609,7118,50912,200N/A6/30/202484,9329,798N/AN/AN/A3/31/202483,1169,2515,3438,688N/A12/31/202383,5009,886N/AN/AN/A9/30/202383,7569,2356,6519,546N/A6/30/202385,9168,979N/AN/AN/A3/31/202386,0758,2017,4089,759N/A12/31/202286,2186,232N/AN/AN/A9/30/202283,4205,9205,7507,757N/A6/30/202277,3755,211N/AN/AN/A3/31/202277,3205,3227,5099,298N/A12/31/202173,2865,487N/AN/AN/A9/30/202172,3975,6338,98911,095N/A6/30/202171,8005,752N/AN/AN/A3/31/202168,9075,3756,6738,897N/A12/31/202071,2585,537N/AN/AN/A9/30/202072,4045,4185,7477,795N/A6/30/202074,3145,694N/AN/AN/A3/31/202075,0945,6147,5659,935N/A12/31/201972,1315,454N/AN/AN/A9/30/201971,4985,542N/A11,221N/A6/30/201970,3165,275N/AN/AN/A3/31/201971,0565,510N/A9,166N/A12/31/201871,3465,676N/AN/AN/A9/30/201870,5935,513N/A8,201N/A6/30/201870,0735,493N/AN/AN/A3/31/201867,3634,723N/A6,553N/A12/31/201766,2764,030N/AN/AN/A9/30/201765,5993,697N/A4,622N/A6/30/201765,3283,381N/AN/AN/A3/31/201765,1633,415N/A5,292N/A12/31/201664,3834,074N/AN/AN/A9/30/201663,7283,982N/A6,517N/A6/30/201664,2074,306N/AN/AN/A3/31/201663,7314,354N/A6,175N/A12/31/201562,8343,698N/AN/AN/A9/30/201562,0053,781N/A5,433N/A6/30/201560,9453,497N/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: 5273の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 5273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: 5273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: 5273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: 5273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: 5273の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/31 02:59終値2026/05/29 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mitani Sekisan Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥783 (vs JP¥140 in FY 2025)Full year 2026 results: EPS: JP¥783 (up from JP¥140 in FY 2025). Revenue: JP¥99.9b (up 14% from FY 2025). Net income: JP¥13.8b (up 35% from FY 2025). Profit margin: 14% (up from 12% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 24, 2026Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 24, 2026.
New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • May 09Mitani Sekisan Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Mitani Sekisan Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥81.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥207 (vs JP¥163 in 3Q 2025)Third quarter 2026 results: EPS: JP¥207 (up from JP¥163 in 3Q 2025). Revenue: JP¥25.8b (up 15% from 3Q 2025). Net income: JP¥3.63b (up 23% from 3Q 2025). Profit margin: 14% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥185 (vs JP¥104 in 2Q 2025)Second quarter 2026 results: EPS: JP¥185 (up from JP¥104 in 2Q 2025). Revenue: JP¥23.6b (up 15% from 2Q 2025). Net income: JP¥3.25b (up 71% from 2Q 2025). Profit margin: 14% (up from 9.3% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Oct 02TD SYNNEX K.K. acquired 96.3% stake in Gateway Computer Co., Ltd. from Mitani Sekisan Co., Ltd. (TSE:5273).TD SYNNEX K.K. acquired 96.3% stake in Gateway Computer Co., Ltd. from Mitani Sekisan Co., Ltd. (TSE:5273) on September 11, 2025. Gateway Computer Co., Ltd. will continue to function as a separate organization under TD SYNNEX K.K. For the period ending March 31, 2025, Gateway Computer Co., Ltd. reported total revenue of ¥4.57 billion, operating income of ¥171 million and net income of ¥118 million. As of March 31, 2025, Gateway Computer Co., Ltd. reported total assets of ¥2.34 billion and total common equity of ¥992 million. Hidekazu Hayashi, President of Gateway Computer Co., Ltd., will continue to lead the business and report to Shigetaka Kunimochi, President of TD SYNNEX K.K. There will be no changes to existing contracts or support structures for customers and partners. TD SYNNEX K.K. completed the acquisition of 96.3% stake in Gateway Computer Co., Ltd. from Mitani Sekisan Co., Ltd. (TSE:5273) on September 30, 2025.
お知らせ • Sep 27Mitani Sekisan Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025Mitani Sekisan Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 16 December 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.7%).
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥208 (vs JP¥168 in 1Q 2025)First quarter 2026 results: EPS: JP¥208 (up from JP¥168 in 1Q 2025). Revenue: JP¥26.1b (up 21% from 1Q 2025). Net income: JP¥3.67b (up 20% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 05Mitani Sekisan Co., Ltd. to Report Q1, 2026 Results on Aug 14, 2025Mitani Sekisan Co., Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025
分析記事 • Jul 30Mitani Sekisan's (TSE:5273) Returns Have Hit A WallIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥561 (vs JP¥505 in FY 2024)Full year 2025 results: EPS: JP¥561 (up from JP¥505 in FY 2024). Revenue: JP¥87.8b (up 5.6% from FY 2024). Net income: JP¥10.2b (up 10.0% from FY 2024). Profit margin: 12% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.
分析記事 • Jun 18If EPS Growth Is Important To You, Mitani Sekisan (TSE:5273) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • May 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 300,000 shares, representing 1.69% for ¥2,100 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.69% of its issued share capital (excluding treasury stock), for ¥2,100 million. The purpose of the program is shareholder return and capital policy. The program is valid till May 14, 2026. As of May 14, 2025, the company has 17,752,046 issued shares (excluding treasury stock) and 3,234,553 treasury shares.
お知らせ • May 14Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 18, 2025Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 18, 2025.
分析記事 • May 07Mitani Sekisan Co., Ltd. (TSE:5273) Soars 26% But It's A Story Of Risk Vs RewardDespite an already strong run, Mitani Sekisan Co., Ltd. ( TSE:5273 ) shares have been powering on, with a gain of 26...
分析記事 • Apr 14Returns At Mitani Sekisan (TSE:5273) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
お知らせ • Apr 09Mitani Sekisan Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Mitani Sekisan Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥5,740, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 10x in the Basic Materials industry in Japan. Negligible returns to shareholders over past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.8%).
分析記事 • Mar 06Even With A 28% Surge, Cautious Investors Are Not Rewarding Mitani Sekisan Co., Ltd.'s (TSE:5273) Performance CompletelyMitani Sekisan Co., Ltd. ( TSE:5273 ) shares have had a really impressive month, gaining 28% after a shaky period...
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥163 (vs JP¥133 in 3Q 2024)Third quarter 2025 results: EPS: JP¥163 (up from JP¥133 in 3Q 2024). Revenue: JP¥22.4b (up 5.1% from 3Q 2024). Net income: JP¥2.96b (up 21% from 3Q 2024). Profit margin: 13% (up from 12% in 3Q 2024). 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 fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 250,000 shares, representing 1.4% for ¥1,250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 1.4% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,250 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will continue through August 14, 2025. As of February 14, 2025, the company has 17,864,108 issued shares (excluding treasury stock) and 3,122,491 treasury shares.
New Risk • Jan 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jan 17Mitani Sekisan Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Mitani Sekisan Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Dec 22Mitani Sekisan Co., Ltd.'s (TSE:5273) Subdued P/E Might Signal An OpportunityMitani Sekisan Co., Ltd.'s ( TSE:5273 ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right...
お知らせ • Dec 12Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 700,000 shares, representing 3.28% for ¥3,720 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 3.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,720 million. The program is part of our shareholder return and capital policy. The program will continue through December 26, 2024. As of December 12, 2024, the company has 18,275,911 issued shares (excluding treasury stock) and 6,710,688 treasury shares.
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥104 (vs JP¥108 in 2Q 2024)Second quarter 2025 results: EPS: JP¥104 (down from JP¥108 in 2Q 2024). Revenue: JP¥20.4b (down 1.3% from 2Q 2024). Net income: JP¥1.90b (down 4.4% from 2Q 2024). Profit margin: 9.3% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • Nov 14If EPS Growth Is Important To You, Mitani Sekisan (TSE:5273) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥5,950. The fair value is estimated to be JP¥7,570, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 26%.
お知らせ • Oct 17Mitani Sekisan Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Mitani Sekisan Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.9%).
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥168 (vs JP¥137 in 1Q 2024)First quarter 2025 results: EPS: JP¥168 (up from JP¥137 in 1Q 2024). Revenue: JP¥21.6b (up 9.2% from 1Q 2024). Net income: JP¥3.07b (up 22% from 1Q 2024). Profit margin: 14% (up from 13% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 08Calculating The Intrinsic Value Of Mitani Sekisan Co., Ltd. (TSE:5273)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitani Sekisan fair value estimate is JP¥6,201 Mitani...
Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥4,770. The fair value is estimated to be JP¥6,203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 26%.
お知らせ • Aug 01Mitani Sekisan Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Mitani Sekisan Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • Jun 03Returns At Mitani Sekisan (TSE:5273) Appear To Be Weighed DownDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥505 (vs JP¥446 in FY 2023)Full year 2024 results: EPS: JP¥505 (up from JP¥446 in FY 2023). Revenue: JP¥83.1b (down 3.4% from FY 2023). Net income: JP¥9.25b (up 13% from FY 2023). Profit margin: 11% (up from 9.5% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 19, 2024Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 19, 2024.
Buy Or Sell Opportunity • Apr 16Now 21% undervaluedOver the last 90 days, the stock has risen 15% to JP¥5,970. The fair value is estimated to be JP¥7,552, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 24%.
お知らせ • Apr 14Mitani Sekisan Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Mitani Sekisan Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Buy Or Sell Opportunity • Mar 28Now 20% undervaluedOver the last 90 days, the stock has risen 26% to JP¥6,000. The fair value is estimated to be JP¥7,502, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 24%.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.4%).
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥133 (vs JP¥97.48 in 3Q 2023)Third quarter 2024 results: EPS: JP¥133 (up from JP¥97.48 in 3Q 2023). Revenue: JP¥21.3b (down 1.2% from 3Q 2023). Net income: JP¥2.44b (up 36% from 3Q 2023). Profit margin: 12% (up from 8.3% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.27% of its issued share capital (excluding treasury stock), for a total purchase price of ¥250 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will continue through February 14, 2025. As of February 14, 2024, the company has 18,301,560 issued shares (excluding treasury stock) and 6,685,039 treasury shares.
お知らせ • Jan 20Mitani Sekisan Co., Ltd. to Report Q3, 2024 Results on Feb 14, 2024Mitani Sekisan Co., Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥108 (vs JP¥94.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥108 (up from JP¥94.05 in 2Q 2023). Revenue: JP¥20.7b (down 9.5% from 2Q 2023). Net income: JP¥1.99b (up 15% from 2Q 2023). Profit margin: 9.6% (up from 7.6% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 01Mitani Sekisan Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Mitani Sekisan Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥31.50 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.6%).
お知らせ • Sep 15Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 50,000 shares, representing 0.27% for ¥250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 50,000 shares, representing 0.27% of its issued share capital (excluding treasury stock), for a total purchase price of ¥250 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will continue through September 13, 2024. As of September 13, 2023, the company has 18,348,061 issued shares (excluding treasury stock) and 6,638,538 treasury shares.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥137 (vs JP¥94.75 in 1Q 2023)First quarter 2024 results: EPS: JP¥137 (up from JP¥94.75 in 1Q 2023). Revenue: JP¥19.8b (flat on 1Q 2023). Net income: JP¥2.52b (up 45% from 1Q 2023). Profit margin: 13% (up from 8.7% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Aug 03Mitani Sekisan Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Mitani Sekisan Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥446 (vs JP¥282 in FY 2022)Full year 2023 results: EPS: JP¥446 (up from JP¥282 in FY 2022). Revenue: JP¥86.1b (up 11% from FY 2022). Net income: JP¥8.20b (up 54% from FY 2022). Profit margin: 9.5% (up from 6.9% in FY 2022). 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 only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 13, 2023Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 13, 2023.
Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥5,606, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.4%.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,865, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 16% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Buying Opportunity • Mar 14Now 21% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be JP¥5,598, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.4%.
Buying Opportunity • Feb 17Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥5,441, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.4%.
お知らせ • Jan 18Mitani Sekisan Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Mitani Sekisan Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Buying Opportunity • Jan 05Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 1.5%. The fair value is estimated to be JP¥4,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years, while earnings per share has been flat.
Buying Opportunity • Dec 15Now 22% undervaluedOver the last 90 days, the stock is up 7.8%. The fair value is estimated to be JP¥5,195, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥3,945, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 8x in the Basic Materials industry in Japan. Total returns to shareholders of 15% over the past three years.
Buying Opportunity • Nov 28Now 22% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be JP¥5,718, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years, while earnings per share has been flat.
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥94.05 (vs JP¥53.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥94.05 (up from JP¥53.33 in 2Q 2022). Revenue: JP¥22.8b (up 36% from 2Q 2022). Net income: JP¥1.73b (up 69% from 2Q 2022). Profit margin: 7.6% (up from 6.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
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. 1 experienced director. 8 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Hideki Sugihara was the last director to join the board, commencing their role in 2013. 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 • Nov 11Second quarter 2023 earnings released: EPS: JP¥94.05 (vs JP¥53.33 in 2Q 2022)Second quarter 2023 results: EPS: JP¥94.05 (up from JP¥53.33 in 2Q 2022). Revenue: JP¥22.8b (up 36% from 2Q 2022). Net income: JP¥1.73b (up 69% from 2Q 2022). Profit margin: 7.6% (up from 6.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
お知らせ • Oct 14Mitani Sekisan Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Mitani Sekisan Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
お知らせ • Sep 14Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 70,000 shares, representing 0.38% for ¥250 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 70,000 shares, representing 0.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥250 million. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. The program will continue through September 13, 2023. As of September 13, 2022, the company has 18,396,412 issued shares (excluding treasury stock) and 6,590,187 treasury shares.
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥94.75 (vs JP¥96.90 in 1Q 2022)First quarter 2023 results: EPS: JP¥94.75 (down from JP¥96.90 in 1Q 2022). Revenue: JP¥20.0b (flat on 1Q 2022). Net income: JP¥1.75b (down 6.0% from 1Q 2022). Profit margin: 8.7% (down from 9.3% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 28Mitani Sekisan Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Mitani Sekisan Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥282 (vs JP¥280 in FY 2021)Full year 2022 results: EPS: JP¥282. Revenue: JP¥77.3b (up 12% from FY 2021). Net income: JP¥5.32b (down 1.0% from FY 2021). Profit margin: 6.9% (down from 7.8% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • May 15Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 14, 2022Mitani Sekisan Co., Ltd., Annual General Meeting, Jun 14, 2022.
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. 1 experienced director. 8 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Hideki Sugihara was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.7%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥79.04 (down from JP¥84.91 in 3Q 2021). Revenue: JP¥18.8b (up 5.0% from 3Q 2021). Net income: JP¥1.48b (down 9.0% from 3Q 2021). Profit margin: 7.9% (down from 9.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 11Mitani Sekisan Co., Ltd. (TSE:5273) announces an Equity Buyback for 70,000 shares, representing 0.38% for ¥469 million.Mitani Sekisan Co., Ltd. (TSE:5273) announces a share repurchase program. Under the program, the company will repurchase up to 70,000 shares, representing 0.38% of its issued share capital (excluding treasury stock), for a total purchase price of ¥469 million. The shares will be repurchased at a price of ¥6,670 per share. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. As of February 10, 2022, the company has 18,504,077 issued shares (excluding treasury stock) and 6,482,522 treasury shares.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥53.33 (vs JP¥59.46 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥16.8b (up 3.7% from 2Q 2021). Net income: JP¥1.02b (down 10% from 2Q 2021). Profit margin: 6.1% (down from 7.0% 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 2% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.4%).
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥6,900, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 143% over the past three years.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥5,590, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 92% over the past three years.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥96.90 (vs JP¥77.12 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥19.9b (up 17% from 1Q 2021). Net income: JP¥1.86b (up 26% from 1Q 2021). Profit margin: 9.3% (up from 8.7% 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 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥280 (vs JP¥289 in FY 2020)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2021 results: Revenue: JP¥68.9b (down 8.2% from FY 2020). Net income: JP¥5.38b (down 4.3% from FY 2020). Profit margin: 7.8% (up from 7.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥4,525, the stock is trading at a trailing P/E ratio of 15.7x, down from the previous P/E ratio of 18.5x. This compares to an average P/E of 10x in the Basic Materials industry in Japan. Total returns to shareholders over the past three years are 88%.
Reported Earnings • Feb 17Third quarter 2021 earnings released: EPS JP¥84.91 (vs JP¥78.10 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥17.9b (down 6.0% from 3Q 2020). Net income: JP¥1.63b (up 7.9% from 3Q 2020). Profit margin: 9.1% (up from 7.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥5,030The company is up 2.0% from its price of JP¥4,955 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 8.0% over the same period.
お知らせ • Dec 23Mitani Sekisan Co., Ltd. to Report Q3, 2021 Results on Jan 19, 2021Mitani Sekisan Co., Ltd. announced that they will report Q3, 2021 results on Jan 19, 2021
Is New 90 Day High Low • Dec 01New 90-day low: JP¥4,115The company is down 27% from its price of JP¥5,640 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 1.0% over the same period.
お知らせ • Oct 08Mitani Sekisan Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020Mitani Sekisan Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020
お知らせ • Aug 24Mitani Sekisan Co., Ltd. to Report Q1, 2021 Results on Aug 13, 2020Mitani Sekisan Co., Ltd. announced that they will report Q1, 2021 results on Aug 13, 2020